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
LMT
Lockheed Martin Corp

Industrials
5
+ 0.36%
$460.3 - $584.56 $2.3K - $2.92K
1.39K $809K
LHX
L3 Harris Technologies, Inc.

Industrials
501
+ 32.85%
$221.96 - $243.27 $111K - $122K
2.03K $482K
RSP
Invesco S&P 500 Equal Weight E

ETFs
674
+ 53.58%
$162.83 - $179.16 $110K - $121K
1.93K $346K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
115
+ 0.94%
$105.53 - $118.34 $12.1K - $13.6K
12.4K $1.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.17K
+ 24.75%
$77.02 - $85.06 $89.8K - $99.2K
5.88K $496K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.09K
+ 14.45%
$50.15 - $51.27 $105K - $107K
16.5K $848K
WMT
Walmart Inc.

Consumer Defensive
298
+ 5.19%
$66.91 - $81.4 $19.9K - $24.3K
6.04K $487K
SCHG
Schwab Strategic Tr Us Large C

ETFs
587
+ 5.91%
$92.63 - $105.69 $54.4K - $62K
10.5K $1.1M
VB
Vanguard Small Cap ETF

ETFs
277
+ 23.38%
$214.77 - $237.72 $59.5K - $65.8K
1.46K $346K
VOOV
Vanguard S&P 500 Value ETF

ETFs
30
+ 0.58%
$175.0 - $190.72 $5.25K - $5.72K
5.23K $998K
MO
Altria Group, Inc.

Consumer Defensive
248
+ 2.04%
$45.95 - $54.71 $11.4K - $13.6K
12.4K $633K
VUG
Vanguard Growth ETF

ETFs
169
+ 12.83%
$341.08 - $391.94 $57.6K - $66.2K
1.49K $570K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
3.93K
+ 23.89%
$14.34 - $15.17 $56.3K - $59.6K
20.4K $307K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.46%
$333.64 - $405.2 $1.67K - $2.03K
1.09K $442K
CAT
Caterpillar Inc

Industrials
1
+ 0.09%
$316.8 - $391.12 $317 - $391
1.16K $455K
PM
Philip Morris International Inc.

Consumer Defensive
79
+ 2.8%
$101.25 - $127.45 $8K - $10.1K
2.9K $352K
PWR
Quanta Services, Inc.

Industrials
79
+ 8.03%
$239.58 - $298.23 $18.9K - $23.6K
1.06K $316K
VIG
Vanguard Dividend Appreciation

ETFs
695
+ 0.45%
$182.15 - $182.15 $127K - $127K
154K $28.1M
SBUX
Starbucks Corp

Consumer Cyclical
91
+ 3.34%
$72.51 - $98.6 $6.6K - $8.97K
2.82K $274K
T
At&T Inc.

Communication Services
321
+ 1.7%
$18.21 - $22.28 $5.85K - $7.15K
19.2K $422K
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.25%
$213.3 - $270.78 $640 - $812
1.18K $320K
VXF
Vanguard Extended Market ETF

ETFs
162
+ 7.57%
$163.98 - $182.92 $26.6K - $29.6K
2.3K $419K
PEP
Pepsico Inc

Consumer Defensive
168
+ 3.46%
$161.9 - $179.3 $27.2K - $30.1K
5.02K $853K
PG
Procter & Gamble CO

Consumer Defensive
109
+ 2.6%
$160.76 - $177.82 $17.5K - $19.4K
4.31K $745K
PANW
Palo Alto Networks Inc

Technology
119
+ 2.79%
$294.18 - $368.01 $35K - $43.8K
4.38K $1.5M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
27
+ 0.32%
$71.86 - $78.56 $1.94K - $2.12K
8.56K $672K
CTAS
Cintas Corp

Industrials
1.08K
+ 300.0%
$201.38 - $819.83 $218K - $888K
1.44K $297K
UNH
Unitedhealth Group Inc

Healthcare
10
+ 2.11%
$488.01 - $604.18 $4.88K - $6.04K
485 $283K
PFE
Pfizer Inc

Healthcare
1.15K
+ 12.9%
$27.7 - $31.39 $31.9K - $36.2K
10.1K $291K
DUK
Duke Energy Corp

Utilities
30
+ 1.21%
$99.35 - $117.71 $2.98K - $3.53K
2.52K $290K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
217
+ 4.55%
$44.07 - $50.57 $9.56K - $11K
4.98K $251K
VZ
Verizon Communications Inc

Communication Services
135
+ 1.55%
$38.89 - $45.0 $5.25K - $6.08K
8.87K $398K
IWB
Ishares Tr Russell 1000 ETF

ETFs
66
+ 6.27%
$283.28 - $314.39 $18.7K - $20.7K
1.12K $351K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
247
+ 4.87%
$46.17 - $51.13 $11.4K - $12.6K
5.32K $272K
DHS
Wisdomtree Tr U.S

ETFs
29
+ 0.85%
$83.9 - $93.83 $2.43K - $2.72K
3.44K $322K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
248
+ 4.81%
$41.9 - $48.26 $10.4K - $12K
5.41K $258K
PAYX
Paychex Inc

Industrials
18
+ 0.96%
$116.17 - $135.19 $2.09K - $2.43K
1.89K $253K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
99
+ 2.9%
$58.75 - $64.07 $5.82K - $6.34K
3.51K $224K
XOM
Exxon Mobil Corp

Energy
60
+ 0.9%
$109.72 - $119.0 $6.58K - $7.14K
6.73K $788K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
5
+ 0.22%
$108.44 - $120.37 $542 - $602
2.26K $271K
BND
Vanguard Bd Index Fd Inc Total

ETFs
42
+ 0.89%
$71.45 - $75.64 $3K - $3.18K
4.75K $356K
ITM
Vaneck Intermediate Muni ETF

ETFs
66
+ 0.69%
$45.67 - $47.0 $3.01K - $3.1K
9.69K $455K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
142
+ 2.75%
$41.95 - $43.42 $5.96K - $6.17K
5.3K $230K
AMGN
Amgen Inc

Healthcare
11
+ 1.08%
$309.38 - $337.38 $3.4K - $3.71K
1.03K $330K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
35
+ 1.79%
$460.0 - $505.78 $16.1K - $17.7K
1.99K $924K
WM
Waste Management Inc

Industrials
94
+ 5.09%
$196.96 - $223.45 $18.5K - $21K
1.94K $402K
PCAR
Paccar Inc

Industrials
211
+ 6.71%
$91.64 - $109.98 $19.3K - $23.2K
3.36K $331K
LLY
Eli Lilly & CO

Healthcare
13
+ 3.25%
$772.14 - $960.02 $10K - $12.5K
413 $365K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
38
+ 0.63%
N/A
6.05K $190K
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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