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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 28.71% of Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA, QUAL, BSV, RSP, QQQ, IVE, VFQY, SPY, FMQQ, DGRO.
Started 174 new stock positions in LH, BBGI, CATO, AGL, ENVX, Li-cycle Holdings Corp, NWN, CACI, PCOR, GEV.
Reduced shares in these 10 stocks: MGM, JETS, SDY, SPLV, XLI, XLRE, EFAV, USMV, IWF, SGOV.
Sold out of its positions in AMCX, ACHC, AHCO, Advent Technologies Hldgs Inc Cl A, ASLE, AKAM, AKYA, ALB, AAL, AMWL.
Capital Advisors was a net buyer of stock by $1.6M.
Capital Advisors has $771M in assets under management (AUM), dropping by 0.44%.
Central Index Key (CIK): 0001597878

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Portfolio Holdings for Capital Advisors

Capital Advisors holds 1584 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Capital Advisors has 1584 total positions. Only the first 250 positions are shown.

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Download the Capital Advisors June 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)	8.9	$68M		126k	544.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	7.2	$55M		152k	364.51	View chart
Caesars Entertainment (CZR)	5.5	$42M		1.1M	39.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.9	$30M		163k	182.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.3	$26M	+3%	150k	170.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.0	$23M		132k	174.47	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.9	$22M		263k	83.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.9	$22M		82k	267.51	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.7	$21M		236k	88.11	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	2.6	$20M	-4%	156k	127.18	View chart
Ishares Tr Core Div Grwth (DGRO)	2.0	$16M		270k	57.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.9	$15M		157k	92.54	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.9	$15M		128k	113.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.9	$14M	+3%	88k	164.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$13M	+3%	28k	479.09	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.7	$13M	-4%	200k	64.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.5	$12M		48k	249.63	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$12M		31k	374.01	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.4	$10M		97k	106.95	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.3	$10M		78k	128.43	View chart
Apple (AAPL)	1.1	$8.3M		39k	210.62	View chart
Microsoft Corporation (MSFT)	1.0	$7.9M		18k	446.94	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.0	$7.7M		84k	91.78	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.0	$7.5M		77k	97.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$7.2M	+5%	40k	182.02	View chart
Powershares Actively Managed Ultra Shrt Dur (GSY)	0.9	$7.0M		141k	49.90	View chart
Ishares Tr S&p 100 Etf (OEF)	0.9	$6.8M		26k	264.29	View chart
Select Sector Spdr Tr Energy (XLE)	0.8	$6.4M		70k	91.16	View chart
Draftkings Com Cl A (DKNG)	0.8	$6.0M		158k	38.17	View chart
Ishares Tr Global 100 Etf (IOO)	0.7	$5.0M		52k	96.59	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$5.0M		31k	160.42	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.6	$4.4M	-3%	44k	100.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$4.4M		37k	118.78	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.5	$4.1M		55k	73.60	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$3.9M	+6%	36k	108.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$3.9M	-4%	50k	78.33	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.5	$3.8M		191k	19.64	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.5	$3.7M	-2%	46k	81.27	View chart
Ishares Tr Short Treas Bd (SHV)	0.4	$3.5M	+7%	31k	110.49	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$3.4M	-12%	28k	121.88	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.4	$3.2M	-2%	58k	55.04	View chart
Vanguard Wellington Us Quality (VFQY)	0.4	$3.0M	+11%	22k	134.10	View chart
Vanguard World Energy Etf (VDE)	0.4	$3.0M		23k	127.56	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.4	$2.8M	+5%	36k	75.67	View chart
Ishares Tr Us Trsprtion (IYT)	0.3	$2.6M		40k	65.44	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$2.5M		19k	132.06	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$2.5M		11k	229.55	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$2.5M		73k	33.65	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.3	$2.4M		38k	63.65	View chart
