Cap Wealth Advisors, LLC Incresed Positions in Q2 2025

Cap Wealth Advisors, LLC

  • $990 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
203K
+ 349.51%
$64.11 - $75.0 $13M - $15.2M
261K $18.1M
ORCL
Oracle Corp

Technology
46.9K
+ 135.51%
$122.82 - $218.63 $5.75M - $10.2M
81.4K $17.8M
UPS
United Parcel Service Inc

Industrials
101K
+ 106.13%
$91.92 - $110.2 $9.33M - $11.2M
197K $19.9M
FTNT
Fortinet, Inc.

Technology
53K
+ 77.2%
$84.71 - $108.69 $4.49M - $5.76M
122K $12.9M
MRK
Merck & Co., Inc.

Healthcare
95.2K
+ 41.31%
$73.47 - $87.12 $6.99M - $8.29M
326K $25.8M
GLW
Corning Inc

Technology
9.91K
+ 2.13%
$39.07 - $52.59 $387K - $521K
476K $25M
LUMN
Lumen Technologies, Inc.

Communication Services
345K
+ 8.52%
$3.07 - $4.51 $1.06M - $1.55M
4.39M $19.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
33.7K
+ 32.8%
$91.43 - $91.74 $3.08M - $3.09M
136K $12.5M
AMZN
Amazon Com Inc

Consumer Cyclical
872
+ 0.98%
$167.32 - $223.3 $146K - $195K
90K $19.8M
HON
Honeywell International Inc

Industrials
1.28K
+ 2.05%
$182.86 - $232.88 $233K - $297K
63.4K $14.8M
CARR
Carrier Global Corp

Industrials
2.27K
+ 2.14%
$55.55 - $75.83 $126K - $172K
108K $7.9M
GNRC
Generac Holdings Inc.

Industrials
1.45K
+ 2.82%
$101.92 - $143.21 $148K - $208K
53K $7.58M
DUK
Duke Energy Corp

Utilities
15.2K
+ 7.84%
$112.46 - $124.05 $1.7M - $1.88M
208K $24.6M
SYK
Stryker Corp

Healthcare
115
+ 0.37%
$337.37 - $395.63 $38.8K - $45.5K
31.1K $12.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.69K
+ 4.87%
$152.93 - $181.74 $259K - $308K
36.5K $6.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
601
+ 20.09%
$496.48 - $617.85 $298K - $371K
3.59K $2.22M
SONY
Sony Group Corp

Technology
7.09K
+ 1.27%
$21.24 - $26.88 $151K - $191K
567K $14.7M
OXY
Occidental Petroleum Corp

Energy
9.75K
+ 216.43%
$36.11 - $49.33 $352K - $481K
14.3K $598K
FXI
Ishares Tr

ETFs
3.43K
+ 2.77%
$29.59 - $37.41 $101K - $128K
127K $4.68M
MCHI
Ishares Msci China ETF

ETFs
1.43K
+ 1.14%
$45.22 - $55.86 $64.7K - $79.9K
127K $6.99M
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 1.31%
$210.28 - $289.91 $7.99K - $11K
2.94K $851K
QUAL
Ishares Msci Usa Quality Facto

ETFs
148
+ 6.52%
$152.42 - $182.82 $22.6K - $27.1K
2.42K $442K
NHI
National Health Investors Inc

Real Estate
916
+ 33.42%
$68.74 - $76.77 $63K - $70.3K
3.66K $256K
T
At&T Inc.

Communication Services
141
+ 0.92%
$26.33 - $28.94 $3.71K - $4.08K
15.5K $448K
ET
Energy Transfer LP

Energy
300
+ 1.75%
$15.65 - $18.93 $4.7K - $5.68K
17.4K $315K
KO
Coca Cola CO

Consumer Defensive
1.2K
+ 0.65%
$68.37 - $73.9 $82.1K - $88.8K
187K $13.2M
XOM
Exxon Mobil Corp

Energy
1.03K
+ 5.2%
$99.93 - $119.04 $103K - $122K
20.8K $2.25M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.12%
$274.35 - $599.47 $274 - $599
827 $257K
HSY
Hershey CO

Consumer Defensive
876
+ 1.33%
$151.29 - $173.13 $133K - $152K
67K $11.1M
VZ
Verizon Communications Inc

Communication Services
13.7K
+ 3.59%
$41.67 - $45.62 $572K - $627K
397K $17.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.41K
+ 1.39%
$24.32 - $27.87 $82.9K - $95K
249K $6.59M
EQIX
Equinix Inc

Real Estate
261
+ 1.08%
$740.07 - $914.43 $193K - $239K
24.4K $19.4M
CVX
Chevron Corp

Energy
25.9K
+ 14.84%
$133.73 - $168.51 $3.46M - $4.36M
200K $28.7M
AMGN
Amgen Inc

Healthcare
1.75K
+ 4.98%
$262.28 - $309.85 $458K - $542K
36.9K $10.3M
PEP
Pepsico Inc

Consumer Defensive
2.14K
+ 1.92%
$128.02 - $151.37 $274K - $324K
114K $15M
Activity Summary
Buys All Purchases 41 New Holdings 5 Increased Positions 36 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 1
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