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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, CZR, IWF, VIG, SDY, and represent 28.26% of Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: CZR, DKNG, MGM, AAPL, BIL, SPY, IVE, MSFT, QUAL, SHV.
Started 215 new stock positions in Rb Global, BFS, GABC, Knife River Corp, SSBI, EA, TEX, TCFC, CENT, UNB.
Reduced shares in these 10 stocks: MINT, PKW, GSY, BSV, VTI, XLF, VNQ, BALY, JMST, GSST.
Sold out of its positions in ABBNY, ADT, AFCG, AMCX, ACHC, ADPT, A, ATUS, AEO, AMNB.
Capital Advisors was a net buyer of stock by $30M.
Capital Advisors has $669M in assets under management (AUM), dropping by 10.02%.
Central Index Key (CIK): 0001597878

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Portfolio Holdings for Capital Advisors

Capital Advisors holds 1443 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Capital Advisors has 1443 total positions. Only the first 250 positions are shown.

Sign up to view all of the Capital Advisors June 30, 2023 positions
Download the Capital Advisors June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	8.1	$54M	+2%	122k	443.28	View chart
Caesars Entertainment (CZR)	6.7	$45M	+11%	885k	50.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	6.2	$42M		152k	275.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.1	$27M		168k	162.43	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	3.1	$21M		171k	122.58	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.1	$21M		278k	74.33	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.0	$20M		126k	157.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$18M	-2%	80k	220.27	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.6	$18M		233k	75.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.3	$16M	+5%	116k	134.87	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	2.2	$14M		230k	62.81	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	2.0	$14M		126k	107.13	View chart
Ishares Tr Core Div Grwth (DGRO)	2.0	$14M	+2%	261k	51.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.9	$13M		84k	149.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$11M		152k	70.48	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.4	$9.4M		108k	87.30	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.4	$9.4M		82k	114.93	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.3	$9.0M		44k	202.71	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$8.8M		31k	282.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$8.5M		23k	369.42	View chart
Apple (AAPL)	1.2	$8.0M	+27%	42k	193.98	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.2	$7.9M		83k	95.09	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	1.0	$6.6M	-7%	134k	49.64	View chart
Microsoft Corporation (MSFT)	0.9	$5.9M	+21%	17k	340.54	View chart
Select Sector Spdr Tr Energy (XLE)	0.9	$5.8M		72k	81.17	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$5.0M		24k	207.06	View chart
Ishares Tr Short Treas Bd (SHV)	0.7	$5.0M	+18%	45k	110.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$4.6M	+30%	28k	161.18	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.6	$4.3M		62k	70.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$4.3M		30k	142.11	View chart
Ishares Tr Global 100 Etf (IOO)	0.6	$4.1M		54k	76.06	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.6	$4.1M		54k	75.09	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.6	$3.8M	-14%	38k	99.77	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.6	$3.8M	+77%	42k	91.82	View chart
Ishares Tr Core High Dv Etf (HDV)	0.6	$3.8M		38k	100.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$3.8M	-2%	39k	97.83	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.6	$3.7M		195k	19.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$3.7M		52k	72.49	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.5	$3.5M		33k	107.31	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.5	$3.1M		62k	49.69	View chart
Vanguard World Fds Energy Etf (VDE)	0.4	$2.6M		23k	112.87	View chart
Ishares Tr Us Trsprtion (IYT)	0.4	$2.6M		11k	249.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$2.5M	-13%	30k	83.56	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$2.4M	-3%	36k	67.51	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$2.4M		77k	31.34	View chart
Draftkings Com Cl A (DKNG)	0.3	$2.3M	+281290%	87k	26.57	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$2.3M		19k	116.67	View chart
