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
X
United States Steel Corp

Basic Materials
-36
- 13.33%
$30.47 - $43.0 $1.1K - $1.55K
234 $10K
VNLA
Janus Henderson Short Duration

ETFs
-75
- 0.41%
$48.89 - $49.21 $3.67K - $3.69K
18K $887K
DGICA
Donegal Group Inc

Financial Services
-1
- 0.46%
$14.28 - $19.63 $14.3 - $19.6
215 $4K
AON
Aon PLC

Financial Services
-6
- 7.23%
$348.44 - $409.32 $2.09K - $2.46K
77 $31K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-430
- 11.68%
$56.12 - $68.15 $24.1K - $29.3K
3.25K $221K
Solventum Corp
-2
- 0.78%
N/A
254 $19K
IDV
Ishares Tr

ETFs
-969
- 10.81%
$27.0 - $31.7 $26.2K - $30.7K
8K $248K
CHTR
Charter Communications, Inc.

Communication Services
-5
- 2.87%
$334.89 - $384.77 $1.67K - $1.92K
169 $62K
MKC
Mccormick & CO Inc

Consumer Defensive
-4
- 1.07%
$71.24 - $84.73 $285 - $339
371 $31K
ED
Consolidated Edison Inc

Utilities
-16
- 7.24%
$88.0 - $110.59 $1.41K - $1.77K
205 $23K
AIG
American International Group, Inc.

Financial Services
-2
- 1.03%
$70.5 - $86.94 $141 - $174
192 $17K
XEL
Xcel Energy Inc

Utilities
-30
- 2.27%
$63.37 - $72.1 $1.9K - $2.16K
1.29K $92K
MPC
Marathon Petroleum Corp

Energy
-11
- 1.36%
$134.72 - $159.03 $1.48K - $1.75K
795 $116K
SHW
Sherwin Williams CO

Basic Materials
-22
- 1.8%
$330.16 - $365.55 $7.26K - $8.04K
1.2K $420K
OTIS
Otis Worldwide Corp

Industrials
-1
- 0.21%
$90.77 - $104.01 $90.8 - $104
472 $49K
WFC
Wells Fargo & Company

Financial Services
-2
- 0.06%
$66.78 - $81.42 $134 - $163
3.33K $239K
SR
Spire Inc

Utilities
-9
- 1.44%
$65.62 - $78.25 $591 - $704
618 $48K
PFG
Principal Financial Group Inc

Financial Services
-22
- 1.75%
$76.34 - $89.04 $1.68K - $1.96K
1.23K $104K
SYK
Stryker Corp

Healthcare
-10
- 1.1%
$355.18 - $399.9 $3.55K - $4K
896 $333K
VEEV
Veeva Systems Inc

Healthcare
-3
- 0.79%
$210.58 - $246.8 $632 - $740
379 $88K
EXC
Exelon Corp

Utilities
-13
- 1.38%
$37.3 - $46.08 $485 - $599
929 $43K
UNH
Unitedhealth Group Inc

Healthcare
-44
- 2.41%
$461.52 - $548.18 $20.3K - $24.1K
1.78K $931K
MCK
Mckesson Corp

Healthcare
-3
- 2.73%
$566.21 - $672.99 $1.7K - $2.02K
107 $72K
KR
Kroger CO

Consumer Defensive
-6
- 0.46%
$58.36 - $67.72 $350 - $406
1.31K $89K
GD
General Dynamics Corp

Industrials
-8
- 0.59%
$241.94 - $272.58 $1.94K - $2.18K
1.35K $367K
DUK
Duke Energy Corp

Utilities
-19
- 2.12%
$105.87 - $121.97 $2.01K - $2.32K
877 $107K
WEC
Wec Energy Group, Inc.

Utilities
-3
- 0.33%
$92.12 - $108.98 $276 - $327
913 $99K
NFLX
Netflix Inc

Communication Services
-4
- 0.96%
$828.4 - $1058.6 $3.31K - $4.23K
414 $386K
CI
Cigna Corp

Healthcare
-12
- 3.46%
$274.49 - $329.0 $3.29K - $3.95K
335 $110K
YUM
Yum Brands Inc

Consumer Cyclical
-20
- 2.44%
$123.25 - $162.53 $2.47K - $3.25K
800 $126K
IEMG
Ishares Inc

ETFs
-55
- 0.5%
N/A
10.9K $586K
AFL
Aflac Inc

Financial Services
-1
- 0.04%
$100.99 - $111.19 $101 - $111
2.29K $255K
PAYX
Paychex Inc

Industrials
-8
- 0.56%
$136.06 - $154.52 $1.09K - $1.24K
1.41K $218K
VEA
Vanguard Ftse Developed Market

ETFs
-793
- 3.83%
$47.4 - $52.99 $37.6K - $42K
19.9K $1.01M
DGX
Quest Diagnostics Inc

Healthcare
-4
- 0.31%
N/A
1.3K $220K
INTF
Ishares Tr

ETFs
-154
- 1.15%
$28.43 - $31.96 $4.38K - $4.92K
13.2K $408K
VTV
Vanguard Value ETF

ETFs
-496
- 1.56%
$167.73 - $179.21 $83.2K - $88.9K
31.3K $5.41M
GILD
Gilead Sciences, Inc.

Healthcare
-1
- 0.08%
$89.14 - $117.41 $89.1 - $117
1.28K $143K
MDT
Medtronic PLC

Healthcare
-104
- 3.07%
$79.84 - $94.5 $8.3K - $9.83K
3.28K $295K
TSCO
Tractor Supply CO

Consumer Cyclical
-10
- 0.07%
$51.66 - $57.94 $517 - $579
13.7K $753K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-3.27K
- 5.19%
N/A
59.6K $2.13M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-961
- 6.46%
$69.81 - $78.9 $67.1K - $75.8K
13.9K $1.09M
CME
Cme Group Inc.

Financial Services
-27
- 2.11%
$225.82 - $266.54 $6.1K - $7.2K
1.25K $332K
LLY
Eli Lilly & CO

Healthcare
-10
- 0.76%
$725.72 - $929.72 $7.26K - $9.3K
1.31K $1.08M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-169
- 1.15%
N/A
14.5K $1.15M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.43K
- 5.14%
$74.85 - $84.89 $182K - $206K
44.8K $3.66M
NOC
Northrop Grumman Corp

Industrials
-25
- 0.63%
$433.45 - $513.82 $10.8K - $12.8K
3.93K $2.01M
PM
Philip Morris International Inc.

Consumer Defensive
-198
- 3.52%
$117.15 - $158.79 $23.2K - $31.4K
5.43K $861K
HDV
Ishares Core High Dividend ETF

ETFs
-655
- 1.85%
$110.86 - $121.12 $72.6K - $79.3K
34.7K $4.2M
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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