Cap Wealth Advisors, LLC Reduced Holdings in Q4 2024

Cap Wealth Advisors, LLC

  • $892 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DHI
Horton D R Inc

Consumer Cyclical
-537
- 0.33%
$137.24 - $194.56 $73.7K - $104K
163K $22.9M
LUMN
Lumen Technologies, Inc.

Communication Services
-56.2K
- 1.44%
$5.31 - $10.12 $298K - $569K
3.83M $20.4M
GE
General Electric CO

Industrials
-1.96K
- 1.18%
$159.95 - $194.23 $314K - $381K
164K $27.3M
MRK
Merck & Co., Inc.

Healthcare
-6.42K
- 2.9%
$96.31 - $114.76 $618K - $736K
215K $21.3M
DVN
Devon Energy Corp

Energy
-4.23K
- 1.06%
$30.52 - $42.96 $129K - $182K
393K $12.9M
RTX
Raytheon Technologies Corp

Industrials
-9.08K
- 3.3%
$114.45 - $127.21 $1.04M - $1.15M
266K $30.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.87K
- 2.87%
$442.29 - $483.08 $1.27M - $1.39M
97.1K $44M
KO
Coca Cola CO

Consumer Defensive
-1.7K
- 0.92%
$61.74 - $71.71 $105K - $122K
183K $11.4M
IBM
International Business Machines Corp

Technology
-7.58K
- 5.08%
$204.9 - $238.04 $1.55M - $1.8M
142K $31.2M
MSFT
Microsoft Corp

Technology
-1.57K
- 1.68%
$406.35 - $454.46 $637K - $712K
91.5K $38.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-12.3K
- 18.55%
$91.29 - $91.8 $1.13M - $1.13M
54.1K $4.95M
MCHI
Ishares Msci China ETF

ETFs
-6.2K
- 4.78%
$46.1 - $59.67 $286K - $370K
124K $5.79M
HCA
Hca Healthcare, Inc.

Healthcare
-402
- 7.22%
$297.52 - $415.61 $120K - $167K
5.17K $1.55M
HD
Home Depot, Inc.

Consumer Cyclical
-423
- 1.59%
$385.02 - $431.37 $163K - $182K
26.1K $10.2M
CVX
Chevron Corp

Energy
-1K
- 0.57%
$141.15 - $162.53 $141K - $163K
174K $25.2M
GNRC
Generac Holdings Inc.

Industrials
-860
- 1.87%
$154.28 - $195.11 $133K - $168K
45K $6.98M
SYK
Stryker Corp

Healthcare
-641
- 2.15%
$345.14 - $392.15 $221K - $251K
29.2K $10.5M
SO
Southern CO

Utilities
-238
- 1.48%
$81.5 - $94.15 $19.4K - $22.4K
15.9K $1.31M
CGDV
Capital Group Divid Value ETF

ETFs
-3.27K
- 13.13%
$35.16 - $37.12 $115K - $122K
21.7K $763K
WMT
Walmart Inc.

Consumer Defensive
-2.63K
- 25.32%
$79.1 - $95.7 $208K - $251K
7.75K $699K
COPX
Global X Copper Miners ETF

ETFs
-1K
- 11.76%
$38.17 - $48.57 $38.2K - $48.6K
7.5K $286K
OXY
Occidental Petroleum Corp

Energy
-1K
- 18.18%
$45.36 - $55.91 $45.4K - $56K
4.51K $222K
DUSA
Davis Fundamental ETF Tr

ETFs
-1.71K
- 4.6%
$40.91 - $45.07 $70K - $77.2K
35.5K $1.49M
DVY
Ishares Tr

ETFs
-186
- 3.67%
$129.55 - $143.41 $24.1K - $26.7K
4.88K $641K
CGXU
Capital Group Intl Focus Equit

ETFs
-527
- 4.04%
$24.67 - $26.94 $13K - $14.2K
12.5K $308K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-118
- 5.11%
$521.84 - $558.82 $61.6K - $65.9K
2.19K $1.18M
T
At&T Inc.

Communication Services
-1.6K
- 9.75%
$21.22 - $23.88 $33.9K - $38.2K
14.8K $336K
CLX
Clorox CO

Consumer Defensive
-121
- 6.41%
$156.51 - $169.74 $18.9K - $20.5K
1.77K $287K
GLD
Spdr Gold Trust

ETFs
-75
- 7.68%
$236.59 - $257.5 $17.7K - $19.3K
902 $218K
CGUS
Capital Group Core Equity ETF
-484
- 4.96%
$33.96 - $36.24 $16.4K - $17.5K
9.28K $324K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-188
- 3.62%
$40.15 - $42.9 $7.55K - $8.07K
5K $201K
Ge Vernova Inc Com
-1.66K
- 2.6%
N/A
62.2K $0
VRSN
Verisign Inc

Technology
-271
- 5.82%
$176.68 - $206.96 $47.9K - $56.1K
4.39K $907K
SPY
Spdr S&P 500 ETF Trust

ETFs
-20
- 0.68%
$567.81 - $607.81 $11.4K - $12.2K
2.91K $1.7M
COST
Costco Wholesale Corp

Consumer Defensive
-667
- 3.1%
$873.59 - $994.69 $583K - $663K
20.8K $19.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
-3.19K
- 4.52%
$34.49 - $39.24 $110K - $125K
67.2K $2.5M
WSM
Williams Sonoma Inc

Consumer Cyclical
-145
- 0.48%
$129.13 - $198.21 $18.7K - $28.7K
30.2K $5.59M
AAPL
Apple Inc.

Technology
-1.58K
- 1.99%
$221.69 - $259.02 $351K - $410K
78.2K $19.6M
GILD
Gilead Sciences, Inc.

Healthcare
-4.28K
- 1.66%
$83.95 - $97.9 $359K - $419K
254K $23.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.32K
- 1.18%
$172.07 - $207.36 $227K - $274K
111K $21.9M
NFLX
Netflix Inc

Communication Services
-1.02K
- 3.48%
$687.65 - $936.56 $704K - $959K
28.4K $25.3M
WMB
Williams Companies, Inc.

Energy
-32.2K
- 3.79%
$46.37 - $59.74 $1.49M - $1.92M
817K $44.2M
PLTR
Palantir Technologies Inc.

Technology
-16K
- 3.0%
$36.46 - $82.38 $584K - $1.32M
518K $39.1M
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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