Private Capital Advisors, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $913 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $384M, Apple Inc. with a value of $64.4M, Alphabet Inc. with a value of $32.2M, Palo Alto Networks Inc with a value of $26.4M, and Unitedhealth Group Inc with a value of $22.3M.

Examining the 13F form we can see an increase of $15.4M in the current position value, from $898M to 913M.

Below you can find more details about Private Capital Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $913 Million
Healthcare: $463 Million
Technology: $142 Million
Energy: $77.4 Million
Communication Services: $73.4 Million
Industrials: $66.2 Million
Financial Services: $54.5 Million
Consumer Cyclical: $13.6 Million
ETFs: $6.79 Million
Other: $2.39 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $913 Million
  • Prior Value $898 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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