Cap Wealth Advisors, LLC Purchases in Q4 2024

Cap Wealth Advisors, LLC

  • $892 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOW
Dow Inc.

Basic Materials
393K
+ 100.14%
$39.1 - $55.34 $15.4M - $21.8M
786K $31.5M
BAC
Bank Of America Corp

Financial Services
2.03K
+ 0.29%
$39.22 - $47.77 $79.7K - $97K
708K $31.1M
AMZN
Amazon Com Inc

Consumer Cyclical
34
+ 0.04%
$180.88 - $232.93 $6.15K - $7.92K
84.7K $18.6M
SNA
Snap On Inc

Industrials
707
+ 1.67%
$285.44 - $371.35 $202K - $263K
43.1K $14.6M
HON
Honeywell International Inc

Industrials
1.9K
+ 3.27%
$202.84 - $236.0 $385K - $448K
59.9K $13.5M
EQIX
Equinix Inc

Real Estate
150
+ 0.65%
$865.69 - $985.0 $130K - $148K
23.2K $21.9M
GOOGL
Alphabet Inc.

Communication Services
894
+ 1.73%
$161.86 - $196.66 $145K - $176K
52.5K $9.93M
SONY
Sony Group Corp

Technology
421K
+ 413.57%
$17.53 - $96.8 $7.38M - $40.7M
523K $11.1M
GLW
Corning Inc

Technology
3.65K
+ 0.82%
$44.11 - $49.76 $161K - $182K
449K $21.3M
FXI
Ishares Tr

ETFs
22.2K
+ 23.58%
$29.52 - $36.69 $655K - $814K
116K $3.54M
AVGO
Broadcom Inc.

Technology
319
+ 14.8%
$159.67 - $250.0 $50.9K - $79.8K
2.47K $573K
FHN
First Horizon Corp

Financial Services
6K
+ 46.83%
$14.91 - $21.42 $89.4K - $128K
18.8K $378K
NVDA
Nvidia Corp

Technology
98
+ 1.38%
$117.0 - $148.88 $11.5K - $14.6K
7.2K $966K
ORCL
Oracle Corp

Technology
1.23K
+ 4.11%
$165.41 - $192.43 $204K - $237K
31.2K $5.2M
JPM
Jpmorgan Chase & CO

Financial Services
24
+ 0.84%
$205.18 - $250.29 $4.92K - $6.01K
2.89K $693K
V
Visa Inc.

Financial Services
19
+ 2.06%
$273.87 - $320.91 $5.2K - $6.1K
941 $297K
RF
Regions Financial Corp

Financial Services
1.49K
+ 10.94%
$22.45 - $27.47 $33.5K - $41K
15.1K $355K
META
Meta Platforms, Inc.

Communication Services
37
+ 4.97%
$554.08 - $632.68 $20.5K - $23.4K
781 $460K
MCD
Mcdonalds Corp

Consumer Cyclical
193
+ 6.31%
$288.47 - $316.54 $55.7K - $61.1K
3.25K $942K
PG
Procter & Gamble CO

Consumer Defensive
29
+ 1.82%
$161.05 - $179.7 $4.67K - $5.21K
1.62K $271K
NHI
National Health Investors Inc

Real Estate
458
+ 15.33%
$68.83 - $83.01 $31.5K - $38K
3.45K $238K
UNH
Unitedhealth Group Inc

Healthcare
70
+ 9.17%
$485.52 - $625.25 $34K - $43.8K
833 $421K
LOW
Lowes Companies Inc

Consumer Cyclical
15
+ 0.75%
$244.52 - $284.07 $3.67K - $4.26K
2.02K $497K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
163K
+ 205.92%
$26.93 - $84.95 $4.39M - $13.9M
242K $6.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
59
+ 0.19%
$174.22 - $187.62 $10.3K - $11.1K
31.8K $5.57M
XOM
Exxon Mobil Corp

Energy
155
+ 0.75%
$105.51 - $125.37 $16.4K - $19.4K
20.8K $2.23M
UPS
United Parcel Service Inc

Industrials
3.31K
+ 4.11%
$122.65 - $138.35 $406K - $458K
83.9K $10.6M
NEE
Nextera Energy Inc

Utilities
1.84K
+ 3.38%
$69.77 - $85.43 $128K - $157K
56.2K $4.03M
TSCO
Tractor Supply CO

Consumer Cyclical
141K
+ 386.33%
$52.59 - $303.74 $7.39M - $42.7M
177K $9.39M
DUK
Duke Energy Corp

Utilities
1.9K
+ 1.02%
$105.76 - $120.76 $201K - $230K
188K $20.3M
HSY
Hershey CO

Consumer Defensive
929
+ 1.46%
$168.67 - $193.65 $157K - $180K
64.4K $10.9M
VZ
Verizon Communications Inc

Communication Services
12.1K
+ 3.4%
$39.6 - $45.21 $477K - $545K
366K $14.7M
AMGN
Amgen Inc

Healthcare
409
+ 1.39%
$258.78 - $328.31 $106K - $134K
29.8K $7.78M
PEP
Pepsico Inc

Consumer Defensive
665
+ 0.63%
$151.29 - $176.1 $101K - $117K
106K $16.1M
JNJ
Johnson & Johnson

Healthcare
1.96K
+ 1.45%
$143.34 - $165.86 $281K - $326K
137K $19.8M
CVS
Cvs Health Corp

Healthcare
5.39K
+ 1.62%
$43.78 - $67.46 $236K - $364K
338K $15.2M
Activity Summary
Buys All Purchases 37 New Holdings 1 Increased Positions 36 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 1 Puts 0
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