Capital Advisors Wealth Management, LLC Incresed Positions 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
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
FNF
Fidelity National Financial, Inc.

Financial Services
12.3K
+ 27.14%
$54.25 - $65.27 $669K - $805K
57.7K $3.76M
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
JPM
Jpmorgan Chase & CO

Financial Services
1.67K
+ 16.34%
$225.19 - $279.95 $376K - $468K
11.9K $2.92M
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
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
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
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.23K
+ 6.38%
$100.32 - $100.76 $224K - $225K
37.2K $3.74M
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
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
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
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
SO
Southern CO

Utilities
219
+ 4.78%
$80.96 - $92.96 $17.7K - $20.4K
4.8K $441K
MPC
Marathon Petroleum Corp

Energy
281
+ 8.35%
$134.72 - $159.03 $37.9K - $44.7K
3.65K $531K
WM
Waste Management Inc

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