Capital Advisors Wealth Management, LLC Incresed Positions in Q2 2025

Capital Advisors Wealth Management, LLC

  • $623 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
92.3K
+ 781.84%
$108.41 - $120.51 $10M - $11.1M
104K $12.2M
FNDF
Schwab Fundamental Intl Large

ETFs
153K
+ 19.87%
$32.25 - $40.02 $4.94M - $6.13M
925K $37M
IEF
Ishares Barclays

ETFs
66.7K
+ 2399.6%
$93.15 - $96.56 $6.22M - $6.44M
69.5K $6.66M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.26K
+ 2.83%
$320.42 - $424.58 $724K - $959K
82.2K $34.9M
VGT
Vanguard Information Technolog

ETFs
815
+ 2.21%
$470.37 - $663.28 $383K - $541K
37.7K $25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.63K
+ 6.65%
$416.06 - $551.64 $1.09M - $1.45M
42.2K $23.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
42.8K
+ 84.53%
$100.35 - $100.71 $4.3M - $4.31M
93.5K $9.41M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
83.2K
+ 24.68%
$50.36 - $50.68 $4.19M - $4.22M
420K $21.3M
VB
Vanguard Small Cap ETF

ETFs
16.6K
+ 894.88%
$193.73 - $237.37 $3.22M - $3.94M
18.5K $4.37M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
48.9K
+ 21.16%
$66.5 - $71.25 $3.25M - $3.48M
280K $19.5M
JPIE
J P Morgan Exchange Traded Fd
44K
+ 9.3%
$45.12 - $46.32 $1.99M - $2.04M
517K $24M
NVDA
Nvidia Corp

Technology
1.36K
+ 3.93%
$94.31 - $157.99 $129K - $215K
36.1K $5.71M
NFLX
Netflix Inc

Communication Services
1.12K
+ 119.02%
$855.86 - $1339.13 $959K - $1.5M
2.06K $2.76M
META
Meta Platforms, Inc.

Communication Services
212
+ 2.06%
$484.66 - $738.09 $103K - $156K
10.5K $7.74M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
12.4K
+ 10.58%
$65.84 - $80.81 $819K - $1M
130K $10.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
36.4K
+ 42.87%
$48.13 - $49.85 $1.75M - $1.82M
121K $5.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
939
+ 5.65%
$496.48 - $617.85 $466K - $580K
17.6K $10.9M
AMZN
Amazon Com Inc

Consumer Cyclical
54
+ 0.11%
$167.32 - $223.3 $9.04K - $12.1K
49.4K $10.8M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
9.06K
+ 30.11%
$97.68 - $121.38 $885K - $1.1M
39.1K $4.75M
PLTR
Palantir Technologies Inc.

Technology
1.05K
+ 5.15%
$74.01 - $144.25 $77.5K - $151K
21.4K $2.91M
VIG
Vanguard Dividend Appreciation

ETFs
6.49K
+ 3.42%
N/A
196K $35.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.85K
+ 6.78%
$114.78 - $133.31 $671K - $779K
92.1K $12.3M
XLRE
Select Sector Spdr Tr Real Est

ETFs
27.2K
+ 18.89%
$37.08 - $42.26 $1.01M - $1.15M
171K $7.09M
SCHV
Schwab Strategic Tr Us Large C

ETFs
24K
+ 16.03%
$23.55 - $27.67 $565K - $664K
174K $4.81M
MUB
Ishares National Muni Bond ETF

ETFs
7.65K
+ 20.03%
$102.31 - $105.8 $783K - $809K
45.8K $4.79M
CRWD
Crowd Strike Holdings, Inc.

Technology
41
+ 0.88%
$321.63 - $509.31 $13.2K - $20.9K
4.72K $2.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.87K
+ 18.48%
$100.04 - $100.54 $687K - $691K
44.1K $4.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.59K
+ 19.46%
$483.48 - $539.8 $1.25M - $1.4M
15.9K $7.73M
SHYD
Vaneck Short High Yield Muni E

ETFs
24.8K
+ 109.12%
$21.84 - $22.79 $541K - $565K
47.5K $1.07M
PANW
Palo Alto Networks Inc

Technology
180
+ 1.73%
$152.44 - $204.64 $27.4K - $36.8K
10.6K $2.17M
GLD
Spdr Gold Trust

ETFs
1.18K
+ 60.6%
$273.71 - $316.29 $322K - $372K
3.11K $949K
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 0.86%
$908.13 - $1056.85 $46.3K - $53.9K
5.99K $5.93M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.28K
+ 6.42%
$22.27 - $29.21 $73K - $95.8K
54.4K $1.59M
VEA
Vanguard Ftse Developed Market

ETFs
2.92K
+ 15.75%
$45.65 - $57.01 $133K - $166K
21.5K $1.22M
PWR
Quanta Services, Inc.

Industrials
118
+ 6.41%
$239.47 - $381.26 $28.3K - $45K
1.96K $740K
COIN
Coinbase Global, Inc.

Technology
4
+ 0.26%
$151.47 - $375.07 $606 - $1.5K
1.52K $532K
VO
Vanguard Mid Cap ETF

ETFs
197
+ 2.11%
$228.54 - $279.83 $45K - $55.1K
9.52K $2.66M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.02K
+ 16.23%
$67.22 - $81.54 $136K - $165K
14.5K $1.18M
IBM
International Business Machines Corp

Technology
336
+ 13.44%
$221.03 - $294.78 $74.3K - $99K
2.84K $835K
VNQ
Vanguard Specialized Funds Van

ETFs
3.28K
+ 4.99%
$79.79 - $91.42 $262K - $300K
69.1K $6.15M
IWY
Ishares Tr Russell 200 Growth

ETFs
502
+ 35.43%
$187.5 - $246.51 $94.1K - $124K
1.92K $473K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.69K
+ 44.22%
$51.68 - $52.76 $139K - $142K
8.76K $462K
DCTH
Delcath Systems, Inc.

Healthcare
6K
+ 8.57%
$10.39 - $18.1 $62.3K - $109K
76K $1.03M
LHX
L3 Harris Technologies, Inc.

Industrials
208
+ 9.58%
$200.21 - $256.99 $41.6K - $53.5K
2.38K $596K
BA
Boeing CO

Industrials
265
+ 13.34%
$136.59 - $217.51 $36.2K - $57.6K
2.25K $471K
V
Visa Inc.

Financial Services
173
+ 1.12%
$308.27 - $373.31 $53.3K - $64.6K
15.7K $5.57M
GOOG
Alphabet Inc.

Communication Services
33
+ 0.57%
$146.58 - $180.01 $4.84K - $5.94K
5.79K $1.03M
UNH
Unitedhealth Group Inc

Healthcare
839
+ 127.51%
$274.35 - $599.47 $230K - $503K
1.5K $467K
LMT
Lockheed Martin Corp

Industrials
192
+ 12.63%
$430.82 - $486.45 $82.7K - $93.4K
1.71K $792K
Activity Summary
Buys All Purchases 122 New Holdings 14 Increased Positions 108 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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