MGM Resorts International. (MGM)	0.3	$2.2M	+2144%	51k	43.92	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$2.2M		11k	205.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.2M	+3%	8.4k	261.42	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$2.2M	-15%	65k	33.72	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.3	$2.0M		49k	41.84	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$2.0M		5.7k	343.88	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$2.0M		24k	82.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.0M	+6%	29k	67.49	View chart
Vanguard Wellington Us Quality (VFQY)	0.3	$1.9M		17k	114.07	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.3	$1.9M	+5%	34k	56.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.9M	+2%	19k	99.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.8M	+2%	34k	54.40	View chart
Northrop Grumman Corporation (NOC)	0.3	$1.8M		3.9k	455.84	View chart
Ishares U S Etf Tr Blackrock St Mat (NEAR)	0.3	$1.8M	-4%	36k	49.71	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.6M		45k	35.66	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$1.6M	-6%	27k	58.67	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$1.5M		9.1k	169.78	View chart
Amazon (AMZN)	0.2	$1.5M	+82%	12k	130.33	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.5M	+14%	10k	145.43	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.2	$1.5M	-8%	21k	72.79	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.5M	+2%	29k	50.44	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$1.4M		34k	42.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.4M	-26%	19k	75.56	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$1.4M		49k	27.87	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$1.4M		28k	47.81	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.3M		18k	75.24	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$1.3M		28k	46.93	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$1.3M		20k	65.45	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$1.3M	+160%	13k	100.09	View chart
Stanley Black & Decker (SWK)	0.2	$1.3M		14k	93.74	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$1.3M		33k	37.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.2M		11k	113.34	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$1.2M	-17%	24k	50.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.2M		25k	46.19	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.2	$1.2M		54k	21.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.2M		22k	52.39	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$1.1M		23k	50.29	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.1M		10k	106.70	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$1.1M		17k	62.35	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$1.0M		26k	40.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.0M	+35%	8.6k	120.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.0M	+3%	2.3k	445.74	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$1.0M		7.4k	138.34	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.0M	+27%	2.6k	393.30	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$994k		12k	84.48	View chart
Meta Platforms Cl A (META)	0.1	$934k	+29%	3.3k	287.03	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$925k		15k	62.01	View chart
Oracle Corporation (ORCL)	0.1	$918k	+45%	7.7k	119.11	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$904k		13k	69.91	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$886k		14k	62.20	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$880k	+28%	8.9k	99.42	View chart
Home Depot (HD)	0.1	$869k	+36%	2.8k	310.69	View chart
Lowe's Companies (LOW)	0.1	$851k	+15%	3.8k	225.79	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$839k		25k	33.32	View chart
Visa Com Cl A (V)	0.1	$820k	+48%	3.5k	237.41	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$809k	+167%	8.0k	100.62	View chart
Tidal Etf Tr Foliobeyond Alte (RISR)	0.1	$808k		25k	32.26	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$800k		23k	35.61	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$779k	-4%	32k	24.70	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$773k		18k	44.01	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.1	$767k		10k	76.36	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$764k		15k	51.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$749k	+27%	2.2k	340.92	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$740k		24k	31.45	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.1	$736k	+2%	30k	24.67	View chart
Pepsi (PEP)	0.1	$725k	+23%	3.9k	185.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$698k		7.1k	97.88	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$673k	-6%	22k	30.95	View chart
NVIDIA Corporation (NVDA)	0.1	$673k	+269%	1.6k	423.00	View chart
