Capital Advisors Inc Incresed Positions in Q4 2024

Capital Advisors Inc

  • $4.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACGL
Arch Capital Group Ltd.

Financial Services
351
+ 15.05%
$88.71 - $114.86 $31.1K - $40.3K
2.68K $247K
IVE
Ishares S&P 500 Value ETF

ETFs
38
+ 0.92%
$189.5 - $206.17 $7.2K - $7.83K
4.16K $793K
FNDA
Schwab Fundamental U S Small C

ETFs
4.63K
+ 88.19%
$29.26 - $59.11 $136K - $274K
9.88K $293K
HSY
Hershey CO

Consumer Defensive
133
+ 6.74%
$168.67 - $193.65 $22.4K - $25.8K
2.11K $356K
VLO
Valero Energy Corp

Energy
776
+ 8.04%
$118.59 - $144.02 $92K - $112K
10.4K $1.28M
ABT
Abbott Laboratories

Healthcare
7
+ 0.02%
$111.93 - $119.39 $784 - $836
32.6K $3.69M
UNP
Union Pacific Corp

Industrials
8
+ 0.47%
$223.15 - $249.32 $1.79K - $1.99K
1.71K $389K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.73K
+ 75.34%
$25.33 - $51.16 $94.4K - $191K
8.68K $224K
AEP
American Electric Power CO Inc

Utilities
448
+ 6.15%
$90.91 - $102.21 $40.7K - $45.8K
7.73K $713K
QCOM
Qualcomm Inc

Technology
219
+ 4.99%
$150.4 - $178.04 $32.9K - $39K
4.61K $707K
TGT
Target Corp

Consumer Defensive
150
+ 4.83%
$121.59 - $160.69 $18.2K - $24.1K
3.26K $440K
BP
Bp PLC

Energy
235
+ 0.8%
$28.16 - $33.14 $6.62K - $7.79K
29.7K $877K
FNDX
Schwab Fundamental U S Large C

ETFs
17.5K
+ 179.52%
$23.49 - $71.77 $410K - $1.25M
27.2K $643K
MPC
Marathon Petroleum Corp

Energy
455
+ 8.85%
$131.65 - $174.84 $59.9K - $79.6K
5.6K $781K
DD
Du Pont De Nemours, Inc.

Basic Materials
265
+ 4.49%
$75.95 - $88.05 $20.1K - $23.3K
6.16K $469K
CAT
Caterpillar Inc

Industrials
65
+ 2.24%
$360.37 - $416.88 $23.4K - $27.1K
2.97K $1.08M
AMGN
Amgen Inc

Healthcare
278
+ 13.08%
$258.78 - $328.31 $71.9K - $91.3K
2.4K $626K
GE
General Electric CO

Industrials
238
+ 4.34%
$159.95 - $194.23 $38.1K - $46.2K
5.73K $955K
IBM
International Business Machines Corp

Technology
1.17K
+ 0.42%
$204.9 - $238.04 $240K - $279K
282K $62M
VHT
Vanguard Health Care ETF

ETFs
24
+ 0.66%
$250.81 - $283.3 $6.02K - $6.8K
3.68K $933K
PSX
Phillips 66

Energy
645
+ 4.53%
$110.35 - $138.93 $71.2K - $89.6K
14.9K $1.7M
AMD
Advanced Micro Devices Inc

Technology
309
+ 6.02%
$118.88 - $172.8 $36.7K - $53.4K
5.45K $657K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
56.2K
+ 166.08%
$22.01 - $66.82 $1.24M - $3.75M
90K $2.04M
PG
Procter & Gamble CO

Consumer Defensive
8.29K
+ 2.63%
$161.05 - $179.7 $1.34M - $1.49M
323K $54.1M
UNH
Unitedhealth Group Inc

Healthcare
9.2K
+ 13.77%
$485.52 - $625.25 $4.47M - $5.75M
76K $38.4M
ECL
Ecolab Inc.

Basic Materials
5.56K
+ 4.08%
$234.32 - $261.43 $1.3M - $1.45M
142K $33.2M
SLB
Schlumberger Limited

Energy
17.6K
+ 2.75%
$36.83 - $45.59 $649K - $804K
658K $25.2M
MDT
Medtronic PLC

Healthcare
16.2K
+ 5.14%
$79.61 - $92.24 $1.29M - $1.5M
332K $26.5M
CRSP
Crispr Therapeutics Ag

Healthcare
9.68K
+ 3.22%
$38.65 - $55.15 $374K - $534K
310K $12.2M
GIS
General Mills Inc

Consumer Defensive
12.4K
+ 2.91%
$62.78 - $74.62 $781K - $928K
439K $28M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
953K
+ 101.18%
$18.41 - $40.87 $17.5M - $39M
1.9M $35.1M
MSFT
Microsoft Corp

Technology
1.89K
+ 0.37%
$406.35 - $454.46 $767K - $858K
515K $217M
MELI
Mercadolibre Inc

Consumer Cyclical
326
+ 2.38%
$1666.0 - $2117.3 $543K - $690K
14K $23.8M
UL
Unilever PLC

Consumer Defensive
3.33K
+ 0.55%
$56.7 - $64.64 $189K - $215K
609K $34.5M
BCE
Bce Inc

Communication Services
49K
+ 9.54%
$22.53 - $34.84 $1.1M - $1.71M
562K $13M
KO
Coca Cola CO

Consumer Defensive
3.99K
+ 0.72%
$61.74 - $71.71 $246K - $286K
557K $34.7M
SO
Southern CO

Utilities
15.4K
+ 1.76%
$81.5 - $94.15 $1.25M - $1.45M
890K $73.3M
ABBV
Abb Vie Inc.

Healthcare
5.12K
+ 1.55%
$164.99 - $203.87 $845K - $1.04M
335K $59.5M
XOM
Exxon Mobil Corp

Energy
4.87K
+ 0.69%
$105.51 - $125.37 $514K - $611K
707K $76.1M
SCCO
Southern Copper Corp

Basic Materials
1.46K
+ 0.55%
$91.13 - $117.95 $133K - $172K
266K $24.2M
UBER
Uber Technologies, Inc

Technology
10.8K
+ 2.15%
$59.93 - $86.34 $650K - $936K
515K $31.1M
DOW
Dow Inc.

Basic Materials
9.47K
+ 1.38%
$39.1 - $55.34 $370K - $524K
695K $27.9M
AMAT
Applied Materials Inc

Technology
7.2K
+ 2.56%
$161.44 - $213.89 $1.16M - $1.54M
288K $46.9M
Activity Summary
Buys All Purchases 177 New Holdings 33 Increased Positions 144 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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