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Capital Advisors

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

Top 5 stock holdings are SPY, IWF, VTI, VIG, QUAL, and represent 27.90% of Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: VTI (+$7.4M), BIL (+$7.2M), NVDA, DTCR, TOTL, DGRO, HD, MLPX, AAPL, NLR.
Started 56 new stock positions in FBIN, SXC, MSEX, GLIBA, OMI, CLB, VONE, NWE, BKH, HACK.
Reduced shares in these 10 stocks: SPLV, IWF, LEAD, USMV, VTV, CALF, XLV, XLB, VIG, GSY.
Sold out of its positions in AMN, ACI, AMED, AMTM, ANSS, ATR, ATKR, AVDX, AZEK, BMRN.
Capital Advisors was a net buyer of stock by $28M.
Capital Advisors has $886M in assets under management (AUM), dropping by 9.25%.
Central Index Key (CIK): 0001597878

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Portfolio Holdings for Capital Advisors

Capital Advisors holds 1528 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Capital Advisors has 1528 total positions. Only the first 250 positions are shown.

Sign up to view all of the Capital Advisors Sept. 30, 2025 positions
Download the Capital Advisors September 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)	9.0	$80M		120k	666.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	7.7	$68M		146k	468.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.9	$34M	+27%	105k	328.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.7	$32M		150k	215.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.6	$32M		165k	194.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.9	$26M		128k	203.59	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.6	$23M		246k	95.14	View chart
Caesars Entertainment (CZR)	2.5	$23M		835k	27.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.5	$22M		114k	189.70	View chart
Ishares Tr Core Div Grwth (DGRO)	2.3	$21M	+4%	304k	68.08	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.3	$21M		215k	95.89	View chart
Spdr Series Trust S&p Divid Etf (SDY)	2.3	$21M		147k	140.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$20M		33k	600.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.1	$19M		156k	120.72	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.9	$16M	+79%	179k	91.75	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.7	$15M		50k	307.85	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.7	$15M		113k	129.72	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$15M		30k	479.61	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.5	$14M	-4%	185k	73.48	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.4	$12M		95k	130.28	View chart
Apple (AAPL)	1.1	$10M	+7%	39k	254.64	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.1	$9.7M		69k	141.49	View chart
Microsoft Corporation (MSFT)	1.1	$9.7M	+6%	19k	517.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$8.7M	+2%	42k	206.51	View chart
Ishares Tr S&p 100 Etf (OEF)	1.0	$8.4M		25k	332.86	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.9	$8.0M		72k	110.58	View chart
Ishares Tr Global 100 Etf (IOO)	0.7	$6.0M		50k	120.00	View chart
NVIDIA Corporation (NVDA)	0.7	$6.0M	+75%	32k	186.58	View chart
Draftkings Com Cl A (DKNG)	0.7	$5.9M		158k	37.40	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$5.8M	+2%	40k	145.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$5.7M	-3%	31k	186.48	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.6	$5.6M	-2%	112k	50.24	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.5	$4.6M		54k	85.33	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$4.5M		37k	122.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$4.4M	+5%	47k	93.38	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.5	$4.2M	+6%	42k	98.58	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.5	$4.1M	+10%	26k	155.44	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.4	$3.8M		180k	21.06	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.4	$3.6M	-2%	56k	64.69	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.4	$3.6M	+2%	75k	48.88	View chart
Vanguard Wellington Us Quality (VFQY)	0.4	$3.4M		22k	150.82	View chart
JPMorgan Chase & Co. (JPM)	0.4	$3.3M		11k	315.40	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$3.3M	-2%	33k	100.70	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$3.0M		10k	293.81	View chart
Amazon (AMZN)	0.3	$3.0M	+10%	13k	219.60	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$2.9M	+9%	53k	53.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.8M	+4%	32k	87.31	View chart
