Capital Advisors Wealth Management, LLC Portfolio Holdings
Capital Advisors Wealth Management, LLC
- $556 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 173
- Current Value $556 Million
- Prior Value $538 Million
- Filing
- Period Q4 2024
- Filing Date January 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 16 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 44 stocks