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
TGRW
T Rowe Price Exchange Traded F

Technology
919
+ 4.52%
$35.73 - $41.58 $32.8K - $38.2K
21.2K $760K
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.18%
$554.06 - $615.85 $2.22K - $2.46K
2.27K $1.28M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
629
+ 3.19%
$131.8 - $147.86 $82.9K - $93K
20.3K $2.72M
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 0.45%
$347.25 - $424.87 $4.51K - $5.52K
2.91K $1.07M
PAVE
Global X Fds Us Infrastructure

ETFs
716
+ 2.0%
$37.31 - $43.82 $26.7K - $31.4K
36.6K $1.38M
VOT
Vanguard Mid Cap Growth Index

ETFs
33
+ 0.32%
$237.72 - $276.98 $7.84K - $9.14K
10.3K $2.52M
PWR
Quanta Services, Inc.

Industrials
1
+ 0.06%
$236.71 - $358.03 $237 - $358
1.6K $407K
XLK
Technology Sector Spdr

ETFs
535
+ 6.57%
$206.38 - $242.18 $110K - $130K
8.68K $1.79M
TCHP
T Rowe Price Exchange Traded F

Technology
4.41K
+ 6.41%
$37.86 - $44.2 $167K - $195K
73.3K $2.79M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
574
+ 1.41%
$57.21 - $65.8 $32.8K - $37.8K
41.1K $2.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
745
+ 2.02%
$120.29 - $134.6 $89.6K - $100K
37.7K $4.6M
TDIV
First Trust Nasdaq Technology

ETFs
329
+ 0.83%
$73.39 - $83.95 $24.1K - $27.6K
40K $2.94M
TSLA
Tesla, Inc.

Consumer Cyclical
391
+ 19.0%
$222.15 - $428.22 $86.9K - $167K
2.45K $635K
ORCL
Oracle Corp

Technology
31
+ 0.39%
$139.81 - $186.47 $4.33K - $5.78K
7.9K $1.1M
NVDA
Nvidia Corp

Technology
1.46K
+ 8.38%
$106.98 - $149.43 $156K - $218K
18.8K $2.04M
AMZN
Amazon Com Inc

Consumer Cyclical
267
+ 2.18%
$190.26 - $242.06 $50.8K - $64.6K
12.5K $2.39M
AVGO
Broadcom Inc.

Technology
239
+ 3.48%
$167.43 - $244.7 $40K - $58.5K
7.11K $1.19M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.01K
+ 2.54%
$168.16 - $186.21 $674K - $747K
162K $27.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.21K
+ 4.03%
$468.34 - $539.52 $568K - $654K
31.3K $14.7M
AAPL
Apple Inc.

Technology
691
+ 1.73%
$209.68 - $247.1 $145K - $171K
40.5K $9M
VTI
Vanguard Total Stock Market Et

ETFs
112
+ 0.13%
$271.18 - $303.12 $30.4K - $33.9K
83.6K $23M
IVW
Ishares S&P 500 Growth ETF

ETFs
680
+ 0.44%
$92.45 - $106.69 $62.9K - $72.5K
155K $14.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
231
+ 0.19%
$551.42 - $612.93 $127K - $142K
123K $68.8M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
23
+ 0.0%
$25.0 - $39.76 $575 - $914
835K $20.9M
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
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