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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, QUAL, VIG, VTI, and represent 26.18% of Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$42M), CZR (+$12M), IBIT (+$8.2M), IVE (+$7.8M), PH, AIQ, TDIV, IQLT, BIL, VTI.
Started 106 new stock positions in SNDA, CCOI, ACIW, CAKE, GPK, CNDT, CDXS, SDGR, KVYO, SPDW.
Reduced shares in these 10 stocks: WYNN (-$8.7M), IVV (-$8.5M), EAGG (-$6.8M), ARGT, SOXX, THO, DGRS, IYT, AKRE, SPLV.
Sold out of its positions in ACVA, UHAL, UHAL.B, AMH, BRBR, HRB, AZTA, BZFD, BYRN, CBZ.
Capital Advisors was a net buyer of stock by $54M.
Capital Advisors has $880M in assets under management (AUM), dropping by -0.78%.
Central Index Key (CIK): 0001597878

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Portfolio Holdings for Capital Advisors

Capital Advisors holds 1555 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Capital Advisors has 1555 total positions. Only the first 250 positions are shown.

Sign up to view all of the Capital Advisors March 31, 2026 positions
Download the Capital Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	8.8	$77M		119k	650.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	6.9	$60M	+230%	142k	426.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.7	$32M		169k	191.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.5	$31M	-2%	142k	215.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.4	$30M	+3%	94k	320.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.1	$27M		126k	213.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.6	$23M		121k	191.92	View chart
Ishares Tr Core Div Grwth (DGRO)	2.5	$22M		309k	70.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.5	$22M	-3%	234k	92.74	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.4	$21M		213k	100.62	View chart
Spdr Series Trust State Street Spd (SDY)	2.4	$21M		146k	145.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$20M	+5%	35k	577.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.0	$18M		157k	113.11	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.7	$15M		111k	132.50	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.5	$13M		45k	298.86	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$12M		28k	436.78	View chart
Caesars Entertainment (CZR)	1.3	$12M	+1704257%	443k	26.43	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.3	$12M		93k	125.13	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.3	$12M	-9%	157k	73.14	View chart
Spdr Series Trust State Street Spd (BIL)	1.3	$11M	+11%	120k	91.64	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.1	$9.9M		68k	144.71	View chart
Apple (AAPL)	1.1	$9.3M		37k	253.78	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$9.3M	+522%	44k	211.15	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.0	$8.5M		71k	118.46	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.9	$8.2M	NEW	214k	38.42	View chart
Ishares Tr S&p 100 Etf (OEF)	0.9	$8.0M		25k	318.05	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.8	$6.6M	-16%	125k	52.85	View chart
Microsoft Corporation (MSFT)	0.7	$6.2M	-5%	17k	370.16	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.7	$6.2M	+44%	66k	93.66	View chart
Ishares Tr Global 100 Etf (IOO)	0.7	$6.1M		51k	120.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$6.0M		31k	196.20	View chart
Ishares Tr Core High Dv Etf (HDV)	0.6	$5.7M	+8%	42k	135.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$5.6M		39k	142.43	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.6	$5.4M	-2%	108k	50.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$5.1M	+7%	53k	97.14	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.5	$4.6M		54k	86.41	View chart
NVIDIA Corporation (NVDA)	0.5	$4.6M	-13%	26k	174.39	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.5	$4.4M	+2%	26k	165.68	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.4	$3.8M		56k	67.12	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.4	$3.6M	-4%	170k	21.42	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$3.6M	+12%	48k	75.20	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.4	$3.5M	+4%	80k	44.17	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$3.5M		57k	61.26	View chart
Parker-Hannifin Corporation (PH)	0.4	$3.4M	+1428%	3.8k	895.14	View chart
Vanguard Wellington Us Quality (VFQY)	0.4	$3.3M	-7%	22k	149.22	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.3	$3.1M	-21%	31k	100.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$3.0M	+2%	34k	90.53	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$3.0M	+14%	70k	43.13	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.0M		10k	294.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.9M	-74%	4.5k	653.15	View chart
