Cap Wealth Advisors, LLC Reduced Holdings in Q1 2025

Cap Wealth Advisors, LLC

  • $909 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-9.28K
- 44.52%
$890.62 - $1076.86 $8.26M - $9.99M
11.6K $10.9M
BAC
Bank Of America Corp

Financial Services
-155K
- 21.81%
$39.61 - $47.74 $6.12M - $7.38M
554K $23.1M
GE
General Electric CO

Industrials
-59.3K
- 36.19%
$168.59 - $212.13 $9.99M - $12.6M
104K $20.9M
PLTR
Palantir Technologies Inc.

Technology
-100K
- 19.41%
$64.98 - $124.62 $6.53M - $12.5M
417K $35.2M
DHI
Horton D R Inc

Consumer Cyclical
-2.63K
- 1.61%
$125.29 - $147.65 $330K - $388K
161K $20.4M
AAPL
Apple Inc.

Technology
-213
- 0.27%
$209.68 - $247.1 $44.7K - $52.6K
78K $17.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.83K
- 2.72%
$33.98 - $39.84 $62.2K - $72.9K
65.4K $2.24M
DUSA
Davis Fundamental ETF Tr

ETFs
-2.28K
- 6.43%
$41.58 - $46.14 $94.9K - $105K
33.2K $1.4M
FBK
Fb Financial Corp

Financial Services
-447
- 4.94%
$44.62 - $54.37 $19.9K - $24.3K
8.6K $398K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-145
- 2.01%
$57.21 - $65.8 $8.3K - $9.54K
7.06K $411K
CGUS
Capital Group Core Equity ETF
-486
- 5.24%
$33.08 - $36.62 $16.1K - $17.8K
8.8K $293K
LOW
Lowes Companies Inc

Consumer Cyclical
-15
- 0.74%
$222.66 - $268.42 $3.34K - $4.03K
2K $466K
WMT
Walmart Inc.

Consumer Defensive
-126
- 1.63%
$84.5 - $105.05 $10.6K - $13.2K
7.62K $669K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-82
- 2.86%
N/A
2.79K $239K
EHC
Encompass Health Corp

Healthcare
-306
- 11.42%
$91.05 - $102.2 $27.9K - $31.3K
2.37K $240K
Ge Vernova Inc Com
-13.8K
- 22.11%
N/A
48.5K $0
PG
Procter & Gamble CO

Consumer Defensive
-4
- 0.25%
$158.56 - $176.26 $634 - $705
1.62K $275K
CGDV
Capital Group Divid Value ETF

ETFs
-35
- 0.16%
$34.95 - $37.36 $1.22K - $1.31K
21.6K $770K
DVY
Ishares Tr

ETFs
-25
- 0.51%
$128.58 - $138.1 $3.21K - $3.45K
4.86K $652K
UNH
Unitedhealth Group Inc

Healthcare
-7
- 0.84%
$461.52 - $548.18 $3.23K - $3.84K
826 $432K
V
Visa Inc.

Financial Services
-28
- 2.98%
$306.92 - $362.71 $8.59K - $10.2K
913 $319K
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 0.46%
$279.74 - $321.29 $4.2K - $4.82K
3.24K $1.01M
XOM
Exxon Mobil Corp

Energy
-957
- 4.61%
$105.44 - $118.93 $101K - $114K
19.8K $2.35M
SO
Southern CO

Utilities
-77
- 0.48%
$80.96 - $92.96 $6.23K - $7.16K
15.8K $1.45M
VRSN
Verisign Inc

Technology
-58
- 1.32%
$205.1 - $254.74 $11.9K - $14.8K
4.33K $1.1M
NFLX
Netflix Inc

Communication Services
-959
- 3.38%
$828.4 - $1058.6 $794K - $1.02M
27.4K $25.6M
TSCO
Tractor Supply CO

Consumer Cyclical
-1.31K
- 0.74%
$51.66 - $57.94 $67.6K - $75.8K
176K $9.68M
IBM
International Business Machines Corp

Technology
-9.46K
- 6.68%
$217.4 - $264.74 $2.06M - $2.5M
132K $32.9M
RTX
Raytheon Technologies Corp

Industrials
-7.61K
- 2.86%
$114.1 - $135.66 $868K - $1.03M
258K $34.2M
WMB
Williams Companies, Inc.

Energy
-14.2K
- 1.74%
$54.02 - $61.09 $769K - $869K
803K $48M
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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