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Oracle Corporation shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in Oracle Corporation

Tip: Access up to 7 years of quarterly data

All positions including Oracle Corporation 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 Oracle Corporation by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $369k 1.3k 281.24
2025-06-30 $266k 1.2k 218.58

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 Oracle Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Morgan Stanley
Susquehanna International
Capital Research Global Investors
Northern Trust
Citadel Advisors
Jane Street
Loomis, Sayles and
Goldman Sachs Group
UBS Group

View all funds holding Oracle Corporation