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
SO
Southern CO

Utilities
2.06K
+ 81.92%
$81.5 - $94.15 $168K - $194K
4.58K $376K
VTI
Vanguard Total Stock Market Et

ETFs
129
+ 0.82%
$280.04 - $302.45 $36.1K - $39K
15.8K $4.58M
MLN
Vaneck Long Muni ETF

ETFs
8.95K
+ 11.54%
$17.61 - $18.29 $158K - $164K
86.5K $1.55M
COIN
Coinbase Global, Inc.

Technology
45
+ 3.16%
$163.17 - $343.62 $7.34K - $15.5K
1.47K $365K
SCHV
Schwab Strategic Tr Us Large C

ETFs
97K
+ 217.62%
$25.79 - $80.4 $2.5M - $7.8M
142K $3.69M
PWR
Quanta Services, Inc.

Industrials
274
+ 25.78%
$296.05 - $346.6 $81.1K - $95K
1.34K $422K
XLP
Consumer Staples Sector Spdr

ETFs
1.32K
+ 3.75%
N/A
36.5K $2.77M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
6.39K
+ 31.38%
$14.45 - $15.15 $92.3K - $96.8K
26.8K $405K
USB
Us Bancorp \De\

Financial Services
655
+ 2.48%
$43.98 - $53.66 $28.8K - $35.1K
27.1K $1.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15K
+ 255.32%
$26.93 - $84.95 $404K - $1.27M
20.9K $570K
MLPA
Global X Mlp ETF

ETFs
550
+ 2.57%
$47.44 - $52.61 $26.1K - $28.9K
21.9K $1.08M
SBUX
Starbucks Corp

Consumer Cyclical
768
+ 27.28%
$87.44 - $102.5 $67.2K - $78.7K
3.58K $326K
GILD
Gilead Sciences, Inc.

Healthcare
320
+ 12.58%
$83.95 - $97.9 $26.9K - $31.3K
2.86K $264K
RSP
Invesco S&P 500 Equal Weight E

ETFs
325
+ 16.82%
$174.22 - $187.62 $56.6K - $61K
2.26K $395K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.14K
+ 21.58%
$42.33 - $43.3 $48.4K - $49.5K
6.45K $274K
HD
Home Depot, Inc.

Consumer Cyclical
160
+ 14.67%
$385.02 - $431.37 $61.6K - $69K
1.25K $486K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
644
+ 19.62%
$74.5 - $78.37 $48K - $50.5K
3.93K $293K
AXP
American Express CO

Financial Services
27
+ 3.6%
$267.35 - $305.57 $7.22K - $8.25K
778 $230K
MO
Altria Group, Inc.

Consumer Defensive
187
+ 1.51%
$49.06 - $57.74 $9.17K - $10.8K
12.6K $658K
ESPR
Esperion Therapeutics, Inc.

Healthcare
3.26K
+ 10.24%
$1.61 - $3.83 $5.24K - $12.5K
35.1K $77K
VB
Vanguard Small Cap ETF

ETFs
85
+ 5.81%
$233.76 - $261.58 $19.9K - $22.2K
1.55K $371K
VXF
Vanguard Extended Market ETF

ETFs
30
+ 1.3%
$179.17 - $207.15 $5.38K - $6.21K
2.33K $443K
UNH
Unitedhealth Group Inc

Healthcare
109
+ 22.47%
$485.52 - $625.25 $52.9K - $68.2K
594 $300K
GE
General Electric CO

Industrials
237
+ 21.7%
$159.95 - $194.23 $37.9K - $46K
1.33K $221K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
316
+ 2.55%
$113.92 - $127.38 $36K - $40.3K
12.7K $1.47M
IWB
Ishares Tr Russell 1000 ETF

ETFs
20
+ 1.79%
$311.11 - $335.64 $6.22K - $6.71K
1.14K $366K
DHS
Wisdomtree Tr U.S

ETFs
107
+ 3.11%
$92.66 - $100.58 $9.91K - $10.8K
3.54K $330K
XLK
Technology Sector Spdr

ETFs
3
+ 0.26%
$220.26 - $241.44 $661 - $724
1.15K $266K
ETN
Eaton Corp PLC

Industrials
12
+ 0.96%
$326.96 - $377.52 $3.92K - $4.53K
1.26K $418K
CAT
Caterpillar Inc

Industrials
103
+ 8.85%
$360.37 - $416.88 $37.1K - $42.9K
1.27K $459K
GLD
Spdr Gold Trust

ETFs
15
+ 0.78%
$236.59 - $257.5 $3.55K - $3.86K
1.94K $469K
PM
Philip Morris International Inc.

Consumer Defensive
42
+ 1.45%
$118.38 - $133.06 $4.97K - $5.59K
2.94K $354K
F&G Annuities & Life Inc
964
+ 4.98%
N/A
20.3K $0
Blackrock ETF Trust Ii
4.64K
New
N/A
4.64K $0
First Tr Exchng Traded Fd Vi
405
+ 3.09%
N/A
13.5K $0
Ge Vernova Inc
766
New
N/A
766 $0
J P Morgan Exchange Traded F
1.13K
+ 18.32%
N/A
7.31K $0
Blackrock Inc
310
New
N/A
310 $0
PFF
Ishares Trust Ishares Pfd And

ETFs
610
+ 5.79%
$31.23 - $33.51 $19.1K - $20.4K
11.2K $350K
VZ
Verizon Communications Inc

Communication Services
1.05K
+ 11.8%
$39.6 - $45.21 $41.4K - $47.3K
9.91K $396K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
14
+ 0.4%
$63.01 - $68.55 $882 - $960
3.52K $222K
VBR
Vanguard Small Cap Value ETF

ETFs
646
+ 1.29%
$197.36 - $217.3 $127K - $140K
50.7K $10M
WELL
Welltower Inc.

Real Estate
9
+ 0.47%
$123.11 - $139.3 $1.11K - $1.25K
1.92K $241K
NUSC
Nuveen Esg Small Cap ETF

ETFs
17
+ 0.34%
$41.74 - $46.2 $710 - $785
5.08K $213K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
27
+ 0.32%
$77.23 - $82.11 $2.09K - $2.22K
8.59K $668K
LHX
L3 Harris Technologies, Inc.

Industrials
247
+ 12.19%
$208.94 - $264.22 $51.6K - $65.3K
2.27K $477K
ITM
Vaneck Intermediate Muni ETF

ETFs
89
+ 0.92%
$45.56 - $46.97 $4.05K - $4.18K
9.78K $450K
WM
Waste Management Inc

Industrials
5
+ 0.26%
$201.79 - $228.46 $1.01K - $1.14K
1.95K $392K
BND
Vanguard Bd Index Fd Inc Total

ETFs
59
+ 1.24%
$71.75 - $75.11 $4.23K - $4.43K
4.81K $346K
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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