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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, CZR, VIG, QUAL, and represent 28.59% of Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: AVGO, QQQ, RSP, FMQQ, QUAL, JPEF, BIL, XLK, VV, PPA.
Started 93 new stock positions in CGNX, ANF, SHLS, AVTE, STEM, TAP, GAP, PRAX, Multiplan Corporation, Amentum Holdings.
Reduced shares in these 10 stocks: SPY, IYT, GSY, SPHB, XLB, IJT, XLE, VIG, ECON, USMV.
Sold out of its positions in AGCO, ALXO, AGL, ALK, ALLK, ARKR, AVY, BBGI, Star Peak Corp II, BILL.
Capital Advisors was a net seller of stock by $-11M.
Capital Advisors has $806M in assets under management (AUM), dropping by 4.65%.
Central Index Key (CIK): 0001597878

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Portfolio Holdings for Capital Advisors

Capital Advisors holds 1554 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Capital Advisors has 1554 total positions. Only the first 250 positions are shown.

Sign up to view all of the Capital Advisors Sept. 30, 2024 positions
Download the Capital Advisors September 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)	8.7	$70M	-2%	122k	573.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	7.0	$57M		151k	375.38	View chart
Caesars Entertainment (CZR)	5.5	$44M		1.1M	41.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.9	$32M	-2%	159k	198.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.4	$28M	+2%	154k	179.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.1	$25M		131k	189.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.9	$24M		83k	283.16	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.9	$23M	-2%	256k	91.31	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	2.7	$22M	-2%	152k	142.04	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.7	$21M		233k	91.93	View chart
Ishares Tr Core Div Grwth (DGRO)	2.1	$17M		272k	62.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.1	$17M	+5%	92k	179.16	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.9	$15M	-3%	123k	123.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$15M	-2%	152k	95.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$14M	+6%	29k	488.08	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.7	$14M	-2%	194k	71.73	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.6	$13M	+3%	49k	263.28	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$12M		31k	383.93	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.4	$11M		97k	112.94	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.3	$10M	-6%	73k	139.50	View chart
Apple (AAPL)	1.1	$9.3M		40k	233.00	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.0	$8.3M	+7%	90k	91.81	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.0	$8.2M		77k	107.66	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$7.8M		40k	197.17	View chart
Microsoft Corporation (MSFT)	0.9	$7.5M		18k	430.32	View chart
Ishares Tr S&p 100 Etf (OEF)	0.9	$7.4M	+3%	27k	276.75	View chart
Draftkings Com Cl A (DKNG)	0.8	$6.2M		158k	39.20	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.8	$6.1M	-13%	122k	50.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$5.5M		31k	174.57	View chart
Select Sector Spdr Tr Energy (XLE)	0.7	$5.5M	-11%	62k	87.80	View chart
Ishares Tr Global 100 Etf (IOO)	0.6	$5.2M		52k	99.17	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$4.7M		37k	125.61	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.6	$4.6M		56k	81.78	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.5	$4.2M		191k	21.93	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$4.2M	-2%	35k	117.61	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$4.0M	-2%	48k	83.63	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.5	$3.9M	-11%	39k	100.70	View chart
Ishares Tr Short Treas Bd (SHV)	0.4	$3.6M	+3%	33k	110.63	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$3.6M	-11%	41k	88.28	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.4	$3.5M		58k	60.20	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$3.3M	-14%	24k	135.46	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.4	$3.1M	+6%	39k	80.31	View chart
Vanguard Wellington Us Quality (VFQY)	0.4	$3.0M	-7%	21k	142.88	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$2.7M	-3%	18k	149.65	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.3	$2.7M		38k	69.27	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$2.6M	-2%	11k	243.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.5M		40k	62.32	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.3	$2.5M	+4%	62k	39.64	View chart
