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, EAGG, QUAL, VIG, VTI, and represent 27.58% of Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: EAGG (+$68M), IVV (+$10M), AKRE (+$9.8M), WYNN (+$8.9M), GBIL, ARGT, DGRS, XLE, XLG, XLK.
Started 88 new stock positions in UPST, EAGG, SOLS, XLG, KW, INSP, SIGI, FLNC, VCRM, SMPL.
Reduced shares in these 10 stocks: CZR (-$32M), IWF (-$22M), BIL (-$6.5M), DKNG (-$5.4M), VTI, AIQ, IHAK, IVE, VV, VIG.
Sold out of its positions in ARE, ALE, Applied Therapeutics, ARIS, AHH, BZH, BLMN, OWL, BC, CCC.
Capital Advisors was a net buyer of stock by $29M.
Capital Advisors has $887M in assets under management (AUM), dropping by 0.14%.
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 1536 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Capital Advisors has 1536 total positions. Only the first 250 positions are shown.

Sign up to view all of the Capital Advisors Dec. 31, 2025 positions
Download the Capital Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	9.1	$81M		119k	681.92	View chart
Ishares Tr Rus 1000 Grw Etf (EAGG)	7.7	$68M	NEW	144k	473.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.8	$33M		168k	198.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.6	$32M	-3%	145k	219.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.4	$30M	-13%	90k	335.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.0	$27M		126k	210.34	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.6	$23M		242k	94.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.6	$23M	+3%	119k	191.56	View chart
Ishares Tr Core Div Grwth (DGRO)	2.4	$21M		305k	69.42	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.3	$21M		212k	96.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$20M		33k	614.32	View chart
Spdr Series Trust State Street Spd (SDY)	2.3	$20M		146k	139.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.2	$19M		156k	123.26	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.7	$15M		113k	131.59	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$14M	-5%	29k	487.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.6	$14M	-10%	44k	314.80	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.4	$12M		94k	132.37	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.4	$12M	-6%	173k	71.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$12M	+529%	18k	684.96	View chart
Apple (AAPL)	1.1	$10M	-5%	37k	271.87	View chart
Spdr Series Trust State Street Spd (BIL)	1.1	$9.8M	-39%	108k	91.38	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	1.1	$9.8M	NEW	150k	65.51	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.1	$9.7M		69k	141.16	View chart
Ishares Tr S&p 500 Val Etf (IWF)	1.0	$9.1M	-70%	43k	212.07	View chart
Wynn Resorts (WYNN)	1.0	$8.9M	+433217%	74k	120.33	View chart
Ishares Tr S&p 100 Etf (OEF)	1.0	$8.6M		25k	342.98	View chart
Microsoft Corporation (MSFT)	1.0	$8.6M	-5%	18k	483.60	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.9	$8.1M		72k	113.72	View chart
Ishares Tr Global 100 Etf (IOO)	0.7	$6.3M		50k	126.67	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$5.8M		31k	191.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$5.8M	-2%	39k	148.70	View chart
NVIDIA Corporation (NVDA)	0.6	$5.7M	-4%	31k	186.50	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.6	$5.5M		110k	50.25	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$4.7M	+4%	39k	121.61	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$4.7M	+3%	49k	96.04	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.5	$4.5M		54k	84.21	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.5	$4.4M	+8%	46k	96.84	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.5	$4.0M		26k	156.63	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$3.9M	+251%	39k	99.93	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.4	$3.8M	+2%	77k	49.86	View chart
Vanguard Wellington Us Quality (VFQY)	0.4	$3.7M	+7%	24k	153.42	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.4	$3.6M		179k	20.39	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.4	$3.6M		56k	65.48	View chart
JPMorgan Chase & Co. (JPM)	0.4	$3.3M	-3%	10k	322.23	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$3.2M	+44%	43k	75.05	View chart
Amazon (AMZN)	0.4	$3.1M		13k	230.83	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$3.0M	-9%	30k	100.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.9M		33k	89.46	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$2.9M		53k	54.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.8M		9.0k	313.76	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$2.8M		10k	279.14	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$2.7M		5.7k	480.61	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$2.6M		61k	42.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.6M		39k	66.01	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$2.6M	+97%	57k	44.70	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.3	$2.6M	+3%	49k	52.64	View chart
