Capital Advisors Wealth Management, LLC Sells in Q1 2025

Capital Advisors Wealth Management, LLC

  • $560 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-9.56K
- 10.68%
$360.07 - $417.26 $3.44M - $3.99M
79.9K $28.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-104K
- 35.84%
$53.6 - $58.97 $5.55M - $6.11M
185K $10.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-91K
- 28.27%
$66.9 - $71.57 $6.09M - $6.52M
231K $16.3M
NVDA
Nvidia Corp

Technology
-19.5K
- 35.94%
$106.98 - $149.43 $2.09M - $2.91M
34.7K $3.77M
VGT
Vanguard Information Technolog

ETFs
-741
- 1.97%
$542.38 - $646.34 $402K - $479K
36.9K $20M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-23K
- 21.03%
$126.11 - $135.06 $2.9M - $3.1M
86.2K $11.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.49K
- 3.63%
$468.34 - $539.52 $698K - $804K
39.5K $18.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-863
- 1.72%
$190.26 - $242.06 $164K - $209K
49.3K $9.38M
AVGO
Broadcom Inc.

Technology
-3.07K
- 18.16%
$167.43 - $244.7 $514K - $750K
13.8K $2.31M
VO
Vanguard Mid Cap ETF

ETFs
-3.51K
- 27.32%
$251.87 - $277.95 $883K - $974K
9.32K $2.41M
HYD
Vaneck High Yield Muni ETF

ETFs
-17.2K
- 65.89%
$50.79 - $52.53 $875K - $905K
8.92K $456K
VBR
Vanguard Small Cap Value ETF

ETFs
-589
- 1.16%
$183.02 - $207.75 $108K - $122K
50.1K $9.33M
CRM
Salesforce, Inc.

Technology
-970
- 17.84%
$268.36 - $359.95 $260K - $349K
4.47K $1.2M
CVX
Chevron Corp

Energy
-5.75K
- 35.28%
$146.71 - $167.97 $844K - $966K
10.6K $1.77M
SOFI
So Fi Technologies, Inc.

Financial Services
-1.19K
- 1.06%
$11.18 - $18.03 $13.2K - $21.4K
111K $1.29M
TSLA
Tesla, Inc.

Consumer Cyclical
-81
- 3.08%
$222.15 - $428.22 $18K - $34.7K
2.55K $659K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-13.5K
- 8.56%
$39.18 - $43.52 $528K - $587K
144K $6.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.4K
- 9.27%
$95.85 - $99.25 $422K - $437K
43.1K $4.26M
USB
Us Bancorp \De\

Financial Services
-3.28K
- 12.09%
$40.92 - $50.9 $134K - $167K
23.8K $1.01M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-909
- 2.93%
$108.02 - $120.45 $98.2K - $109K
30.1K $3.31M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-8.01K
- 30.72%
$23.16 - $27.04 $186K - $217K
18.1K $423K
GOOG
Alphabet Inc.

Communication Services
-206
- 3.46%
$156.06 - $207.71 $32.1K - $42.8K
5.75K $898K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-163
- 1.28%
$102.49 - $119.96 $16.7K - $19.6K
12.6K $1.31M
VUG
Vanguard Growth ETF

ETFs
-124
- 8.36%
$369.1 - $427.61 $45.8K - $53K
1.36K $504K
DINO
Hf Sinclair Corp

Energy
-2.03K
- 23.76%
$30.66 - $38.48 $62.4K - $78.3K
6.53K $214K
TM
Toyota Motor Corp

Consumer Cyclical
-241
- 16.63%
$176.53 - $195.35 $42.5K - $47.1K
1.21K $213K
UPS
United Parcel Service Inc

Industrials
-290
- 13.36%
$109.66 - $136.26 $31.8K - $39.5K
1.88K $206K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-46
- 0.33%
$57.21 - $65.8 $2.63K - $3.03K
13.9K $812K
PCAR
Paccar Inc

Industrials
-242
- 7.41%
$96.91 - $112.51 $23.5K - $27.2K
3.02K $294K
XLK
Technology Sector Spdr

ETFs
-13
- 1.13%
$206.38 - $242.18 $2.68K - $3.15K
1.14K $234K
LHX
L3 Harris Technologies, Inc.

Industrials
-101
- 4.44%
$194.65 - $222.86 $19.7K - $22.5K
2.17K $454K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-250
- 2.72%
$55.41 - $60.74 $13.9K - $15.2K
8.95K $505K
PFE
Pfizer Inc

Healthcare
-347
- 3.64%
$25.01 - $27.13 $8.68K - $9.41K
9.19K $232K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-7
- 0.31%
$113.22 - $126.36 $793 - $885
2.23K $256K
XLF
Financial Sector Spdr

ETFs
-414
- 8.7%
$47.32 - $52.19 $19.6K - $21.6K
4.34K $216K
IEF
Ishares Barclays

ETFs
-236
- 7.82%
$91.17 - $95.39 $21.5K - $22.5K
2.78K $265K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-257
- 4.06%
$51.52 - $52.37 $13.2K - $13.5K
6.08K $318K
ITM
Vaneck Intermediate Muni ETF

ETFs
-73
- 0.75%
$45.21 - $46.67 $3.3K - $3.41K
9.71K $441K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-94
- 2.67%
$61.9 - $66.89 $5.82K - $6.29K
3.43K $217K
VZ
Verizon Communications Inc

Communication Services
-1.2K
- 12.08%
$37.81 - $46.49 $45.3K - $55.7K
8.72K $395K
F&G Annuities & Life Inc
-14
- 0.07%
N/A
20.3K $0
Blackrock ETF Trust Ii
-87
- 1.87%
N/A
4.56K $0
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-33
- 0.66%
$47.08 - $50.67 $1.55K - $1.67K
4.95K $248K
AMGN
Amgen Inc

Healthcare
-28
- 2.82%
$258.59 - $327.36 $7.24K - $9.17K
965 $300K
KO
Coca Cola CO

Consumer Defensive
-342
- 4.73%
$60.81 - $72.32 $20.8K - $24.7K
6.89K $493K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-235
- 11.17%
$402.49 - $513.76 $94.6K - $121K
1.87K $905K
VNQ
Vanguard Specialized Funds Van

ETFs
-28
- 0.04%
$85.55 - $94.34 $2.4K - $2.64K
65.8K $5.96M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-132
- 1.53%
$74.5 - $92.3 $9.83K - $12.2K
8.49K $775K
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 0.83%
$890.62 - $1076.86 $44.5K - $53.8K
5.94K $5.62M
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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