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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
MINTPimco Etf Tr
Recent Activity
Decreased -11.26%
0.49%
$3.941M
39,135 shares@ $100.71 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Decreased -11.19%
0.45%
$3.593M
40,701 shares@ $88.28 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -14.26%
0.41%
$3.273M
24,162 shares@ $135.47 avg price
VFQYVanguard Wellington Fd
Recent Activity
Decreased -7.05%
0.37%
$2.966M
20,758 shares@ $142.89 avg price
ITAIshares Tr
Recent Activity
Decreased -3.04%
0.34%
$2.74M
18,310 shares@ $149.65 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -2.18%
0.32%
$2.562M
10,521 shares@ $243.52 avg price
VDEVanguard World Fd
Recent Activity
Decreased -15.9%
0.3%
$2.413M
19,700 shares@ $122.49 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Decreased -10.11%
0.3%
$2.38M
65,795 shares@ $36.18 avg price
IEFAIshares Tr
Recent Activity
Decreased -4.82%
0.29%
$2.266M
29,038 shares@ $78.04 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.68%
0.28%
$2.234M
11,992 shares@ $186.3 avg price