Broadcom (AVGO)	0.3	$2.5M		7.2k	346.07	View chart
Meta Platforms Cl A (META)	0.3	$2.5M		3.7k	660.13	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.3	$2.5M	-3%	31k	78.42	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$2.4M	+2%	16k	155.13	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$2.4M	+85%	17k	143.99	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$2.4M	-3%	26k	91.45	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.3	$2.3M	+23%	21k	110.14	View chart
Northrop Grumman Corporation (NOC)	0.3	$2.3M		4.0k	570.29	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$2.2M	+17%	21k	104.04	View chart
Global X Fds Artificial Etf (ARGT)	0.2	$2.1M	+6938%	41k	50.85	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$2.1M		26k	77.89	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$2.1M	+5%	34k	60.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.0M	-7%	17k	120.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$2.0M	+6%	25k	78.81	View chart
Spdr Series Trust State Street Spd (BILS)	0.2	$1.9M		19k	99.25	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$1.8M		38k	47.79	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$1.8M	+14%	45k	40.24	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$1.8M		8.3k	214.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.8M	-3%	74k	24.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.7M		23k	73.56	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.7M		64k	26.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.7M	+23%	27k	62.47	View chart
Wisdomtree Tr Us Midcap Divid (DGRS)	0.2	$1.7M	+1136%	32k	51.58	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.2	$1.6M	+36%	75k	21.10	View chart
Exchange Traded Concepts Tru Fmqq The Next Fr (FMQQ)	0.2	$1.6M		113k	13.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.5M		4.8k	313.05	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.5M		14k	105.03	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$1.4M		30k	47.03	View chart
Costco Wholesale Corporation (COST)	0.2	$1.4M		1.6k	862.58	View chart
International Business Machines (IBM)	0.2	$1.4M		4.7k	296.28	View chart
Home Depot (HD)	0.2	$1.4M	-13%	4.0k	344.04	View chart
Oracle Corporation (ORCL)	0.2	$1.4M	-3%	7.1k	194.84	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.2	$1.4M	-27%	18k	76.25	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.4M		2.4k	570.96	View chart
Visa Com Cl A (V)	0.2	$1.4M		3.9k	350.63	View chart
Eli Lilly & Co. (LLY)	0.2	$1.3M	-5%	1.2k	1074.70	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$1.3M	+107%	31k	42.68	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$1.3M		15k	90.65	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.3M		7.4k	177.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M	+4%	3.3k	396.29	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$1.3M		21k	61.38	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$1.3M	+2%	15k	86.28	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.3M		9.0k	141.09	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$1.3M		28k	44.96	View chart
Ishares Tr Msci Intl Qualty (IYT)	0.1	$1.2M	+185%	27k	45.47	View chart
Amgen (AMGN)	0.1	$1.2M	-2%	3.6k	327.41	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$1.2M	NEW	20k	59.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.2M		2.3k	502.80	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$1.2M		23k	51.12	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$1.1M	-6%	15k	74.67	View chart
Tortoise Capital Series Trus North Amern Pipe (TPYP)	0.1	$1.1M	-3%	32k	35.28	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.1M	+2%	42k	26.23	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$1.1M	+34%	8.8k	124.21	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.1M		2.9k	373.45	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.1M		8.9k	120.32	View chart
Terreno Realty Corporation (TRNO)	0.1	$1.1M	+46760%	2.3k	449.85	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.0M	+3%	9.6k	107.08	View chart
Abbvie (ABBV)	0.1	$1.0M		4.5k	228.48	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$1.0M		22k	46.00	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$988k	+3%	12k	82.74	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$975k		12k	80.19	View chart
