Capital Advisors Inc Reduced Holdings in Q4 2024

Capital Advisors Inc

  • $4.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-149
- 3.36%
$168.32 - $181.87 $25.1K - $27.1K
4.29K $725K
HPQ
Hp Inc

Technology
-550
- 6.2%
$32.46 - $39.3 $17.9K - $21.6K
8.32K $271K
LOW
Lowes Companies Inc

Consumer Cyclical
-4
- 0.22%
$244.52 - $284.07 $978 - $1.14K
1.84K $453K
CMCSA
Comcast Corp

Communication Services
-156
- 1.89%
$37.39 - $45.14 $5.83K - $7.04K
8.1K $304K
AGNC
Agnc Investment Corp.

Real Estate
-520
- 1.78%
$9.21 - $10.59 $4.79K - $5.51K
28.7K $264K
VO
Vanguard Mid Cap ETF

ETFs
-142
- 12.21%
$261.5 - $284.63 $37.1K - $40.4K
1.02K $269K
SBUX
Starbucks Corp

Consumer Cyclical
-200
- 6.81%
$87.44 - $102.5 $17.5K - $20.5K
2.74K $249K
CSX
Csx Corp

Industrials
-42
- 0.46%
$31.58 - $36.88 $1.33K - $1.55K
9K $290K
WEC
Wec Energy Group, Inc.

Utilities
-34
- 0.93%
$92.94 - $101.82 $3.16K - $3.46K
3.63K $341K
HES
Hess Corp

Energy
-1
- 0.07%
$127.66 - $148.65 $128 - $149
1.51K $200K
Brookfield Corp
-426
- 0.05%
N/A
775K $0
Ge Vernova Inc
-43.1K
- 20.27%
N/A
169K $0
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-1.08K
- 5.49%
$43.37 - $51.46 $46.9K - $55.7K
18.6K $897K
CBSH
Commerce Bancshares Inc

Financial Services
-12
- 0.27%
$57.04 - $74.36 $684 - $892
4.42K $275K
ROK
Rockwell Automation, Inc

Industrials
-20
- 1.69%
$264.65 - $302.92 $5.29K - $6.06K
1.16K $332K
VUG
Vanguard Growth ETF

ETFs
-37
- 2.32%
$378.79 - $428.11 $14K - $15.8K
1.56K $640K
IWP
Ishares Russell Mid Cap Growth

ETFs
-13
- 0.43%
$116.4 - $138.52 $1.51K - $1.8K
3.01K $380K
DDS
Dillard'S, Inc.

Consumer Cyclical
-57
- 4.45%
$357.11 - $465.97 $20.4K - $26.6K
1.22K $528K
TTD
Trade Desk, Inc.

Technology
-81
- 1.4%
$108.7 - $139.51 $8.8K - $11.3K
5.7K $669K
EPD
Enterprise Products Partners L.P.

Energy
-1.12K
- 3.25%
$28.66 - $34.43 $32.2K - $38.7K
33.5K $1.05M
AXP
American Express CO

Financial Services
-12
- 0.59%
$267.35 - $305.57 $3.21K - $3.67K
2.02K $599K
BMY
Bristol Myers Squibb CO

Healthcare
-137
- 1.08%
$51.92 - $59.94 $7.11K - $8.21K
12.6K $710K
DIS
Walt Disney CO

Communication Services
-194
- 2.0%
$92.39 - $117.6 $17.9K - $22.8K
9.49K $1.06M
META
Meta Platforms, Inc.

Communication Services
-443
- 1.93%
$554.08 - $632.68 $245K - $280K
22.5K $13.3M
AAON
Aaon, Inc.

Industrials
-1.94K
- 4.99%
$106.25 - $140.75 $206K - $273K
37K $4.35M
SHOP
Shopify Inc.

Technology
-210
- 2.3%
$78.14 - $119.49 $16.4K - $25.1K
8.93K $949K
GOOGL
Alphabet Inc.

Communication Services
-2.1K
- 7.39%
$161.86 - $196.66 $340K - $413K
26.3K $4.98M
SCHW
Schwab Charles Corp

Financial Services
-52
- 0.17%
$63.31 - $82.85 $3.29K - $4.31K
29.8K $2.21M
NFLX
Netflix Inc

Communication Services
-9
- 0.13%
$687.65 - $936.56 $6.19K - $8.43K
6.69K $5.97M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.38K
- 13.17%
$213.65 - $479.86 $509K - $1.14M
15.7K $6.35M
BX
Blackstone Inc.

Financial Services
-1.72K
- 0.77%
$148.45 - $199.05 $256K - $343K
222K $38.2M
HON
Honeywell International Inc

Industrials
-2.29K
- 0.87%
$202.84 - $236.0 $465K - $541K
262K $59.3M
V
Visa Inc.

Financial Services
-543
- 0.34%
$273.87 - $320.91 $149K - $174K
158K $50M
AVGO
Broadcom Inc.

Technology
-215
- 0.11%
$159.67 - $250.0 $34.3K - $53.8K
190K $44.1M
WMB
Williams Companies, Inc.

Energy
-6.67K
- 0.29%
$46.37 - $59.74 $309K - $398K
2.3M $125M
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
Track This Portfolio

Track Capital Advisors Inc Portfolio

Follow Capital Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email