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
APO
Apollo Global Management, Inc.

Financial Services
206
+ 5.15%
$131.36 - $178.61 $27.1K - $36.8K
4.21K $694K
ETN
Eaton Corp PLC

Industrials
474
+ 0.67%
$326.96 - $377.52 $155K - $179K
71K $23.6M
OGE
Oge Energy Corp.

Utilities
4.45K
+ 69.33%
$39.65 - $44.08 $176K - $196K
10.9K $448K
JEPI
J P Morgan Exchange Traded Fd

ETFs
31.9K
+ 3.8%
$57.53 - $60.83 $1.84M - $1.94M
872K $50.2M
IAU
Ishares Gold Trust

ETFs
3.26K
+ 29.7%
$48.37 - $52.65 $158K - $171K
14.2K $704K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
263
+ 55.96%
$563.99 - $620.12 $148K - $163K
733 $417K
CRWD
Crowd Strike Holdings, Inc.

Technology
87
+ 4.61%
$275.15 - $388.2 $23.9K - $33.8K
1.98K $675K
SUN
Sunoco LP

Energy
3.03K
+ 58.79%
$50.8 - $56.82 $154K - $172K
8.19K $421K
IVV
Ishares Core S&P 500 ETF

ETFs
149
+ 4.5%
$570.51 - $610.59 $85K - $91K
3.46K $2.04M
SOFI
So Fi Technologies, Inc.

Financial Services
3K
+ 29.28%
$7.63 - $16.88 $22.9K - $50.7K
13.3K $204K
MCK
Mckesson Corp

Healthcare
1
+ 0.07%
$482.27 - $628.5 $482 - $629
1.47K $838K
SCHG
Schwab Strategic Tr Us Large C

ETFs
19K
+ 336.23%
$25.93 - $105.3 $493K - $2M
24.6K $686K
XLK
Technology Sector Spdr

ETFs
99
+ 0.94%
$220.26 - $241.44 $21.8K - $23.9K
10.7K $2.48M
GS
Goldman Sachs Group Inc

Financial Services
107
+ 26.42%
$486.1 - $608.57 $52K - $65.1K
512 $293K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
800
+ 5.56%
$126.68 - $134.74 $101K - $108K
15.2K $1.94M
MO
Altria Group, Inc.

Consumer Defensive
1.29K
+ 7.6%
$49.06 - $57.74 $63.2K - $74.4K
18.2K $953K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.02K
+ 15.29%
$76.21 - $82.24 $77.4K - $83.6K
7.66K $596K
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.11%
$280.08 - $307.97 $1.68K - $1.85K
5.32K $1.56M
ORCL
Oracle Corp

Technology
1.01K
+ 4.43%
$165.41 - $192.43 $166K - $194K
23.7K $3.96M
T
At&T Inc.

Communication Services
2.45K
+ 10.77%
$21.22 - $23.88 $52.1K - $58.6K
25.2K $574K
LUV
Southwest Airlines CO

Industrials
1
+ 0.01%
$28.99 - $34.84 $29 - $34.8
13.7K $461K
PM
Philip Morris International Inc.

Consumer Defensive
510
+ 7.97%
$118.38 - $133.06 $60.4K - $67.9K
6.91K $831K
IWM
Ishares Russell 2000 ETF

ETFs
242
+ 20.07%
$216.13 - $242.4 $52.3K - $58.7K
1.45K $319K
INTU
Intuit Inc

Technology
76
+ 17.47%
$602.01 - $706.25 $45.8K - $53.7K
511 $321K
WM
Waste Management Inc

Industrials
4.66K
+ 3.02%
$201.79 - $228.46 $941K - $1.07M
159K $32.1M
VIG
Vanguard Dividend Appreciation

ETFs
225
+ 2.63%
N/A
8.78K $1.6M
VV
Vanguard Large Cap ETF

ETFs
112
+ 6.94%
$260.27 - $280.65 $29.2K - $31.4K
1.73K $465K
ADBE
Adobe Inc.

Technology
172
+ 34.4%
$437.39 - $552.96 $75.2K - $95.1K
672 $298K
XLF
Financial Sector Spdr

ETFs
270
+ 3.03%
$44.89 - $51.34 $12.1K - $13.9K
9.19K $443K
ONON
On Holding Ag

Consumer Cyclical
200
+ 3.23%
$46.3 - $59.54 $9.26K - $11.9K
6.39K $349K
IWB
Ishares Tr Russell 1000 ETF

ETFs
96
+ 10.5%
$311.11 - $335.64 $29.9K - $32.2K
1.01K $325K
C
Citigroup Inc

Financial Services
40
+ 1.07%
$61.31 - $72.5 $2.45K - $2.9K
3.77K $265K
VEA
Vanguard Ftse Developed Market

ETFs
1.31K
+ 20.34%
$47.57 - $52.44 $62.3K - $68.7K
7.75K $370K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
49
+ 2.93%
$417.69 - $450.94 $20.5K - $22.1K
1.72K $732K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
325
+ 8.95%
$77.02 - $78.58 $25K - $25.5K
3.96K $305K
SRE
Sempra Energy

Utilities
14
+ 0.3%
$80.81 - $94.77 $1.13K - $1.33K
4.71K $413K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4
+ 0.08%
$124.26 - $134.12 $497 - $536
5.3K $682K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
28.8K
+ 211.47%
$26.93 - $84.95 $775K - $2.44M
42.4K $1.16M
XLI
Industrial Sector Spdr

ETFs
89
+ 5.57%
$131.76 - $143.99 $11.7K - $12.8K
1.69K $222K
XLE
Energy Sector Spdr

ETFs
215
+ 3.62%
$83.32 - $97.27 $17.9K - $20.9K
6.16K $527K
XLP
Consumer Staples Sector Spdr

ETFs
9
+ 0.18%
N/A
4.89K $372K
VNQ
Vanguard Specialized Funds Van

ETFs
230
+ 9.43%
$87.85 - $98.6 $20.2K - $22.7K
2.67K $237K
Veralto Corp
10.2K
+ 3.17%
N/A
332K $0
JKHY
Henry Jack & Associates Inc

Technology
1
+ 0.06%
$171.12 - $186.18 $171 - $186
1.59K $278K
RSP
Invesco S&P 500 Equal Weight E

ETFs
21
+ 0.8%
$174.22 - $187.62 $3.66K - $3.94K
2.65K $464K
DVY
Ishares Tr

ETFs
5
+ 0.25%
$129.55 - $143.41 $648 - $717
2.04K $267K
KMB
Kimberly Clark Corp

Consumer Defensive
66
+ 4.07%
$130.37 - $146.09 $8.6K - $9.64K
1.69K $221K
MU
Micron Technology Inc

Technology
454
+ 19.13%
$84.16 - $113.41 $38.2K - $51.5K
2.83K $237K
SHEL
Shell PLC

Energy
190
+ 2.61%
$60.63 - $70.23 $11.5K - $13.3K
7.46K $467K
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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