Cap Wealth Advisors, LLC Incresed Positions in Q1 2025

Cap Wealth Advisors, LLC

  • $909 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
23.9K
+ 7.06%
$44.22 - $68.64 $1.06M - $1.64M
362K $24.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
757
+ 0.78%
$442.66 - $534.52 $335K - $405K
97.9K $52.1M
GILD
Gilead Sciences, Inc.

Healthcare
529
+ 0.21%
$89.14 - $117.41 $47.2K - $62.1K
254K $28.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
48.5K
+ 89.6%
$91.45 - $91.75 $4.43M - $4.45M
103K $9.41M
JNJ
Johnson & Johnson

Healthcare
8.83K
+ 6.43%
$142.06 - $167.7 $1.25M - $1.48M
146K $24.2M
CVX
Chevron Corp

Energy
491
+ 0.28%
$146.71 - $167.97 $72K - $82.5K
174K $29.2M
DUK
Duke Energy Corp

Utilities
5.26K
+ 2.8%
$105.87 - $121.97 $557K - $642K
193K $23.6M
AMGN
Amgen Inc

Healthcare
5.28K
+ 17.7%
$258.59 - $327.36 $1.37M - $1.73M
35.1K $10.9M
SONY
Sony Group Corp

Technology
36.8K
+ 7.03%
$19.88 - $25.64 $731K - $942K
559K $14.2M
VZ
Verizon Communications Inc

Communication Services
16.8K
+ 4.58%
$37.81 - $46.49 $634K - $780K
383K $17.4M
KO
Coca Cola CO

Consumer Defensive
2.73K
+ 1.49%
$60.81 - $72.32 $166K - $198K
186K $13.3M
MCHI
Ishares Msci China ETF

ETFs
1.89K
+ 1.53%
$43.71 - $58.65 $82.4K - $111K
125K $6.82M
SYK
Stryker Corp

Healthcare
1.71K
+ 5.86%
$355.18 - $399.9 $608K - $685K
30.9K $11.5M
FXI
Ishares Tr

ETFs
7.53K
+ 6.48%
$28.65 - $38.55 $216K - $290K
124K $4.44M
META
Meta Platforms, Inc.

Communication Services
1.05K
+ 134.96%
$576.36 - $736.67 $607K - $776K
1.84K $1.06M
PEP
Pepsico Inc

Consumer Defensive
5.3K
+ 5.0%
$142.64 - $156.42 $756K - $829K
111K $16.7M
SNA
Snap On Inc

Industrials
1.88K
+ 4.36%
$324.09 - $358.62 $609K - $673K
45K $15.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.98K
+ 9.37%
$169.43 - $182.84 $505K - $544K
34.8K $6.02M
HSY
Hershey CO

Consumer Defensive
1.76K
+ 2.73%
$144.74 - $186.36 $254K - $328K
66.1K $11.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.83K
+ 1.17%
$27.01 - $28.54 $76.4K - $80.7K
245K $6.85M
MMM
3 M CO

Industrials
275
+ 7.63%
$129.7 - $155.12 $35.7K - $42.7K
3.88K $569K
T
At&T Inc.

Communication Services
565
+ 3.82%
$21.56 - $28.28 $12.2K - $16K
15.4K $434K
NEE
Nextera Energy Inc

Utilities
1.91K
+ 3.4%
$66.96 - $76.16 $128K - $146K
58.1K $4.12M
LLY
Eli Lilly & CO

Healthcare
19
+ 4.29%
$725.72 - $929.72 $13.8K - $17.7K
462 $381K
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.21%
$225.19 - $279.95 $1.35K - $1.68K
2.9K $711K
RF
Regions Financial Corp

Financial Services
640
+ 4.23%
$20.84 - $24.77 $13.3K - $15.9K
15.8K $342K
GLW
Corning Inc

Technology
16.8K
+ 3.73%
$44.91 - $54.25 $753K - $909K
466K $21.3M
FITB
Fifth Third Bancorp

Financial Services
4
+ 0.05%
$37.48 - $44.96 $150 - $180
7.96K $312K
SPY
Spdr S&P 500 ETF Trust

ETFs
86
+ 2.96%
$551.42 - $612.93 $47.4K - $52.7K
2.99K $1.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26
+ 1.19%
$507.05 - $563.67 $13.2K - $14.7K
2.22K $1.14M
UPS
United Parcel Service Inc

Industrials
11.7K
+ 13.97%
$109.66 - $136.26 $1.28M - $1.6M
95.6K $10.5M
CARR
Carrier Global Corp

Industrials
5.86K
+ 5.87%
$62.07 - $70.55 $364K - $413K
106K $6.7M
NVDA
Nvidia Corp

Technology
642
+ 8.92%
$106.98 - $149.43 $68.7K - $95.9K
7.84K $849K
AVGO
Broadcom Inc.

Technology
94
+ 3.8%
$167.43 - $244.7 $15.7K - $23K
2.57K $429K
ORCL
Oracle Corp

Technology
3.37K
+ 10.8%
$139.81 - $186.47 $471K - $629K
34.6K $4.83M
HON
Honeywell International Inc

Industrials
2.2K
+ 3.68%
$202.75 - $226.52 $446K - $499K
62.1K $13.1M
GNRC
Generac Holdings Inc.

Industrials
6.47K
+ 14.35%
$126.65 - $164.06 $819K - $1.06M
51.5K $6.52M
HD
Home Depot, Inc.

Consumer Cyclical
302
+ 1.16%
$347.25 - $424.87 $105K - $128K
26.4K $9.69M
MRK
Merck & Co., Inc.

Healthcare
15.8K
+ 7.35%
$83.01 - $101.02 $1.31M - $1.59M
230K $20.7M
WSM
Williams Sonoma Inc

Consumer Cyclical
100
+ 0.33%
$158.1 - $217.71 $15.8K - $21.8K
30.3K $4.79M
GOOGL
Alphabet Inc.

Communication Services
4.62K
+ 8.79%
$154.33 - $206.19 $712K - $952K
57.1K $8.83M
AMZN
Amazon Com Inc

Consumer Cyclical
4.51K
+ 5.33%
$190.26 - $242.06 $859K - $1.09M
89.2K $17M
DOW
Dow Inc.

Basic Materials
64.9K
+ 8.26%
$34.36 - $41.92 $2.23M - $2.72M
851K $29.7M
EQIX
Equinix Inc

Real Estate
950
+ 4.1%
$803.0 - $959.97 $763K - $912K
24.1K $19.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.56K
+ 1.41%
$165.25 - $224.62 $258K - $350K
112K $18.6M
MSFT
Microsoft Corp

Technology
1.52K
+ 1.66%
$375.39 - $447.2 $571K - $681K
93K $34.9M
LUMN
Lumen Technologies, Inc.

Communication Services
212K
+ 5.54%
$3.92 - $5.92 $832K - $1.26M
4.05M $15.9M
Activity Summary
Buys All Purchases 50 New Holdings 2 Increased Positions 48 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 1 Puts 0
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