Vanguard World Energy Etf (VDE)	0.3	$2.4M	-15%	20k	122.49	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$2.4M		5.7k	423.06	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$2.4M	-10%	66k	36.17	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.3M	-4%	29k	78.04	View chart
Amazon (AMZN)	0.3	$2.2M		12k	186.29	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$2.2M	-12%	49k	45.31	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.2M		10k	210.82	View chart
NVIDIA Corporation (NVDA)	0.3	$2.1M	+4%	17k	121.45	View chart
Northrop Grumman Corporation (NOC)	0.3	$2.1M		3.9k	528.14	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.3	$2.1M	-10%	43k	48.65	View chart
Meta Platforms Cl A (META)	0.3	$2.0M		3.6k	572.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.0M	-2%	17k	116.94	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.9M	-6%	31k	62.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.9M	-6%	24k	78.68	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$1.9M	+28%	16k	114.95	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.2	$1.9M	+11%	19k	99.58	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.9M		28k	67.27	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$1.8M	+36%	8.0k	225.73	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.2	$1.8M		23k	77.03	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$1.7M		33k	51.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.7M	-10%	41k	41.13	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.7M	+6%	21k	78.36	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.5M		22k	67.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.5M		8.9k	167.16	View chart
Exchange Traded Concepts Tru Fmqq The Next Fr (FMQQ)	0.2	$1.5M	+125%	110k	13.50	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$1.5M		17k	84.07	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$1.4M		35k	41.15	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$1.4M	-38%	15k	96.37	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$1.4M	-7%	18k	76.70	View chart
Stanley Black & Decker (SWK)	0.2	$1.4M	-7%	13k	110.11	View chart
Oracle Corporation (ORCL)	0.2	$1.3M		7.9k	170.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.3M		2.3k	576.84	View chart
Eli Lilly & Co. (LLY)	0.2	$1.3M		1.4k	886.17	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.2	$1.2M	-3%	24k	51.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.2M		23k	52.81	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.2M		8.9k	135.12	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$1.2M		15k	80.45	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M		1.3k	886.38	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.2M		14k	82.56	View chart
Home Depot (HD)	0.1	$1.2M	-3%	2.9k	404.98	View chart
Broadcom (AVGO)	0.1	$1.2M	+924%	6.8k	172.49	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.2M	-33%	5.8k	200.38	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.2M		6.9k	167.70	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$1.2M		21k	54.43	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.2M	-14%	2.3k	493.58	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.1M	+29%	24k	47.13	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$1.1M	-6%	24k	45.70	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$1.1M		27k	40.95	View chart
UnitedHealth (UNH)	0.1	$1.1M		1.8k	584.56	View chart
Lowe's Companies (LOW)	0.1	$1.1M		3.9k	270.95	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$1.1M	-4%	21k	50.74	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$1.0M	-61%	15k	68.89	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.0M		9.5k	108.60	View chart
Visa Com Cl A (V)	0.1	$1.0M	+2%	3.8k	275.05	View chart
International Business Machines (IBM)	0.1	$1.0M		4.7k	221.01	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$1.0M		14k	74.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.0M		2.2k	460.19	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.1	$990k		32k	31.36	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$972k	-23%	12k	80.78	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$957k	+2%	14k	66.51	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$922k	-10%	18k	50.20	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$910k		2.9k	314.44	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$903k	+2%	35k	25.75	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$891k	-11%	18k	49.04	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$879k		16k	53.98	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$828k		20k	41.51	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$825k	+30%	18k	46.51	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$821k		12k	67.54	View chart
