Cap Wealth Advisors, LLC Purchases in Q3 2025

Cap Wealth Advisors, LLC

  • $1.08 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FBK
Fb Financial Corp

Financial Services
323K
+ 3756.68%
$46.72 - $56.0 $15.1M - $18.1M
332K $18.5M
UNH
Unitedhealth Group Inc

Healthcare
44.8K
+ 5415.72%
$237.77 - $353.61 $10.6M - $15.8M
45.6K $15.8M
LUMN
Lumen Technologies, Inc.

Communication Services
1.1M
+ 25.14%
$3.7 - $6.22 $4.08M - $6.87M
5.49M $33.6M
T
At&T Inc.

Communication Services
503K
+ 3242.29%
$26.94 - $29.62 $13.5M - $14.9M
518K $14.6M
JNJ
Johnson & Johnson

Healthcare
53
+ 0.04%
$155.17 - $185.42 $8.22K - $9.83K
139K $25.8M
GOOGL
Alphabet Inc.

Communication Services
563
+ 1.08%
$174.36 - $254.72 $98.2K - $143K
52.8K $12.8M
NEE
Nextera Energy Inc

Utilities
4.57K
+ 1.75%
$69.77 - $77.54 $319K - $355K
266K $20.1M
MRK
Merck & Co., Inc.

Healthcare
454
+ 0.14%
$77.6 - $87.37 $35.2K - $39.7K
326K $27.4M
NG
Novagold Resources Inc

Basic Materials
70K
New
$4.15 - $8.8 $291K - $616K
70K $616K
TSLA
Tesla, Inc.

Consumer Cyclical
1.31K
New
$293.94 - $444.72 $386K - $583K
1.31K $583K
RSP
Invesco S&P 500 Equal Weight E

ETFs
152
+ 0.42%
$181.56 - $190.33 $27.6K - $28.9K
36.6K $6.94M
AMAT
Applied Materials Inc

Technology
1.07K
New
$156.25 - $204.95 $167K - $219K
1.07K $218K
GOOG
Alphabet Inc.

Communication Services
881
New
$175.16 - $255.24 $154K - $225K
881 $214K
GS
Goldman Sachs Group Inc

Financial Services
268
New
$696.56 - $806.32 $187K - $216K
268 $213K
CAT
Caterpillar Inc

Industrials
420
New
$390.92 - $477.15 $164K - $200K
420 $200K
WMT
Walmart Inc.

Consumer Defensive
1.46K
+ 19.39%
$94.4 - $104.27 $138K - $153K
9.01K $928K
RF
Regions Financial Corp

Financial Services
5.38K
+ 34.15%
$24.03 - $27.41 $129K - $147K
21.1K $557K
VIG
Vanguard Dividend Appreciation

ETFs
933
New
N/A
933 $169K
AVGO
Broadcom Inc.

Technology
52
+ 2.34%
$264.74 - $369.57 $13.8K - $19.2K
2.28K $750K
SO
Southern CO

Utilities
932
+ 5.9%
$90.83 - $96.0 $84.7K - $89.5K
16.7K $1.59M
DVY
Ishares Tr

ETFs
480
+ 10.15%
$133.88 - $142.57 $64.3K - $68.4K
5.21K $740K
ET
Energy Transfer LP

Energy
7.3K
+ 41.87%
$17.11 - $18.16 $125K - $132K
24.7K $424K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
610
+ 8.64%
$62.09 - $66.51 $37.9K - $40.6K
7.67K $500K
FITB
Fifth Third Bancorp

Financial Services
384
+ 4.98%
$40.91 - $46.28 $15.7K - $17.8K
8.09K $360K
CGXU
Capital Group Intl Focus Equit

ETFs
52
+ 0.42%
$26.49 - $29.62 $1.38K - $1.54K
12.6K $371K
CSCO
Cisco Systems, Inc.

Technology
7
+ 0.23%
$66.2 - $71.79 $463 - $503
3.09K $211K
DOCU
Docusign, Inc.

Technology
2.53K
+ 3.25%
$67.14 - $85.01 $170K - $215K
80.4K $5.79M
KO
Coca Cola CO

Consumer Defensive
275
+ 0.15%
$65.67 - $71.67 $18.1K - $19.7K
187K $12.4M
HON
Honeywell International Inc

Industrials
1.34K
+ 2.11%
$207.7 - $240.4 $278K - $322K
64.7K $13.6M
UPS
United Parcel Service Inc

Industrials
19.2K
+ 9.74%
$82.58 - $105.54 $1.58M - $2.03M
216K $18.1M
Activity Summary
Buys All Purchases 31 New Holdings 7 Increased Positions 24 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cap Wealth Advisors, LLC Portfolio

Follow Cap Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cap Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cap Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email