Capital Advisors Wealth Management, LLC Sells in Q3 2025

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
-79.1K
- 75.96%
$118.16 - $123.66 $9.34M - $9.78M
25K $3.06M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-131K
- 76.51%
$40.94 - $42.85 $5.36M - $5.61M
40.2K $1.69M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-89.4K
- 94.16%
$55.15 - $58.11 $4.93M - $5.19M
5.54K $318K
XLE
Energy Sector Spdr

ETFs
-43.7K
- 74.01%
$84.25 - $91.99 $3.68M - $4.02M
15.4K $1.37M
MLPA
Global X Mlp ETF

ETFs
-67.8K
- 57.72%
$48.25 - $51.56 $3.27M - $3.5M
49.7K $2.41M
IEF
Ishares Barclays

ETFs
-23.8K
- 34.21%
$93.91 - $97.26 $2.23M - $2.31M
45.7K $4.41M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-29.1K
- 10.41%
$67.48 - $71.55 $1.97M - $2.08M
251K $17.8M
CRM
Salesforce, Inc.

Technology
-1.83K
- 67.62%
$231.66 - $273.65 $423K - $499K
874 $207K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-4.85K
- 64.65%
$101.12 - $106.18 $490K - $515K
2.65K $273K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.44K
- 3.69%
$100.37 - $100.74 $346K - $347K
90K $9.06M
ITM
Vaneck Intermediate Muni ETF

ETFs
-4.52K
- 48.02%
$45.2 - $46.71 $204K - $211K
4.89K $227K
MUB
Ishares National Muni Bond ETF

ETFs
-2.09K
- 4.57%
$103.24 - $106.68 $216K - $223K
43.7K $4.66M
HYD
Vaneck High Yield Muni ETF

ETFs
-2.16K
- 27.3%
$48.85 - $50.94 $105K - $110K
5.75K $292K
HD
Home Depot, Inc.

Consumer Cyclical
-314
- 25.89%
$357.4 - $423.42 $112K - $133K
899 $364K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.17K
- 8.75%
$195.41 - $212.37 $228K - $248K
12.2K $2.54M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-677
- 9.26%
$85.01 - $90.35 $57.6K - $61.2K
6.63K $592K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.32K
- 9.29%
$30.67 - $32.13 $71K - $74.4K
22.6K $715K
PANW
Palo Alto Networks Inc

Technology
-179
- 1.69%
$167.06 - $208.19 $29.9K - $37.3K
10.4K $2.12M
AMD
Advanced Micro Devices Inc

Technology
-522
- 27.87%
$134.8 - $184.42 $70.4K - $96.3K
1.35K $218K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-910
- 10.38%
$52.39 - $53.11 $47.7K - $48.3K
7.85K $416K
MLN
Vaneck Long Muni ETF

ETFs
-4.5K
- 6.38%
$16.52 - $17.5 $74.4K - $78.8K
66.1K $1.15M
QCOM
Qualcomm Inc

Technology
-643
- 6.45%
$145.84 - $173.55 $93.8K - $112K
9.33K $1.55M
PEP
Pepsico Inc

Consumer Defensive
-600
- 10.06%
$133.81 - $152.16 $80.3K - $91.3K
5.36K $753K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-928
- 10.61%
$108.46 - $120.63 $101K - $112K
7.82K $929K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-160
- 12.18%
$339.37 - $366.46 $54.3K - $58.6K
1.15K $421K
LLY
Eli Lilly & CO

Healthcare
-19
- 3.71%
$625.65 - $812.69 $11.9K - $15.4K
493 $376K
AMZN
Amazon Com Inc

Consumer Cyclical
-131
- 0.27%
$211.65 - $238.24 $27.7K - $31.2K
49.2K $10.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-142
- 3.3%
$91.44 - $91.77 $13K - $13K
4.16K $381K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-851
- 6.16%
$62.09 - $66.51 $52.8K - $56.6K
13K $845K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-743
- 1.44%
$46.37 - $47.77 $34.5K - $35.5K
50.7K $2.41M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-1.82K
- 4.22%
$13.75 - $14.59 $25K - $26.5K
41.2K $595K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-74
- 1.52%
$72.57 - $74.72 $5.37K - $5.53K
4.79K $355K
Skye Bioscience Inc
-6.28K
- 12.37%
N/A
44.5K $0
F&G Annuities & Life Inc
-2.16K
- 10.13%
N/A
19.2K $0
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-163
- 4.46%
$82.96 - $95.7 $13.5K - $15.6K
3.49K $313K
USB
Us Bancorp \De\

Financial Services
-1.05K
- 5.83%
$43.94 - $50.41 $46.1K - $52.9K
16.9K $818K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-103
- 4.84%
$126.64 - $135.65 $13K - $14K
2.02K $274K
DINO
Hf Sinclair Corp

Energy
-1.02K
- 19.28%
$42.11 - $54.01 $43K - $55.1K
4.27K $223K
MRK
Merck & Co., Inc.

Healthcare
-108
- 2.81%
$77.6 - $87.37 $8.38K - $9.44K
3.74K $313K
GLD
Spdr Gold Trust

ETFs
-415
- 13.33%
$300.96 - $355.47 $125K - $148K
2.7K $959K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-228
- 2.61%
$59.61 - $63.09 $13.6K - $14.4K
8.52K $535K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-158
- 0.04%
$50.47 - $50.74 $7.97K - $8.02K
420K $21.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-74
- 1.47%
$49.43 - $54.52 $3.66K - $4.03K
4.96K $268K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-202
- 0.5%
$97.75 - $100.75 $19.7K - $20.4K
40K $4.01M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-66
- 0.76%
$82.42 - $87.03 $5.44K - $5.74K
8.57K $745K
VBK
Vanguard Small Cap Growth ETF

ETFs
-504
- 5.24%
$276.51 - $305.12 $139K - $154K
9.11K $2.71M
MPC
Marathon Petroleum Corp

Energy
-80
- 2.18%
$158.59 - $198.69 $12.7K - $15.9K
3.58K $690K
TSLA
Tesla, Inc.

Consumer Cyclical
-384
- 15.13%
$293.94 - $444.72 $113K - $171K
2.15K $957K
IAU
Ishares Gold Trust

ETFs
-1.65K
- 5.97%
$61.62 - $72.77 $102K - $120K
26K $1.9M
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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