Capital Advisors, Ltd. LLC Purchases in Q4 2025

Capital Advisors, Ltd. LLC

  • $887 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
35
+ 0.79%
$211.96 - $244.38 $7.42K - $8.55K
4.46K $1.02M
SQ
Block, Inc.

Technology
2
+ 0.22%
N/A
905 $59K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
8
+ 0.11%
$43.03 - $44.7 $344 - $358
7.24K $317K
PFE
Pfizer Inc

Healthcare
8
+ 0.07%
$24.23 - $27.37 $194 - $219
12K $298K
CHTR
Charter Communications, Inc.

Communication Services
4
+ 2.96%
$201.84 - $282.74 $807 - $1.13K
139 $29K
PSX
Phillips 66

Energy
1
+ 0.08%
$126.76 - $142.32 $127 - $142
1.22K $157K
IDU
Ishares Tr U S Utils ETF

ETFs
12
+ 0.28%
$111.15 - $116.84 $1.33K - $1.4K
4.26K $461K
NOW
Service Now, Inc.

Technology
329
+ 396.39%
$835.79 - $946.29 $275K - $311K
412 $63K
FISV
Fiserv Inc

Technology
92
+ 27.63%
N/A
425 $29K
SYK
Stryker Corp

Healthcare
2
+ 0.22%
$353.81 - $388.35 $708 - $777
901 $317K
UNH
Unitedhealth Group Inc

Healthcare
16
+ 1.03%
$320.52 - $369.92 $5.13K - $5.92K
1.57K $517K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
1
+ 0.02%
$53.83 - $58.69 $53.8 - $58.7
4.04K $212K
XLE
Energy Sector Spdr

ETFs
28.3K
+ 97.75%
$85.22 - $92.02 $2.41M - $2.6M
57.3K $2.56M
MO
Altria Group, Inc.

Consumer Defensive
38
+ 0.97%
$56.38 - $66.65 $2.14K - $2.53K
3.96K $228K
COIN
Coinbase Global, Inc.

Technology
11
+ 3.41%
$283.14 - $387.27 $3.11K - $4.26K
334 $76K
RSG
Republic Services, Inc.

Industrials
1
+ 0.05%
$204.12 - $227.29 $204 - $227
2.16K $457K
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.1%
$225.0 - $247.99 $900 - $992
4K $964K
BX
Blackstone Inc.

Financial Services
3
+ 0.11%
$138.42 - $168.45 $415 - $505
2.77K $427K
MSTR
Microstrategy Inc

Technology
14
+ 3.66%
$199.75 - $359.69 $2.8K - $5.04K
396 $60K
CI
Cigna Corp

Healthcare
911
+ 295.78%
$244.41 - $311.0 $223K - $283K
1.22K $4K
TSCO
Tractor Supply CO

Consumer Cyclical
84
+ 0.61%
$52.49 - $56.37 $4.41K - $4.74K
13.8K $688K
NFLX
Netflix Inc

Communication Services
3.95K
+ 921.68%
$110.29 - $1241.35 $436K - $4.91M
4.38K $411K
IDEV
Ishares Core Msci Intl Develop

ETFs
634
+ 22.68%
$79.1 - $82.39 $50.1K - $52.2K
3.43K $113K
XLK
Technology Sector Spdr

ETFs
7.76K
+ 85.43%
$278.39 - $304.13 $2.16M - $2.36M
16.8K $2.43M
FMQQ
Exchange Traded Concpts Tr Fmq
53
+ 0.05%
$14.28 - $15.08 $757 - $799
113K $1.57M
NOC
Northrop Grumman Corp

Industrials
16
+ 0.4%
$558.0 - $637.95 $8.93K - $10.2K
4.01K $2.29M
META
Meta Platforms, Inc.

Communication Services
48
+ 1.31%
$609.01 - $751.67 $29.2K - $36.1K
3.72K $2.46M
Activity Summary
Buys All Purchases 428 New Holdings 88 Increased Positions 340 Sells All Sells 265 Reductions 265 Sold out 0 Options Calls 0 Puts 0
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