Meta Platforms Cl A (META)	0.3	$2.7M		3.7k	734.35	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$2.6M		5.7k	463.77	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$2.6M		29k	89.34	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.3	$2.6M	+3%	33k	79.02	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$2.6M	+3%	9.1k	281.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.6M		39k	65.27	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$2.5M	+2%	61k	41.11	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.3	$2.4M	+3%	47k	52.01	View chart
Northrop Grumman Corporation (NOC)	0.3	$2.4M		4.0k	609.36	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$2.4M	-2%	27k	89.58	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$2.4M		15k	154.21	View chart
Broadcom (AVGO)	0.3	$2.3M		7.1k	329.91	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$2.2M	+2%	30k	73.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.2M		8.9k	243.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.1M	+3%	18k	118.81	View chart
Oracle Corporation (ORCL)	0.2	$2.1M		7.4k	281.17	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$2.0M	+3%	26k	78.10	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$2.0M	+54%	32k	62.70	View chart
Home Depot (HD)	0.2	$1.9M	+70%	4.7k	405.07	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.2	$1.9M	-18%	25k	76.12	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.2	$1.9M		19k	99.50	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$1.9M		17k	110.52	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$1.9M		18k	104.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.9M		2.8k	669.19	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.8M	+5%	23k	78.92	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.8M		77k	23.29	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$1.8M	+5%	37k	47.62	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$1.7M		8.3k	209.30	View chart
Exchange Traded Concepts Tru Fmqq The Next Fr (FMQQ)	0.2	$1.7M		113k	15.07	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$1.7M	-4%	32k	52.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.7M	-3%	64k	26.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.7M	+8%	23k	71.35	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$1.6M	+62%	33k	49.38	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$1.6M	+136%	39k	40.56	View chart
Costco Wholesale Corporation (COST)	0.2	$1.5M	+23%	1.6k	925.88	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.5M		14k	103.24	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$1.4M		30k	46.92	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.4M		2.4k	568.97	View chart
International Business Machines (IBM)	0.1	$1.3M		4.7k	282.20	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.3M	+5%	15k	87.23	View chart
Visa Com Cl A (V)	0.1	$1.3M		3.8k	341.48	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.3M		7.5k	174.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.3M		22k	59.91	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$1.3M		21k	61.13	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.3M	+2%	9.0k	142.08	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$1.3M		14k	87.88	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$1.2M		15k	84.83	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$1.2M	+4%	28k	43.95	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$1.2M	-6%	16k	74.09	View chart
Tortoise Capital Series Trus North Amern Pipe (TPYP)	0.1	$1.2M		33k	36.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.2M		4.8k	243.06	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$1.2M	-6%	23k	51.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.2M		2.3k	502.61	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.1	$1.1M	+1093%	55k	20.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M		3.2k	355.44	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$1.1M	+31%	11k	100.24	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.1M		2.9k	365.45	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.1M		41k	25.70	View chart
Amgen (AMGN)	0.1	$1.0M	+68%	3.7k	282.18	View chart
Tesla Motors (TSLA)	0.1	$1.0M		2.3k	444.54	View chart
Abbvie (ABBV)	0.1	$1.0M		4.4k	231.64	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.0M	+5%	23k	44.19	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$1.0M		22k	45.55	View chart
Eli Lilly & Co. (LLY)	0.1	$1.0M	-2%	1.3k	763.10	View chart
Lowe's Companies (LOW)	0.1	$1.0M		4.0k	251.31	View chart
Exxon Mobil Corporation (XOM)	0.1	$990k	+3%	8.8k	112.78	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$989k		9.3k	106.49	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$952k		12k	78.32	View chart
