Capital Advisors Wealth Management, LLC Incresed Positions 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
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
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
CRWD
Crowd Strike Holdings, Inc.

Technology
255
+ 5.92%
$275.15 - $388.2 $70.2K - $99K
4.56K $1.56M
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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3K
+ 75.0%
$91.29 - $91.8 $274K - $275K
7K $640K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
115
+ 6.1%
$260.53 - $404.79 $30K - $46.6K
2K $764K
CSCO
Cisco Systems, Inc.

Technology
3.28K
+ 70.78%
$52.45 - $60.02 $172K - $197K
7.92K $469K
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
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
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
T
At&T Inc.

Communication Services
2.46K
+ 12.83%
$21.22 - $23.88 $52.3K - $58.8K
21.7K $493K
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
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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