Capital Advisors, Ltd. LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $793 Million distributed in 1537 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $72M, Ishares Russell 1000 Gr ETF with a value of $60.5M, Vanguard Dividend Appreciation with a value of $30.8M, Ishares Msci Usa Quality Facto with a value of $28.1M, and Caesars Entertainment, Inc. with a value of $27.9M.
Examining the 13F form we can see an decrease of $13M in the current position value, from $806M to 793M.
Below you can find more details about Capital Advisors, Ltd. LLC portfolio as well as his latest detailed transactions.
Portfolio value
$793 Million
ETFs: $651 Million
Consumer Cyclical: $44 Million
Technology: $30.6 Million
Financial Services: $14.8 Million
Industrials: $13 Million
Healthcare: $9.45 Million
Communication Services: $6.36 Million
Consumer Defensive: $5.24 Million
Other: $7.49 Million
Stock Holdings Table Market Cap. of $200 Billions or more
