Private Capital Advisors, Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $826 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $335M, Apple Inc. with a value of $69M, Alphabet Inc. with a value of $36.6M, Palo Alto Networks Inc with a value of $28.1M, and Netflix Inc with a value of $24.9M.

Examining the 13F form we can see an decrease of $87.3M in the current position value, from $913M to 826M.

Below you can find more details about Private Capital Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $826 Million
Healthcare: $395 Million
Technology: $178 Million
Communication Services: $84.6 Million
Energy: $63.8 Million
Industrials: $42.9 Million
Financial Services: $36.1 Million
Consumer Cyclical: $16.5 Million
ETFs: $6.88 Million
Other: $1.93 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $826 Million
  • Prior Value $913 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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