Costco Wholesale Corporation (COST)	0.1	$669k	+30%	1.2k	538.65	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$665k		14k	46.17	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$662k		12k	53.59	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$660k		8.3k	79.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$660k		2.7k	243.90	View chart
UnitedHealth (UNH)	0.1	$646k	+53%	1.3k	480.65	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$640k		8.6k	74.12	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$635k		13k	49.33	View chart
Exxon Mobil Corporation (XOM)	0.1	$634k	+50%	5.9k	107.20	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$629k	+190%	16k	39.22	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$620k		6.6k	93.80	View chart
Eli Lilly & Co. (LLY)	0.1	$611k	+90%	1.3k	469.28	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$607k	-24%	13k	47.03	View chart
Abbvie (ABBV)	0.1	$604k	+2%	4.5k	134.79	View chart
Thermo Fisher Scientific (TMO)	0.1	$600k	+36%	1.2k	521.74	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.1	$582k		26k	22.77	View chart
Cisco Systems (CSCO)	0.1	$576k	+15%	11k	51.71	View chart
Johnson & Johnson (JNJ)	0.1	$575k	+43%	3.5k	165.42	View chart
Tesla Motors (TSLA)	0.1	$572k	+57%	2.2k	261.90	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.1	$568k	-30%	11k	49.94	View chart
Invesco Exchange Traded Fd T Dwa Utils Mumt (PUI)	0.1	$565k		17k	32.42	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$557k		31k	18.05	View chart
Procter & Gamble Company (PG)	0.1	$557k	+51%	3.7k	151.77	View chart
Tractor Supply Company (TSCO)	0.1	$553k	+2%	2.5k	220.93	View chart
Philip Morris International (PM)	0.1	$549k	+20%	5.6k	97.55	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$544k		3.1k	178.36	View chart
International Business Machines (IBM)	0.1	$535k	+10%	4.0k	133.92	View chart
Merck & Co (MRK)	0.1	$532k	+82%	4.6k	115.33	View chart
Pfizer (PFE)	0.1	$525k	+27%	14k	36.66	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$518k		1.00	518000.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$514k	+126%	4.3k	119.79	View chart
Texas Instruments Incorporated (TXN)	0.1	$513k	+22%	2.8k	180.19	View chart
Honeywell International (HON)	0.1	$501k	+27%	2.4k	207.54	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$496k		20k	24.63	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$493k	-13%	5.7k	86.45	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$492k		11k	44.59	View chart
DTE Energy Company (DTE)	0.1	$491k	+2%	4.5k	110.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$478k	+5%	4.5k	106.13	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$474k	+13%	17k	27.61	View chart
Bristol Myers Squibb (BMY)	0.1	$473k	+4%	7.4k	63.98	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$466k	+2%	2.3k	199.06	View chart
Qualcomm (QCOM)	0.1	$460k	+25%	3.9k	119.11	View chart
BlackRock (BLK)	0.1	$458k	+2%	663.00	690.80	View chart
McDonald's Corporation (MCD)	0.1	$457k	+94%	1.5k	298.50	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.1	$452k		15k	31.13	View chart
Amgen (AMGN)	0.1	$449k	+12%	2.0k	222.06	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$448k	-56%	5.0k	89.42	View chart
Broadcom (AVGO)	0.1	$442k	+44%	510.00	866.67	View chart
Starbucks Corporation (SBUX)	0.1	$437k		4.4k	98.98	View chart
Adobe Systems Incorporated (ADBE)	0.1	$432k	+61%	884.00	488.69	View chart
Illinois Tool Works (ITW)	0.1	$432k	+59%	1.7k	250.00	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.1	$429k	-4%	7.3k	59.08	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$423k		14k	31.02	View chart
Lockheed Martin Corporation (LMT)	0.1	$423k	+3%	919.00	460.28	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$421k		16k	26.82	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$415k		4.0k	103.93	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$414k	-29%	7.5k	55.54	View chart
Flexshares Tr Int Qltdvdynam (IQDY)	0.1	$398k		15k	26.49	View chart
Danaher Corporation (DHR)	0.1	$396k	+91%	1.7k	239.71	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$393k	-13%	15k	26.34	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$392k		818.00	479.22	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$391k	-26%	9.6k	40.56	View chart
Automatic Data Processing (ADP)	0.1	$383k	+24%	1.7k	219.48	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$380k		10k	36.73	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$376k		2.8k	132.67	View chart
Intercontinental Exchange (ICE)	0.1	$373k	+44%	3.3k	113.13	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$369k		9.3k	39.53	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$360k		6.2k	57.67	View chart
Becton, Dickinson and (BDX)	0.1	$356k		1.3k	264.10	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$353k		4.3k	81.86	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$352k	-49%	7.0k	50.65	View chart
