Cap Wealth Advisors, LLC Portfolio Holdings
Cap Wealth Advisors, LLC
- $903 Million
- Q3 2024
Cap Wealth Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $903 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $46M, Microsoft Corp with a value of $40M, Williams Companies, Inc. with a value of $38.8M, Raytheon Technologies Corp with a value of $33.3M, and International Business Machines Corp with a value of $33M.
Examining the 13F form we can see an increase of $122M in the current position value, from $781M to 903M.
Below you can find more details about Cap Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$903 Million
Technology: $180 Million
Industrials: $116 Million
Healthcare: $114 Million
Energy: $82.9 Million
Financial Services: $78.5 Million
Communication Services: $78.3 Million
Consumer Cyclical: $74.8 Million
Consumer Defensive: $63.8 Million
Other: $114 Million