Amazon (AMZN)	0.3	$2.9M	+4%	14k	208.25	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$2.9M	-2%	29k	100.57	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$2.9M	+14%	18k	161.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.8M	+4%	41k	67.54	View chart
Northrop Grumman Corporation (NOC)	0.3	$2.7M		4.0k	682.20	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$2.6M	+2%	54k	49.38	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$2.6M		5.7k	463.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.6M		9.1k	286.84	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.3	$2.6M	+5%	33k	77.65	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$2.6M	-2%	9.9k	257.34	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.3	$2.5M	-5%	46k	55.11	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.3	$2.5M		34k	73.93	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.3	$2.3M	+14%	24k	95.46	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.3	$2.3M	+29%	58k	39.74	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$2.3M	+18%	45k	50.82	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$2.3M	+11%	30k	77.18	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.3	$2.2M	+24%	94k	23.96	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.3	$2.2M	-2%	20k	110.39	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$2.2M	+13%	28k	78.40	View chart
Broadcom (AVGO)	0.3	$2.2M		7.2k	309.49	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$2.2M		17k	132.93	View chart
Meta Platforms Cl A (META)	0.2	$2.2M	+3%	3.8k	572.10	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$2.1M	+7623%	45k	46.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.1M	+2%	17k	124.32	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$2.1M	-9%	23k	88.46	View chart
Spdr Series Trust State Street Spd (BILS)	0.2	$1.8M	-2%	19k	99.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.8M		74k	24.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.8M	+5%	28k	64.09	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$1.8M		8.3k	218.72	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.7M	-2%	23k	75.11	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$1.7M	+182%	32k	52.54	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$1.7M	+53%	31k	54.56	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$1.6M	+38%	12k	133.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.6M		64k	25.64	View chart
Costco Wholesale Corporation (COST)	0.2	$1.6M		1.6k	996.89	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$1.6M		30k	52.64	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$1.6M	+106%	18k	87.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.6M	+83%	51k	30.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.5M	+7%	3.5k	430.31	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$1.4M		32k	45.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.4M	+3%	5.0k	287.46	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.4M		14k	99.99	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$1.4M		21k	67.00	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$1.4M	+2%	15k	91.36	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$1.4M	+1038%	30k	46.23	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.4M	-10%	8.0k	169.65	View chart
Spdr Index Shs Fds State Street Spd (QEFA)	0.2	$1.3M		14k	93.29	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.2	$1.3M		32k	42.37	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.3M	-3%	8.8k	151.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$1.3M	-2%	7.2k	184.31	View chart
Home Depot (HD)	0.1	$1.3M		4.0k	328.83	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$1.3M		28k	44.61	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$1.2M	+31%	16k	76.57	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.2M	-2%	2.3k	499.57	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.2M	+14%	11k	106.17	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.2M	+42%	17k	69.77	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$1.2M		23k	50.82	View chart
Visa Com Cl A (V)	0.1	$1.1M	-2%	3.8k	302.25	View chart
Johnson & Johnson (JNJ)	0.1	$1.1M		4.6k	244.33	View chart
International Business Machines (IBM)	0.1	$1.1M		4.7k	242.48	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.1	$1.1M	-20%	15k	76.69	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$1.1M		15k	71.80	View chart
Oracle Corporation (ORCL)	0.1	$1.1M	+2%	7.3k	147.15	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M	-6%	1.2k	919.38	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.1M	+2%	3.0k	356.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.1M	+7%	7.2k	148.10	View chart
