Capital Advisors Wealth Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $560 Million distributed in 181 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $35M, Vanguard Dividend Appreciation with a value of $34.6M, Vanguard Intermediate Term Cor with a value of $30.9M, Ishares Russell 1000 Gr ETF with a value of $28.9M, and Schwab Fundamental Intl Large with a value of $27.9M.
Examining the 13F form we can see an increase of $4.25M in the current position value, from $556M to 560M.
Below you can find more details about Capital Advisors Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$560 Million
ETFs: $413 Million
Technology: $39.3 Million
Financial Services: $26 Million
Communication Services: $14.2 Million
Consumer Cyclical: $13.5 Million
Consumer Defensive: $10.4 Million
Healthcare: $6.89 Million
Industrials: $5.33 Million
Other: $9.65 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
