Cap Wealth Advisors, LLC Sells in Q3 2024

Cap Wealth Advisors, LLC

  • $903 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-14.7K
- 18.15%
$91.42 - $91.82 $1.35M - $1.35M
66.5K $6.1M
BAC
Bank Of America Corp

Financial Services
-30K
- 4.07%
$36.65 - $44.13 $1.1M - $1.32M
706K $28M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-5.97K
- 5.06%
$147.95 - $191.05 $883K - $1.14M
112K $19.5M
AAPL
Apple Inc.

Technology
-9.55K
- 10.69%
$207.23 - $234.82 $1.98M - $2.24M
79.8K $18.6M
NVDA
Nvidia Corp

Technology
-290
- 3.92%
$98.91 - $134.91 $28.7K - $39.1K
7.1K $862K
DUSA
Davis Fundamental ETF Tr

ETFs
-1.76K
- 4.52%
$37.9 - $42.15 $66.7K - $74.2K
37.2K $1.55M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-87
- 15.59%
$523.84 - $572.02 $45.6K - $49.8K
471 $268K
CGUS
Capital Group Core Equity ETF
-1.15K
- 10.54%
$31.19 - $34.33 $35.9K - $39.5K
9.77K $334K
FHN
First Horizon Corp

Financial Services
-180
- 1.39%
$14.63 - $17.45 $2.63K - $3.14K
12.8K $198K
Ge Vernova Inc Com
-130
- 0.2%
N/A
63.9K $0
TSCO
Tractor Supply CO

Consumer Cyclical
-2.75K
- 7.02%
$251.95 - $290.93 $692K - $799K
36.4K $10.6M
FBK
Fb Financial Corp

Financial Services
-1.16K
- 11.36%
$38.04 - $49.23 $44.1K - $57.1K
9.05K $424K
DVY
Ishares Tr

ETFs
-364
- 6.7%
$119.99 - $135.74 $43.7K - $49.4K
5.07K $684K
XOM
Exxon Mobil Corp

Energy
-90
- 0.43%
$109.72 - $119.0 $9.87K - $10.7K
20.6K $2.42M
T
At&T Inc.

Communication Services
-490
- 2.9%
$18.21 - $22.28 $8.92K - $10.9K
16.4K $360K
CGDV
Capital Group Divid Value ETF

ETFs
-1.12K
- 4.29%
$32.96 - $36.48 $36.8K - $40.8K
24.9K $908K
CGGR
Capital Group Growth ETF Shs C

ETFs
-2.16K
- 2.97%
$30.71 - $34.79 $66.3K - $75.1K
70.4K $2.45M
COST
Costco Wholesale Corp

Consumer Defensive
-656
- 2.96%
$801.83 - $917.05 $526K - $602K
21.5K $19.1M
PEP
Pepsico Inc

Consumer Defensive
-842
- 0.79%
$161.9 - $179.3 $136K - $151K
105K $17.9M
SYK
Stryker Corp

Healthcare
-266
- 0.88%
$315.94 - $371.96 $84K - $98.9K
29.9K $10.8M
SNA
Snap On Inc

Industrials
-2.16K
- 4.84%
$255.35 - $289.77 $551K - $625K
42.4K $12.3M
NFLX
Netflix Inc

Communication Services
-255
- 0.86%
$598.55 - $722.26 $153K - $184K
29.4K $20.9M
GNRC
Generac Holdings Inc.

Industrials
-354
- 0.77%
$133.16 - $159.78 $47.1K - $56.6K
45.9K $7.29M
JNJ
Johnson & Johnson

Healthcare
-1.27K
- 0.93%
$145.48 - $167.38 $184K - $212K
135K $21.9M
WMB
Williams Companies, Inc.

Energy
-5.26K
- 0.62%
$41.24 - $46.22 $217K - $243K
849K $38.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.85K
- 1.81%
$405.19 - $478.57 $748K - $883K
100K $46M
GE
General Electric CO

Industrials
-114
- 0.07%
$156.66 - $189.66 $17.9K - $21.6K
166K $31.2M
RTX
Raytheon Technologies Corp

Industrials
-3.27K
- 1.18%
$99.55 - $123.34 $325K - $403K
275K $33.3M
IBM
International Business Machines Corp

Technology
-2.81K
- 1.85%
$175.1 - $223.38 $493K - $628K
149K $33M
DHI
Horton D R Inc

Consumer Cyclical
-1.93K
- 1.16%
$135.21 - $197.06 $261K - $381K
164K $31.3M
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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