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
HD
Home Depot, Inc.

Consumer Cyclical
69
+ 5.52%
$347.25 - $424.87 $24K - $29.3K
1.32K $483K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
19
+ 0.39%
$48.02 - $53.02 $912 - $1.01K
4.94K $244K
WMT
Walmart Inc.

Consumer Defensive
105
+ 1.37%
$84.5 - $105.05 $8.87K - $11K
7.79K $684K
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.43%
$222.66 - $268.42 $891 - $1.07K
939 $219K
ESPR
Esperion Therapeutics, Inc.

Healthcare
7.5K
+ 21.39%
$1.44 - $2.34 $10.8K - $17.6K
42.6K $61K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.14%
$507.05 - $563.67 $507 - $564
734 $377K
MRK
Merck & Co., Inc.

Healthcare
165
+ 4.94%
$83.01 - $101.02 $13.7K - $16.7K
3.51K $314K
LMT
Lockheed Martin Corp

Industrials
87
+ 6.07%
$423.19 - $506.29 $36.8K - $44K
1.52K $678K
AXP
American Express CO

Financial Services
5
+ 0.64%
$255.39 - $325.87 $1.28K - $1.63K
783 $210K
CAT
Caterpillar Inc

Industrials
60
+ 4.74%
$326.75 - $407.63 $19.6K - $24.5K
1.33K $437K
VXF
Vanguard Extended Market ETF

ETFs
3
+ 0.13%
$170.36 - $201.04 $511 - $603
2.34K $402K
META
Meta Platforms, Inc.

Communication Services
163
+ 1.61%
$576.36 - $736.67 $93.9K - $120K
10.3K $5.92M
PANW
Palo Alto Networks Inc

Technology
284
+ 2.8%
$167.82 - $208.28 $47.7K - $59.2K
10.4K $1.78M
ETN
Eaton Corp PLC

Industrials
1
+ 0.08%
$271.83 - $371.23 $272 - $371
1.26K $342K
COIN
Coinbase Global, Inc.

Technology
45
+ 3.06%
$172.23 - $301.3 $7.75K - $13.6K
1.52K $260K
COLB
Columbia Banking System, Inc.

Financial Services
4.15K
+ 3.52%
$23.89 - $28.84 $99.2K - $120K
122K $3.05M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
5
+ 0.25%
$283.06 - $421.16 $1.42K - $2.11K
2.01K $567K
GOOGL
Alphabet Inc.

Communication Services
4.47K
+ 14.31%
$154.33 - $206.19 $689K - $921K
35.7K $5.52M
AAPL
Apple Inc.

Technology
3.24K
+ 6.13%
$209.68 - $247.1 $680K - $802K
56.2K $12.5M
IVV
Ishares Core S&P 500 ETF

ETFs
1.41K
+ 2.32%
$554.06 - $615.85 $783K - $871K
62.3K $35M
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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