Capital Advisors Wealth Management, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $538 Million distributed in 167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $34.3M, Ishares Russell 1000 Gr ETF with a value of $33M, Vanguard Intermediate Term Cor with a value of $29.5M, Vanguard Dividend Appreciation with a value of $28.1M, and Schwab Fundamental Intl Large with a value of $26.8M.
Examining the 13F form we can see an increase of $33.7M in the current position value, from $504M to 538M.
Below you can find more details about Capital Advisors Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$538 Million
ETFs: $401 Million
Technology: $39 Million
Financial Services: $20.9 Million
Communication Services: $12.8 Million
Consumer Cyclical: $12.6 Million
Consumer Defensive: $10.1 Million
Healthcare: $6.89 Million
Industrials: $5.4 Million
Other: $7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