Lowe's Companies (LOW)	0.1	$964k		4.0k	241.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$955k	+8%	6.7k	143.54	View chart
Johnson & Johnson (JNJ)	0.1	$940k	+2%	4.5k	206.87	View chart
Stanley Black & Decker (SWK)	0.1	$930k		13k	74.29	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$919k		16k	57.72	View chart
Spdr Series Trust State Street Spd (SJNK)	0.1	$832k		33k	25.31	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$811k	+2%	14k	57.25	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$795k	-3%	16k	49.13	View chart
Lam Research Corp Com New (LRCX)	0.1	$795k		4.6k	171.11	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$788k		12k	67.24	View chart
Philip Morris International (PM)	0.1	$785k		4.9k	160.37	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$778k	+44%	7.7k	100.44	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$776k	-7%	7.6k	101.84	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$772k	+111%	8.6k	89.44	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$767k		15k	50.61	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$766k		16k	48.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$759k	+64%	28k	27.45	View chart
Tidal Trust I Foliobeyond Alte (THO)	0.1	$758k	+39500%	21k	36.12	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	755000.00	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$752k	+3%	9.7k	77.66	View chart
Blackrock (BLK)	0.1	$724k	-5%	676.00	1071.01	View chart
Ishares Tr Us Trsprtion (ISCF)	0.1	$710k	+266%	9.5k	74.47	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.1	$704k		17k	41.51	View chart
Tractor Supply Company (TSCO)	0.1	$688k		14k	49.97	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$680k		9.1k	74.85	View chart
Quanta Services (PWR)	0.1	$679k		1.6k	422.26	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Util (PUI)	0.1	$678k		16k	43.61	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.1	$674k		22k	31.32	View chart
Eaton Corp SHS (ETN)	0.1	$668k		2.1k	318.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$612k		11k	58.08	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$600k	+14%	16k	37.76	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$587k	+35%	12k	51.24	View chart
Qualcomm (QCOM)	0.1	$581k		3.4k	171.18	View chart
Trade Desk (TTD)	0.1	$577k	+1678%	996.00	579.32	View chart
Wisdomtree Tr Floatng Rat Trea (DON)	0.1	$571k	-64%	11k	50.34	View chart
Pepsi (PEP)	0.1	$570k	+2%	4.0k	143.54	View chart
Tetra Tech (TTEK)	0.1	$568k	+153%	3.3k	173.59	View chart
Intercontinental Exchange (ICE)	0.1	$566k	-4%	3.5k	161.99	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$565k	+4%	4.2k	134.33	View chart
Capital One Financial (COF)	0.1	$564k		2.3k	242.58	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$562k	+303%	9.6k	58.72	View chart
Procter & Gamble Company (PG)	0.1	$542k	-4%	3.8k	143.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$537k		2.1k	258.05	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$531k		24k	22.01	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$530k	-14%	17k	30.98	View chart
Applied Materials (AMAT)	0.1	$523k		2.0k	257.00	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$521k	-22%	2.1k	251.21	View chart
Cisco Systems (CSCO)	0.1	$520k		6.8k	77.04	View chart
UnitedHealth (UNH)	0.1	$517k		1.6k	330.14	View chart
Moody's Corporation (MCO)	0.1	$513k		1.0k	510.96	View chart
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)	0.1	$513k		7.8k	66.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$503k		5.0k	99.80	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$502k		11k	44.40	View chart
Honeywell International (HON)	0.1	$496k	-3%	2.5k	195.12	View chart
American Express Company (AXP)	0.1	$488k		1.3k	370.26	View chart
McDonald's Corporation (MCD)	0.1	$488k		1.6k	305.57	View chart
Lockheed Martin Corporation (LMT)	0.1	$487k		1.0k	483.61	View chart
Rollins (ROL)	0.1	$486k		8.1k	60.07	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$485k		5.1k	95.91	View chart
General Dynamics Corporation (GD)	0.1	$485k		1.4k	336.57	View chart
Union Pacific Corporation (UNP)	0.1	$481k		2.1k	231.47	View chart
Waste Management (WM)	0.1	$476k	+4%	2.2k	219.86	View chart
Assured Guaranty (AGO)	0.1	$473k		5.3k	89.89	View chart
Merck & Co (MRK)	0.1	$472k	-2%	4.5k	105.22	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$472k		7.8k	60.23	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$470k	+249%	3.6k	129.19	View chart
Wal-Mart Stores (WMT)	0.1	$469k		4.2k	111.38	View chart
McKesson Corporation (MCK)	0.1	$463k		564.00	820.92	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$461k		4.3k	108.27	View chart
Republic Services (RSG)	0.1	$457k		2.2k	211.87	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$438k		15k	28.48	View chart
