Capital Advisors Wealth Management, LLC Purchases in Q4 2024

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPSE
J P Morgan Diversified Return

ETFs
142K
+ 58.62%
$46.77 - $51.7 $6.62M - $7.32M
383K $18M
XLRE
Select Sector Spdr Tr Real Est

ETFs
133K
+ 553.41%
$40.06 - $45.21 $5.34M - $6.03M
157K $6.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
30.2K
+ 643.16%
$100.22 - $100.73 $3.03M - $3.05M
35K $3.51M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.53K
+ 1.74%
$370.24 - $418.94 $567K - $642K
89.5K $35.9M
AMZN
Amazon Com Inc

Consumer Cyclical
4.32K
+ 9.41%
$180.88 - $232.93 $781K - $1.01M
50.2K $11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
45.4K
+ 17.17%
$50.37 - $50.6 $2.29M - $2.3M
310K $15.6M
VGT
Vanguard Information Technolog

ETFs
338
+ 0.91%
$571.78 - $647.97 $193K - $219K
37.6K $23.4M
IVV
Ishares Core S&P 500 ETF

ETFs
1.38K
+ 2.32%
$570.51 - $610.59 $789K - $844K
60.9K $35.8M
AAPL
Apple Inc.

Technology
2.41K
+ 4.78%
$221.69 - $259.02 $535K - $625K
52.9K $13.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.06K
+ 2.66%
$481.22 - $538.17 $511K - $572K
41K $21M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
12K
+ 128.96%
$100.16 - $100.7 $1.2M - $1.2M
21.2K $2.13M
VIG
Vanguard Dividend Appreciation

ETFs
6.2K
+ 4.02%
N/A
160K $29.2M
AVGO
Broadcom Inc.

Technology
250
+ 1.5%
$159.67 - $250.0 $39.9K - $62.5K
16.9K $3.92M
SOFI
So Fi Technologies, Inc.

Financial Services
3.71K
+ 3.43%
$7.63 - $16.88 $28.3K - $62.6K
112K $1.72M
NVDA
Nvidia Corp

Technology
1.27K
+ 2.4%
$117.0 - $148.88 $148K - $189K
54.2K $7.28M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16.3K
+ 26.79%
$49.79 - $51.14 $814K - $836K
77.4K $3.88M
GOOGL
Alphabet Inc.

Communication Services
136
+ 0.44%
$161.86 - $196.66 $22K - $26.7K
31.2K $5.91M
V
Visa Inc.

Financial Services
209
+ 1.41%
$273.87 - $320.91 $57.2K - $67.1K
15.1K $4.76M
SCHA
Schwab Strategic Tr Us Small C

ETFs
26.1K
New
$25.33 - $51.16 $661K - $1.33M
26.1K $674K
JPM
Jpmorgan Chase & CO

Financial Services
1.74K
+ 20.54%
$205.18 - $250.29 $357K - $436K
10.2K $2.45M
MSFT
Microsoft Corp

Technology
1.93K
+ 8.32%
$406.35 - $454.46 $783K - $875K
25.1K $10.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
482
+ 3.16%
$567.81 - $607.81 $274K - $293K
15.7K $9.23M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.26K
New
$53.94 - $58.15 $446K - $480K
8.26K $465K
TSLA
Tesla, Inc.

Consumer Cyclical
307
+ 13.24%
$213.65 - $479.86 $65.6K - $147K
2.63K $1.06M
VBK
Vanguard Small Cap Growth ETF

ETFs
300
+ 1.08%
$264.18 - $304.19 $79.3K - $91.3K
28K $7.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
733
New
$521.84 - $558.82 $383K - $410K
733 $394K
CRWD
Crowd Strike Holdings, Inc.

Technology
255
+ 5.92%
$275.15 - $388.2 $70.2K - $99K
4.56K $1.56M
CEG
Constellation Energy Corp

Utilities
1.54K
New
$224.28 - $285.52 $345K - $440K
1.54K $346K
PANW
Palo Alto Networks Inc

Technology
5.74K
+ 131.02%
$181.96 - $405.9 $1.05M - $2.33M
10.1K $1.84M
CRM
Salesforce, Inc.

Technology
17
+ 0.31%
$270.87 - $367.87 $4.6K - $6.25K
5.44K $1.82M
NFLX
Netflix Inc

Communication Services
347
New
$687.65 - $936.56 $239K - $325K
347 $309K
IEF
Ishares Barclays

ETFs
3.02K
New
$92.08 - $98.18 $278K - $296K
3.02K $278K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3K
+ 75.0%
$91.29 - $91.8 $274K - $275K
7K $640K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.66K
New
$47.29 - $84.74 $173K - $310K
3.66K $272K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
115
+ 6.1%
$260.53 - $404.79 $30K - $46.6K
2K $764K
WFC
Wells Fargo & Company

Financial Services
3.43K
New
$54.98 - $77.35 $188K - $265K
3.43K $240K
ALK
Alaska Air Group, Inc.

Industrials
3.72K
New
$42.48 - $67.6 $158K - $251K
3.72K $240K
XLF
Financial Sector Spdr

ETFs
4.76K
New
$44.89 - $51.34 $214K - $244K
4.76K $229K
CSCO
Cisco Systems, Inc.

Technology
3.28K
+ 70.78%
$52.45 - $60.02 $172K - $197K
7.92K $469K
IWY
Ishares Tr Russell 200 Growth

ETFs
906
New
$216.72 - $244.71 $196K - $222K
906 $213K
AMAT
Applied Materials Inc

Technology
1.31K
New
$161.44 - $213.89 $212K - $280K
1.31K $213K
WMT
Walmart Inc.

Consumer Defensive
1.65K
+ 27.26%
$79.1 - $95.7 $130K - $158K
7.69K $694K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.63K
+ 28.69%
$76.72 - $82.83 $202K - $218K
11.8K $911K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.82K
+ 1.69%
$126.68 - $134.74 $230K - $245K
109K $13.9M
VRT
Vertiv Holdings CO

Industrials
1.84K
New
N/A
1.84K $159K
GOOG
Alphabet Inc.

Communication Services
96
+ 1.64%
$163.08 - $198.16 $15.7K - $19K
5.96K $1.14M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.15K
+ 21.17%
$149.17 - $165.2 $171K - $190K
6.58K $1.02M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
725
+ 2.4%
$111.85 - $120.71 $81.1K - $87.5K
31K $3.57M
SCHG
Schwab Strategic Tr Us Large C

ETFs
34.2K
+ 325.07%
$25.93 - $105.3 $887K - $3.6M
44.7K $1.25M
Activity Summary
Buys All Purchases 121 New Holdings 16 Increased Positions 105 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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