Capital Advisors Wealth Management
Latest statistics and disclosures from Capital Advisors Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FNDF, VIG, IVV, IWF, VCIT, and represent 28.34% of Capital Advisors Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JMEE (+$13M), GSSC (+$7.3M), VFVA (+$5.3M), FNDF, QQQ, VYMI, XLP, VB, SPY, VOO.
- Started 27 new stock positions in FDVV, INTC, PYLD, MMM, GMUB, JEPQ, TMO, DSI, DGRO, VFVA.
- Reduced shares in these 10 stocks: HDV (-$9.7M), XLRE (-$5.5M), COWZ (-$5.1M), XLE, MLPA, IEF, BLV, , NOBL, CRM.
- Sold out of its positions in LULU, MYO, VRTX.
- Capital Advisors Wealth Management was a net buyer of stock by $26M.
- Capital Advisors Wealth Management has $701M in assets under management (AUM), dropping by 10.10%.
- Central Index Key (CIK): 0001824700
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Portfolio Holdings for Capital Advisors Wealth Management
Capital Advisors Wealth Management holds 215 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 6.2 | $43M | +8% | 1.0M | 42.96 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 6.1 | $43M | 200k | 215.79 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 5.8 | $41M | 61k | 669.30 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.6 | $39M | +2% | 84k | 468.41 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 4.6 | $32M | +2% | 385k | 84.11 |
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| Vanguard World Inf Tech Etf (VGT) | 4.0 | $28M | 38k | 746.62 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.9 | $28M | +8% | 46k | 600.37 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 3.6 | $25M | +3% | 536k | 46.41 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.0 | $21M | 420k | 50.73 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 2.5 | $18M | -10% | 251k | 70.85 |
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| Apple (AAPL) | 2.2 | $15M | 60k | 254.63 |
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| Microsoft Corporation (MSFT) | 2.1 | $15M | 29k | 517.96 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $13M | +14% | 20k | 666.19 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.9 | $13M | +2% | 95k | 140.95 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.9 | $13M | +19% | 156k | 84.68 |
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| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 1.8 | $13M | +3842% | 202k | 63.43 |
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| Amazon (AMZN) | 1.5 | $11M | 49k | 219.57 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.3 | $9.1M | -3% | 90k | 100.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $8.6M | +7% | 17k | 502.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $8.6M | 35k | 243.10 |
|
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| Meta Platforms Cl A (META) | 1.1 | $8.0M | +3% | 11k | 734.41 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 1.1 | $7.5M | +11% | 206k | 36.55 |
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| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 1.0 | $7.3M | NEW | 97k | 74.89 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $7.0M | +3% | 37k | 186.58 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $6.6M | +41% | 26k | 254.28 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $6.5M | +3% | 71k | 91.42 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $6.5M | +6% | 130k | 50.07 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $6.4M | +5% | 112k | 57.10 |
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| Costco Wholesale Corporation (COST) | 0.8 | $5.6M | 6.1k | 925.67 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $5.6M | +3% | 17k | 328.17 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.8 | $5.5M | +12% | 102k | 53.24 |
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| Visa Com Cl A (V) | 0.8 | $5.3M | 16k | 341.37 |
|
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| Vanguard Wellington Us Value Factr (VFVA) | 0.8 | $5.3M | NEW | 42k | 127.54 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.7 | $5.2M | +2% | 178k | 29.11 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.7 | $5.1M | 39k | 130.28 |
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|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.7 | $5.1M | +68% | 65k | 78.37 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.7 | $4.9M | +11% | 49k | 100.69 |
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| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.7 | $4.8M | +4% | 95k | 49.81 |
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| Ishares Tr National Mun Etf (MUB) | 0.7 | $4.7M | -4% | 44k | 106.49 |
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| Broadcom (AVGO) | 0.6 | $4.4M | +2% | 14k | 329.92 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $4.4M | -34% | 46k | 96.46 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $4.0M | 40k | 100.25 |
|
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| Palantir Technologies Cl A (PLTR) | 0.6 | $3.9M | 21k | 182.42 |
|
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| Fidelity National Financial Com Shs (FNF) | 0.5 | $3.7M | +2% | 61k | 60.49 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $3.6M | -2% | 12k | 315.43 |
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| Constellation Energy (CEG) | 0.5 | $3.5M | +7% | 11k | 329.08 |
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| Columbia Banking System (COLB) | 0.5 | $3.5M | +6% | 135k | 25.74 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $3.2M | +15% | 11k | 293.73 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $3.1M | -75% | 25k | 122.45 |
