Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Capital Advisors

Latest statistics and disclosures from Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IWF, CZR, VIG, QUAL, and represent 28.27% of Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: IYT, QUAL, IJH, QQQ, BIL, IVE, SPY, ECON, IWD, RSP.
Started 193 new stock positions in GRNT, RLYB, ATO, BHR, BEN, NSTS, UAA, WAFD, DNLI, ADN.
Reduced shares in these 10 stocks: SHV, GBIL, SPLV, EFAV, VIG, USMV, GSLC, IJS, SDY, BIV.
Sold out of its positions in AGTI, ALHC, AWR, AMLX, ARKO, CAR, BCBP, BILL, SAM, BF.A.
Capital Advisors was a net buyer of stock by $9.8M.
Capital Advisors has $767M in assets under management (AUM), dropping by 7.70%.
Central Index Key (CIK): 0001597878

Tip: Access up to 7 years of quarterly data

Positions held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Capital Advisors

Capital Advisors holds 1548 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Capital Advisors has 1548 total positions. Only the first 250 positions are shown.

Sign up to view all of the Capital Advisors March 31, 2024 positions
Download the Capital Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	8.5	$65M		125k	523.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	6.7	$51M		152k	337.05	View chart
Caesars Entertainment (CZR)	6.1	$47M		1.1M	43.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.9	$30M		164k	182.61	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.1	$24M	+9%	145k	164.35	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.1	$23M		131k	179.11	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.9	$22M	-2%	266k	83.58	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.8	$22M		237k	91.25	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	2.8	$21M		163k	131.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$21M		82k	259.89	View chart
Ishares Tr Core Div Grwth (DGRO)	2.0	$15M		265k	58.06	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	2.0	$15M		128k	118.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.9	$14M	+2%	84k	169.38	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.8	$14M	-4%	209k	65.87	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.7	$13M		156k	84.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$12M	+12%	27k	444.02	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.5	$11M	+2%	47k	239.76	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$11M		31k	344.20	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.4	$10M	+2%	80k	130.73	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.3	$10M	-4%	97k	103.79	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.0	$8.0M	-4%	77k	102.76	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.0	$7.7M	+13%	84k	91.80	View chart
Microsoft Corporation (MSFT)	1.0	$7.3M		17k	420.73	View chart
Draftkings Com Cl A (DKNG)	0.9	$7.2M		158k	45.41	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.9	$7.1M		143k	49.89	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$7.0M	+8%	38k	186.81	View chart
Select Sector Spdr Tr Energy (XLE)	0.9	$6.6M		70k	94.40	View chart
Apple (AAPL)	0.9	$6.6M		39k	171.47	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$6.2M	+2%	25k	247.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$5.0M		31k	162.86	View chart
Ishares Tr Global 100 Etf (IOO)	0.6	$4.7M		52k	89.41	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.6	$4.6M		46k	100.53	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.6	$4.4M		56k	78.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$4.3M		37k	115.29	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$4.1M		52k	79.86	View chart
Select Sector Spdr Tr Indl (XLI)	0.5	$4.1M		32k	125.96	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.5	$4.0M		193k	20.65	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.5	$3.9M		47k	81.54	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$3.8M		34k	110.21	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.4	$3.4M		59k	57.38	View chart
Ishares Tr Short Treas Bd (SHV)	0.4	$3.2M	-30%	29k	110.55	View chart
Vanguard World Energy Etf (VDE)	0.4	$3.1M		23k	131.70	View chart
Ishares Tr Us Trsprtion (IYT)	0.4	$2.8M	+299%	40k	70.40	View chart
Vanguard Wellington Us Quality (VFQY)	0.4	$2.7M	+7%	20k	136.93	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$2.5M		11k	235.83	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.3	$2.5M		38k	66.07	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$2.5M	-3%	73k	34.29	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$2.5M		19k	131.92	View chart
