Capital Advisors Wealth Management, LLC Options Holdings
Capital Advisors Wealth Management, LLC
- $623 Million
- Q2 2025
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 191
- Current Value $623 Million
- Prior Value $560 Million
- Filing
- Period Q2 2025
- Filing Date August 13, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 14 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 59 stocks