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
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
8.85K
+ 33.06%
$14.19 - $15.01 $126K - $133K
35.6K $511K
XOM
Exxon Mobil Corp

Energy
115
+ 1.65%
$105.44 - $118.93 $12.1K - $13.7K
7.08K $842K
MCD
Mcdonalds Corp

Consumer Cyclical
43
+ 1.24%
$279.74 - $321.29 $12K - $13.8K
3.5K $1.09M
GILD
Gilead Sciences, Inc.

Healthcare
298
+ 10.41%
$89.14 - $117.41 $26.6K - $35K
3.16K $354K
CRWD
Crowd Strike Holdings, Inc.

Technology
118
+ 2.59%
$308.86 - $455.36 $36.4K - $53.7K
4.68K $1.65M
IWY
Ishares Tr Russell 200 Growth

ETFs
511
+ 56.4%
$210.19 - $243.33 $107K - $124K
1.42K $298K
IBM
International Business Machines Corp

Technology
35
+ 1.42%
$217.4 - $264.74 $7.61K - $9.27K
2.5K $621K
SPY
Spdr S&P 500 ETF Trust

ETFs
887
+ 5.63%
$551.42 - $612.93 $489K - $544K
16.6K $9.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.94K
+ 9.29%
$27.01 - $28.54 $52.4K - $55.4K
22.8K $638K
ADP
Automatic Data Processing Inc

Industrials
150
+ 9.52%
$286.85 - $318.64 $43K - $47.8K
1.73K $527K
MPC
Marathon Petroleum Corp

Energy
281
+ 8.35%
$134.72 - $159.03 $37.9K - $44.7K
3.65K $531K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
10.8K
New
$4.7 - $6.98 $50.8K - $75.4K
10.8K $62K
WM
Waste Management Inc

Industrials
4
+ 0.21%
$200.54 - $233.78 $802 - $935
1.95K $451K
QCOM
Qualcomm Inc

Technology
355
+ 3.24%
$151.94 - $175.86 $53.9K - $62.4K
11.3K $1.74M
VTV
Vanguard Value ETF

ETFs
156
+ 1.97%
$167.73 - $179.21 $26.2K - $28K
8.08K $1.4M
WELL
Welltower Inc.

Real Estate
9
+ 0.47%
$124.05 - $156.86 $1.12K - $1.41K
1.93K $295K
GE
General Electric CO

Industrials
42
+ 3.16%
$168.59 - $212.13 $7.08K - $8.91K
1.37K $274K
BA
Boeing CO

Industrials
363
+ 22.35%
$148.15 - $186.25 $53.8K - $67.6K
1.99K $338K
DUK
Duke Energy Corp

Utilities
104
+ 4.31%
$105.87 - $121.97 $11K - $12.7K
2.52K $307K
VTI
Vanguard Total Stock Market Et

ETFs
1.03K
+ 6.52%
$271.18 - $303.12 $280K - $313K
16.8K $4.63M
LLY
Eli Lilly & CO

Healthcare
28
+ 7.16%
$725.72 - $929.72 $20.3K - $26K
419 $346K
PWR
Quanta Services, Inc.

Industrials
503
+ 37.62%
$236.71 - $358.03 $119K - $180K
1.84K $467K
AMAT
Applied Materials Inc

Technology
464
+ 35.39%
$145.06 - $195.51 $67.3K - $90.7K
1.78K $257K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.04K
+ 16.11%
$42.38 - $43.28 $44K - $44.9K
7.48K $318K
UNH
Unitedhealth Group Inc

Healthcare
64
+ 10.77%
$461.52 - $548.18 $29.5K - $35.1K
658 $344K
VB
Vanguard Small Cap ETF

ETFs
308
+ 19.91%
$217.89 - $252.64 $67.1K - $77.8K
1.86K $411K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
670
+ 5.68%
$74.34 - $81.0 $49.8K - $54.3K
12.5K $948K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
170
+ 2.74%
$97.38 - $104.52 $16.6K - $17.8K
6.37K $650K
IWB
Ishares Tr Russell 1000 ETF

ETFs
163
+ 14.32%
$302.31 - $337.54 $49.3K - $55K
1.3K $399K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.39K
+ 14.28%
$24.91 - $29.02 $159K - $185K
51.1K $1.28M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
307
+ 4.39%
$91.45 - $91.75 $28.1K - $28.2K
7.31K $670K
PAYX
Paychex Inc

Industrials
7
+ 0.37%
$136.06 - $154.52 $952 - $1.08K
1.89K $292K
DHS
Wisdomtree Tr U.S

ETFs
21
+ 0.59%
$91.55 - $99.74 $1.92K - $2.09K
3.56K $353K
CSCO
Cisco Systems, Inc.

Technology
25
+ 0.32%
$58.74 - $64.87 $1.47K - $1.62K
7.95K $490K
PG
Procter & Gamble CO

Consumer Defensive
57
+ 1.34%
$158.56 - $176.26 $9.04K - $10K
4.31K $733K
IEFA
Ishares Tr

ETFs
14
+ 0.49%
$69.57 - $78.65 $974 - $1.1K
2.89K $218K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
20
+ 0.23%
$76.77 - $82.22 $1.54K - $1.64K
8.61K $683K
RSP
Invesco S&P 500 Equal Weight E

ETFs
89
+ 3.94%
$169.43 - $182.84 $15.1K - $16.3K
2.35K $406K
BND
Vanguard Bd Index Fd Inc Total

ETFs
29
+ 0.6%
$71.17 - $73.66 $2.06K - $2.14K
4.84K $355K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15
+ 0.38%
$73.78 - $76.59 $1.11K - $1.15K
3.94K $301K
VNLA
Janus Henderson Short Duration

ETFs
112
+ 1.01%
$48.89 - $49.21 $5.48K - $5.51K
11.2K $552K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.04%
$42.5 - $46.71 $85 - $93.4
5.45K $246K
WFC
Wells Fargo & Company

Financial Services
5
+ 0.15%
$66.78 - $81.42 $334 - $407
3.43K $246K
VOOV
Vanguard S&P 500 Value ETF

ETFs
25
+ 0.47%
$179.71 - $192.06 $4.49K - $4.8K
5.32K $979K
Skye Bioscience Inc
20.9K
New
N/A
20.9K $0
First Tr Exchng Traded Fd Vi
254
+ 1.88%
N/A
13.8K $0
Blackrock Inc
1
+ 0.32%
N/A
311 $0
Ge Vernova Inc
27
+ 3.52%
N/A
793 $0
J P Morgan Exchange Traded F
1.38K
+ 18.94%
N/A
8.69K $0
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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