Amgen (AMGN)	0.1	$1.1M	-16%	3.0k	351.79	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.0M	+86%	18k	58.53	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$1.0M	+2%	12k	83.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.0M	-3%	41k	25.11	View chart
Lam Research Corp Com New (LRCX)	0.1	$999k		4.7k	213.60	View chart
Abbvie (ABBV)	0.1	$989k		4.5k	217.41	View chart
Lowe's Companies (LOW)	0.1	$953k		4.0k	236.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$926k	-16%	1.9k	479.30	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$902k	+44%	17k	54.65	View chart
Stanley Black & Decker (SWK)	0.1	$890k		13k	71.09	View chart
Quanta Services (PWR)	0.1	$883k		1.6k	549.13	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$877k	-2%	22k	40.48	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$873k		16k	55.67	View chart
Tesla Motors (TSLA)	0.1	$871k	+81%	2.3k	371.75	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$833k		7.6k	109.22	View chart
Spdr Series Trust State Street Spd (SJNK)	0.1	$831k		33k	24.98	View chart
Spdr Index Shs Fds State Street Spd (QEMM)	0.1	$823k	+52%	12k	69.38	View chart
Philip Morris International (PM)	0.1	$819k		5.0k	165.39	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$804k		14k	56.67	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$794k		9.7k	81.94	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$758k		16k	48.12	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$755k	+10%	10k	75.53	View chart
Eaton Corp SHS (ETN)	0.1	$750k		2.1k	357.82	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$746k	+103%	5.9k	126.96	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$746k	-4%	7.4k	100.63	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$736k	-6%	15k	48.89	View chart
Tidal Trust I Foliobeyond Alte (RISR)	0.1	$733k	+77746%	20k	36.22	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Util (PUI)	0.1	$731k		16k	47.02	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.1	$719k		17k	42.39	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718000.00	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.1	$713k		22k	33.12	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$711k	-64%	9.5k	74.57	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$702k	-8%	14k	50.64	View chart
Applied Materials (AMAT)	0.1	$698k		2.0k	341.65	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$665k	+54%	5.6k	118.45	View chart
Blackrock (BLK)	0.1	$648k		673.00	962.85	View chart
Texas Instruments Incorporated (TXN)	0.1	$636k	+9830%	3.3k	194.08	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$625k	+1788%	12k	50.31	View chart
Tractor Supply Company (TSCO)	0.1	$624k		14k	45.27	View chart
Pepsi (PEP)	0.1	$623k		4.0k	155.21	View chart
Lockheed Martin Corporation (LMT)	0.1	$616k		1.0k	603.92	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$586k		11k	55.49	View chart
Honeywell International (HON)	0.1	$575k		2.5k	226.20	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$570k	NEW	6.0k	94.26	View chart
Intercontinental Exchange (ICE)	0.1	$565k	+2%	3.6k	157.29	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$562k	-9%	14k	38.97	View chart
Procter & Gamble Company (PG)	0.1	$553k		3.8k	144.54	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$552k		4.2k	131.24	View chart
Wal-Mart Stores (WMT)	0.1	$550k	+5%	4.4k	124.18	View chart
Cisco Systems (CSCO)	0.1	$549k	+4%	7.1k	77.53	View chart
Merck & Co (MRK)	0.1	$528k	-2%	4.4k	120.27	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$523k	-2%	24k	22.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$514k	-5%	2.0k	261.98	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$511k		17k	30.31	View chart
Waste Management (WM)	0.1	$507k		2.2k	229.93	View chart
Union Pacific Corporation (UNP)	0.1	$504k		2.1k	242.54	View chart
Thermo Fisher Scientific (TMO)	0.1	$502k	+1826%	1.0k	491.67	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$496k		4.3k	116.21	View chart
McDonald's Corporation (MCD)	0.1	$496k		1.6k	311.17	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$494k	+344%	8.7k	56.78	View chart
Exchange Traded Concepts Tru Fmqq The Next Fr (FMQQ)	0.1	$493k	-61%	44k	11.27	View chart
Republic Services (RSG)	0.1	$489k	+3%	2.2k	218.79	View chart
General Dynamics Corporation (GD)	0.1	$488k		1.4k	343.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$479k	-4%	4.8k	99.34	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$473k	-3%	7.6k	62.55	View chart
Kla Corp Com New (KLAC)	0.1	$470k	+2%	319.00	1473.35	View chart
