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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
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -12.49%
0.28%
$2.23M
49,215 shares@ $45.32 avg price
EQALInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -10.02%
0.26%
$2.07M
42,553 shares@ $48.65 avg price
IJRIshares Tr
Recent Activity
Decreased -2.83%
0.25%
$1.994M
17,052 shares@ $116.94 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -6.53%
0.24%
$1.921M
30,498 shares@ $62.99 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -6.14%
0.24%
$1.915M
24,340 shares@ $78.68 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -10.54%
0.21%
$1.666M
40,508 shares@ $41.13 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.2%
0.19%
$1.483M
8,872 shares@ $167.16 avg price
PAVEGlobal X Fds
Recent Activity
Decreased -0.1%
0.18%
$1.426M
34,651 shares@ $41.16 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Decreased -38.33%
0.18%
$1.411M
14,641 shares@ $96.38 avg price
EFAVIshares Tr
Recent Activity
Decreased -7.76%
0.18%
$1.402M
18,280 shares@ $76.7 avg price