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
ETN
Eaton Corp PLC

Industrials
10
+ 0.79%
$246.52 - $356.99 $2.47K - $3.57K
1.27K $453K
WMT
Walmart Inc.

Consumer Defensive
306
+ 3.93%
$81.79 - $99.98 $25K - $30.6K
8.1K $792K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.13K
+ 17.73%
$90.85 - $102.31 $103K - $116K
7.5K $754K
SBUX
Starbucks Corp

Consumer Cyclical
1.57K
+ 23.06%
$79.69 - $99.41 $125K - $156K
8.38K $768K
CAT
Caterpillar Inc

Industrials
46
+ 3.47%
$273.94 - $388.21 $12.6K - $17.9K
1.37K $533K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
7.43K
+ 20.86%
$13.63 - $14.4 $101K - $107K
43K $604K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.83K
+ 28.48%
$50.52 - $50.92 $92.3K - $93K
8.24K $419K
SRLN
Ssga Active Trust

ETFs
2.04K
+ 41.53%
$39.47 - $41.59 $80.4K - $84.7K
6.94K $288K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
420
+ 4.95%
$89.4 - $99.04 $37.5K - $41.6K
8.91K $862K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.98K
+ 1.9%
$51.14 - $57.0 $101K - $113K
106K $6.03M
MPC
Marathon Petroleum Corp

Energy
17
+ 0.47%
$118.55 - $170.08 $2.02K - $2.89K
3.66K $608K
AMAT
Applied Materials Inc

Technology
30
+ 1.69%
$126.95 - $183.52 $3.81K - $5.51K
1.81K $330K
RSP
Invesco S&P 500 Equal Weight E

ETFs
265
+ 11.3%
$152.93 - $181.74 $40.5K - $48.2K
2.61K $474K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
7.53K
+ 50.87%
$8.43 - $8.77 $63.5K - $66K
22.3K $194K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
3.2K
+ 27.64%
$17.99 - $18.99 $57.5K - $60.7K
14.8K $280K
XLK
Technology Sector Spdr

ETFs
34
+ 3.0%
$179.73 - $253.23 $6.11K - $8.61K
1.17K $296K
JMEE
J P Morgan Exchange Traded Fd

ETFs
733
+ 16.66%
$49.07 - $59.23 $36K - $43.4K
5.13K $303K
LLY
Eli Lilly & CO

Healthcare
93
+ 22.2%
$713.71 - $898.95 $66.4K - $83.6K
512 $399K
IWB
Ishares Tr Russell 1000 ETF

ETFs
13
+ 1.0%
$272.36 - $339.57 $3.54K - $4.41K
1.31K $446K
AXP
American Express CO

Financial Services
4
+ 0.51%
$231.39 - $318.98 $926 - $1.28K
787 $251K
VOOV
Vanguard S&P 500 Value ETF

ETFs
24
+ 0.45%
$162.65 - $188.71 $3.9K - $4.53K
5.34K $1.01M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
495
+ 10.03%
$43.28 - $50.37 $21.4K - $24.9K
5.43K $272K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
26
+ 0.3%
$70.7 - $82.14 $1.84K - $2.14K
8.64K $709K
T
At&T Inc.

Communication Services
241
+ 1.08%
$26.33 - $28.94 $6.35K - $6.97K
22.5K $652K
KO
Coca Cola CO

Consumer Defensive
321
+ 4.66%
$68.37 - $73.9 $21.9K - $23.7K
7.21K $510K
ECL
Ecolab Inc.

Basic Materials
2
+ 0.2%
$225.65 - $270.95 $451 - $542
1.01K $271K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
138
+ 1.84%
$40.82 - $43.14 $5.63K - $5.95K
7.62K $328K
PFE
Pfizer Inc

Healthcare
752
+ 8.18%
$21.59 - $24.84 $16.2K - $18.7K
9.94K $240K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
40
+ 1.01%
$75.05 - $77.34 $3K - $3.09K
3.98K $307K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.06%
$276.76 - $326.81 $277 - $327
1.73K $532K
PG
Procter & Gamble CO

Consumer Defensive
322
+ 7.48%
$157.66 - $172.39 $50.8K - $55.5K
4.63K $737K
BND
Vanguard Bd Index Fd Inc Total

ETFs
18
+ 0.37%
$72.02 - $73.82 $1.3K - $1.33K
4.86K $357K
SO
Southern CO

Utilities
35
+ 0.73%
$84.91 - $92.56 $2.97K - $3.24K
4.83K $443K
DHS
Wisdomtree Tr U.S

ETFs
134
+ 3.76%
$87.71 - $98.37 $11.8K - $13.2K
3.7K $354K
Skye Bioscience Inc
29.9K
+ 143.06%
N/A
50.8K $0
Blackrock ETF Trust Ii
86.3K
+ 1893.59%
N/A
90.8K $0
J P Morgan Exchange Traded F
602
+ 6.93%
N/A
9.29K $0
F&G Annuities & Life Inc
1.02K
+ 5.02%
N/A
21.3K $0
First Tr Exchng Traded Fd Vi
269
+ 1.95%
N/A
14.1K $0
SLB
Schlumberger Limited

Energy
2K
+ 23.17%
$31.95 - $42.2 $63.9K - $84.4K
10.6K $359K
JNJ
Johnson & Johnson

Healthcare
221
+ 8.09%
$146.36 - $159.82 $32.3K - $35.3K
2.95K $450K
DUK
Duke Energy Corp

Utilities
69
+ 2.74%
$112.46 - $124.05 $7.76K - $8.56K
2.59K $305K
GILD
Gilead Sciences, Inc.

Healthcare
17
+ 0.54%
$96.91 - $113.0 $1.65K - $1.92K
3.18K $352K
PCAR
Paccar Inc

Industrials
7
+ 0.23%
$86.4 - $99.09 $605 - $694
3.03K $288K
MRK
Merck & Co., Inc.

Healthcare
338
+ 9.64%
$73.47 - $87.12 $24.8K - $29.4K
3.84K $304K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.53%
$210.83 - $235.28 $1.05K - $1.18K
944 $209K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
821
+ 3.6%
$24.32 - $27.87 $20K - $22.9K
23.6K $626K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2
+ 0.04%
$44.37 - $50.04 $88.7 - $100
4.95K $235K
TLT
Ishares Barclays 20+ Year Trea

ETFs
38
+ 0.52%
$83.97 - $92.85 $3.19K - $3.53K
7.31K $645K
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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