SOA Wealth Advisors »

Capital Southwest Corporation shares owned by SOA Wealth Advisors

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by SOA Wealth Advisors from 13F filings

Historical chart of SOA Wealth Advisors investment in Capital Southwest Corporation

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001239239.5240240.52411010.51111.512
Value ($)Share countHistorical CSWC position of SOA Wealth Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Southwest Corporation by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $240 11 21.82

More positions owned by SOA Wealth Advisors

Ishares Russell Top 200 Growth Etf Etf (IWY)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab Fundamental International Equity Etf Etf (FNDF)
Ishares Select Dividend Etf Etf (DVY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Mid-cap Value Etf Etf (VOE)

View all positions for SOA Wealth Advisors

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Balyasny Asset Management
Sanders Morris Harris
Two Sigma Advisers
Two Sigma Investments
Asset Management Investors
Punch & Associates Investment Management
Sound Income Strategies
Beacon Pointe Advisors
Harbor Capital Advisors
Tectonic Advisors
Melia Wealth
Legal & General Group
First Manhattan
Millennium Management

View all funds holding Capital Southwest Corporation