Cap Wealth Advisors, LLC Sells in Q2 2025

Cap Wealth Advisors, LLC

  • $990 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-14.7K
- 14.99%
$483.48 - $539.8 $7.09M - $7.92M
83.2K $40.4M
RTX
Raytheon Technologies Corp

Industrials
-87.6K
- 33.93%
$113.75 - $148.48 $9.96M - $13M
171K $24.9M
DOW
Dow Inc.

Basic Materials
-38.1K
- 4.48%
$25.81 - $34.89 $984K - $1.33M
812K $21.5M
JNJ
Johnson & Johnson

Healthcare
-7.15K
- 4.9%
$146.36 - $159.82 $1.05M - $1.14M
139K $21.2M
CVS
Cvs Health Corp

Healthcare
-35K
- 9.68%
$60.04 - $70.18 $2.1M - $2.46M
327K $22.5M
AAPL
Apple Inc.

Technology
-1.39K
- 1.78%
$172.42 - $223.89 $239K - $310K
76.6K $15.7M
TSCO
Tractor Supply CO

Consumer Cyclical
-4.51K
- 2.57%
$47.86 - $55.77 $216K - $251K
171K $9.03M
GILD
Gilead Sciences, Inc.

Healthcare
-1.32K
- 0.52%
$96.91 - $113.0 $128K - $149K
253K $28M
MCD
Mcdonalds Corp

Consumer Cyclical
-455
- 14.06%
$285.55 - $321.23 $130K - $146K
2.78K $812K
COST
Costco Wholesale Corp

Consumer Defensive
-613
- 5.3%
$908.13 - $1056.85 $557K - $648K
10.9K $10.8M
HD
Home Depot, Inc.

Consumer Cyclical
-200
- 0.76%
$335.24 - $380.78 $67K - $76.2K
26.2K $9.62M
CLX
Clorox CO

Consumer Defensive
-50
- 2.83%
$118.01 - $148.69 $5.9K - $7.43K
1.72K $206K
DVY
Ishares Tr

ETFs
-127
- 2.61%
$118.37 - $134.86 $15K - $17.1K
4.73K $628K
PG
Procter & Gamble CO

Consumer Defensive
-7
- 0.43%
$157.66 - $172.39 $1.1K - $1.21K
1.61K $256K
CGUS
Capital Group Core Equity ETF
-1.27K
- 14.48%
$29.93 - $36.93 $38.1K - $47K
7.52K $277K
DUSA
Davis Fundamental ETF Tr

ETFs
-2.89K
- 8.7%
$38.38 - $46.28 $111K - $134K
30.3K $1.4M
Ge Vernova Inc Com
-467
- 0.96%
N/A
48K $0
NXE
Nex Gen Energy Ltd.

Energy
-7K
- 33.33%
$4.06 - $6.99 $28.4K - $48.9K
14K $97K
V
Visa Inc.

Financial Services
-2
- 0.22%
$308.27 - $373.31 $617 - $747
911 $323K
FITB
Fifth Third Bancorp

Financial Services
-254
- 3.19%
$33.32 - $41.51 $8.46K - $10.5K
7.71K $317K
EHC
Encompass Health Corp

Healthcare
-65
- 2.74%
$96.12 - $122.63 $6.25K - $7.97K
2.31K $283K
HCA
Hca Healthcare, Inc.

Healthcare
-338
- 6.54%
$317.61 - $387.52 $107K - $131K
4.83K $1.85M
WMT
Walmart Inc.

Consumer Defensive
-71
- 0.93%
$81.79 - $99.98 $5.81K - $7.1K
7.55K $738K
CGDV
Capital Group Divid Value ETF

ETFs
-220
- 1.02%
$31.93 - $39.49 $7.02K - $8.69K
21.4K $845K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-22
- 0.99%
$456.74 - $568.03 $10K - $12.5K
2.2K $1.25M
WSM
Williams Sonoma Inc

Consumer Cyclical
-28
- 0.09%
$137.62 - $174.44 $3.85K - $4.88K
30.3K $4.95M
AVGO
Broadcom Inc.

Technology
-344
- 13.4%
$146.29 - $275.65 $50.3K - $94.8K
2.22K $613K
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.12%
$498.8 - $620.9 $2.49K - $3.1K
4.31K $2.67M
DHI
Horton D R Inc

Consumer Cyclical
-230
- 0.14%
$115.1 - $129.63 $26.5K - $29.8K
161K $20.7M
NVDA
Nvidia Corp

Technology
-821
- 10.47%
$94.31 - $157.99 $77.4K - $130K
7.02K $1.11M
META
Meta Platforms, Inc.

Communication Services
-9
- 0.49%
$484.66 - $738.09 $4.36K - $6.64K
1.83K $1.35M
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.75K
- 2.68%
$30.53 - $40.65 $53.5K - $71.2K
63.6K $2.59M
GOOGL
Alphabet Inc.

Communication Services
-4.86K
- 8.5%
$144.7 - $178.6 $703K - $867K
52.2K $9.21M
NFLX
Netflix Inc

Communication Services
-7.63K
- 27.81%
$855.86 - $1339.13 $6.53M - $10.2M
19.8K $26.5M
WMB
Williams Companies, Inc.

Energy
-8.35K
- 1.04%
$54.33 - $62.87 $453K - $525K
795K $49.9M
BAC
Bank Of America Corp

Financial Services
-1.13K
- 0.2%
$34.39 - $47.46 $38.8K - $53.5K
553K $26.2M
IBM
International Business Machines Corp

Technology
-2.47K
- 1.86%
$221.03 - $294.78 $545K - $727K
130K $38.3M
GE
General Electric CO

Industrials
-750
- 0.72%
$166.81 - $257.39 $125K - $193K
104K $26.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-558
- 0.5%
$141.37 - $228.57 $78.9K - $128K
112K $25.3M
MSFT
Microsoft Corp

Technology
-282
- 0.3%
$354.56 - $497.45 $100K - $140K
92.7K $46.1M
PLTR
Palantir Technologies Inc.

Technology
-7.32K
- 1.75%
$74.01 - $144.25 $541K - $1.06M
410K $55.9M
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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