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Eli Lilly & Co. shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. 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 Eli Lilly & Co. by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $311k 400 778.33
2023-12-31 $233k 400 583.20
2023-09-30 $219k 408 537.38

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Vanguard Specialized Funds Div App Etf (VIG)
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Vanguard Bd Index Fds Long Term Bond (BLV)
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Vanguard Whitehall Fds High Div Yld (VYM)
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Microsoft Corporation (MSFT)

View all positions for Capital Advisors Wealth Management

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
Pnc Financial Services
PRIMECAP Management Company
T. Rowe Price Associates
Jpmorgan Chase & Co
State Farm Mutual Automobile Insurance Company
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Jennison Associates
Legal & General Group
Bank of New York Mellon
Alliancebernstein
Goldman Sachs Group

View all funds holding Eli Lilly & Co.