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Mark Ciulla

@Capital Advisors, Ltd. Llc

Latest period2024 - Q3ReportedManaged Assets$806.3MTotal holdings1554
Assets growth rate4.65%Assets growth rate (2-Q avg)2.55%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Advisors, Ltd. Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1554 positions.

Assets under management

The assets under management (AUM) of Capital Advisors, Ltd. Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 806.3M in assets, with a quarterly growth rate of 4.65% and a 2-quarter average growth rate of 2.55%. The portfolio is managed by Mark Ciulla, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OEFIshares Tr
Recent Activity
Increased 3.36%
0.92%
$7.351M
26,562 shares@ $276.75 avg price
DKNGDraftkings Inc New
Recent Activity
Increased 0.01%
0.77%
$6.203M
158,240 shares@ $39.2 avg price
VTVVanguard Index Fds
Recent Activity
Increased 1%
0.68%
$5.482M
31,403 shares@ $174.57 avg price
ITOTIshares Tr
Recent Activity
Increased 0.06%
0.58%
$4.664M
37,132 shares@ $125.61 avg price
REGLProshares Tr
Recent Activity
Increased 1.07%
0.57%
$4.569M
55,870 shares@ $81.78 avg price
SHVIshares Tr
Recent Activity
Increased 3.72%
0.45%
$3.595M
32,497 shares@ $110.63 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Increased 0.03%
0.44%
$3.468M
57,606 shares@ $60.21 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Increased 6.02%
0.39%
$3.103M
38,640 shares@ $80.31 avg price
LEADSiren Etf Tr
Recent Activity
Increased 0.82%
0.33%
$2.652M
38,283 shares@ $69.28 avg price
IJHIshares Tr
Recent Activity
Increased 1.41%
0.31%
$2.474M
39,697 shares@ $62.33 avg price