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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
TCHPT Rowe Price Etf Inc
Recent Activity
Increased 4.6%
0.31%
$2.468M
62,263 shares@ $39.64 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.69%
0.28%
$2.19M
10,388 shares@ $210.83 avg price
NVDANvidia Corporation
Recent Activity
Increased 4.77%
0.26%
$2.092M
17,225 shares@ $121.46 avg price
NOCNorthrop Grumman Corp
Recent Activity
Increased 0.44%
0.26%
$2.083M
3,944 shares@ $528.15 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.51%
0.26%
$2.038M
3,560 shares@ $572.48 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
Increased 28.25%
0.24%
$1.865M
16,224 shares@ $114.96 avg price
BILSSpdr Ser Tr
Recent Activity
Increased 11.41%
0.24%
$1.855M
18,628 shares@ $99.59 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 1.07%
0.23%
$1.854M
27,561 shares@ $67.27 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 36.81%
0.23%
$1.809M
8,014 shares@ $225.73 avg price
IGHGProshares Tr
Recent Activity
Increased 0.03%
0.23%
$1.796M
23,316 shares@ $77.03 avg price