Amazon (AMZN)	0.3	$2.3M		12k	193.21	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$2.3M		56k	41.11	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.3	$2.3M	+7%	60k	38.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.3M		39k	58.52	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$2.2M		5.7k	391.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.2M		31k	72.63	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.3	$2.1M		47k	44.66	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$2.1M		24k	88.33	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.1M		10k	202.29	View chart
NVIDIA Corporation (NVDA)	0.3	$2.0M	+925%	16k	123.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$2.0M	+34%	26k	76.69	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.9M	-2%	33k	58.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.9M		18k	106.67	View chart
Meta Platforms Cl A (META)	0.2	$1.8M	+7%	3.5k	504.23	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.2	$1.8M	+15%	23k	76.32	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.7M		45k	38.42	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.7M		27k	63.55	View chart
Northrop Grumman Corporation (NOC)	0.2	$1.7M		3.9k	435.96	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.2	$1.7M	+14%	17k	99.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.6M		8.9k	183.46	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$1.6M		8.8k	182.34	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$1.6M		33k	46.77	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.5M	-2%	20k	74.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.4M		22k	64.25	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$1.4M		17k	81.42	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$1.4M	-20%	20k	69.37	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$1.3M	+23%	5.9k	226.19	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$1.3M		13k	102.76	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$1.3M		35k	37.02	View chart
Eli Lilly & Co. (LLY)	0.2	$1.3M	+3%	1.4k	905.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.3M		2.3k	547.14	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.2	$1.3M	-6%	25k	50.35	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.2M		2.7k	441.30	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$1.2M		26k	45.60	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.2M		14k	82.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.2M	-5%	24k	49.43	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M	+2%	1.3k	850.15	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$1.1M		22k	50.52	View chart
Oracle Corporation (ORCL)	0.1	$1.1M		7.8k	141.17	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$1.1M		15k	74.72	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.1M	-11%	16k	68.13	View chart
Stanley Black & Decker (SWK)	0.1	$1.1M		14k	79.86	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.1M	-7%	8.9k	120.97	View chart
Broadcom (AVGO)	0.1	$1.1M	+4%	662.00	1605.74	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.1M	-4%	7.0k	150.45	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.0M	-18%	10k	100.74	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.0M	-9%	20k	50.30	View chart
Home Depot (HD)	0.1	$1.0M	+2%	3.0k	344.28	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$1.0M		27k	38.51	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$1.0M	-4%	21k	47.91	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.0M	+9%	9.5k	106.55	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$999k		21k	48.54	View chart
Visa Com Cl A (V)	0.1	$965k		3.7k	262.37	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$937k	-2%	14k	67.37	View chart
UnitedHealth (UNH)	0.1	$926k	+7%	1.8k	509.35	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.1	$910k		32k	28.83	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$885k		14k	62.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$881k	+3%	2.2k	406.93	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$880k		18k	47.99	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$876k	-14%	8.8k	100.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$861k		2.9k	297.61	View chart
Lowe's Companies (LOW)	0.1	$858k		3.9k	220.40	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$856k	+23%	34k	24.98	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.1	$848k		10k	84.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$823k	+3%	4.5k	182.16	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$808k	-4%	16k	49.65	View chart
International Business Machines (IBM)	0.1	$802k	+19%	4.6k	172.92	View chart