MGM Resorts International. (MGM)	0.3	$2.4M		51k	47.21	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.3	$2.4M	+7%	35k	69.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.4M	+388%	39k	60.74	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$2.4M		56k	42.12	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$2.3M		5.7k	397.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.3M		30k	74.20	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$2.2M		24k	92.88	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.3	$2.2M		47k	46.19	View chart
Amazon (AMZN)	0.3	$2.1M		12k	180.41	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.1M		11k	200.31	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.0M		34k	58.65	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.3	$2.0M	+6%	55k	35.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.9M	-2%	17k	110.50	View chart
Northrop Grumman Corporation (NOC)	0.2	$1.9M		3.9k	478.67	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.8M		45k	39.03	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$1.8M	-22%	25k	70.87	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.6M	+4%	27k	60.41	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$1.6M		33k	48.76	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$1.6M	-2%	8.8k	183.93	View chart
Meta Platforms Cl A (META)	0.2	$1.6M		3.3k	485.71	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.2	$1.5M		20k	76.50	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.5M	-15%	21k	75.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.5M		19k	76.66	View chart
NVIDIA Corporation (NVDA)	0.2	$1.4M		1.6k	903.31	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.2	$1.4M	+8%	15k	99.39	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.4M		22k	62.07	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$1.4M	+25%	34k	39.81	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.2	$1.3M	-6%	27k	50.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.3M		8.8k	152.25	View chart
Stanley Black & Decker (SWK)	0.2	$1.3M		14k	97.96	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$1.3M		17k	75.48	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.3M		2.7k	481.41	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$1.3M		13k	101.55	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$1.3M		13k	100.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.3M		25k	50.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.2M		2.3k	525.61	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$1.2M		26k	45.94	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.2M	-9%	9.6k	123.19	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$1.2M		18k	65.67	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.1M		7.4k	155.97	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.1M		23k	50.31	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.1	$1.1M		54k	21.00	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$1.1M		22k	50.56	View chart
Home Depot (HD)	0.1	$1.1M	+2%	2.9k	383.64	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$1.1M	+12%	15k	76.09	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.1M		14k	74.84	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$1.1M		22k	47.63	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M		1.4k	777.53	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$1.0M	-39%	10k	100.94	View chart
Visa Com Cl A (V)	0.1	$1.0M		3.6k	279.06	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$1.0M	+5%	27k	37.98	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$998k		21k	48.49	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$990k	+23%	4.8k	208.16	View chart
Lowe's Companies (LOW)	0.1	$983k		3.9k	254.73	View chart
Oracle Corporation (ORCL)	0.1	$972k		7.7k	125.57	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$965k		14k	67.36	View chart
Costco Wholesale Corporation (COST)	0.1	$953k		1.3k	733.08	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$934k	+2%	8.7k	107.57	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$919k	+3%	23k	39.66	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.1	$883k	+2%	32k	27.97	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.1	$881k		10k	87.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$878k		2.1k	420.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$859k		14k	61.05	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$858k	+8%	18k	47.46	View chart
Broadcom (AVGO)	0.1	$842k	+24%	635.00	1325.98	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$841k	-3%	17k	49.43	View chart
UnitedHealth (UNH)	0.1	$840k		1.7k	494.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$833k	+6%	2.9k	287.94	View chart
Abbvie (ABBV)	0.1	$801k	+2%	4.4k	182.13	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$783k	+20%	24k	32.22	View chart
Tidal Etf Tr Foliobeyond Alte (RISR)	0.1	$748k	-9%	23k	33.07	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$748k		12k	61.53	View chart
