Capital Advisors Wealth Management, LLC Reduced Holdings in Q2 2025

Capital Advisors Wealth Management, LLC

  • $623 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPSE
J P Morgan Diversified Return

ETFs
-358K
- 79.74%
$38.2 - $45.49 $13.7M - $16.3M
91K $4.14M
PFF
Ishares Trust Ishares Pfd And

ETFs
-220K
- 89.83%
$29.0 - $30.68 $6.39M - $6.76M
24.9K $765K
VBR
Vanguard Small Cap Value ETF

ETFs
-36.8K
- 73.35%
$162.76 - $195.77 $5.98M - $7.2M
13.4K $2.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-90.5K
- 48.81%
$47.46 - $55.3 $4.29M - $5M
94.9K $5.23M
VBK
Vanguard Small Cap Growth ETF

ETFs
-17.7K
- 64.85%
$219.76 - $276.94 $3.9M - $4.92M
9.62K $2.66M
MLPA
Global X Mlp ETF

ETFs
-12.9K
- 9.89%
$46.47 - $54.16 $599K - $698K
118K $5.9M
MLN
Vaneck Long Muni ETF

ETFs
-33.6K
- 32.26%
$16.49 - $17.52 $554K - $589K
70.6K $1.19M
XLE
Energy Sector Spdr

ETFs
-909
- 1.52%
$76.44 - $94.13 $69.5K - $85.6K
59.1K $5.01M
CRM
Salesforce, Inc.

Technology
-1.77K
- 39.58%
$236.26 - $291.15 $418K - $515K
2.7K $735K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.81K
- 30.33%
$90.56 - $109.49 $345K - $417K
8.75K $956K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3K
- 41.11%
$91.43 - $91.74 $275K - $276K
4.3K $394K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.88K
- 6.67%
$96.84 - $99.46 $278K - $286K
40.2K $3.99M
USB
Us Bancorp \De\

Financial Services
-5.83K
- 24.47%
$36.4 - $45.76 $212K - $267K
18K $814K
PSX
Phillips 66

Energy
-1.01K
- 10.83%
$92.87 - $125.73 $93.8K - $127K
8.32K $992K
QCOM
Qualcomm Inc

Technology
-1.35K
- 11.94%
$124.66 - $159.48 $169K - $216K
9.98K $1.59M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-196
- 9.78%
$225.56 - $335.19 $44.2K - $65.7K
1.81K $429K
MYO
Myomo, Inc.

Healthcare
-7.7K
- 19.35%
$2.16 - $4.9 $16.6K - $37.7K
32.1K $69K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-47
- 2.52%
$421.16 - $509.5 $19.8K - $23.9K
1.82K $810K
VNLA
Janus Henderson Short Duration

ETFs
-1.94K
- 17.3%
$48.74 - $49.2 $94.8K - $95.6K
9.3K $457K
WM
Waste Management Inc

Industrials
-367
- 18.83%
$216.47 - $242.1 $79.4K - $88.9K
1.58K $361K
AMGN
Amgen Inc

Healthcare
-177
- 18.34%
$262.28 - $309.85 $46.4K - $54.8K
788 $220K
HYD
Vaneck High Yield Muni ETF

ETFs
-1.01K
- 11.34%
$49.08 - $51.35 $49.6K - $51.9K
7.91K $396K
VZ
Verizon Communications Inc

Communication Services
-573
- 6.57%
$41.67 - $45.62 $23.9K - $26.1K
8.14K $352K
XLP
Consumer Staples Sector Spdr

ETFs
-549
- 1.41%
N/A
38.5K $2.93M
HD
Home Depot, Inc.

Consumer Cyclical
-107
- 8.11%
$335.24 - $380.78 $35.9K - $40.7K
1.21K $444K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-582
- 3.38%
$48.46 - $50.2 $28.2K - $29.2K
16.7K $826K
VXF
Vanguard Extended Market ETF

ETFs
-427
- 18.28%
$150.43 - $192.71 $64.2K - $82.3K
1.91K $367K
MO
Altria Group, Inc.

Consumer Defensive
-84
- 0.65%
$55.56 - $60.91 $4.67K - $5.12K
12.9K $756K
PAYX
Paychex Inc

Industrials
-6
- 0.32%
$137.01 - $159.78 $822 - $959
1.89K $274K
ITM
Vaneck Intermediate Muni ETF

ETFs
-301
- 3.1%
$44.27 - $45.82 $13.3K - $13.8K
9.41K $427K
WELL
Welltower Inc.

Real Estate
-92
- 4.77%
$136.49 - $155.22 $12.6K - $14.3K
1.84K $282K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-39
- 0.08%
$45.9 - $47.2 $1.79K - $1.84K
51.4K $2.42M
Blackrock Inc
-68
- 21.86%
N/A
243 $0
VTV
Vanguard Value ETF

ETFs
-181
- 2.24%
$153.67 - $176.74 $27.8K - $32K
7.9K $1.4M
DINO
Hf Sinclair Corp

Energy
-1.24K
- 18.92%
$25.91 - $41.85 $32K - $51.7K
5.29K $217K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-409
- 7.51%
$39.89 - $49.46 $16.3K - $20.2K
5.04K $249K
WFC
Wells Fargo & Company

Financial Services
-300
- 8.74%
$60.98 - $80.12 $18.3K - $24K
3.13K $251K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-38
- 1.11%
$56.84 - $65.5 $2.16K - $2.49K
3.39K $222K
XLF
Financial Sector Spdr

ETFs
-94
- 2.16%
$43.92 - $52.37 $4.13K - $4.92K
4.25K $222K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-103
- 4.62%
$101.97 - $126.75 $10.5K - $13.1K
2.13K $269K
CSCO
Cisco Systems, Inc.

Technology
-676
- 8.5%
$53.19 - $69.38 $36K - $46.9K
7.27K $504K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-202
- 2.26%
$50.39 - $60.05 $10.2K - $12.1K
8.75K $525K
IEFA
Ishares Tr

ETFs
-13
- 0.45%
$67.83 - $84.09 $882 - $1.09K
2.88K $240K
IVW
Ishares S&P 500 Growth ETF

ETFs
-86
- 3.42%
$82.96 - $110.1 $7.13K - $9.47K
2.43K $267K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-112
- 0.8%
$51.16 - $62.02 $5.73K - $6.95K
13.8K $856K
PM
Philip Morris International Inc.

Consumer Defensive
-79
- 2.63%
$149.23 - $184.95 $11.8K - $14.6K
2.93K $532K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-83
- 2.22%
$60.61 - $87.72 $5.03K - $7.28K
3.66K $310K
VUG
Vanguard Growth ETF

ETFs
-6
- 0.44%
$329.49 - $438.4 $1.98K - $2.63K
1.35K $593K
TSLA
Tesla, Inc.

Consumer Cyclical
-7
- 0.28%
$221.86 - $362.89 $1.55K - $2.54K
2.54K $806K
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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