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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
XLISelect Sector Spdr Tr
Recent Activity
Decreased -14.26%
0.41%
$3.273M
24,162 shares@ $135.47 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Increased 6.02%
0.39%
$3.103M
38,640 shares@ $80.31 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
LEADSiren Etf Tr
Recent Activity
Increased 0.82%
0.33%
$2.652M
38,283 shares@ $69.28 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -2.18%
0.32%
$2.562M
10,521 shares@ $243.52 avg price
IJHIshares Tr
Recent Activity
Increased 1.41%
0.31%
$2.474M
39,697 shares@ $62.33 avg price
TCHPT Rowe Price Etf Inc
Recent Activity
Increased 4.6%
0.31%
$2.468M
62,263 shares@ $39.64 avg price
VDEVanguard World Fd
Recent Activity
Decreased -15.9%
0.3%
$2.413M
19,700 shares@ $122.49 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
0.3%
$2.411M
5,699 shares@ $423.06 avg price