Capital Advisors, Ltd. LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $811 Million distributed in 1531 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 $73.7M, Ishares Russell 1000 Gr ETF with a value of $62.6M, Vanguard Dividend Appreciation with a value of $30.8M, Ishares Msci Usa Quality Facto with a value of $30.2M, and Vanguard Total Stock Market Et with a value of $24.9M.
Examining the 13F form we can see an increase of $51.4M in the current position value, from $759M to 811M.
Below you can find more details about Capital Advisors, Ltd. LLC portfolio as well as his latest detailed transactions.
Portfolio value
$811 Million
ETFs: $664 Million
Consumer Cyclical: $40.4 Million
Technology: $31.8 Million
Financial Services: $16.6 Million
Industrials: $13.5 Million
Healthcare: $8.98 Million
Communication Services: $7.27 Million
Consumer Defensive: $5.67 Million
Other: $8.03 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