|
| Sofi Technologies (SOFI) | 0.4 | $2.9M | 109k | 26.42 |
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| Abbvie (ABBV) | 0.4 | $2.8M | 12k | 231.54 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $2.7M | -5% | 9.1k | 297.63 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $2.5M | -8% | 12k | 208.72 |
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| Netflix (NFLX) | 0.4 | $2.5M | 2.1k | 1198.92 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.3 | $2.4M | 51k | 47.55 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.3 | $2.4M | -57% | 50k | 48.42 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $2.3M | 4.7k | 490.38 |
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| Palo Alto Networks (PANW) | 0.3 | $2.1M | 10k | 203.62 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.0M | +42% | 8.2k | 243.54 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $1.9M | -5% | 26k | 72.77 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $1.8M | +2% | 56k | 31.91 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.3 | $1.8M | +110% | 35k | 50.47 |
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| Spdr Series Trust Nuveen Ice Short (SHM) | 0.2 | $1.7M | +25% | 36k | 48.22 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $1.7M | -76% | 40k | 42.13 |
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| Chevron Corporation (CVX) | 0.2 | $1.6M | 10k | 155.30 |
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| Qualcomm (QCOM) | 0.2 | $1.6M | -6% | 9.3k | 166.37 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.5M | +4% | 8.3k | 186.49 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.5M | +228% | 2.4k | 612.36 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.4M | -74% | 15k | 89.34 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.2 | $1.4M | +10% | 16k | 85.04 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.3M | +4% | 23k | 59.92 |
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| Vaneck Etf Trust Long Muni Etf (MLN) | 0.2 | $1.2M | -6% | 66k | 17.48 |
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| Phillips 66 (PSX) | 0.2 | $1.1M | 8.4k | 136.02 |
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.2 | $1.1M | +5% | 50k | 22.90 |
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| McDonald's Corporation (MCD) | 0.2 | $1.1M | 3.6k | 303.90 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $1.1M | 5.4k | 199.47 |
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| Mid-America Apartment (MAA) | 0.1 | $1.0M | 7.4k | 139.73 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $959k | -13% | 2.7k | 355.47 |
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| Tesla Motors (TSLA) | 0.1 | $958k | -15% | 2.2k | 444.72 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $947k | +10% | 1.9k | 499.26 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $929k | -10% | 7.8k | 118.83 |
|
| Delcath Sys Com New (DCTH) | 0.1 | $919k | +12% | 86k | 10.75 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $917k | +12% | 8.1k | 112.75 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $890k | +253% | 10k | 87.31 |
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| Altria (MO) | 0.1 | $866k | 13k | 66.06 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $846k | -6% | 13k | 65.26 |
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| Wal-Mart Stores (WMT) | 0.1 | $843k | 8.2k | 103.06 |
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| Goldman Sachs Etf Tr Muni Income Etf (GMUB) | 0.1 | $841k | NEW | 17k | 50.87 |
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| International Business Machines (IBM) | 0.1 | $834k | +4% | 3.0k | 282.15 |
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| At&t (T) | 0.1 | $827k | +29% | 29k | 28.24 |
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| Quanta Services (PWR) | 0.1 | $825k | 2.0k | 414.47 |
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| Us Bancorp Del Com New (USB) | 0.1 | $819k | -5% | 17k | 48.33 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $808k | 14k | 56.94 |
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| Procter & Gamble Company (PG) | 0.1 | $786k | +10% | 5.1k | 153.65 |
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| J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.1 | $778k | +13% | 11k | 74.09 |
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| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.1 | $776k | +4% | 9.3k | 83.10 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $763k | +17% | 1.6k | 479.62 |
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| Southern Company (SO) | 0.1 | $762k | +66% | 8.0k | 94.77 |
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| Pepsi (PEP) | 0.1 | $753k | -10% | 5.4k | 140.45 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $746k | 8.6k | 87.03 |
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| L3harris Technologies (LHX) | 0.1 | $730k | 2.4k | 305.44 |
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| Starbucks Corporation (SBUX) | 0.1 | $720k | 8.5k | 84.60 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $715k | -9% | 23k | 31.62 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $709k | +68% | 14k | 51.04 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $690k | -2% | 3.6k | 192.71 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $672k | +4% | 25k | 27.30 |
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| Caterpillar (CAT) | 0.1 | $657k | 1.4k | 477.25 |
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| Rocket Lab Corp (RKLB) | 0.1 | $639k | +18% | 13k | 47.91 |
