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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
AAPLApple Inc
Recent Activity
Increased 1.22%
1.15%
$9.251M
39,704 shares@ $233.0 avg price
BILSpdr Ser Tr
Recent Activity
Increased 7.36%
1.03%
$8.286M
90,251 shares@ $91.82 avg price
IJSIshares Tr
Recent Activity
Decreased -0.27%
1.03%
$8.237M
76,508 shares@ $107.67 avg price
IVEIshares Tr
Recent Activity
Decreased -0.5%
0.97%
$7.779M
39,454 shares@ $197.17 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.39%
0.94%
$7.541M
17,524 shares@ $430.33 avg price
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
GSYInvesco Actively Managed Exc
Recent Activity
Decreased -13.6%
0.76%
$6.102M
121,597 shares@ $50.19 avg price
VTVVanguard Index Fds
Recent Activity
Increased 1%
0.68%
$5.482M
31,403 shares@ $174.57 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -11.61%
0.68%
$5.451M
62,082 shares@ $87.81 avg price