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP)	0.1	$349k	+2%	5.6k	62.40	View chart
FedEx Corporation (FDX)	0.1	$341k		1.4k	247.64	View chart
Abbott Laboratories (ABT)	0.1	$335k	+83%	3.1k	108.98	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$333k		3.5k	94.15	View chart
Cohen & Steers infrastucture Fund (UTF)	0.0	$328k	-21%	14k	23.62	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$327k		6.6k	49.55	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.0	$325k		8.0k	40.70	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$324k		1.3k	242.51	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$322k		4.4k	72.59	View chart
Invesco Exchange Traded Fd T S&p Mdcp400 Eq (EWMC)	0.0	$321k		3.5k	91.12	View chart
Quanta Services (PWR)	0.0	$314k		1.6k	196.50	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$311k		5.1k	61.23	View chart
Waste Management (WM)	0.0	$310k	+25%	1.8k	173.28	View chart
Eaton Corp SHS (ETN)	0.0	$309k		1.5k	201.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$306k		1.9k	165.23	View chart
Union Pacific Corporation (UNP)	0.0	$305k	+54%	1.5k	204.56	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$300k		3.1k	96.53	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$296k		6.2k	47.86	View chart
S&p Global (SPGI)	0.0	$295k	+24%	735.00	401.36	View chart
Assured Guaranty (AGO)	0.0	$294k	+27%	5.3k	55.87	View chart
Rollins (ROL)	0.0	$292k	+4%	6.8k	42.87	View chart
Chevron Corporation (CVX)	0.0	$290k	+120%	1.8k	157.27	View chart
Moody's Corporation (MCO)	0.0	$289k	+4%	831.00	347.77	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$289k	-3%	2.0k	144.50	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$282k		6.8k	41.41	View chart
Nike CL B (NKE)	0.0	$280k	+4%	2.5k	110.45	View chart
Edwards Lifesciences (EW)	0.0	$279k	+63%	3.0k	94.35	View chart
Air Products & Chemicals (APD)	0.0	$278k	+11%	928.00	299.57	View chart
General Dynamics Corporation (GD)	0.0	$278k	+48%	1.3k	215.34	View chart
Blackrock Etf Trust Ii Intermedia Muni (INMU)	0.0	$278k		12k	23.44	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$276k	+12%	896.00	308.04	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$276k		4.4k	62.57	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$272k		4.1k	66.70	View chart
Medtronic SHS (MDT)	0.0	$272k		3.1k	88.00	View chart
Stryker Corporation (SYK)	0.0	$268k	+78%	878.00	305.24	View chart
Sherwin-Williams Company (SHW)	0.0	$267k	+6%	1.0k	265.94	View chart
Intuit (INTU)	0.0	$266k	+4%	581.00	457.83	View chart
American Tower Reit (AMT)	0.0	$263k	+41%	1.4k	193.67	View chart
Ishares Tr Core Divid Etf (DIVB)	0.0	$263k	-26%	6.9k	38.26	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$259k	+27%	3.5k	73.06	View chart
Roper Industries (ROP)	0.0	$257k	+6%	534.00	481.27	View chart
Republic Services (RSG)	0.0	$256k	+5%	1.7k	152.93	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$255k	-5%	4.3k	59.01	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$252k		5.8k	43.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$246k		1.1k	220.04	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$246k		4.5k	54.89	View chart
Enterprise Products Partners (EPD)	0.0	$239k		9.1k	26.40	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$234k		5.1k	45.88	View chart
Hp (HPQ)	0.0	$226k	-4%	7.4k	30.71	View chart
Raytheon Technologies Corp (RTX)	0.0	$224k	+36%	2.3k	98.16	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$223k		7.6k	29.39	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.0	$220k		4.2k	52.37	View chart
Diamondback Energy (FANG)	0.0	$219k		1.7k	131.37	View chart
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)	0.0	$217k		3.9k	55.37	View chart
Nextera Energy (NEE)	0.0	$216k	+47%	2.9k	74.05	View chart
Walt Disney Company (DIS)	0.0	$215k	+46%	2.4k	89.25	View chart
Msci (MSCI)	0.0	$215k	+4%	458.00	469.43	View chart
Analog Devices (ADI)	0.0	$215k	+28%	1.1k	194.57	View chart
Zoetis Cl A (ZTS)	0.0	$214k	+15%	1.2k	172.30	View chart
Bank of America Corporation (BAC)	0.0	$210k	+283%	7.3k	28.65	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$209k	+4%	2.2k	93.01	View chart
United Parcel Service CL B (UPS)	0.0	$206k	-4%	1.2k	179.13	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.0	$204k		3.6k	56.67	View chart

Past Filings by Capital Advisors

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

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
Capital Advisors 2020 Q2 filed Aug. 6, 2020
Capital Advisors 2020 Q1 filed May 8, 2020
Capital Advisors 2019 Q4 filed Feb. 3, 2020
Capital Advisors 2019 Q3 filed Oct. 23, 2019

View all past filings

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