Tidal Etf Tr Foliobeyond Alte (RISR)	0.1	$786k		23k	34.70	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$778k		12k	64.00	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$768k	-15%	20k	39.07	View chart
Abbvie (ABBV)	0.1	$764k		4.5k	171.57	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$756k	-2%	20k	37.19	View chart
Tractor Supply Company (TSCO)	0.1	$733k		2.7k	269.88	View chart
Exxon Mobil Corporation (XOM)	0.1	$718k	+3%	6.2k	115.16	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$702k		8.3k	84.64	View chart
Columbia Etf Tr Ii Research Enhancd (ECON)	0.1	$699k		33k	20.91	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$687k	-10%	22k	31.54	View chart
Amgen (AMGN)	0.1	$680k	+3%	2.2k	312.64	View chart
Thermo Fisher Scientific (TMO)	0.1	$674k		1.2k	553.37	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$672k		8.8k	76.56	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.1	$671k		25k	26.38	View chart
Qualcomm (QCOM)	0.1	$668k		3.4k	199.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$656k		3.1k	215.08	View chart
Pepsi (PEP)	0.1	$643k		3.9k	164.79	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$635k	-10%	12k	53.56	View chart
Texas Instruments Incorporated (TXN)	0.1	$635k	+2%	3.3k	194.61	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Util (PUI)	0.1	$616k		18k	34.79	View chart
Merck & Co (MRK)	0.1	$613k	+5%	5.0k	123.79	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$612k		1.00	612000.00	View chart
Exchange Traded Concepts Tru Fmqq Next Front (FMQQ)	0.1	$601k	+88%	49k	12.36	View chart
Philip Morris International (PM)	0.1	$596k		5.9k	101.36	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$592k	+14%	14k	43.54	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$584k	-4%	12k	47.18	View chart
Honeywell International (HON)	0.1	$574k	+2%	2.7k	213.46	View chart
Procter & Gamble Company (PG)	0.1	$568k	-3%	3.4k	165.02	View chart
BlackRock (BLK)	0.1	$552k		702.00	786.32	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.1	$548k	+9%	16k	33.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$534k		4.5k	118.56	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$531k		9.7k	54.52	View chart
Johnson & Johnson (JNJ)	0.1	$517k	+5%	3.5k	146.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$511k		2.3k	218.19	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$506k	-5%	9.1k	55.73	View chart
Eaton Corp SHS (ETN)	0.1	$503k	+4%	1.6k	313.79	View chart
Intercontinental Exchange (ICE)	0.1	$492k	+3%	3.6k	137.01	View chart
Lockheed Martin Corporation (LMT)	0.1	$491k	+6%	1.1k	467.17	View chart
Danaher Corporation (DHR)	0.1	$489k	+3%	2.0k	249.87	View chart
Adobe Systems Incorporated (ADBE)	0.1	$488k		879.00	555.18	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$485k	-2%	7.9k	61.24	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$484k		3.3k	145.70	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.1	$477k		9.5k	50.35	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$468k		26k	17.93	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$460k		13k	35.53	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$460k		16k	29.24	View chart
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)	0.1	$459k		7.8k	58.51	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$448k		9.8k	45.62	View chart
Applied Materials (AMAT)	0.1	$448k	+2%	1.9k	236.16	View chart
Waste Management (WM)	0.1	$445k		2.1k	213.22	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$443k	+15%	4.7k	94.60	View chart
Intuit (INTU)	0.1	$441k		670.00	658.21	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$438k		818.00	535.45	View chart
Lam Research Corporation (LRCX)	0.1	$431k	+2%	405.00	1064.20	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$426k	-12%	16k	26.57	View chart
Starbucks Corporation (SBUX)	0.1	$422k	+36%	5.4k	77.82	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$417k		4.0k	104.43	View chart
Automatic Data Processing (ADP)	0.1	$416k		1.7k	238.81	View chart
Quanta Services (PWR)	0.1	$408k		1.6k	254.05	View chart
Assured Guaranty (AGO)	0.1	$406k		5.3k	77.16	View chart
Moody's Corporation (MCO)	0.1	$404k	+2%	960.00	420.83	View chart
Pfizer (PFE)	0.1	$402k	-2%	14k	27.99	View chart
Tesla Motors (TSLA)	0.1	$401k	-2%	2.0k	197.93	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$393k		9.2k	42.59	View chart
Cisco Systems (CSCO)	0.1	$392k	+3%	8.2k	47.56	View chart
Union Pacific Corporation (UNP)	0.1	$390k	+3%	1.7k	226.22	View chart
Flexshares Tr Int Qltdvdynam (IQDY)	0.0	$385k		13k	29.28	View chart
Rollins (ROL)	0.0	$384k	+2%	7.9k	48.75	View chart
McDonald's Corporation (MCD)	0.0	$383k		1.5k	254.49	View chart
