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
INTF
Ishares Tr

ETFs
587
+ 4.42%
$33.72 - $36.17 $19.8K - $21.2K
13.9K $498K
MP
Mp Materials Corp.

Basic Materials
424
+ 103.41%
$30.03 - $77.13 $12.7K - $32.7K
834 $56K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
12
+ 0.08%
$53.48 - $56.56 $642 - $679
16K $904K
UNP
Union Pacific Corp

Industrials
116
+ 5.91%
$214.91 - $237.16 $24.9K - $27.5K
2.08K $491K
HII
Huntington Ingalls Industries, Inc.

Industrials
3
+ 0.37%
$246.31 - $287.91 $739 - $864
824 $237K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
32
+ 0.31%
$53.81 - $57.52 $1.72K - $1.84K
10.3K $595K
MO
Altria Group, Inc.

Consumer Defensive
72
+ 1.87%
$57.75 - $67.68 $4.16K - $4.87K
3.92K $259K
BAC
Bank Of America Corp

Financial Services
22
+ 0.29%
$44.92 - $52.42 $988 - $1.15K
7.55K $389K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.05%
$133.81 - $152.16 $268 - $304
3.89K $546K
AMD
Advanced Micro Devices Inc

Technology
2
+ 0.12%
$134.8 - $184.42 $270 - $369
1.66K $268K
EQIX
Equinix Inc

Real Estate
42
+ 200.0%
$756.7 - $811.13 $31.8K - $34.1K
63 $49K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
264
+ 1.24%
$27.26 - $29.27 $7.2K - $7.73K
21.5K $617K
MDT
Medtronic PLC

Healthcare
42
+ 1.3%
$87.67 - $95.74 $3.68K - $4.02K
3.27K $311K
IWR
Ishares Russell Mid Cap ETF

ETFs
207
+ 11.25%
$92.26 - $97.51 $19.1K - $20.2K
2.05K $198K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
774
+ 25.71%
$31.73 - $33.71 $24.6K - $26.1K
3.78K $127K
IDU
Ishares Tr U S Utils ETF

ETFs
11
+ 0.26%
$103.7 - $111.17 $1.14K - $1.22K
4.25K $471K
EEMV
Ishares Msci Emerging Markets

ETFs
411
+ 29.48%
$61.94 - $64.63 $25.5K - $26.6K
1.81K $115K
QCOM
Qualcomm Inc

Technology
16
+ 0.47%
$145.84 - $173.55 $2.33K - $2.78K
3.39K $563K
DFAE
Dimensional ETF Tr

ETFs
824
New
$28.84 - $31.84 $23.8K - $26.2K
824 $26K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.45K
+ 96.28%
$17.13 - $17.98 $24.8K - $26.1K
2.95K $52K
IGRO
Ishares Tr International Divid

ETFs
205
+ 1.82%
$75.97 - $80.24 $15.6K - $16.4K
11.5K $916K
EWMC
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.14%
N/A
2.19K $264K
IDXX
Idexx Laboratories Inc

Healthcare
3
+ 1.33%
$514.61 - $682.78 $1.54K - $2.05K
228 $146K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
206
+ 9.9%
$72.04 - $77.35 $14.8K - $15.9K
2.29K $175K
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 1.21%
$291.67 - $316.99 $5.54K - $6.02K
1.59K $483K
SCCO
Southern Copper Corp

Basic Materials
8
+ 0.74%
$90.54 - $121.36 $724 - $971
1.09K $132K
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.05%
$94.4 - $104.27 $189 - $209
4.21K $434K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
197
+ 3.19%
$49.55 - $52.25 $9.76K - $10.3K
6.38K $333K
DAL
Delta Air Lines, Inc.

Industrials
144
+ 8.09%
$49.0 - $61.97 $7.06K - $8.92K
1.92K $109K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
85
+ 653.85%
$225.11 - $247.9 $19.1K - $21.1K
98 $24K
VCIT
Vanguard Intermediate Term Cor

ETFs
253
+ 973.08%
$81.75 - $84.54 $20.7K - $21.4K
279 $23K
Usa Rare Earth Inc
1.25K
New
N/A
1.25K $21K
Ea Series Trust
597
+ 124.63%
N/A
1.08K $36K
MSCI
Msci Inc.

Financial Services
44
+ 8.48%
$526.48 - $588.0 $23.2K - $25.9K
563 $319K
ROL
Rollins Inc

Consumer Cyclical
1
+ 0.01%
$55.05 - $58.74 $55.1 - $58.7
8.09K $475K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
348
+ 137.01%
$43.35 - $50.12 $15.1K - $17.4K
602 $30K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
722
+ 1110.77%
$21.49 - $24.47 $15.5K - $17.7K
787 $19K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
85
+ 0.59%
$81.76 - $86.36 $6.95K - $7.34K
14.5K $1.23M
IHDG
Wisdomtree Tr

ETFs
4
+ 0.03%
$43.81 - $46.31 $175 - $185
15.7K $726K
APH
Amphenol Corp

Technology
24
+ 4.1%
$97.39 - $125.4 $2.34K - $3.01K
609 $75K
Southstate Bk Corp
164
New
N/A
164 $16K
SNPS
Synopsys Inc

Technology
39
+ 24.68%
$387.78 - $645.35 $15.1K - $25.2K
197 $97K
FDLO
Fidelity Covington Tr Low Vola

ETFs
235
+ 2350.0%
$62.44 - $65.87 $14.7K - $15.5K
245 $16K
EBF
Ennis, Inc.

Industrials
827
New
$17.57 - $18.77 $14.5K - $15.5K
827 $15K
ASTS
Ast Space Mobile, Inc.

Communication Services
201
+ 9.22%
$36.91 - $60.06 $7.42K - $12.1K
2.38K $117K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7
+ 0.14%
$59.61 - $63.09 $417 - $442
5.05K $317K
EIX
Edison International

Utilities
248
+ 87.63%
$50.42 - $56.35 $12.5K - $14K
531 $29K
Cooper Cos Inc
192
+ 369.23%
N/A
244 $17K
HSY
Hershey CO

Consumer Defensive
71
+ 710.0%
$161.95 - $193.45 $11.5K - $13.7K
81 $15K
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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