Capital Advisors, Ltd. LLC Purchases in Q3 2025

Capital Advisors, Ltd. LLC

  • $885 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
306
+ 7.38%
$155.17 - $185.42 $47.5K - $56.7K
4.45K $826K
Lam Research Corp
154
+ 3.47%
N/A
4.6K $615K
GLD
Spdr Gold Trust

ETFs
51
+ 1.65%
$300.96 - $355.47 $15.3K - $18.1K
3.15K $1.12M
ILCG
Ishares Morningstar Growth ETF
305
+ 1.74%
N/A
17.9K $1.87M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
27
+ 0.12%
$142.94 - $152.69 $3.86K - $4.12K
22.3K $3.36M
MGC
Vanguard Mega Cap ETF

ETFs
491
+ 22.47%
$224.2 - $245.55 $110K - $121K
2.68K $653K
MGMT
Unified Ser Tr Ballast Small/M

ETFs
3.03K
+ 62.52%
$39.9 - $44.74 $121K - $136K
7.88K $347K
IEMG
Ishares Inc

ETFs
1.42K
+ 13.74%
N/A
11.7K $773K
VRT
Vertiv Holdings CO

Industrials
1.01K
+ 1174.42%
N/A
1.1K $165K
XLU
Utilities Sector Spdr

ETFs
825
+ 5.79%
$81.14 - $87.32 $66.9K - $72K
15.1K $1.32M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.42K
+ 2.36%
N/A
61.2K $2.52M
XLE
Energy Sector Spdr

ETFs
10
+ 0.03%
$84.25 - $91.99 $843 - $920
29K $2.59M
XLI
Industrial Sector Spdr

ETFs
167
+ 1.1%
$147.94 - $154.99 $24.7K - $25.9K
15.4K $2.37M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.18K
+ 33.09%
$26.38 - $27.95 $110K - $117K
16.8K $459K
LOW
Lowes Companies Inc

Consumer Cyclical
21
+ 0.53%
$215.01 - $273.02 $4.52K - $5.73K
4K $1M
PLTR
Palantir Technologies Inc.

Technology
28
+ 1.18%
$130.68 - $186.97 $3.66K - $5.24K
2.41K $440K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
745
+ 2.58%
$70.77 - $73.59 $52.7K - $54.8K
29.6K $2.17M
DVY
Ishares Tr

ETFs
181
+ 2.04%
$133.88 - $142.57 $24.2K - $25.8K
9.04K $1.29M
IGHG
Proshares Investment Grade Int

ETFs
1.08K
+ 3.43%
$78.05 - $79.18 $84.2K - $85.4K
32.6K $2.57M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
657
+ 0.87%
$21.69 - $23.34 $14.3K - $15.3K
76.5K $1.78M
DSTL
ETF Ser Solution Distillate Us

ETFs
1.81K
New
$54.44 - $58.24 $98.7K - $106K
1.81K $105K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
439
+ 7.74%
$132.9 - $142.03 $58.3K - $62.4K
6.11K $861K
IGM
Ishares Expanded Tech Sector E

ETFs
717
+ 220.62%
$110.96 - $127.67 $79.6K - $91.5K
1.04K $131K
TDVG
T Rowe Price Exchange Traded F

Technology
1.18K
+ 4.42%
$42.05 - $43.96 $49.5K - $51.7K
27.8K $1.22M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.13K
+ 5.11%
$78.11 - $79.07 $88.6K - $89.7K
23.3K $1.84M
GD
General Dynamics Corp

Industrials
77
+ 5.65%
$293.92 - $341.0 $22.6K - $26.3K
1.44K $491K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
555
+ 1.37%
$23.82 - $25.84 $13.2K - $14.3K
40.9K $1.05M
PH
Parker Hannifin Corp

Industrials
102
+ 62.2%
$697.13 - $769.67 $71.1K - $78.5K
266 $202K
JHPI
John Hancock ETF Preferred Inc

ETFs
3.6K
+ 93.17%
$22.54 - $23.42 $81.1K - $84.3K
7.46K $173K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
831
+ 3.27%
$76.16 - $78.59 $63.3K - $65.3K
26.2K $2.05M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 0.49%
$404.94 - $499.99 $2.02K - $2.5K
1.02K $496K
IWB
Ishares Tr Russell 1000 ETF

ETFs
11
+ 0.38%
$339.37 - $366.46 $3.73K - $4.03K
2.91K $1.06M
MEAR
Blackrock Short Maturity Munic

ETFs
1.52K
+ 52.11%
$50.17 - $50.56 $76.4K - $77K
4.44K $224K
VOE
Vanguard Mid Cap Value Index F

ETFs
2
+ 0.03%
$164.63 - $174.58 $329 - $349
7.49K $1.31M
NDSN
Nordson Corp

Industrials
297
+ 41.6%
$209.25 - $227.98 $62.1K - $67.7K
1.01K $229K
XOM
Exxon Mobil Corp

Energy
297
+ 3.5%
$105.83 - $117.22 $31.4K - $34.8K
8.78K $990K
VEA
Vanguard Ftse Developed Market

ETFs
192
+ 0.89%
$56.02 - $60.3 $10.8K - $11.6K
21.8K $1.3M
UNH
Unitedhealth Group Inc

Healthcare
71
+ 4.8%
$237.77 - $353.61 $16.9K - $25.1K
1.55K $535K
RTX
Raytheon Technologies Corp

Industrials
161
+ 7.62%
$144.19 - $167.33 $23.2K - $26.9K
2.28K $381K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.11K
+ 5.04%
$41.43 - $44.2 $45.9K - $49K
23.1K $1.02M
KLAC
Kla Corp

Technology
16
+ 5.56%
$843.9 - $1078.6 $13.5K - $17.3K
304 $328K
PKW
Invesco Exchange Traded Fd Tr

ETFs
229
+ 6.05%
$123.59 - $132.83 $28.3K - $30.4K
4.02K $532K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
20
+ 0.22%
$68.27 - $75.58 $1.37K - $1.51K
9.02K $671K
CVX
Chevron Corp

Energy
235
+ 12.95%
$145.57 - $161.83 $34.2K - $38K
2.05K $318K
TSCO
Tractor Supply CO

Consumer Cyclical
1
+ 0.01%
$54.08 - $62.65 $54.1 - $62.7
13.7K $778K
ZTS
Zoetis Inc.

Healthcare
430
+ 45.7%
$141.13 - $159.19 $60.7K - $68.5K
1.37K $201K
ASML
Asml Holding Nv

Technology
24
+ 13.26%
$689.63 - $968.09 $16.6K - $23.2K
205 $198K
JHMD
John Hancock ETF Tr Multifacto

ETFs
525
+ 3.19%
$37.65 - $40.3 $19.8K - $21.2K
17K $678K
RKT
Rocket Companies, Inc.

Financial Services
2.45K
New
$13.31 - $21.16 $32.6K - $51.8K
2.45K $47K
Activity Summary
Buys All Purchases 321 New Holdings 56 Increased Positions 265 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 0 Puts 0
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