Moody's Corporation (MCO)	0.1	$447k	+2%	1.0k	436.10	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$447k		15k	29.06	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$442k		717.00	616.46	View chart
Rollins (ROL)	0.1	$440k		8.2k	53.44	View chart
Raytheon Technologies Corp (RTX)	0.0	$439k		2.3k	192.97	View chart
Assured Guaranty (AGO)	0.0	$438k	+2%	5.4k	81.49	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$435k		9.1k	47.82	View chart
Illinois Tool Works (ITW)	0.0	$427k		1.6k	260.52	View chart
Capital One Financial (COF)	0.0	$427k		2.3k	182.63	View chart
Qualcomm (QCOM)	0.0	$426k	-2%	3.3k	128.86	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$424k	-16%	9.5k	44.85	View chart
Chevron Corporation (CVX)	0.0	$422k		2.0k	206.66	View chart
Netflix (NFLX)	0.0	$414k		4.3k	96.19	View chart
Cme (CME)	0.0	$408k		1.4k	295.44	View chart
UnitedHealth (UNH)	0.0	$403k	-4%	1.5k	270.29	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$403k		5.4k	75.33	View chart
American Express Company (AXP)	0.0	$399k		1.3k	302.73	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$398k		3.1k	128.06	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$395k	+18%	5.3k	75.04	View chart
Analog Devices (ADI)	0.0	$394k		1.2k	318.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$389k		1.8k	217.20	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$389k		3.7k	106.05	View chart
Targa Res Corp (TRGP)	0.0	$383k	+459%	1.5k	250.65	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$383k		9.0k	42.47	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$374k		3.4k	110.81	View chart
Huntington Ingalls Inds (HII)	0.0	$372k	+18%	978.00	380.37	View chart
Flexshares Tr Us Quality Cap (QLC)	0.0	$371k	+143%	4.7k	78.12	View chart
Sherwin-Williams Company (SHW)	0.0	$370k	-3%	1.2k	320.62	View chart
Bank of America Corporation (BAC)	0.0	$368k		7.6k	48.69	View chart
McKesson Corporation (MCK)	0.0	$366k	-25%	423.00	865.25	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$364k	-25%	1.5k	236.06	View chart
FedEx Corporation (FDX)	0.0	$364k		1.0k	356.51	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$363k		12k	30.93	View chart
Roundhill Etf Trust Robotaxi Autonms	0.0	$363k	NEW	18k	20.41	View chart
Unified Ser Tr Ballast Smlmd Cp (MGMT)	0.0	$356k		7.9k	45.11	View chart
Morgan Stanley Com New (MS)	0.0	$356k		2.2k	164.36	View chart
Enterprise Products Partners (EPD)	0.0	$355k		9.4k	37.84	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$354k		7.0k	50.94	View chart
Ishares Tr Core Divid Etf (DIVB)	0.0	$354k	+2%	6.6k	53.90	View chart
Wisdomtree Tr Europe Defense F (WDEF)	0.0	$353k	NEW	11k	30.98	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$351k		4.5k	78.31	View chart
Palantir Technologies Cl A (PLTR)	0.0	$350k	-2%	2.4k	146.44	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$344k		10k	32.98	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$338k	-30%	3.5k	95.70	View chart
Advanced Micro Devices (AMD)	0.0	$337k		1.7k	203.50	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$337k	+32083%	7.7k	43.63	View chart
Pfizer (PFE)	0.0	$337k		12k	28.04	View chart
Flexshares Tr Int Qltdvdynam (IQDY)	0.0	$334k		8.8k	37.96	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$333k		6.6k	50.45	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.0	$332k		6.6k	50.49	View chart
Coca-Cola Company (KO)	0.0	$331k	+2%	4.3k	76.11	View chart
Abbott Laboratories (ABT)	0.0	$328k	-8%	3.2k	102.72	View chart
S&p Global (SPGI)	0.0	$324k	-6%	761.00	425.76	View chart
Starbucks Corporation (SBUX)	0.0	$321k		3.6k	89.69	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$320k		3.7k	86.53	View chart
Automatic Data Processing (ADP)	0.0	$319k	-5%	1.6k	203.06	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.0	$317k		7.2k	43.74	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$316k		2.7k	115.12	View chart
Deere & Company (DE)	0.0	$315k	-7%	559.00	563.51	View chart
Danaher Corporation (DHR)	0.0	$315k		1.7k	189.64	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$313k	-3%	7.3k	42.61	View chart
Flextronics Intl Ord (FLEX)	0.0	$307k		4.7k	65.42	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$307k		2.1k	146.40	View chart
Air Products & Chemicals (APD)	0.0	$303k		1.0k	290.23	View chart
Msci (MSCI)	0.0	$303k		563.00	538.19	View chart
Stryker Corporation (SYK)	0.0	$303k	+2%	921.00	328.99	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$302k		5.1k	59.22	View chart
United Rentals (URI)	0.0	$302k		415.00	727.71	View chart

Past Filings by Capital Advisors

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

Capital Advisors 2026 Q1 filed April 16, 2026
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

View all past filings

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