Capital Advisors, Ltd. LLC Incresed Positions in Q1 2025

Capital Advisors, Ltd. LLC

  • $759 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEY
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.01%
$20.82 - $22.08 $312 - $331
188K $4.05M
MO
Altria Group, Inc.

Consumer Defensive
167
+ 4.59%
$50.81 - $60.02 $8.49K - $10K
3.81K $229K
PLTR
Palantir Technologies Inc.

Technology
243
+ 11.37%
$64.98 - $124.62 $15.8K - $30.3K
2.38K $201K
CVS
Cvs Health Corp

Healthcare
334
+ 48.62%
$44.22 - $68.64 $14.8K - $22.9K
1.02K $69K
AEE
Ameren Corp

Utilities
326
+ 62.21%
$86.87 - $103.67 $28.3K - $33.8K
850 $85K
CINF
Cincinnati Financial Corp

Financial Services
250
+ 5000.0%
$133.67 - $147.81 $33.4K - $37K
255 $38K
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 0.04%
$91.75 - $115.81 $184 - $232
5.26K $516K
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
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
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
Linde PLC
9
+ 2.18%
N/A
421 $196K
TDVG
T Rowe Price Exchange Traded F

Technology
36
+ 0.14%
$39.23 - $42.13 $1.41K - $1.52K
26.4K $1.07M
ALGN
Align Technology Inc

Healthcare
143
+ 1588.89%
$158.86 - $234.89 $22.7K - $33.6K
152 $24K
KMB
Kimberly Clark Corp

Consumer Defensive
114
+ 21.63%
$124.46 - $147.4 $14.2K - $16.8K
641 $91K
ADC
Agree Realty Corp

Real Estate
270
+ 137.76%
$68.36 - $77.19 $18.5K - $20.8K
466 $36K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
393
+ 0.31%
$50.03 - $50.27 $19.7K - $19.8K
126K $6.33M
PID
Invesco Exchange Traded Fd Tr

ETFs
56
+ 0.21%
N/A
26.3K $501K
UBER
Uber Technologies, Inc

Technology
156
+ 19.72%
$63.17 - $81.49 $9.85K - $12.7K
947 $69K
WELL
Welltower Inc.

Real Estate
107
+ 57.22%
$124.05 - $156.86 $13.3K - $16.8K
294 $45K
EXPD
Expeditors International Of Washington Inc

Industrials
173
+ 1441.67%
$109.09 - $126.48 $18.9K - $21.9K
185 $22K
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
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
COP
Conocophillips

Energy
60
+ 4.58%
$88.6 - $105.85 $5.32K - $6.35K
1.37K $144K
CAH
Cardinal Health Inc

Healthcare
2
+ 0.29%
$118.02 - $137.77 $236 - $276
682 $94K
DG
Dollar General Corp

Consumer Defensive
152
+ 2171.43%
$68.44 - $87.93 $10.4K - $13.4K
159 $14K
HCA
Hca Healthcare, Inc.

Healthcare
10
+ 4.81%
$296.7 - $345.55 $2.97K - $3.46K
218 $75K
SBAC
Sba Communications Corp

Real Estate
55
+ 2750.0%
$192.76 - $224.91 $10.6K - $12.4K
57 $13K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
27
+ 13.85%
$208.48 - $244.03 $5.63K - $6.59K
222 $54K
VPN
Global X Fds Data Ctr Reits &

ETFs
796
+ 37.64%
N/A
2.91K $47K
PSX
Phillips 66

Energy
1
+ 0.08%
$113.93 - $131.55 $114 - $132
1.26K $156K
GE
General Electric CO

Industrials
24
+ 10.86%
$168.59 - $212.13 $4.05K - $5.09K
245 $49K
SLB
Schlumberger Limited

Energy
101
+ 4.31%
$38.4 - $43.74 $3.88K - $4.42K
2.45K $102K
BFB
Brown Forman Corp Cl B
353
+ 215.24%
N/A
517 $18K
CAG
Conagra Brands Inc.

Consumer Defensive
452
+ 82.33%
$23.9 - $27.67 $10.8K - $12.5K
1K $27K
PLD
Prologis, Inc.

Real Estate
66
+ 10.68%
$103.59 - $124.04 $6.84K - $8.19K
684 $76K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
17
+ 54.84%
$402.49 - $513.76 $6.84K - $8.73K
48 $23K
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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