Capital Advisors, Ltd. LLC Sells in Q4 2024

Capital Advisors, Ltd. LLC

  • $793 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-228K
- 21.46%
$32.82 - $45.55 $7.49M - $10.4M
835K $27.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.14K
- 0.75%
$131.66 - $144.0 $150K - $164K
151K $19.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.45K
- 0.96%
$88.59 - $94.57 $217K - $232K
253K $22.5M
VIG
Vanguard Dividend Appreciation

ETFs
-1.94K
- 1.22%
N/A
157K $30.8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-3.97K
- 9.76%
$79.93 - $88.06 $317K - $350K
36.7K $2.94M
SHV
Ishares Tr

ETFs
-5.16K
- 15.87%
$109.92 - $110.57 $567K - $570K
27.3K $3.01M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-3.5K
- 1.8%
$69.58 - $74.87 $244K - $262K
191K $13.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.04K
- 2.16%
$75.1 - $82.99 $78.2K - $86.4K
47.2K $3.57M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.48K
- 3.85%
$91.29 - $91.8 $318K - $319K
86.8K $7.93M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-379
- 0.52%
$134.53 - $150.65 $51K - $57.1K
72.4K $9.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.21K
- 7.23%
$57.29 - $63.1 $126K - $139K
28.3K $1.62M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-2.9K
- 4.41%
N/A
62.9K $2.1M
LLY
Eli Lilly & CO

Healthcare
-114
- 7.96%
$727.2 - $932.06 $82.9K - $106K
1.32K $1.02M
IEFA
Ishares Tr

ETFs
-350
- 1.21%
$70.06 - $77.43 $24.5K - $27.1K
28.7K $2.02M
LEAD
Siren Divcon Leaders Dividend

ETFs
-2.01K
- 5.25%
$66.53 - $71.39 $134K - $144K
36.3K $2.41M
VEA
Vanguard Ftse Developed Market

ETFs
-2.61K
- 11.17%
$47.57 - $52.44 $124K - $137K
20.7K $991K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.11K
- 5.4%
$100.22 - $100.73 $212K - $213K
37K $3.72M
HDV
Ishares Core High Dividend ETF

ETFs
-116
- 0.33%
$110.82 - $121.28 $12.9K - $14.1K
35.3K $3.97M
IHDG
Wisdomtree Tr

ETFs
-3.4K
- 13.9%
$43.38 - $46.0 $147K - $156K
21K $915K
XLE
Energy Sector Spdr

ETFs
-725
- 1.17%
$83.32 - $97.27 $60.4K - $70.5K
61.4K $5.26M
IGRO
Ishares Tr International Divid

ETFs
-1.44K
- 10.5%
$67.76 - $74.48 $97.7K - $107K
12.3K $835K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-1.05K
- 5.04%
$139.44 - $150.37 $146K - $157K
19.7K $2.78M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-2.35K
- 1.23%
$21.1 - $23.08 $49.7K - $54.3K
188K $4.01M
IYT
Ishares Tr U.S. Transportation

ETFs
-2.07K
- 13.69%
$66.79 - $75.4 $138K - $156K
13K $881K
USFR
Wisdomtree Floating Rate Treas

ETFs
-3.21K
- 17.45%
$50.23 - $50.46 $161K - $162K
15.2K $763K
UNH
Unitedhealth Group Inc

Healthcare
-17
- 0.92%
$485.52 - $625.25 $8.25K - $10.6K
1.82K $922K
XLI
Industrial Sector Spdr

ETFs
-477
- 1.97%
$131.76 - $143.99 $62.8K - $68.7K
23.7K $3.12M
AMGN
Amgen Inc

Healthcare
-44
- 2.02%
$258.78 - $328.31 $11.4K - $14.4K
2.14K $557K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-26
- 2.11%
$501.29 - $612.85 $13K - $15.9K
1.21K $629K
LRGF
Ishares Tr

ETFs
-2.32K
- 26.77%
$58.25 - $63.26 $135K - $147K
6.34K $382K
ADBE
Adobe Inc.

Technology
-131
- 15.04%
$437.39 - $552.96 $57.3K - $72.4K
740 $329K
JNJ
Johnson & Johnson

Healthcare
-388
- 10.96%
$143.34 - $165.86 $55.6K - $64.4K
3.15K $456K
IQDY
Flexshares International Quali

ETFs
-2.72K
- 22.87%
$27.51 - $31.28 $74.8K - $85.1K
9.17K $254K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.01K
- 4.14%
$77.02 - $78.58 $77.6K - $79.2K
23.3K $1.8M
SNX
Td Synnex Corp

Technology
-887
- 90.6%
$114.71 - $125.79 $102K - $112K
92 $11K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-230
- 1.15%
$37.12 - $41.23 $8.54K - $9.48K
19.7K $732K
AMT
American Tower Corp

Real Estate
-103
- 6.75%
$179.4 - $232.01 $18.5K - $23.9K
1.42K $261K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.62K
- 7.76%
$50.35 - $50.69 $81.3K - $81.9K
19.2K $968K
AMD
Advanced Micro Devices Inc

Technology
-82
- 5.18%
$118.88 - $172.8 $9.75K - $14.2K
1.5K $181K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1K
- 52.16%
$77.25 - $91.3 $77.3K - $91.3K
917 $78K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.75K
- 13.53%
$34.42 - $35.88 $60.3K - $62.9K
11.2K $389K
Columbia ETF Tr Ii
-3.02K
- 80.12%
N/A
750 $16K
IEMG
Ishares Inc

ETFs
-214
- 1.92%
N/A
10.9K $570K
INTF
Ishares Tr

ETFs
-894
- 6.26%
$28.54 - $31.26 $25.5K - $27.9K
13.4K $385K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-914
- 6.1%
$26.63 - $30.23 $24.3K - $27.6K
14.1K $374K
TXN
Texas Instruments Inc

Technology
-7
- 0.22%
N/A
3.2K $600K
NKE
Nike, Inc.

Consumer Cyclical
-261
- 7.82%
$73.36 - $89.13 $19.1K - $23.3K
3.08K $233K
KLAC
Kla Corp

Technology
-23
- 7.54%
$614.46 - $829.55 $14.1K - $19.1K
282 $178K
ELV
Elevance Health, Inc.

Healthcare
-37
- 15.23%
$365.96 - $514.62 $13.5K - $19K
206 $76K
Activity Summary
Buys All Purchases 473 New Holdings 92 Increased Positions 381 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 0 Puts 0
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