Palantir Technologies Cl A (PLTR)	0.0	$437k	+2%	2.5k	177.71	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$437k		9.1k	48.04	View chart
Abbott Laboratories (ABT)	0.0	$436k	-4%	3.5k	125.36	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$433k		717.00	603.91	View chart
Automatic Data Processing (ADP)	0.0	$428k	-7%	1.7k	257.06	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$427k		2.8k	153.98	View chart
S&p Global (SPGI)	0.0	$427k		817.00	522.64	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$426k		3.1k	137.07	View chart
Bank of America Corporation (BAC)	0.0	$417k		7.6k	55.01	View chart
Raytheon Technologies Corp (RTX)	0.0	$417k		2.3k	183.30	View chart
Netflix (NFLX)	0.0	$411k	+921%	4.4k	93.77	View chart
Intuit (INTU)	0.0	$411k	-2%	620.00	662.90	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.0	$411k	NEW	2.9k	142.21	View chart
Illinois Tool Works (ITW)	0.0	$404k		1.6k	246.49	View chart
Ishares Tr Msci Emg Mkt Etf (IVE)	0.0	$387k	-83%	7.1k	54.75	View chart
Sherwin-Williams Company (SHW)	0.0	$386k	-2%	1.2k	323.83	View chart
Danaher Corporation (DHR)	0.0	$383k	-6%	1.7k	228.93	View chart
Morgan Stanley Com New (MS)	0.0	$382k		2.2k	177.43	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$381k	-4%	3.7k	104.10	View chart
Cme (CME)	0.0	$380k	+8%	1.4k	272.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$379k		1.8k	211.61	View chart
Kla Corp Com New (KLAC)	0.0	$378k	+2%	311.00	1215.43	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$373k		9.0k	41.36	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$372k		5.4k	69.53	View chart
Advanced Micro Devices (AMD)	0.0	$359k		1.7k	213.95	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$358k		4.5k	79.88	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$358k	+57%	4.5k	80.27	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$354k		7.0k	50.94	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$353k		12k	30.08	View chart
Unified Ser Tr Ballast Smlmd Cp (MGMT)	0.0	$349k		7.9k	44.28	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$342k	-4%	10k	32.78	View chart
Ishares Tr Cybersecurity (SOXX)	0.0	$340k	+29350%	7.1k	48.10	View chart
Ishares Tr Core Divid Etf (DIVB)	0.0	$339k		6.4k	53.11	View chart
United Rentals (URI)	0.0	$336k		415.00	809.64	View chart
Analog Devices (ADI)	0.0	$335k	+4%	1.2k	270.82	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$333k		6.6k	50.45	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$332k		3.4k	98.37	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.0	$332k		6.6k	50.49	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$325k		2.1k	154.98	View chart
Msci (MSCI)	0.0	$323k		563.00	573.71	View chart
Flexshares Tr Int Qltdvdynam (IQDY)	0.0	$322k		8.8k	36.60	View chart
Wells Fargo & Company (WFC)	0.0	$317k		3.4k	93.18	View chart
Stryker Corporation (SYK)	0.0	$317k		901.00	351.83	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.0	$317k		7.2k	43.77	View chart
Medtronic SHS (MDT)	0.0	$314k		3.3k	96.14	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$313k		3.7k	84.64	View chart
Chevron Corporation (CVX)	0.0	$307k		2.0k	152.58	View chart
Goldman Sachs (GS)	0.0	$305k		347.00	878.96	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.0	$305k	-6%	4.6k	65.99	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$302k		7.6k	39.50	View chart
Starbucks Corporation (SBUX)	0.0	$301k	-33%	3.6k	84.20	View chart
Enterprise Products Partners (EPD)	0.0	$300k		9.4k	32.08	View chart
Pfizer (PFE)	0.0	$298k		12k	24.86	View chart
Coca-Cola Company (KO)	0.0	$296k	+5%	4.2k	69.84	View chart
FedEx Corporation (FDX)	0.0	$295k		1.0k	288.93	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$295k		5.1k	57.84	View chart
Flex Ord (FLEX)	0.0	$284k		4.7k	60.52	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.0	$284k	+3%	3.9k	73.50	View chart
Tapestry (TPR)	0.0	$282k	+638%	1.5k	184.56	View chart
Deere & Company (DE)	0.0	$282k		605.00	466.12	View chart
Walt Disney Company (DIS)	0.0	$281k	-10%	2.5k	113.63	View chart
Huntington Ingalls Inds (HII)	0.0	$281k		826.00	340.19	View chart

Past Filings by Capital Advisors

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

Capital Advisors 2025 Q4 filed Jan. 21, 2026
Capital Advisors 2025 Q3 filed Oct. 16, 2025
Capital Advisors 2025 Q2 filed July 24, 2025
Capital Advisors 2025 Q1 filed April 15, 2025
Capital Advisors 2024 Q4 filed Feb. 4, 2025
Capital Advisors 2024 Q3 filed Oct. 24, 2024
Capital Advisors 2024 Q2 filed July 25, 2024
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

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