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Anthony Farina

@Capital Advisors Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$561.669MTotal holdings173
Assets growth rate3.48%Assets growth rate (2-Q avg)5.4%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Advisors Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of Capital Advisors Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 561.669M in assets, with a quarterly growth rate of 3.48% and a 2-quarter average growth rate of 5.4%. The portfolio is managed by Anthony Farina, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLVVanguard Bd Index Fds
Recent Activity
Decreased -4.87%
3.93%
$22.039M
322,069 shares@ $68.43 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
Decreased 0%
3.83%
$21.482M
470,882 shares@ $45.63 avg price
FNDFSchwab Strategic Tr
Recent Activity
Decreased -18.83%
3.44%
$19.313M
581,552 shares@ $33.22 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -13.68%
2.91%
$16.319M
288,926 shares@ $56.49 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.28%
1.06%
$5.919M
10,110 shares@ $585.51 avg price
AGGIshares Tr
Recent Activity
Decreased -9.49%
0.82%
$4.604M
47,517 shares@ $96.91 avg price
MUBIshares Tr
Recent Activity
Decreased -4.87%
0.68%
$3.779M
35,465 shares@ $106.56 avg price
VOVanguard Index Fds
Recent Activity
Decreased -2.28%
0.61%
$3.388M
12,828 shares@ $264.14 avg price
COLBColumbia Bkg Sys Inc
Recent Activity
Decreased -0.39%
0.57%
$3.186M
117,947 shares@ $27.01 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -0.35%
0.31%
$1.685M
10,972 shares@ $153.62 avg price