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Palantir Technologies shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of Palantir Technologies (PLTR) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in Palantir Technologies

Tip: Access up to 7 years of quarterly data

All positions including Palantir Technologies 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 Palantir Technologies by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 21k 182.42
2025-06-30 $2.9M 21k 136.32
2025-03-31 $1.7M 20k 84.40
2024-12-31 $1.5M 19k 75.63
2024-09-30 $222k 6.0k 37.20

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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)
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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 Palantir Technologies

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Citadel Advisors
Jane Street
Jpmorgan Chase & Co
Morgan Stanley
FMR
Invesco
Northern Trust
D. E. Shaw & Co
Amundi
Charles Schwab Investment Management

View all funds holding Palantir Technologies