Capital Advisors Wealth Management, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $556 Million distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $35.9M, Ishares Core S&P 500 ETF with a value of $35.8M, Vanguard Dividend Appreciation with a value of $29.2M, Vanguard Intermediate Term Cor with a value of $29.3M, and Vanguard Information Technolog with a value of $23.4M.
Examining the 13F form we can see an increase of $18.4M in the current position value, from $538M to 556M.
Below you can find more details about Capital Advisors Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$556 Million
ETFs: $409 Million
Technology: $45.2 Million
Financial Services: $23.4 Million
Consumer Cyclical: $15.5 Million
Communication Services: $14.2 Million
Consumer Defensive: $9.72 Million
Industrials: $5.37 Million
Healthcare: $5.04 Million
Other: $7.37 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
