Capital Advisors Wealth Management, LLC Sells in Q4 2024

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
-135K
- 18.83%
$32.92 - $37.15 $4.44M - $5.01M
582K $19.3M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-16.5K
- 4.88%
$68.25 - $75.42 $1.13M - $1.25M
322K $22M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-45.8K
- 13.69%
$56.06 - $61.35 $2.57M - $2.81M
289K $16.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.99K
- 9.5%
$96.64 - $101.23 $482K - $505K
47.5K $4.6M
HYD
Vaneck High Yield Muni ETF

ETFs
-10.9K
- 29.38%
$51.09 - $53.06 $556K - $577K
26.1K $1.36M
VTV
Vanguard Value ETF

ETFs
-1.99K
- 20.03%
$168.32 - $181.87 $334K - $361K
7.93K $1.34M
JPIE
J P Morgan Exchange Traded Fd
-19
- -0.0%
$45.59 - $46.25 $866 - $879
471K $21.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.61K
- 33.02%
$87.1 - $98.49 $227K - $257K
5.28K $461K
MUB
Ishares National Muni Bond ETF

ETFs
-1.82K
- 4.87%
$105.78 - $108.7 $192K - $198K
35.5K $3.78M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-2.92K
- 7.53%
$46.07 - $48.17 $135K - $141K
35.9K $1.65M
PEP
Pepsico Inc

Consumer Defensive
-423
- 8.43%
$151.29 - $176.1 $64K - $74.5K
4.59K $698K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-597
- 6.47%
$77.43 - $89.47 $46.2K - $53.4K
8.62K $671K
JNJ
Johnson & Johnson

Healthcare
-568
- 19.52%
$143.34 - $165.86 $81.4K - $94.2K
2.34K $338K
HDV
Ishares Core High Dividend ETF

ETFs
-815
- 17.23%
$110.82 - $121.28 $90.3K - $98.8K
3.92K $439K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.98K
- 23.83%
$51.54 - $52.55 $102K - $104K
6.33K $327K
VNLA
Janus Henderson Short Duration

ETFs
-2.09K
- 15.81%
$48.82 - $49.11 $102K - $103K
11.1K $544K
IBM
International Business Machines Corp

Technology
-450
- 15.44%
$204.9 - $238.04 $92.2K - $107K
2.47K $541K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.58K
- 9.56%
$50.02 - $51.24 $79.1K - $81.1K
15K $750K
LOW
Lowes Companies Inc

Consumer Cyclical
-247
- 20.9%
$244.52 - $284.07 $60.4K - $70.2K
935 $230K
TM
Toyota Motor Corp

Consumer Cyclical
-615
- 29.8%
$169.2 - $199.52 $104K - $123K
1.45K $281K
MCD
Mcdonalds Corp

Consumer Cyclical
-99
- 2.78%
$288.47 - $316.54 $28.6K - $31.3K
3.46K $1M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-322
- 4.94%
$99.2 - $108.47 $31.9K - $34.9K
6.2K $616K
VO
Vanguard Mid Cap ETF

ETFs
-300
- 2.29%
$261.5 - $284.63 $78.5K - $85.4K
12.8K $3.39M
AMGN
Amgen Inc

Healthcare
-33
- 3.22%
$258.78 - $328.31 $8.54K - $10.8K
993 $258K
KO
Coca Cola CO

Consumer Defensive
-47
- 0.65%
$61.74 - $71.71 $2.9K - $3.37K
7.23K $450K
MRK
Merck & Co., Inc.

Healthcare
-153
- 4.38%
$96.31 - $114.76 $14.7K - $17.6K
3.34K $332K
LLY
Eli Lilly & CO

Healthcare
-22
- 5.33%
$727.2 - $932.06 $16K - $20.5K
391 $301K
ACN
Accenture PLC

Technology
-175
- 21.82%
$343.9 - $376.86 $60.2K - $66K
627 $220K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-977
- 6.54%
$61.68 - $67.87 $60.3K - $66.3K
14K $870K
F
Ford Motor CO

Consumer Cyclical
-4.73K
- 31.88%
$9.69 - $11.4 $45.9K - $53.9K
10.1K $100K
UPS
United Parcel Service Inc

Industrials
-185
- 7.85%
$122.65 - $138.35 $22.7K - $25.6K
2.17K $273K
IEFA
Ishares Tr

ETFs
-241
- 7.72%
$70.06 - $77.43 $16.9K - $18.7K
2.88K $202K
PFE
Pfizer Inc

Healthcare
-546
- 5.42%
$24.8 - $30.19 $13.5K - $16.5K
9.54K $252K
PG
Procter & Gamble CO

Consumer Defensive
-56
- 1.3%
$161.05 - $179.7 $9.02K - $10.1K
4.25K $712K
DUK
Duke Energy Corp

Utilities
-101
- 4.01%
$105.76 - $120.76 $10.7K - $12.2K
2.42K $260K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-405
- 7.61%
$50.53 - $55.55 $20.5K - $22.5K
4.92K $250K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-22
- 0.97%
$118.0 - $127.04 $2.6K - $2.79K
2.24K $271K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-56
- 0.61%
$55.86 - $60.21 $3.13K - $3.37K
9.2K $526K
PCAR
Paccar Inc

Industrials
-90
- 2.68%
$97.92 - $118.41 $8.81K - $10.7K
3.27K $339K
BA
Boeing CO

Industrials
-69
- 4.08%
$138.14 - $180.72 $9.53K - $12.5K
1.62K $287K
VUG
Vanguard Growth ETF

ETFs
-2
- 0.13%
$378.79 - $428.11 $758 - $856
1.48K $609K
COLB
Columbia Banking System, Inc.

Financial Services
-465
- 0.39%
$25.29 - $32.01 $11.8K - $14.9K
118K $3.19M
META
Meta Platforms, Inc.

Communication Services
-29
- 0.29%
$554.08 - $632.68 $16.1K - $18.3K
10.1K $5.96M
Activity Summary
Buys All Purchases 121 New Holdings 16 Increased Positions 105 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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