General Dynamics Corporation (GD)	0.0	$382k		1.3k	289.83	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$379k	+4%	1.9k	197.40	View chart
Republic Services (RSG)	0.0	$378k	+2%	1.9k	194.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$372k	-16%	4.4k	83.65	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$371k		4.2k	87.83	View chart
Illinois Tool Works (ITW)	0.0	$366k		1.5k	237.20	View chart
Roper Industries (ROP)	0.0	$363k	+4%	643.00	564.54	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$355k		5.2k	68.22	View chart
S&p Global (SPGI)	0.0	$355k	+4%	796.00	445.98	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$353k		7.0k	50.79	View chart
Sherwin-Williams Company (SHW)	0.0	$350k	+2%	1.2k	298.38	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$343k		3.1k	110.36	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$341k		1.9k	182.45	View chart
Diamondback Energy (FANG)	0.0	$338k		1.7k	200.24	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$337k	+7%	1.1k	303.06	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$337k	+5%	2.7k	123.67	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$337k		3.5k	96.23	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$329k		6.6k	49.85	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$328k		3.2k	103.80	View chart
Becton, Dickinson and (BDX)	0.0	$326k	+3%	1.4k	233.86	View chart
Abbott Laboratories (ABT)	0.0	$319k		3.1k	103.81	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$318k		4.1k	77.98	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$315k		6.6k	47.39	View chart
Bank of America Corporation (BAC)	0.0	$313k	+4%	7.9k	39.79	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.0	$312k	-8%	7.6k	41.22	View chart
FedEx Corporation (FDX)	0.0	$311k	-24%	1.0k	299.90	View chart
Stryker Corporation (SYK)	0.0	$305k		896.00	340.40	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$301k	+89%	5.3k	56.59	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$297k		3.8k	77.75	View chart
American Express Company (AXP)	0.0	$293k	+20%	1.3k	231.44	View chart
American Tower Reit (AMT)	0.0	$293k		1.5k	194.43	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$291k		4.5k	64.93	View chart
Ishares Tr Core Divid Etf (DIVB)	0.0	$289k		6.5k	44.31	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.0	$284k		4.6k	62.20	View chart
Air Products & Chemicals (APD)	0.0	$283k	+8%	1.1k	257.74	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$282k	+2%	7.9k	35.59	View chart
Blackrock Etf Trust Ii Intermedia Muni (INMU)	0.0	$279k		12k	23.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$278k	-19%	3.6k	77.70	View chart
Walt Disney Company (DIS)	0.0	$274k	+8%	2.8k	99.35	View chart
Oneok (OKE)	0.0	$269k		3.3k	81.52	View chart
United Rentals (URI)	0.0	$268k		415.00	645.78	View chart
Netflix (NFLX)	0.0	$267k	-3%	396.00	674.24	View chart
Analog Devices (ADI)	0.0	$267k	+5%	1.2k	228.40	View chart
Raytheon Technologies Corp (RTX)	0.0	$266k	+8%	2.7k	100.38	View chart
Edwards Lifesciences (EW)	0.0	$264k		2.9k	92.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$264k		1.1k	241.98	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$262k		5.1k	51.37	View chart
Msci (MSCI)	0.0	$261k	+3%	542.00	481.55	View chart
Wal-Mart Stores (WMT)	0.0	$261k	+2%	3.8k	67.81	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$259k	+18%	4.9k	52.95	View chart
Cadence Design Systems (CDNS)	0.0	$258k	+2%	839.00	307.51	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$257k		2.7k	96.87	View chart
Enterprise Products Partners (EPD)	0.0	$257k	+2%	8.9k	28.99	View chart
Nike CL B (NKE)	0.0	$255k	+39%	3.4k	75.31	View chart
Carlisle Companies (CSL)	0.0	$254k	-18%	627.00	405.10	View chart
Chevron Corporation (CVX)	0.0	$252k		1.6k	156.23	View chart
Medtronic SHS (MDT)	0.0	$250k		3.2k	78.64	View chart
Advanced Micro Devices (AMD)	0.0	$250k	+2%	1.5k	161.92	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$250k	-7%	3.7k	67.60	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.0	$249k	-16%	2.2k	114.64	View chart
Hp (HPQ)	0.0	$249k		7.1k	34.98	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$248k	-12%	9.0k	27.70	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$239k		3.7k	65.37	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$237k	-16%	903.00	262.46	View chart
Cme (CME)	0.0	$235k	+2%	1.2k	196.98	View chart

Past Filings by Capital Advisors

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

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
Capital Advisors 2020 Q3 filed Nov. 3, 2020

View all past filings

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