Capital Advisors Inc Sells in Q4 2025

Capital Advisors Inc

  • $5.96 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-2.57M
- 58.23%
$24.24 - $24.37 $62.2M - $62.6M
1.84M $44.7M
ACWI
Ishares Msci Acwi ETF

ETFs
-188K
- 19.62%
$135.71 - $142.56 $25.5M - $26.8M
770K $108M
GLW
Corning Inc

Technology
-235K
- 31.11%
$82.06 - $90.29 $19.3M - $21.2M
520K $42.7M
CEG
Constellation Energy Corp

Utilities
-28.6K
- 16.82%
$335.74 - $401.43 $9.61M - $11.5M
142K $47.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-12K
- 11.5%
$653.02 - $687.39 $7.87M - $8.28M
92.7K $61.7M
WMB
Williams Companies, Inc.

Energy
-20.7K
- 0.91%
$56.51 - $64.48 $1.17M - $1.33M
2.26M $138M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9.74K
- 39.03%
$589.5 - $635.77 $5.74M - $6.19M
15.2K $9.19M
PG
Procter & Gamble CO

Consumer Defensive
-20.9K
- 6.07%
$145.5 - $153.18 $3.03M - $3.19M
322K $47M
CCJ
Cameco Corp

Energy
-72.3K
- 11.16%
$82.77 - $106.91 $5.99M - $7.73M
576K $48.8M
PAYX
Paychex Inc

Industrials
-7.6K
- 2.56%
$111.08 - $128.59 $844K - $977K
289K $32.4M
ORCL
Oracle Corp

Technology
-2.29K
- 7.11%
$217.57 - $313.0 $497K - $715K
29.9K $6.57M
AVGO
Broadcom Inc.

Technology
-10.4K
- 9.73%
$324.63 - $385.98 $3.38M - $4.02M
96.5K $33.1M
GIS
General Mills Inc

Consumer Defensive
-4.99K
- 0.86%
$45.98 - $50.93 $230K - $254K
576K $27.3M
EQT
Eqt Corp

Energy
-103K
- 10.59%
$51.8 - $60.84 $5.32M - $6.25M
867K $52M
UNH
Unitedhealth Group Inc

Healthcare
-1.89K
- 21.03%
$320.52 - $369.92 $605K - $699K
7.09K $2.27M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-8.53K
- 0.49%
$33.69 - $34.08 $287K - $291K
1.75M $58.9M
IP
International Paper CO

Consumer Cyclical
-8.49K
- 32.95%
$36.32 - $49.1 $308K - $417K
17.3K $645K
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.25K
- 5.97%
$118.29 - $126.28 $503K - $537K
66.9K $8.1M
OPEN
Opendoor Technologies Inc.

Real Estate
-61.5K
- 67.41%
$6.56 - $9.37 $403K - $576K
29.7K $241K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-8.16K
- 0.76%
$45.54 - $46.2 $372K - $377K
1.07M $48.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.72K
- 5.19%
$63.25 - $66.24 $235K - $246K
67.8K $4.35M
VB
Vanguard Small Cap ETF

ETFs
-282
- 0.55%
$248.1 - $260.08 $70K - $73.3K
50.9K $12.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-645
- 38.67%
$454.87 - $482.76 $293K - $311K
1.02K $482K
ABT
Abbott Laboratories

Healthcare
-1.04K
- 3.17%
$123.62 - $134.59 $128K - $139K
31.6K $4.11M
RWR
Spdr Dow Jones Reit ETF

ETFs
-1.22K
- 1.03%
$96.69 - $102.14 $117K - $124K
117K $11.6M
NXPI
Nxp Semiconductors N.V.

Technology
-2
- 0.03%
$197.1 - $231.42 $394 - $463
6.99K $1.38M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.52K
- 0.27%
$30.13 - $30.32 $75.9K - $76.3K
938K $28.3M
NVO
Novo Nordisk A S

Healthcare
-413
- 1.99%
$45.68 - $59.65 $18.9K - $24.6K
20.3K $984K
MO
Altria Group, Inc.

Consumer Defensive
-271
- 1.48%
$56.38 - $66.65 $15.3K - $18.1K
18.1K $1.05M
MSI
Motorola Solutions, Inc.

Technology
-13
- 0.74%
$379.98 - $462.26 $4.94K - $6.01K
1.74K $662K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
-50.4K
- 50.4%
$1.34 - $2.38 $67.5K - $120K
49.6K $66K
SCHW
Schwab Charles Corp

Financial Services
-104
- 0.35%
$91.91 - $97.71 $9.56K - $10.2K
29.8K $2.73M
FITB
Fifth Third Bancorp

Financial Services
-100
- 0.21%
$40.36 - $44.41 $4.04K - $4.44K
46.8K $1.99M
DIS
Walt Disney CO

Communication Services
-118
- 1.25%
$105.69 - $116.65 $12.5K - $13.8K
9.35K $988K
NVDA
Nvidia Corp

Technology
-582
- 0.04%
$179.83 - $207.04 $105K - $120K
1.44M $269M
PM
Philip Morris International Inc.

Consumer Defensive
-63
- 0.95%
$144.33 - $160.86 $9.09K - $10.1K
6.58K $1.01M
MA
Mastercard Inc

Financial Services
-30
- 2.0%
$536.85 - $580.45 $16.1K - $17.4K
1.47K $787K
MCD
Mcdonalds Corp

Consumer Cyclical
-221
- 3.37%
$293.81 - $310.11 $64.9K - $68.5K
6.33K $1.93M
CRSP
Crispr Therapeutics Ag

Healthcare
-105
- 2.04%
$51.11 - $76.78 $5.37K - $8.06K
5.03K $278K
TTD
Trade Desk, Inc.

Technology
-62
- 0.89%
$41.93 - $54.13 $2.6K - $3.36K
6.89K $288K
OXY
Occidental Petroleum Corp

Energy
-326
- 4.02%
$39.75 - $47.72 $13K - $15.6K
7.79K $332K
AJG
Arthur J. Gallagher & Co.

Financial Services
-1
- 0.1%
$242.98 - $310.48 $243 - $310
1K $259K
IWP
Ishares Russell Mid Cap Growth

ETFs
-210
- 6.69%
$136.84 - $145.3 $28.7K - $30.5K
2.93K $400K
INTC
Intel Corp

Technology
-1.53K
- 21.02%
$34.71 - $41.53 $53.1K - $63.5K
5.75K $199K
BAC
Bank Of America Corp

Financial Services
-722
- 1.77%
$48.65 - $54.11 $35.1K - $39.1K
40K $2.06M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.31K
- 1.51%
$45.45 - $48.31 $287K - $305K
411K $19.5M
DVY
Ishares Tr

ETFs
-205
- 7.8%
$138.1 - $143.11 $28.3K - $29.3K
2.42K $340K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-105
- 1.12%
$136.06 - $140.64 $14.3K - $14.8K
9.31K $1.29M
SHW
Sherwin Williams CO

Basic Materials
-38
- 3.1%
$330.74 - $354.45 $12.6K - $13.5K
1.19K $394K
Activity Summary
Buys All Purchases 196 New Holdings 27 Increased Positions 169 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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