Capital Advisors Wealth Management, LLC Portfolio Holdings
Capital Advisors Wealth Management, LLC
- $560 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 181
- Current Value $560 Million
- Prior Value $556 Million
- Filing
- Period Q1 2025
- Filing Date April 24, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 15 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 53 stocks