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| Ge Aerospace Com New (GE) | 0.1 | $634k | +53% | 2.1k | 300.78 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $617k | +54% | 2.9k | 209.32 |
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| UnitedHealth (UNH) | 0.1 | $606k | +17% | 1.8k | 345.31 |
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| Ge Vernova (GEV) | 0.1 | $602k | +23% | 978.00 | 615.10 |
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| F&g Annuities & Life Common Stock (FG) | 0.1 | $599k | -10% | 19k | 31.27 |
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| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.1 | $596k | -4% | 41k | 14.46 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $593k | -9% | 6.6k | 89.37 |
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| Johnson & Johnson (JNJ) | 0.1 | $562k | +2% | 3.0k | 185.42 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $559k | +29% | 6.7k | 82.96 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $556k | +5% | 2.0k | 273.64 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $556k | +12% | 2.9k | 189.69 |
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| Philip Morris International (PM) | 0.1 | $537k | +13% | 3.3k | 162.20 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $536k | -2% | 8.5k | 62.91 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $527k | +15% | 11k | 49.29 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $523k | 1.5k | 337.49 |
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| Coca-Cola Company (KO) | 0.1 | $509k | +6% | 7.7k | 66.32 |
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| Automatic Data Processing (ADP) | 0.1 | $508k | 1.7k | 293.42 |
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| Cisco Systems (CSCO) | 0.1 | $505k | 7.4k | 68.42 |
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| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.1 | $497k | NEW | 9.2k | 54.16 |
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| Boeing Company (BA) | 0.1 | $494k | 2.3k | 215.83 |
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| Coastal Finl Corp Wa Com New (CCB) | 0.1 | $488k | 4.5k | 108.17 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $478k | NEW | 18k | 26.84 |
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| Eaton Corp SHS (ETN) | 0.1 | $477k | 1.3k | 374.25 |
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| Micron Technology (MU) | 0.1 | $463k | +28% | 2.8k | 167.34 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $422k | -12% | 1.2k | 365.36 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $417k | -10% | 7.9k | 53.03 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $414k | +25% | 1.5k | 281.81 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $406k | NEW | 6.2k | 65.92 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $382k | -3% | 4.2k | 91.75 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $380k | +18% | 3.1k | 123.74 |
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| Verizon Communications (VZ) | 0.1 | $380k | +6% | 8.6k | 43.95 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $379k | 1.0k | 378.94 |
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| D-wave Quantum (QBTS) | 0.1 | $378k | NEW | 15k | 24.71 |
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| Eli Lilly & Co. (LLY) | 0.1 | $377k | -3% | 493.00 | 763.75 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $375k | 3.7k | 100.74 |
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| Applied Materials (AMAT) | 0.1 | $375k | 1.8k | 204.70 |
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| Oracle Corporation (ORCL) | 0.1 | $369k | +7% | 1.3k | 281.24 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $367k | +17% | 4.7k | 78.09 |
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| Schlumberger Com Stk (SLB) | 0.1 | $366k | 11k | 34.37 |
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| Home Depot (HD) | 0.1 | $364k | -25% | 899.00 | 405.20 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $364k | +40% | 1.4k | 259.44 |
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| Waste Management (WM) | 0.1 | $362k | +3% | 1.6k | 220.78 |
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| Gilead Sciences (GILD) | 0.1 | $356k | 3.2k | 110.98 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $356k | 4.8k | 74.36 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $344k | +12% | 355.00 | 968.09 |
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| Trane Technologies SHS (TT) | 0.0 | $341k | 807.00 | 421.96 |
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| Welltower Inc Com reit (WELL) | 0.0 | $337k | +3% | 1.9k | 178.10 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $336k | 7.8k | 43.30 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $328k | NEW | 5.9k | 55.71 |
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| American Express Company (AXP) | 0.0 | $327k | +25% | 984.00 | 332.03 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $327k | +13% | 7.9k | 41.58 |
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| Wells Fargo & Company (WFC) | 0.0 | $325k | +23% | 3.9k | 83.81 |
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| Oklo Com Cl A (OKLO) | 0.0 | $324k | NEW | 2.9k | 111.63 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $318k | -94% | 5.5k | 57.47 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $314k | -4% | 3.5k | 89.77 |
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| Merck & Co (MRK) | 0.0 | $314k | -2% | 3.7k | 83.93 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $313k | NEW | 2.3k | 136.85 |
