Capital Advisors Wealth Management, LLC Purchases in Q1 2025

Capital Advisors Wealth Management, LLC

  • $560 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
190K
+ 32.63%
$32.9 - $37.45 $6.24M - $7.11M
771K $27.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
234K
+ 2098.39%
$30.73 - $32.26 $7.19M - $7.55M
245K $7.53M
MLPA
Global X Mlp ETF

ETFs
108K
+ 494.67%
$49.83 - $54.53 $5.41M - $5.92M
130K $6.94M
VIG
Vanguard Dividend Appreciation

ETFs
29.2K
+ 18.19%
N/A
190K $34.6M
IDV
Ishares Tr

ETFs
104K
New
$27.0 - $31.7 $2.82M - $3.31M
104K $3.24M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
29.4K
+ 138.61%
$100.34 - $100.68 $2.95M - $2.96M
50.6K $5.1M
CEG
Constellation Energy Corp

Utilities
9.93K
+ 644.87%
$201.63 - $347.44 $2M - $3.45M
11.5K $2.31M
VCIT
Vanguard Intermediate Term Cor

ETFs
13.2K
+ 3.61%
$79.17 - $82.04 $1.04M - $1.08M
378K $30.9M
JPSE
J P Morgan Diversified Return

ETFs
65.8K
+ 17.17%
$42.78 - $48.51 $2.82M - $3.19M
449K $19.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
27.3K
+ 8.81%
$50.39 - $50.66 $1.38M - $1.38M
337K $17.1M
HDV
Ishares Core High Dividend ETF

ETFs
7.89K
+ 201.38%
$110.86 - $121.12 $874K - $955K
11.8K $1.43M
DCTH
Delcath Systems, Inc.

Healthcare
70K
New
$11.43 - $16.45 $800K - $1.15M
70K $891K
XLE
Energy Sector Spdr

ETFs
3.66K
+ 6.51%
$85.7 - $93.96 $314K - $344K
60K $5.6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
15.6K
+ 43.5%
$45.56 - $47.23 $711K - $737K
51.5K $2.42M
V
Visa Inc.

Financial Services
459
+ 3.05%
$306.92 - $362.71 $141K - $166K
15.5K $5.44M
NFLX
Netflix Inc

Communication Services
594
+ 171.18%
$828.4 - $1058.6 $492K - $629K
941 $877K
SHYD
Vaneck Short High Yield Muni E

ETFs
22.7K
New
$22.46 - $22.9 $510K - $520K
22.7K $510K
JPM
Jpmorgan Chase & CO

Financial Services
1.67K
+ 16.34%
$225.19 - $279.95 $376K - $468K
11.9K $2.92M
SLB
Schlumberger Limited

Energy
8.63K
New
$38.4 - $43.74 $331K - $377K
8.63K $360K
SBUX
Starbucks Corp

Consumer Cyclical
3.23K
+ 90.12%
$91.75 - $115.81 $296K - $374K
6.81K $668K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.63K
+ 9.86%
$49.25 - $50.66 $376K - $386K
85K $4.22M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.42K
New
$50.72 - $50.92 $325K - $327K
6.42K $326K
JPIE
J P Morgan Exchange Traded Fd
2.26K
+ 0.48%
$45.46 - $46.18 $103K - $104K
473K $21.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.92K
+ 6.03%
$56.17 - $59.71 $332K - $353K
104K $5.95M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.13K
+ 5.74%
$25.77 - $27.6 $210K - $224K
150K $3.98M
MSFT
Microsoft Corp

Technology
3.82K
+ 15.25%
$375.39 - $447.2 $1.44M - $1.71M
28.9K $10.8M
TT
Trane Technologies PLC

Industrials
805
New
$332.0 - $400.86 $267K - $323K
805 $271K
MLN
Vaneck Long Muni ETF

ETFs
17.7K
+ 20.4%
$17.22 - $18.0 $304K - $318K
104K $1.81M
PLTR
Palantir Technologies Inc.

Technology
1.02K
+ 5.28%
$64.98 - $124.62 $66.2K - $127K
20.3K $1.72M
MUB
Ishares National Muni Bond ETF

ETFs
2.73K
+ 7.69%
$104.71 - $107.69 $286K - $294K
38.2K $4.03M
JMEE
J P Morgan Exchange Traded Fd

ETFs
4.4K
New
$54.51 - $63.63 $240K - $280K
4.4K $246K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.23K
+ 6.38%
$100.32 - $100.76 $224K - $225K
37.2K $3.74M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.51K
New
$92.45 - $106.69 $232K - $268K
2.51K $233K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
11.6K
New
$18.54 - $18.88 $214K - $218K
11.6K $216K
INTC
Intel Corp

Technology
9.11K
New
$19.1 - $27.39 $174K - $250K
9.11K $206K
SRLN
Ssga Active Trust

ETFs
4.9K
New
$41.02 - $41.99 $201K - $206K
4.9K $201K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.99K
+ 37.6%
$85.29 - $92.57 $169K - $184K
7.27K $661K
XLP
Consumer Staples Sector Spdr

ETFs
2.59K
+ 7.11%
N/A
39.1K $2.97M
MYO
Myomo, Inc.

Healthcare
39.8K
New
$4.17 - $7.05 $166K - $281K
39.8K $191K
MAA
Mid America Apartment Communities Inc.

Real Estate
411
+ 6.25%
$146.9 - $170.92 $60.4K - $70.2K
6.99K $1.17M
VEA
Vanguard Ftse Developed Market

ETFs
1.82K
+ 10.85%
$47.4 - $52.99 $86K - $96.2K
18.5K $942K
T
At&T Inc.

Communication Services
639
+ 2.95%
$21.56 - $28.28 $13.8K - $18.1K
22.3K $630K
PEP
Pepsico Inc

Consumer Defensive
974
+ 21.2%
$142.64 - $156.42 $139K - $152K
5.57K $834K
PSX
Phillips 66

Energy
395
+ 4.42%
$113.93 - $131.55 $45K - $52K
9.33K $1.15M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
14.8K
New
$8.58 - $8.9 $127K - $132K
14.8K $129K
PM
Philip Morris International Inc.

Consumer Defensive
63
+ 2.14%
$117.15 - $158.79 $7.38K - $10K
3.01K $476K
MO
Altria Group, Inc.

Consumer Defensive
386
+ 3.06%
$50.81 - $60.02 $19.6K - $23.2K
13K $779K
JNJ
Johnson & Johnson

Healthcare
389
+ 16.61%
$142.06 - $167.7 $55.3K - $65.2K
2.73K $452K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.28K
+ 15.24%
$49.69 - $50.76 $113K - $116K
17.2K $862K
Activity Summary
Buys All Purchases 121 New Holdings 15 Increased Positions 106 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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