Stanley Black & Decker (SWK)	0.1	$931k		13k	74.37	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$916k		12k	79.67	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$904k		16k	56.57	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$887k	+283%	6.5k	135.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$861k	+7%	6.1k	140.96	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.1	$847k	-5%	33k	25.59	View chart
Blackrock (BLK)	0.1	$837k		718.00	1165.74	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$827k		8.2k	100.74	View chart
Johnson & Johnson (JNJ)	0.1	$826k	+7%	4.5k	185.45	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$824k	-4%	17k	49.30	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$792k	-9%	14k	57.10	View chart
Philip Morris International (PM)	0.1	$788k	-5%	4.9k	162.11	View chart
Eaton Corp SHS (ETN)	0.1	$784k		2.1k	374.05	View chart
Tractor Supply Company (TSCO)	0.1	$778k		14k	56.86	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$773k	+13%	12k	65.96	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$769k	-10%	15k	50.74	View chart
Tidal Trust I Foliobeyond Alte (RISR)	0.1	$758k		21k	35.86	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k		1.00	754000.00	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$734k		9.4k	78.43	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$726k		16k	46.10	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Util (PUI)	0.1	$714k		16k	45.93	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$695k		2.9k	239.57	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$684k	-11%	9.5k	71.74	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.1	$678k	+3%	17k	39.98	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$671k		9.0k	74.39	View chart
Quanta Services (PWR)	0.1	$666k		1.6k	414.18	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$653k	+22%	2.7k	244.02	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$632k	-13%	20k	31.64	View chart
Intercontinental Exchange (ICE)	0.1	$618k		3.7k	168.58	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$617k	-15%	12k	50.27	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.1	$617k		22k	28.68	View chart
Lam Research Corp Com New (LRCX)	0.1	$615k	+3%	4.6k	133.84	View chart
Procter & Gamble Company (PG)	0.1	$606k		3.9k	153.57	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$595k		10k	57.53	View chart
Texas Instruments Incorporated (TXN)	0.1	$591k		3.2k	183.83	View chart
Qualcomm (QCOM)	0.1	$563k		3.4k	166.27	View chart
Honeywell International (HON)	0.1	$557k		2.6k	210.43	View chart
Pepsi (PEP)	0.1	$546k		3.9k	140.40	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$541k	-8%	5.4k	100.67	View chart
UnitedHealth (UNH)	0.1	$535k	+4%	1.6k	345.16	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$532k	+6%	4.0k	132.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$529k	-4%	2.1k	254.57	View chart
Automatic Data Processing (ADP)	0.1	$527k		1.8k	293.27	View chart
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)	0.1	$514k		7.8k	66.23	View chart
Netflix (NFLX)	0.1	$514k		429.00	1198.14	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$512k	-6%	24k	21.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$507k	+40%	5.1k	100.28	View chart
Lockheed Martin Corporation (LMT)	0.1	$506k		1.0k	499.01	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$498k	+4%	14k	35.94	View chart
Thermo Fisher Scientific (TMO)	0.1	$496k		1.0k	484.85	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$495k	-26%	11k	43.78	View chart
Republic Services (RSG)	0.1	$495k	+5%	2.2k	229.59	View chart
Capital One Financial (COF)	0.1	$494k		2.3k	212.56	View chart
Union Pacific Corporation (UNP)	0.1	$491k	+5%	2.1k	236.28	View chart
General Dynamics Corporation (GD)	0.1	$491k	+5%	1.4k	340.74	View chart
Abbott Laboratories (ABT)	0.1	$490k		3.7k	133.88	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$486k		5.1k	96.10	View chart
McDonald's Corporation (MCD)	0.1	$483k		1.6k	303.77	View chart
Moody's Corporation (MCO)	0.1	$478k		1.0k	476.10	View chart
Rollins (ROL)	0.1	$475k		8.1k	58.71	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$473k		2.8k	170.76	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$471k		4.2k	110.93	View chart
Cisco Systems (CSCO)	0.1	$464k		6.8k	68.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$459k	+33%	17k	27.30	View chart
Waste Management (WM)	0.1	$459k		2.1k	220.89	View chart
Starbucks Corporation (SBUX)	0.1	$453k	-2%	5.4k	84.58	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$450k	-19%	7.8k	57.42	View chart
Assured Guaranty (AGO)	0.1	$445k		5.3k	84.57	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$443k		3.1k	142.54	View chart