International Business Machines (IBM)	0.1	$741k		3.9k	190.88	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$719k		8.3k	86.69	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$716k	+11%	21k	34.38	View chart
Thermo Fisher Scientific (TMO)	0.1	$704k	+2%	1.2k	580.86	View chart
Exxon Mobil Corporation (XOM)	0.1	$702k	+10%	6.0k	116.24	View chart
Tractor Supply Company (TSCO)	0.1	$697k		2.7k	261.64	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$697k		28k	25.22	View chart
Pepsi (PEP)	0.1	$693k	+3%	4.0k	174.96	View chart
Columbia Etf Tr Ii Emrg Markets Etf (ECON)	0.1	$688k	+144%	33k	20.58	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$682k		13k	51.64	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$670k	+15%	8.8k	76.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$659k		4.4k	150.90	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.1	$658k		26k	25.69	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$634k		1.00	634000.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$627k		3.1k	205.57	View chart
Merck & Co (MRK)	0.1	$619k	+3%	4.7k	132.01	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$612k		13k	47.41	View chart
Amgen (AMGN)	0.1	$597k		2.1k	284.56	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Util (PUI)	0.1	$587k		17k	33.69	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$584k	+3%	12k	49.20	View chart
Procter & Gamble Company (PG)	0.1	$581k	-2%	3.6k	162.25	View chart
BlackRock (BLK)	0.1	$576k	+2%	691.00	833.57	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$566k	+43%	9.7k	58.11	View chart
Qualcomm (QCOM)	0.1	$564k		3.3k	169.27	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$562k	-12%	14k	39.53	View chart
Texas Instruments Incorporated (TXN)	0.1	$552k	+4%	3.2k	174.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$545k		4.5k	121.00	View chart
Honeywell International (HON)	0.1	$539k	+3%	2.6k	205.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$535k		2.3k	228.44	View chart
Philip Morris International (PM)	0.1	$531k	+3%	5.8k	91.68	View chart
Johnson & Johnson (JNJ)	0.1	$530k	-2%	3.4k	158.07	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.1	$517k	+3%	15k	34.50	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$515k	-13%	9.6k	53.80	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$515k	-6%	8.1k	63.59	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$491k	+19%	3.3k	147.80	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$491k		27k	18.55	View chart
Eaton Corp SHS (ETN)	0.1	$482k		1.5k	312.99	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.1	$477k	-16%	9.5k	50.35	View chart
Intercontinental Exchange (ICE)	0.1	$476k	+2%	3.5k	137.49	View chart
Danaher Corporation (DHR)	0.1	$471k	+2%	1.9k	249.47	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$468k		16k	29.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$463k	-21%	5.4k	86.53	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$460k	-8%	18k	25.23	View chart
Assured Guaranty (AGO)	0.1	$459k		5.3k	87.23	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$455k		818.00	556.23	View chart
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)	0.1	$453k		7.8k	57.74	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$452k		13k	34.92	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$452k		9.8k	46.03	View chart
Lockheed Martin Corporation (LMT)	0.1	$450k	+2%	990.00	454.55	View chart
Waste Management (WM)	0.1	$438k	+2%	2.1k	213.35	View chart
Automatic Data Processing (ADP)	0.1	$437k		1.8k	249.57	View chart
Adobe Systems Incorporated (ADBE)	0.1	$437k		866.00	504.62	View chart
Intuit (INTU)	0.1	$429k	+2%	659.00	650.99	View chart
McDonald's Corporation (MCD)	0.1	$418k		1.5k	281.67	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$418k		4.0k	104.68	View chart
Quanta Services (PWR)	0.1	$415k		1.6k	259.54	View chart
Pfizer (PFE)	0.1	$411k		15k	27.78	View chart
Illinois Tool Works (ITW)	0.1	$411k	-11%	1.5k	268.10	View chart
Union Pacific Corporation (UNP)	0.1	$410k	+3%	1.7k	245.95	View chart
FedEx Corporation (FDX)	0.1	$400k		1.4k	289.86	View chart
Sherwin-Williams Company (SHW)	0.1	$396k	+3%	1.1k	347.37	View chart
Cisco Systems (CSCO)	0.1	$396k	-28%	7.9k	49.96	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$385k	-20%	4.1k	94.97	View chart
Lam Research Corporation (LRCX)	0.1	$384k	+69%	395.00	972.15	View chart
Applied Materials (AMAT)	0.0	$382k	+74%	1.9k	206.15	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$381k		5.2k	73.24	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$379k		9.2k	41.07	View chart
Flexshares Tr Int Qltdvdynam (IQDY)	0.0	$379k		13k	28.82	View chart
General Dynamics Corporation (GD)	0.0	$370k		1.3k	282.66	View chart
Moody's Corporation (MCO)	0.0	$368k	+2%	936.00	393.16	View chart
Starbucks Corporation (SBUX)	0.0	$364k	-14%	4.0k	91.46	View chart
Tesla Motors (TSLA)	0.0	$364k	-7%	2.1k	175.93	View chart
