Capital Advisors Wealth Management, LLC Purchases in Q3 2024

Capital Advisors Wealth Management, LLC

  • $538 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
107K
+ 46.15%
$69.16 - $76.64 $7.39M - $8.19M
339K $25.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
17.5K
+ 5.25%
$79.29 - $84.02 $1.39M - $1.47M
352K $29.5M
XLP
Consumer Staples Sector Spdr

ETFs
35.2K
New
$76.04 - $76.04 $2.67M - $2.67M
35.2K $2.67M
FNDF
Schwab Fundamental Intl Large

ETFs
16.5K
+ 2.36%
$33.67 - $37.71 $556K - $623K
716K $26.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.3K
+ 3.82%
$53.41 - $57.9 $658K - $713K
335K $19.4M
JPSE
J P Morgan Diversified Return

ETFs
1.85K
+ 0.77%
$43.03 - $48.28 $79.5K - $89.2K
242K $11.6M
XLRE
Select Sector Spdr Tr Real Est

ETFs
24.1K
New
$38.04 - $45.36 $916K - $1.09M
24.1K $1.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
328
+ 0.31%
$117.9 - $128.2 $38.7K - $42K
107K $13.8M
COST
Costco Wholesale Corp

Consumer Defensive
926
+ 18.29%
$801.83 - $917.05 $742K - $849K
5.99K $5.31M
VNQ
Vanguard Specialized Funds Van

ETFs
779
+ 1.23%
$82.97 - $98.97 $64.6K - $77.1K
64.4K $6.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
262
+ 1.97%
$405.19 - $478.57 $106K - $125K
13.5K $6.23M
META
Meta Platforms, Inc.

Communication Services
38
+ 0.38%
$453.41 - $572.44 $17.2K - $21.8K
10.1K $5.8M
MLN
Vaneck Long Muni ETF

ETFs
36.1K
+ 87.16%
$17.77 - $18.32 $642K - $662K
77.6K $1.42M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.76K
+ 5.93%
$56.04 - $62.99 $379K - $426K
121K $7.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
283
+ 1.89%
$517.38 - $573.86 $146K - $162K
15.3K $8.76M
FNF
Fidelity National Financial, Inc.

Financial Services
879
+ 2.02%
$48.08 - $62.04 $42.3K - $54.5K
44.5K $2.76M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.7K
+ 21.2%
$49.93 - $51.15 $533K - $546K
61K $3.12M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.89K
New
$233.4 - $302.36 $440K - $570K
1.89K $511K
VTI
Vanguard Total Stock Market Et

ETFs
910
+ 6.16%
$255.18 - $283.2 $232K - $258K
15.7K $4.44M
JPM
Jpmorgan Chase & CO

Financial Services
2.03K
+ 31.48%
$194.9 - $224.8 $396K - $456K
8.48K $1.79M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.4K
+ 3.15%
$42.22 - $48.62 $143K - $165K
111K $5.17M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
5.78K
+ 170.2%
$70.04 - $77.47 $404K - $447K
9.17K $710K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.41K
+ 90.54%
$100.3 - $100.74 $442K - $444K
9.27K $933K
VTV
Vanguard Value ETF

ETFs
1.72K
+ 21.06%
$159.75 - $174.57 $275K - $301K
9.91K $1.73M
GIS
General Mills Inc

Consumer Defensive
4.71K
New
$62.5 - $75.15 $294K - $354K
4.71K $347K
VO
Vanguard Mid Cap ETF

ETFs
143
+ 1.1%
$237.84 - $263.83 $34K - $37.7K
13.1K $3.46M
ABBV
Abb Vie Inc.

Healthcare
106
+ 0.94%
$163.84 - $199.33 $17.4K - $21.1K
11.4K $2.25M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.56K
+ 40.26%
$138.8 - $166.65 $216K - $260K
5.43K $862K
ACN
Accenture PLC

Technology
802
New
$295.44 - $355.81 $237K - $285K
802 $283K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.36K
+ 42.56%
$89.91 - $101.33 $212K - $239K
7.89K $773K
V
Visa Inc.

Financial Services
294
+ 2.02%
$253.74 - $291.56 $74.6K - $85.7K
14.8K $4.08M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.83K
+ 73.83%
$217.89 - $392.15 $398K - $717K
4.3K $1.21M
MUB
Ishares National Muni Bond ETF

ETFs
1.63K
+ 4.56%
$106.13 - $108.7 $172K - $177K
37.3K $4.05M
WELL
Welltower Inc.

Real Estate
1.91K
New
$104.0 - $129.74 $199K - $248K
1.91K $244K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
180
+ 0.34%
$96.25 - $101.98 $17.3K - $18.4K
52.5K $5.32M
IBM
International Business Machines Corp

Technology
532
+ 22.32%
$175.1 - $223.38 $93.2K - $119K
2.92K $644K
SO
Southern CO

Utilities
2.52K
New
$77.0 - $90.52 $194K - $228K
2.52K $226K
PLTR
Palantir Technologies Inc.

Technology
5.98K
New
$24.09 - $37.95 $144K - $227K
5.98K $222K
SHYD
Vaneck Short High Yield Muni E

ETFs
9.74K
New
$22.24 - $22.81 $217K - $222K
9.74K $221K
MU
Micron Technology Inc

Technology
2.09K
New
$86.27 - $136.82 $181K - $287K
2.09K $217K
NUSC
Nuveen Esg Small Cap ETF

ETFs
5.07K
New
$38.89 - $42.97 $197K - $218K
5.07K $217K
GILD
Gilead Sciences, Inc.

Healthcare
2.54K
New
$66.59 - $83.99 $169K - $214K
2.54K $213K
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.97K
+ 8.29%
$45.87 - $48.53 $136K - $144K
38.8K $1.87M
AVGO
Broadcom Inc.

Technology
15K
+ 901.99%
$136.27 - $1745.86 $2.04M - $26.2M
16.6K $2.87M
GE
General Electric CO

Industrials
1.09K
New
$156.66 - $189.66 $171K - $207K
1.09K $205K
AXP
American Express CO

Financial Services
751
New
$225.92 - $271.17 $170K - $204K
751 $203K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
82
+ 0.27%
$101.72 - $112.94 $8.34K - $9.26K
30.3K $3.42M
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 0.4%
$245.82 - $304.51 $3.44K - $4.26K
3.56K $1.08M
SOFI
So Fi Technologies, Inc.

Financial Services
5.18K
+ 5.03%
$6.32 - $8.19 $32.7K - $42.4K
108K $850K
Activity Summary
Buys All Purchases 112 New Holdings 14 Increased Positions 98 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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