Cap Wealth Advisors, LLC Portfolio Holdings
Cap Wealth Advisors, LLC
- $892 Million
- Q4 2024
Cap Wealth Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $892 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Williams Companies, Inc. with a value of $44.2M, Berkshire Hathaway Inc Class B with a value of $44M, Palantir Technologies Inc. with a value of $39.1M, Microsoft Corp with a value of $38.6M, and Dow Inc. with a value of $31.5M.
Examining the 13F form we can see an decrease of $11.3M in the current position value, from $903M to 892M.
Below you can find more details about Cap Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$892 Million
Technology: $190 Million
Industrials: $112 Million
Healthcare: $101 Million
Energy: $85.2 Million
Financial Services: $80.2 Million
Communication Services: $75.9 Million
Consumer Cyclical: $68.3 Million
Consumer Defensive: $58.8 Million
Other: $120 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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