Capital Advisors, Ltd. LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $806 Million distributed in 1554 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 $70.2M, Ishares Russell 1000 Gr ETF with a value of $56.7M, Caesars Entertainment, Inc. with a value of $44.4M, Vanguard Dividend Appreciation with a value of $31.6M, and Ishares Msci Usa Quality Facto with a value of $27.7M.
Examining the 13F form we can see an increase of $35.8M in the current position value, from $771M to 806M.
Below you can find more details about Capital Advisors, Ltd. LLC portfolio as well as his latest detailed transactions.
Portfolio value
$806 Million
ETFs: $649 Million
Consumer Cyclical: $60.3 Million
Technology: $29.9 Million
Financial Services: $14.6 Million
Industrials: $13.9 Million
Healthcare: $10.7 Million
Communication Services: $5.78 Million
Consumer Defensive: $5.23 Million
Other: $7.64 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
