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Blackrock shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in Blackrock

Tip: Access up to 7 years of quarterly data

All positions including Blackrock held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $297k 255 1165.28
2025-06-30 $255k 243 1050.46
2025-03-31 $295k 311 946.79
2024-12-31 $318k 310 1025.27

More positions owned by Capital Advisors Wealth Management

Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Inf Tech Etf (VGT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Bd Index Fds Long Term Bond (BLV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for Capital Advisors Wealth Management

Top funds holding Blackrock

Vanguard Group
BlackRock
State Street Corporation
Temasek Holdings
Capital Research Global Investors
Morgan Stanley
Capital World Investors
Geode Capital Management
Wells Fargo & Company
FMR
Fisher Investments
Capital Research and Management Company - Division 3
Franklin Resources
Ameriprise Financial
Northern Trust

View all funds holding Blackrock