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Intuit shares owned by Capital Advisors Wealth Management

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

Historical chart of Capital Advisors Wealth Management investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit 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 Intuit by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 470 432.61

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)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard World Inf Tech Etf (VGT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)

View all positions for Capital Advisors Wealth Management

Top funds holding Intuit

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Invesco
Wellington Management Company
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
State Farm Mutual Automobile Insurance Company
FMR
Susquehanna International

View all funds holding Intuit