Cap Wealth Advisors, LLC Purchases in Q3 2024

Cap Wealth Advisors, LLC

  • $903 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LUMN
Lumen Technologies, Inc.

Communication Services
171K
+ 4.6%
$1.03 - $7.28 $176K - $1.25M
3.89M $27.6M
DUK
Duke Energy Corp

Utilities
150K
+ 411.33%
$99.35 - $117.71 $14.9M - $17.6M
186K $21.5M
PLTR
Palantir Technologies Inc.

Technology
16.9K
+ 3.27%
$24.09 - $37.95 $407K - $641K
534K $19.8M
MCHI
Ishares Msci China ETF

ETFs
130K
New
$40.43 - $50.98 $5.25M - $6.62M
130K $6.61M
GILD
Gilead Sciences, Inc.

Healthcare
349
+ 0.14%
$66.59 - $83.99 $23.2K - $29.3K
258K $21.6M
EQIX
Equinix Inc

Real Estate
825
+ 3.71%
$749.0 - $890.01 $618K - $734K
23K $20.5M
GLW
Corning Inc

Technology
13.7K
+ 3.17%
$37.76 - $46.2 $517K - $633K
445K $20.1M
FXI
Ishares Tr

ETFs
94.1K
New
$24.78 - $32.17 $2.33M - $3.03M
94.1K $2.99M
VZ
Verizon Communications Inc

Communication Services
29.5K
+ 9.1%
$38.89 - $45.0 $1.15M - $1.33M
354K $15.9M
CVS
Cvs Health Corp

Healthcare
11.7K
+ 3.65%
$55.81 - $63.18 $654K - $741K
333K $20.9M
HD
Home Depot, Inc.

Consumer Cyclical
198
+ 0.75%
$333.64 - $405.2 $66.1K - $80.2K
26.6K $10.8M
KO
Coca Cola CO

Consumer Defensive
1.17K
+ 0.64%
$62.69 - $73.01 $73.5K - $85.6K
185K $13.3M
NEE
Nextera Energy Inc

Utilities
10.3K
+ 23.5%
$69.9 - $84.97 $723K - $879K
54.4K $4.6M
SONY
Sony Group Corp

Technology
2.17K
+ 2.18%
$81.61 - $98.65 $177K - $214K
102K $9.83M
DOW
Dow Inc.

Basic Materials
11.4K
+ 3.0%
$50.15 - $55.41 $573K - $633K
393K $21.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.77K
+ 154.13%
$517.38 - $573.86 $918K - $1.02M
2.93K $1.68M
UPS
United Parcel Service Inc

Industrials
7.33K
+ 10.01%
$123.32 - $147.38 $904K - $1.08M
80.6K $11M
PNFP
Pinnacle Financial Partners Inc

Financial Services
9.74K
New
$76.97 - $100.56 $749K - $979K
9.74K $953K
ORCL
Oracle Corp

Technology
365
+ 1.23%
$125.9 - $170.35 $46K - $62.2K
30K $5.11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.77K
+ 2.28%
$77.02 - $85.06 $136K - $150K
79.2K $6.69M
AMGN
Amgen Inc

Healthcare
1.23K
+ 4.36%
$309.38 - $337.38 $380K - $415K
29.4K $9.48M
HSY
Hershey CO

Consumer Defensive
598
+ 0.95%
$182.45 - $203.25 $109K - $122K
63.4K $12.2M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.66K
New
$305.34 - $350.41 $508K - $583K
1.66K $574K
HCA
Hca Healthcare, Inc.

Healthcare
285
+ 5.4%
$315.12 - $406.43 $89.8K - $116K
5.57K $2.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
999
+ 76.14%
$475.2 - $527.7 $475K - $527K
2.31K $1.22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
383
+ 1.22%
$162.83 - $179.16 $62.4K - $68.6K
31.7K $5.68M
WSM
Williams Sonoma Inc

Consumer Cyclical
15.5K
+ 104.42%
$128.47 - $280.94 $1.99M - $4.36M
30.4K $4.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.27K
New
$162.64 - $179.3 $369K - $407K
2.27K $407K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.79K
New
$175.0 - $190.72 $313K - $341K
1.79K $341K
SO
Southern CO

Utilities
701
+ 4.55%
$77.0 - $90.52 $54K - $63.5K
16.1K $1.45M
V
Visa Inc.

Financial Services
922
New
$253.74 - $291.56 $234K - $269K
922 $253K
NHI
National Health Investors Inc

Real Estate
2.99K
New
$67.53 - $85.15 $202K - $254K
2.99K $251K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.87K
New
$85.84 - $85.84 $246K - $246K
2.87K $246K
WMT
Walmart Inc.

Consumer Defensive
1.39K
+ 15.45%
$66.91 - $81.4 $92.9K - $113K
10.4K $837K
PLD
Prologis, Inc.

Real Estate
1.7K
New
$111.95 - $132.43 $190K - $224K
1.7K $214K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.19K
New
$37.33 - $40.63 $194K - $211K
5.19K $210K
MCD
Mcdonalds Corp

Consumer Cyclical
188
+ 6.55%
$245.82 - $304.51 $46.2K - $57.2K
3.06K $931K
VEA
Vanguard Ftse Developed Market

ETFs
3.8K
New
$47.6 - $53.31 $181K - $202K
3.8K $200K
UNH
Unitedhealth Group Inc

Healthcare
229
+ 42.88%
$488.01 - $604.18 $112K - $138K
763 $446K
JPM
Jpmorgan Chase & CO

Financial Services
567
+ 24.63%
$194.9 - $224.8 $111K - $127K
2.87K $604K
HON
Honeywell International Inc

Industrials
2.5K
+ 4.51%
$196.73 - $220.21 $492K - $551K
58K $12M
PG
Procter & Gamble CO

Consumer Defensive
343
+ 27.44%
$160.76 - $177.82 $55.1K - $61K
1.59K $275K
ABBV
Abb Vie Inc.

Healthcare
92
+ 7.86%
$163.84 - $199.33 $15.1K - $18.3K
1.26K $249K
AVGO
Broadcom Inc.

Technology
1.94K
+ 897.69%
$136.27 - $1745.86 $264K - $3.39M
2.16K $371K
LLY
Eli Lilly & CO

Healthcare
5
+ 1.14%
$772.14 - $960.02 $3.86K - $4.8K
443 $392K
OXY
Occidental Petroleum Corp

Energy
400
+ 7.83%
$49.91 - $63.73 $20K - $25.5K
5.51K $283K
AMZN
Amazon Com Inc

Consumer Cyclical
1.95K
+ 2.35%
$161.02 - $200.0 $313K - $389K
84.6K $15.8M
GOOGL
Alphabet Inc.

Communication Services
2.71K
+ 5.54%
$148.65 - $191.18 $402K - $518K
51.6K $8.56M
MSFT
Microsoft Corp

Technology
872
+ 0.95%
$395.15 - $467.56 $345K - $408K
93K $40M
Activity Summary
Buys All Purchases 54 New Holdings 12 Increased Positions 42 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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