Capital Advisors, Ltd. LLC Sells in Q1 2025

Capital Advisors, Ltd. LLC

  • $759 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.98K
- 1.98%
$360.07 - $417.26 $1.07M - $1.24M
148K $53.3M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-8.45K
- 3.62%
$81.62 - $96.63 $690K - $817K
225K $18.7M
VUG
Vanguard Growth ETF

ETFs
-883
- 2.83%
$369.1 - $427.61 $326K - $378K
30.3K $11.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2.6K
- 3.58%
$121.0 - $142.28 $314K - $369K
69.8K $8.69M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.66K
- 3.5%
$96.3 - $112.23 $256K - $298K
73.2K $7.13M
XLI
Industrial Sector Spdr

ETFs
-8.25K
- 34.84%
$128.78 - $141.67 $1.06M - $1.17M
15.4K $2.02M
MSFT
Microsoft Corp

Technology
-726
- 4.11%
$375.39 - $447.2 $273K - $325K
17K $6.37M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2.8K
- 2.27%
$117.4 - $131.02 $328K - $366K
120K $14.4M
XLB
Select Sector Spdr Fd Material

ETFs
-10.4K
- 70.69%
$83.19 - $90.99 $861K - $942K
4.29K $369K
VIG
Vanguard Dividend Appreciation

ETFs
-2.34K
- 1.48%
N/A
155K $30.1M
XLY
Select Sector Spdr Consumer Di

ETFs
-2.92K
- 50.19%
$192.6 - $233.2 $563K - $682K
2.9K $573K
OEF
Ishares S&P 100 ETF

ETFs
-403
- 1.51%
N/A
26.2K $7.1M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-573
- 0.59%
$108.02 - $120.45 $61.9K - $69K
96K $10.6M
ITA
Ishares Tr

ETFs
-4.15K
- 22.69%
$144.84 - $159.5 $602K - $663K
14.2K $2.17M
VDE
Vanguard Energy ETF

ETFs
-4.84K
- 24.56%
$119.14 - $132.76 $576K - $642K
14.9K $1.93M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-6.75K
- 18.39%
$78.97 - $85.82 $533K - $580K
30K $2.49M
IOO
Ishares Tr Global 100 ETF

ETFs
-927
- 1.79%
$96.2 - $105.12 $89.2K - $97.4K
50.9K $4.9M
GOOG
Alphabet Inc.

Communication Services
-24
- 0.27%
$156.06 - $207.71 $3.75K - $4.99K
8.96K $1.4M
GOOGL
Alphabet Inc.

Communication Services
-129
- 2.8%
$154.33 - $206.19 $19.9K - $26.6K
4.49K $694K
LEAD
Siren Divcon Leaders Dividend

ETFs
-1.73K
- 4.77%
$63.83 - $69.34 $110K - $120K
34.5K $2.24M
IHDG
Wisdomtree Tr

ETFs
-3.92K
- 18.6%
$43.4 - $47.51 $170K - $186K
17.1K $744K
GBIL
Goldman Sachs Access Treasury

ETFs
-1.63K
- 36.05%
$99.85 - $100.19 $163K - $163K
2.89K $290K
VEU
Vanguard Ftse All World Ex Us

ETFs
-4.18K
- 14.78%
$56.51 - $62.98 $236K - $263K
24.1K $1.46M
XLE
Energy Sector Spdr

ETFs
-6.65K
- 10.84%
$85.7 - $93.96 $570K - $625K
54.7K $5.11M
XLF
Financial Sector Spdr

ETFs
-4.85K
- 7.42%
$47.32 - $52.19 $230K - $253K
60.5K $3.01M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-121
- 0.66%
$36.64 - $45.76 $4.43K - $5.54K
18.3K $686K
SHV
Ishares Tr

ETFs
-935
- 3.42%
$110.11 - $110.51 $103K - $103K
26.4K $2.92M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.1K
- 5.3%
$21.23 - $23.75 $44.7K - $50K
37.6K $810K
BX
Blackstone Inc.

Financial Services
-4
- 0.14%
$136.53 - $186.74 $546 - $747
2.8K $391K
LRGF
Ishares Tr

ETFs
-1.23K
- 19.43%
$56.95 - $63.95 $70.1K - $78.7K
5.1K $295K
MRK
Merck & Co., Inc.

Healthcare
-388
- 7.68%
$83.01 - $101.02 $32.2K - $39.2K
4.67K $419K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.57K
- 3.04%
$128.74 - $138.67 $588K - $634K
146K $19.8M
IYT
Ishares Tr U.S. Transportation

ETFs
-543
- 4.16%
$63.37 - $73.39 $34.4K - $39.9K
12.5K $800K
LMT
Lockheed Martin Corp

Industrials
-82
- 7.45%
$423.19 - $506.29 $34.7K - $41.5K
1.02K $455K
INMU
Blackrock ETF Tr Ii Intermedia
-3.37K
- 43.93%
$23.44 - $23.97 $79K - $80.8K
4.3K $102K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-886
- 2.39%
$100.32 - $100.76 $88.9K - $89.3K
36.1K $3.64M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.51K
- 1.91%
$182.82 - $196.21 $458K - $492K
128K $24.2M
DHR
Danaher Corp

Healthcare
-100
- 5.06%
$201.62 - $250.59 $20.2K - $25.1K
1.88K $385K
LOW
Lowes Companies Inc

Consumer Cyclical
-54
- 1.35%
$222.66 - $268.42 $12K - $14.5K
3.93K $917K
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.17K
- 19.42%
$34.83 - $37.52 $75.7K - $81.6K
9.02K $327K
HON
Honeywell International Inc

Industrials
-98
- 3.57%
$202.75 - $226.52 $19.9K - $22.2K
2.65K $561K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-603
- 10.62%
$100.34 - $100.68 $60.5K - $60.7K
5.08K $511K
Blackrock Inc
-1
- 0.14%
N/A
724 $685K
CRM
Salesforce, Inc.

Technology
-13
- 1.65%
$268.36 - $359.95 $3.49K - $4.68K
774 $208K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-100
- 11.07%
$254.58 - $302.92 $25.5K - $30.3K
803 $205K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-97
- 0.29%
$48.02 - $53.02 $4.66K - $5.14K
33.8K $1.67M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-965
- 4.14%
$76.94 - $78.28 $74.2K - $75.5K
22.4K $1.75M
SQ
Block, Inc.

Technology
-274
- 23.34%
$54.04 - $92.95 $14.8K - $25.5K
900 $49K
ADBE
Adobe Inc.

Technology
-13
- 1.76%
$377.84 - $464.11 $4.91K - $6.03K
727 $279K
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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