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
QCOM
Qualcomm Inc

Technology
355
+ 3.24%
$151.94 - $175.86 $53.9K - $62.4K
11.3K $1.74M
WELL
Welltower Inc.

Real Estate
9
+ 0.47%
$124.05 - $156.86 $1.12K - $1.41K
1.93K $295K
VTV
Vanguard Value ETF

ETFs
156
+ 1.97%
$167.73 - $179.21 $26.2K - $28K
8.08K $1.4M
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
PWR
Quanta Services, Inc.

Industrials
503
+ 37.62%
$236.71 - $358.03 $119K - $180K
1.84K $467K
LLY
Eli Lilly & CO

Healthcare
28
+ 7.16%
$725.72 - $929.72 $20.3K - $26K
419 $346K
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
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
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.39K
+ 14.28%
$24.91 - $29.02 $159K - $185K
51.1K $1.28M
IWB
Ishares Tr Russell 1000 ETF

ETFs
163
+ 14.32%
$302.31 - $337.54 $49.3K - $55K
1.3K $399K
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
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
First Tr Exchng Traded Fd Vi
254
+ 1.88%
N/A
13.8K $0
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
LMT
Lockheed Martin Corp

Industrials
87
+ 6.07%
$423.19 - $506.29 $36.8K - $44K
1.52K $678K
MRK
Merck & Co., Inc.

Healthcare
165
+ 4.94%
$83.01 - $101.02 $13.7K - $16.7K
3.51K $314K
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
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
80
+ 2.19%
$62.43 - $84.12 $4.99K - $6.73K
3.74K $243K
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
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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