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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
DONWisdomtree Tr
Recent Activity
Increased 0.6%
0.22%
$1.709M
33,422 shares@ $51.14 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 6.62%
0.21%
$1.66M
21,185 shares@ $78.36 avg price
FMQQExchange Traded Concepts Tru
Recent Activity
Increased 125.72%
0.19%
$1.482M
109,760 shares@ $13.51 avg price
ORCLOracle Corp
Recent Activity
Increased 0.89%
0.17%
$1.341M
7,868 shares@ $170.44 avg price
LLYEli Lilly & Co
Recent Activity
Increased 2%
0.16%
$1.269M
1,432 shares@ $886.18 avg price
QEFASpdr Index Shs Fds
Recent Activity
Increased 0.9%
0.15%
$1.183M
14,705 shares@ $80.45 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.08%
0.15%
$1.178M
1,329 shares@ $886.39 avg price
AVGOBroadcom Inc
Recent Activity
Increased 924.63%
0.15%
$1.17M
6,783 shares@ $172.5 avg price
AMLPAlps Etf Tr
Recent Activity
Increased 29.37%
0.14%
$1.118M
23,722 shares@ $47.13 avg price
TDVGT Rowe Price Etf Inc
Recent Activity
Increased 0.39%
0.14%
$1.093M
26,693 shares@ $40.95 avg price