Palantir Technologies Cl A (PLTR)	0.0	$440k		2.4k	182.57	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.0	$439k		9.1k	48.26	View chart
American Express Company (AXP)	0.0	$438k		1.3k	332.32	View chart
Intuit (INTU)	0.0	$434k		635.00	683.46	View chart
Wal-Mart Stores (WMT)	0.0	$434k		4.2k	103.06	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$432k	-4%	724.00	596.69	View chart
McKesson Corporation (MCK)	0.0	$430k	+419%	556.00	773.38	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$429k		15k	27.89	View chart
Illinois Tool Works (ITW)	0.0	$427k		1.6k	260.52	View chart
Sherwin-Williams Company (SHW)	0.0	$423k		1.2k	346.15	View chart
Applied Materials (AMAT)	0.0	$411k	-6%	2.0k	204.68	View chart
S&p Global (SPGI)	0.0	$397k		817.00	485.92	View chart
United Rentals (URI)	0.0	$396k		415.00	954.22	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$396k		3.8k	102.96	View chart
Bank of America Corporation (BAC)	0.0	$389k		7.5k	51.55	View chart
Merck & Co (MRK)	0.0	$385k	-3%	4.6k	83.93	View chart
Raytheon Technologies Corp (RTX)	0.0	$381k	+7%	2.3k	167.47	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$377k		7.1k	53.33	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.0	$375k		8.5k	44.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$374k	-3%	1.8k	208.82	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$367k		5.4k	68.60	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$364k		11k	33.35	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$363k		4.1k	89.01	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$357k		9.0k	39.58	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$355k		7.0k	51.08	View chart
Danaher Corporation (DHR)	0.0	$354k	-6%	1.8k	198.43	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$351k		4.5k	78.31	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$350k	+281%	6.7k	52.38	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$348k		12k	29.65	View chart
Cme (CME)	0.0	$348k		1.3k	270.40	View chart
Unified Ser Tr Ballast Smlmd Cp (MGMT)	0.0	$347k	+62%	7.9k	44.02	View chart
Morgan Stanley Com New (MS)	0.0	$342k		2.2k	158.85	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$334k		6.6k	50.61	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.0	$333k		6.6k	50.64	View chart
Ishares Tr Core Divid Etf (DIVB)	0.0	$333k	+3%	6.4k	52.21	View chart
Stryker Corporation (SYK)	0.0	$332k		899.00	369.30	View chart
Royal Caribbean Cruises (RCL)	0.0	$331k	+214%	1.0k	323.87	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.0	$330k		4.9k	66.73	View chart
Kla Corp Com New (KLAC)	0.0	$328k	+5%	304.00	1078.95	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$326k		3.4k	96.59	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.0	$324k		7.2k	44.79	View chart
Roper Industries (ROP)	0.0	$321k		644.00	498.45	View chart
Msci (MSCI)	0.0	$319k	+8%	563.00	566.61	View chart
Chevron Corporation (CVX)	0.0	$318k	+12%	2.1k	155.12	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$317k		5.0k	62.82	View chart
Walt Disney Company (DIS)	0.0	$316k		2.8k	114.37	View chart
Medtronic SHS (MDT)	0.0	$311k		3.3k	95.17	View chart
Pfizer (PFE)	0.0	$305k	-2%	12k	25.47	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$305k		3.7k	82.48	View chart
Flexshares Tr Int Qltdvdynam (IQDY)	0.0	$299k	-4%	8.8k	33.98	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$295k	-36%	2.1k	139.28	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$292k		5.1k	57.25	View chart
Analog Devices (ADI)	0.0	$292k		1.2k	246.00	View chart
American Tower Reit (AMT)	0.0	$292k		1.5k	192.23	View chart
Enterprise Products Partners (EPD)	0.0	$291k		9.3k	31.22	View chart
Wells Fargo & Company (WFC)	0.0	$285k		3.4k	83.77	View chart
Air Products & Chemicals (APD)	0.0	$285k		1.0k	272.47	View chart
Cadence Design Systems (CDNS)	0.0	$284k		809.00	351.05	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$282k		3.3k	86.19	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$279k	-4%	7.6k	36.57	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.0	$279k		3.7k	74.78	View chart
Deere & Company (DE)	0.0	$277k	+292%	605.00	457.85	View chart
Goldman Sachs (GS)	0.0	$276k		347.00	795.39	View chart
Flex Ord (FLEX)	0.0	$272k		4.7k	57.96	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$271k	-20%	3.9k	69.01	View chart
Advanced Micro Devices (AMD)	0.0	$268k		1.7k	161.84	View chart

Past Filings by Capital Advisors

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

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
Capital Advisors 2021 Q4 filed Feb. 8, 2022

View all past filings

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