Tractor Supply Company (TSCO)	0.1	$793k		2.7k	290.90	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$778k		8.3k	93.80	View chart
Abbvie (ABBV)	0.1	$774k	-11%	3.9k	197.50	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$773k	+6%	23k	33.23	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$766k		20k	37.68	View chart
Thermo Fisher Scientific (TMO)	0.1	$764k		1.2k	618.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$741k		3.1k	242.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$738k		4.4k	165.88	View chart
Exxon Mobil Corporation (XOM)	0.1	$733k		6.3k	117.17	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$728k		8.8k	82.94	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Util (PUI)	0.1	$716k		18k	40.44	View chart
Tidal Etf Tr Foliobeyond Alte (RISR)	0.1	$709k	-7%	21k	33.96	View chart
Amgen (AMGN)	0.1	$702k		2.2k	322.02	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$691k		1.00	691000.00	View chart
BlackRock (BLK)	0.1	$685k	+2%	722.00	948.75	View chart
Philip Morris International (PM)	0.1	$670k	-6%	5.5k	121.33	View chart
Texas Instruments Incorporated (TXN)	0.1	$663k		3.2k	206.61	View chart
Pepsi (PEP)	0.1	$659k		3.9k	169.98	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$656k	+967%	10k	65.49	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$639k	-6%	11k	57.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$628k	+8%	4.9k	128.22	View chart
Lockheed Martin Corporation (LMT)	0.1	$623k		1.1k	584.43	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.1	$623k	-11%	23k	27.73	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$600k	+14%	9.0k	66.35	View chart
Procter & Gamble Company (PG)	0.1	$589k		3.4k	173.24	View chart
Intercontinental Exchange (ICE)	0.1	$586k		3.6k	160.68	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$584k	+84%	9.8k	59.52	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.1	$581k		16k	35.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$576k	+3%	2.4k	237.13	View chart
Johnson & Johnson (JNJ)	0.1	$574k		3.5k	162.15	View chart
Qualcomm (QCOM)	0.1	$573k		3.4k	169.98	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$563k		9.7k	57.80	View chart
Danaher Corporation (DHR)	0.1	$550k		2.0k	278.06	View chart
Honeywell International (HON)	0.1	$549k		2.7k	206.86	View chart
Merck & Co (MRK)	0.1	$539k	-4%	4.7k	113.62	View chart
Tesla Motors (TSLA)	0.1	$533k		2.0k	261.53	View chart
Eaton Corp SHS (ETN)	0.1	$527k		1.6k	331.66	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$520k	-50%	5.2k	100.64	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$518k		26k	19.80	View chart
Starbucks Corporation (SBUX)	0.1	$512k	-3%	5.2k	97.58	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$512k		3.3k	154.08	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$508k	-4%	8.7k	58.72	View chart
Automatic Data Processing (ADP)	0.1	$500k	+3%	1.8k	276.85	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$489k	-18%	10k	48.19	View chart
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)	0.1	$488k		7.8k	62.88	View chart
McDonald's Corporation (MCD)	0.1	$482k	+5%	1.6k	304.68	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$481k	+7%	5.0k	95.97	View chart
Quanta Services (PWR)	0.1	$477k		1.6k	298.31	View chart
Moody's Corporation (MCO)	0.1	$467k	+2%	984.00	474.59	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$467k		9.8k	47.56	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$466k		818.00	569.68	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$459k		13k	35.46	View chart
Sherwin-Williams Company (SHW)	0.1	$458k	+2%	1.2k	381.35	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$453k	-48%	4.5k	100.20	View chart
Adobe Systems Incorporated (ADBE)	0.1	$451k		871.00	517.80	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$449k	-9%	14k	31.43	View chart
Waste Management (WM)	0.1	$442k	+2%	2.1k	207.61	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$437k	-6%	15k	29.18	View chart
S&p Global (SPGI)	0.1	$433k	+5%	838.00	516.71	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$431k		4.2k	102.04	View chart
Union Pacific Corporation (UNP)	0.1	$431k		1.8k	246.29	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$427k	+14%	4.0k	106.72	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$427k	+2%	2.8k	153.21	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$423k	+6%	2.0k	206.54	View chart
Intuit (INTU)	0.1	$419k		675.00	620.74	View chart
Assured Guaranty (AGO)	0.1	$418k		5.3k	79.44	View chart
Pfizer (PFE)	0.1	$416k		14k	28.96	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$408k	+3%	1.2k	353.86	View chart