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| 3M Company (MMM) | 0.0 | $300k | NEW | 1.9k | 155.18 |
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| Paccar (PCAR) | 0.0 | $299k | 3.0k | 98.32 |
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| Cintas Corporation (CTAS) | 0.0 | $297k | 1.4k | 205.26 |
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| Blackrock (BLK) | 0.0 | $297k | +4% | 255.00 | 1165.28 |
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| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $297k | 8.2k | 36.00 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.0 | $297k | +3% | 15k | 19.34 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $293k | 2.4k | 120.72 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $293k | -27% | 5.7k | 50.90 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $285k | 5.5k | 52.30 |
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| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 0.0 | $284k | 14k | 19.82 |
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| Kla Corp Com New (KLAC) | 0.0 | $282k | 262.00 | 1077.93 |
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| Ecolab (ECL) | 0.0 | $277k | 1.0k | 273.93 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $275k | -4% | 2.0k | 135.68 |
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| Virtu Finl Cl A (VIRT) | 0.0 | $274k | NEW | 7.7k | 35.50 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $273k | -64% | 2.7k | 103.06 |
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| Intel Corporation (INTC) | 0.0 | $272k | NEW | 8.1k | 33.55 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $271k | NEW | 2.4k | 111.84 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $269k | 5.0k | 54.18 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $269k | NEW | 554.00 | 485.28 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $265k | +15% | 4.9k | 53.87 |
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| Pfizer (PFE) | 0.0 | $265k | +4% | 10k | 25.48 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $263k | NEW | 2.2k | 119.51 |
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| Amgen (AMGN) | 0.0 | $254k | +14% | 899.00 | 282.06 |
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| Nuveen Muni Value Fund (NUV) | 0.0 | $252k | +25% | 28k | 8.98 |
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| Bwx Technologies (BWXT) | 0.0 | $251k | NEW | 1.4k | 184.35 |
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| Circle Internet Group Com Cl A (CRCL) | 0.0 | $250k | NEW | 1.9k | 132.58 |
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| Lowe's Companies (LOW) | 0.0 | $245k | +3% | 976.00 | 251.36 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $245k | 5.0k | 49.45 |
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| Goldman Sachs (GS) | 0.0 | $242k | 304.00 | 797.43 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $240k | NEW | 1.4k | 167.32 |
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| Paychex (PAYX) | 0.0 | $240k | 1.9k | 126.79 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.0 | $235k | 3.4k | 68.96 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $233k | NEW | 3.4k | 68.08 |
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| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $228k | -48% | 4.9k | 46.60 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $225k | +18% | 4.3k | 52.06 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $224k | -19% | 4.3k | 52.33 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $220k | NEW | 3.8k | 57.52 |
|
| Advanced Micro Devices (AMD) | 0.0 | $219k | -27% | 1.4k | 161.79 |
|
| Ethan Allen Interiors (ETD) | 0.0 | $216k | NEW | 7.3k | 29.46 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $213k | NEW | 1.1k | 191.09 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $209k | NEW | 1.7k | 125.97 |
|
| Uber Technologies (UBER) | 0.0 | $208k | NEW | 2.1k | 97.97 |
|
| salesforce (CRM) | 0.0 | $207k | -67% | 874.00 | 237.10 |
|
| Yum! Brands (YUM) | 0.0 | $206k | NEW | 1.4k | 152.04 |
|
| Zillow Group Cl A (ZG) | 0.0 | $204k | NEW | 2.7k | 74.44 |
|
| Walt Disney Company (DIS) | 0.0 | $203k | +3% | 1.8k | 114.51 |
|
| Skye Bioscience Com New (SKYE) | 0.0 | $175k | -12% | 45k | 3.93 |
|
| Esperion Therapeutics (ESPR) | 0.0 | $113k | 43k | 2.65 |
|
|
| Aldeyra Therapeutics (ALDX) | 0.0 | $56k | 11k | 5.22 |
|
|
| Renovorx Com New (RNXT) | 0.0 | $13k | 10k | 1.27 |
|
Past Filings by Capital Advisors Wealth Management
SEC 13F filings are viewable for Capital Advisors Wealth Management going back to 2021
- Capital Advisors Wealth Management 2025 Q3 filed Oct. 16, 2025
- Capital Advisors Wealth Management 2025 Q2 filed Aug. 13, 2025
- Capital Advisors Wealth Management 2025 Q1 filed April 25, 2025
- Capital Advisors Wealth Management 2024 Q4 filed Jan. 15, 2025
- Capital Advisors Wealth Management 2024 Q3 filed Oct. 15, 2024
- Capital Advisors Wealth Management 2024 Q2 filed July 16, 2024
- Capital Advisors Wealth Management 2024 Q1 filed April 12, 2024
- Capital Advisors Wealth Management 2023 Q4 filed Jan. 9, 2024
- Capital Advisors Wealth Management 2023 Q3 filed Oct. 11, 2023
- Capital Advisors Wealth Management 2023 Q2 filed July 12, 2023
- Capital Advisors Wealth Management 2023 Q1 filed April 14, 2023
- Capital Advisors Wealth Management 2022 Q4 filed Feb. 10, 2023
- Capital Advisors Wealth Management 2022 Q3 filed Nov. 14, 2022
- Capital Advisors Wealth Management 2022 Q2 filed Aug. 4, 2022
- Capital Advisors Wealth Management 2022 Q1 filed May 9, 2022
- Capital Advisors Wealth Management 2021 Q4 filed Feb. 4, 2022