Republic Services (RSG)	0.0	$364k	+2%	1.9k	191.28	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$358k	+4%	1.0k	346.23	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$358k		4.4k	80.72	View chart
Rollins (ROL)	0.0	$357k	+2%	7.7k	46.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$357k		1.9k	192.04	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$357k	-2%	4.2k	84.52	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$355k		3.1k	114.22	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$355k		3.5k	101.37	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$353k		7.0k	50.79	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.0	$352k		8.3k	42.51	View chart
Abbott Laboratories (ABT)	0.0	$347k	+2%	3.1k	113.77	View chart
Roper Industries (ROP)	0.0	$346k	+3%	617.00	560.78	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$344k	+24%	1.8k	186.96	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$342k		3.2k	108.23	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$339k	+3%	2.6k	131.24	View chart
Diamondback Energy (FANG)	0.0	$334k		1.7k	198.22	View chart
Becton, Dickinson and (BDX)	0.0	$333k		1.3k	247.40	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$329k		6.6k	49.85	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$327k	+14%	6.6k	49.20	View chart
S&p Global (SPGI)	0.0	$326k	+3%	765.00	426.14	View chart
Stryker Corporation (SYK)	0.0	$317k		885.00	358.19	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.0	$313k	-18%	2.6k	120.15	View chart
Exchange Traded Concepts Tru Fmqq Next Front (FMQQ)	0.0	$311k	+5326%	26k	12.06	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$311k		4.1k	76.26	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$311k	+11%	3.8k	81.41	View chart
Walt Disney Company (DIS)	0.0	$310k	+4%	2.5k	122.48	View chart
Carlisle Companies (CSL)	0.0	$302k		771.00	391.70	View chart
United Rentals (URI)	0.0	$300k	-4%	416.00	721.15	View chart
American Tower Reit (AMT)	0.0	$293k		1.5k	197.97	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$293k	-7%	1.1k	270.54	View chart
Msci (MSCI)	0.0	$293k	+2%	522.00	561.30	View chart
Bristol Myers Squibb (BMY)	0.0	$293k	-36%	5.4k	54.31	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.0	$292k		4.6k	63.95	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$290k		4.5k	64.70	View chart
Ishares Tr Core Divid Etf (DIVB)	0.0	$290k		6.5k	44.46	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$286k		10k	28.05	View chart
Bank of America Corporation (BAC)	0.0	$285k	+2%	7.5k	37.98	View chart
Blackrock Etf Trust Ii Intermedia Muni (INMU)	0.0	$282k		12k	23.78	View chart
Medtronic SHS (MDT)	0.0	$278k	+2%	3.2k	87.01	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$274k		1.1k	249.54	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$273k		4.0k	67.94	View chart
Advanced Micro Devices (AMD)	0.0	$273k		1.5k	180.44	View chart
Edwards Lifesciences (EW)	0.0	$273k		2.9k	95.66	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$272k		5.1k	53.33	View chart
Oneok (OKE)	0.0	$262k	+2%	3.3k	80.02	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$262k	NEW	7.7k	34.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$259k	+38%	2.6k	97.85	View chart
Cadence Design Systems (CDNS)	0.0	$254k		815.00	311.66	View chart
Enterprise Products Partners (EPD)	0.0	$253k	-3%	8.7k	29.18	View chart
Chevron Corporation (CVX)	0.0	$251k	-13%	1.6k	157.86	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$251k		3.6k	69.99	View chart
Netflix (NFLX)	0.0	$250k	+4%	411.00	608.27	View chart
Cme (CME)	0.0	$250k	+4%	1.2k	215.52	View chart
Air Products & Chemicals (APD)	0.0	$245k	+6%	1.0k	241.86	View chart
Capital One Financial (COF)	0.0	$240k		1.6k	149.16	View chart
Raytheon Technologies Corp (RTX)	0.0	$239k	+7%	2.5k	97.51	View chart
American Express Company (AXP)	0.0	$238k		1.0k	227.32	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.0	$230k		3.8k	60.43	View chart

Past Filings by Capital Advisors

SEC 13F filings are viewable for Capital Advisors going back to 2013

Capital Advisors 2024 Q1 filed April 18, 2024
Capital Advisors 2023 Q4 filed Feb. 2, 2024
Capital Advisors 2023 Q3 filed Oct. 27, 2023
Capital Advisors 2023 Q2 filed July 26, 2023
Capital Advisors 2023 Q1 filed May 3, 2023
Capital Advisors 2022 Q4 filed Feb. 7, 2023
Capital Advisors 2022 Q3 filed Nov. 9, 2022
Capital Advisors 2022 Q2 filed Aug. 5, 2022
Capital Advisors 2022 Q1 filed May 9, 2022
Capital Advisors 2021 Q4 filed Feb. 8, 2022
Capital Advisors 2021 Q3 filed Nov. 12, 2021
Capital Advisors 2021 Q2 filed Aug. 10, 2021
Capital Advisors 2021 Q1 filed May 13, 2021
Capital Advisors 2020 Q4 filed Feb. 10, 2021
Capital Advisors 2020 Q3 filed Nov. 3, 2020
Capital Advisors 2020 Q2 filed Aug. 6, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z