Rollins (ROL)	0.1	$407k	+2%	8.0k	50.59	View chart
Illinois Tool Works (ITW)	0.0	$399k		1.5k	261.98	View chart
Republic Services (RSG)	0.0	$398k	+2%	2.0k	200.71	View chart
General Dynamics Corporation (GD)	0.0	$396k		1.3k	302.52	View chart
Applied Materials (AMAT)	0.0	$389k		1.9k	201.87	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$383k	+30%	10k	37.14	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.0	$378k	-21%	7.5k	50.58	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$377k		5.2k	72.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$375k		1.9k	200.64	View chart
Flexshares Tr Int Qltdvdynam (IQDY)	0.0	$371k	-9%	12k	31.21	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$365k		3.1k	117.44	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$362k		3.2k	114.56	View chart
Roper Industries (ROP)	0.0	$356k		640.00	556.25	View chart
American Tower Reit (AMT)	0.0	$355k		1.5k	232.63	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$354k		7.0k	50.94	View chart
Abbott Laboratories (ABT)	0.0	$350k		3.1k	114.04	View chart
American Express Company (AXP)	0.0	$347k		1.3k	270.88	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$343k	+72%	6.2k	54.91	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$339k		4.1k	83.13	View chart
United Rentals (URI)	0.0	$336k		415.00	809.64	View chart
Lam Research Corporation (LRCX)	0.0	$336k		412.00	815.53	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$335k	-2%	6.5k	51.48	View chart
Wal-Mart Stores (WMT)	0.0	$333k	+7%	4.1k	80.77	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$333k		6.6k	50.45	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.0	$331k	-2%	7.3k	45.08	View chart
Msci (MSCI)	0.0	$325k	+2%	557.00	583.48	View chart
Stryker Corporation (SYK)	0.0	$324k		896.00	361.61	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$324k	-23%	7.1k	45.83	View chart
Becton, Dickinson and (BDX)	0.0	$321k	-4%	1.3k	240.81	View chart
Air Products & Chemicals (APD)	0.0	$317k	-2%	1.1k	297.37	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$317k		3.8k	82.98	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.0	$316k		4.6k	69.21	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$311k		4.5k	69.39	View chart
Ishares Tr Core Divid Etf (DIVB)	0.0	$309k	-2%	6.4k	48.49	View chart
Raytheon Technologies Corp (RTX)	0.0	$305k	-5%	2.5k	121.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$302k		3.6k	84.40	View chart
Oneok (OKE)	0.0	$301k		3.3k	91.13	View chart
Bank of America Corporation (BAC)	0.0	$301k	-3%	7.6k	39.67	View chart
Nike CL B (NKE)	0.0	$295k		3.3k	88.38	View chart
Cisco Systems (CSCO)	0.0	$293k	-33%	5.5k	53.30	View chart
Diamondback Energy (FANG)	0.0	$291k		1.7k	172.60	View chart
Netflix (NFLX)	0.0	$289k	+2%	407.00	710.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$288k		1.1k	263.98	View chart
Medtronic SHS (MDT)	0.0	$287k		3.2k	90.11	View chart
FedEx Corporation (FDX)	0.0	$284k		1.0k	273.87	View chart
Carlisle Companies (CSL)	0.0	$282k		626.00	450.48	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$279k		5.1k	54.71	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$277k		4.9k	56.54	View chart
Cme (CME)	0.0	$276k	+4%	1.3k	220.62	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$271k		9.0k	30.24	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$269k		3.7k	72.74	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$269k		3.6k	73.80	View chart
Analog Devices (ADI)	0.0	$267k		1.2k	230.37	View chart
Coca-Cola Company (KO)	0.0	$265k		3.7k	71.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$265k		2.6k	101.14	View chart
Nextera Energy (NEE)	0.0	$263k		3.1k	84.51	View chart
Chevron Corporation (CVX)	0.0	$263k	+10%	1.8k	147.42	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$263k	+38%	5.2k	51.06	View chart
Zoetis Cl A (ZTS)	0.0	$261k		1.3k	195.65	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$260k	-38%	2.5k	106.04	View chart
Advanced Micro Devices (AMD)	0.0	$260k	+2%	1.6k	164.14	View chart
Enterprise Products Partners (EPD)	0.0	$259k		8.9k	29.14	View chart
Hp (HPQ)	0.0	$256k		7.1k	35.91	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$256k		903.00	283.50	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.0	$255k		2.2k	117.24	View chart
AFLAC Incorporated (AFL)	0.0	$254k		2.3k	111.80	View chart

Past Filings by Capital Advisors

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

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
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

View all past filings

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