Capital Advisors Wealth Management, LLC Incresed Positions in Q3 2025

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JMEE
J P Morgan Exchange Traded Fd

ETFs
197K
+ 3842.78%
$59.19 - $64.47 $11.7M - $12.7M
202K $12.8M
FNDF
Schwab Fundamental Intl Large

ETFs
78.7K
+ 8.52%
$39.84 - $43.15 $3.14M - $3.4M
1M $43.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.69K
+ 2.06%
$420.11 - $472.68 $712K - $801K
83.9K $39.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.74K
+ 8.87%
$546.99 - $602.2 $2.05M - $2.25M
45.9K $27.6M
IVV
Ishares Core S&P 500 ETF

ETFs
679
+ 1.13%
$620.67 - $670.08 $421K - $455K
60.9K $40.8M
VGT
Vanguard Information Technolog

ETFs
166
+ 0.44%
$656.44 - $753.15 $109K - $125K
37.9K $28.3M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
25.7K
+ 19.76%
$79.76 - $85.78 $2.05M - $2.2M
156K $13.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.57K
+ 14.63%
$617.65 - $666.84 $1.59M - $1.71M
20.1K $13.4M
GOOGL
Alphabet Inc.

Communication Services
133
+ 0.38%
$174.36 - $254.72 $23.2K - $33.9K
35.4K $8.6M
VB
Vanguard Small Cap ETF

ETFs
7.62K
+ 41.3%
$237.58 - $259.17 $1.81M - $1.98M
26.1K $6.63M
NVDA
Nvidia Corp

Technology
1.3K
+ 3.61%
$153.3 - $186.58 $200K - $243K
37.4K $6.98M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.15K
+ 2.43%
$81.75 - $84.54 $748K - $773K
385K $32.4M
IDV
Ishares Tr

ETFs
21.9K
+ 11.88%
$34.54 - $37.28 $756K - $816K
206K $7.53M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.53K
+ 2.74%
$132.9 - $142.03 $336K - $359K
94.6K $13.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.67K
+ 228.07%
$567.77 - $614.76 $950K - $1.03M
2.41K $1.47M
GOOG
Alphabet Inc.

Communication Services
2.44K
+ 42.22%
$175.16 - $255.24 $428K - $624K
8.23K $2M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
18.3K
+ 110.02%
$49.09 - $50.58 $900K - $927K
35K $1.77M
JPIE
J P Morgan Exchange Traded Fd
18.9K
+ 3.66%
$46.01 - $46.55 $870K - $880K
536K $24.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.26K
+ 7.93%
$459.11 - $506.91 $579K - $640K
17.2K $8.63M
AVGO
Broadcom Inc.

Technology
310
+ 2.35%
$264.74 - $369.57 $82.1K - $115K
13.5K $4.45M
MSFT
Microsoft Corp

Technology
432
+ 1.53%
$491.09 - $535.64 $212K - $231K
28.6K $14.8M
IEFA
Ishares Tr

ETFs
7.31K
+ 253.59%
$81.7 - $87.53 $597K - $639K
10.2K $889K
JPSE
J P Morgan Diversified Return

ETFs
4.39K
+ 4.83%
$45.04 - $50.93 $198K - $224K
95.4K $4.75M
VIG
Vanguard Dividend Appreciation

ETFs
3.32K
+ 1.69%
N/A
199K $36.3M
VTI
Vanguard Total Stock Market Et

ETFs
615
+ 3.72%
$303.93 - $329.86 $187K - $203K
17.2K $5.63M
ABBV
Abb Vie Inc.

Healthcare
135
+ 1.14%
$184.85 - $231.54 $25K - $31.3K
12K $2.78M
VO
Vanguard Mid Cap ETF

ETFs
1.45K
+ 15.22%
$279.83 - $293.74 $405K - $426K
11K $3.22M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.18K
+ 6.73%
$48.5 - $50.19 $397K - $410K
130K $6.49M
COLB
Columbia Banking System, Inc.

Financial Services
8.69K
+ 6.9%
$23.26 - $27.31 $202K - $237K
135K $3.47M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.1K
+ 11.57%
$100.16 - $100.7 $510K - $513K
49.1K $4.95M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
282
+ 0.72%
$121.46 - $130.92 $34.3K - $36.9K
39.4K $5.14M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.19K
+ 5.83%
$55.61 - $57.37 $344K - $355K
112K $6.41M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.32K
+ 2.49%
$27.61 - $29.15 $119K - $126K
178K $5.18M
FNF
Fidelity National Financial, Inc.

Financial Services
1.66K
+ 2.8%
$51.22 - $61.07 $85K - $101K
61K $3.69M
VNQ
Vanguard Specialized Funds Van

ETFs
2.14K
+ 3.1%
$88.47 - $93.24 $189K - $200K
71.2K $6.51M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
7.23K
+ 25.35%
$47.76 - $48.46 $345K - $351K
35.8K $1.72M
SO
Southern CO

Utilities
3.21K
+ 66.34%
$90.83 - $96.0 $291K - $308K
8.04K $761K
CEG
Constellation Energy Corp

Utilities
747
+ 7.61%
$298.82 - $354.89 $223K - $265K
10.6K $3.48M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.64K
+ 68.42%
$50.81 - $51.07 $287K - $288K
13.9K $708K
GE
General Electric CO

Industrials
737
+ 53.72%
$244.75 - $305.63 $180K - $225K
2.11K $634K
META
Meta Platforms, Inc.

Communication Services
393
+ 3.75%
$695.21 - $791.73 $273K - $311K
10.9K $7.99M
VXF
Vanguard Extended Market ETF

ETFs
1.04K
+ 54.37%
$193.58 - $213.07 $201K - $221K
2.95K $616K
MU
Micron Technology Inc

Technology
608
+ 28.15%
$104.88 - $168.89 $63.8K - $103K
2.77K $463K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.29K
+ 2.38%
$28.92 - $32.19 $37.4K - $41.6K
55.7K $1.78M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.52K
+ 10.52%
$81.55 - $85.33 $124K - $130K
16K $1.36M
T
At&T Inc.

Communication Services
6.72K
+ 29.81%
$26.94 - $29.62 $181K - $199K
29.3K $826K
VUG
Vanguard Growth ETF

ETFs
236
+ 17.43%
$433.97 - $484.08 $102K - $114K
1.59K $762K
PSX
Phillips 66

Energy
124
+ 1.49%
$118.37 - $139.46 $14.7K - $17.3K
8.44K $1.15M
LMT
Lockheed Martin Corp

Industrials
184
+ 10.75%
$410.74 - $499.21 $75.6K - $91.9K
1.9K $946K
Activity Summary
Buys All Purchases 154 New Holdings 27 Increased Positions 127 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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