Capital Advisors, Ltd. LLC Purchases in Q1 2025

Capital Advisors, Ltd. LLC

  • $759 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AWK
American Water Works Company, Inc.

Utilities
230
+ 56.1%
$121.01 - $149.31 $27.8K - $34.3K
640 $94K
MMM
3 M CO

Industrials
99
+ 6.52%
$129.7 - $155.12 $12.8K - $15.4K
1.62K $238K
ETN
Eaton Corp PLC

Industrials
502
+ 31.59%
$271.83 - $371.23 $136K - $186K
2.09K $568K
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 0.93%
$279.74 - $321.29 $4.2K - $4.82K
1.62K $507K
PEY
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.01%
$20.82 - $22.08 $312 - $331
188K $4.05M
PLTR
Palantir Technologies Inc.

Technology
243
+ 11.37%
$64.98 - $124.62 $15.8K - $30.3K
2.38K $201K
MO
Altria Group, Inc.

Consumer Defensive
167
+ 4.59%
$50.81 - $60.02 $8.49K - $10K
3.81K $229K
AEE
Ameren Corp

Utilities
326
+ 62.21%
$86.87 - $103.67 $28.3K - $33.8K
850 $85K
CVS
Cvs Health Corp

Healthcare
334
+ 48.62%
$44.22 - $68.64 $14.8K - $22.9K
1.02K $69K
CINF
Cincinnati Financial Corp

Financial Services
250
+ 5000.0%
$133.67 - $147.81 $33.4K - $37K
255 $38K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
808
+ 2.87%
$65.27 - $71.18 $52.7K - $57.5K
29K $1.92M
VZ
Verizon Communications Inc

Communication Services
376
+ 12.9%
$37.81 - $46.49 $14.2K - $17.5K
3.29K $149K
ADP
Automatic Data Processing Inc

Industrials
21
+ 1.16%
$286.85 - $318.64 $6.02K - $6.69K
1.83K $559K
CMCSA
Comcast Corp

Communication Services
863
+ 18.4%
$33.19 - $38.23 $28.6K - $33K
5.55K $205K
PGR
Progressive Corp

Financial Services
4
+ 0.62%
$235.61 - $291.22 $942 - $1.16K
651 $184K
EPD
Enterprise Products Partners L.P.

Energy
28
+ 0.3%
$31.75 - $34.14 $889 - $956
9.26K $316K
EQAL
Invesco ETF

ETFs
1.46K
+ 3.48%
$46.28 - $50.51 $67.6K - $73.7K
43.4K $2.05M
Linde PLC
9
+ 2.18%
N/A
421 $196K
HII
Huntington Ingalls Industries, Inc.

Industrials
65
+ 8.61%
$159.75 - $208.61 $10.4K - $13.6K
820 $167K
AIQ
Global X Funds Global X Artifi

ETFs
1.77K
+ 9.94%
$36.38 - $42.77 $64.2K - $75.5K
19.5K $711K
TDVG
T Rowe Price Exchange Traded F

Technology
36
+ 0.14%
$39.23 - $42.13 $1.41K - $1.52K
26.4K $1.07M
ADC
Agree Realty Corp

Real Estate
270
+ 137.76%
$68.36 - $77.19 $18.5K - $20.8K
466 $36K
KMB
Kimberly Clark Corp

Consumer Defensive
114
+ 21.63%
$124.46 - $147.4 $14.2K - $16.8K
641 $91K
ALGN
Align Technology Inc

Healthcare
143
+ 1588.89%
$158.86 - $234.89 $22.7K - $33.6K
152 $24K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
393
+ 0.31%
$50.03 - $50.27 $19.7K - $19.8K
126K $6.33M
EXPD
Expeditors International Of Washington Inc

Industrials
173
+ 1441.67%
$109.09 - $126.48 $18.9K - $21.9K
185 $22K
PID
Invesco Exchange Traded Fd Tr

ETFs
56
+ 0.21%
N/A
26.3K $501K
WELL
Welltower Inc.

Real Estate
107
+ 57.22%
$124.05 - $156.86 $13.3K - $16.8K
294 $45K
UBER
Uber Technologies, Inc

Technology
156
+ 19.72%
$63.17 - $81.49 $9.85K - $12.7K
947 $69K
ELV
Elevance Health, Inc.

Healthcare
14
+ 6.8%
$365.9 - $436.25 $5.12K - $6.11K
220 $96K
XLRE
Select Sector Spdr Tr Real Est

ETFs
400
+ 23.12%
$39.18 - $43.52 $15.7K - $17.4K
2.13K $89K
MPLX
Mplx LP

Energy
60
+ 2.25%
$47.88 - $54.65 $2.87K - $3.28K
2.73K $146K
TMUS
T Mobile Us, Inc.

Communication Services
11
+ 3.29%
$211.3 - $272.83 $2.32K - $3K
345 $92K
CCI
Crown Castle International Corp

Real Estate
133
+ 62.15%
$84.33 - $106.39 $11.2K - $14.1K
347 $36K
FISV
Fiserv Inc

Technology
39
+ 10.21%
N/A
421 $93K
CSGP
Costar Group, Inc.

Real Estate
180
New
$69.29 - $80.37 $12.5K - $14.5K
180 $14K
FLO
Flowers Foods Inc

Consumer Defensive
720
+ 1440.0%
$18.05 - $20.78 $13K - $15K
770 $15K
WRB
Berkley W R Corp

Financial Services
5
+ 0.47%
$56.7 - $71.27 $284 - $356
1.06K $76K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
6
+ 0.07%
$23.43 - $25.55 $141 - $153
8.95K $229K
VRSN
Verisign Inc

Technology
2
+ 0.74%
$205.1 - $254.74 $410 - $509
274 $70K
CAH
Cardinal Health Inc

Healthcare
2
+ 0.29%
$118.02 - $137.77 $236 - $276
682 $94K
COP
Conocophillips

Energy
60
+ 4.58%
$88.6 - $105.85 $5.32K - $6.35K
1.37K $144K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
27
+ 13.85%
$208.48 - $244.03 $5.63K - $6.59K
222 $54K
HCA
Hca Healthcare, Inc.

Healthcare
10
+ 4.81%
$296.7 - $345.55 $2.97K - $3.46K
218 $75K
DG
Dollar General Corp

Consumer Defensive
152
+ 2171.43%
$68.44 - $87.93 $10.4K - $13.4K
159 $14K
SBAC
Sba Communications Corp

Real Estate
55
+ 2750.0%
$192.76 - $224.91 $10.6K - $12.4K
57 $13K
INVH
Invitation Homes Inc.

Real Estate
347
New
$30.28 - $34.85 $10.5K - $12.1K
347 $12K
PSX
Phillips 66

Energy
1
+ 0.08%
$113.93 - $131.55 $114 - $132
1.26K $156K
VPN
Global X Fds Data Ctr Reits &

ETFs
796
+ 37.64%
N/A
2.91K $47K
Activity Summary
Buys All Purchases 425 New Holdings 101 Increased Positions 324 Sells All Sells 352 Reductions 352 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Capital Advisors, Ltd. LLC Portfolio

Follow Capital Advisors, Ltd. LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors, Ltd. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors, Ltd. LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email