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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
SCHASchwab Strategic Tr
Recent Activity
New Position
0.13%
$674,421
26,080 shares@ $25.86 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
New Position
0.09%
$465,761
8,261 shares@ $56.39 avg price
VOOVanguard Index Fds
Recent Activity
New Position
0.08%
$394,825
733 shares@ $538.65 avg price
CEGConstellation Energy Corp
Recent Activity
New Position
0.07%
$344,418
1,540 shares@ $223.65 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.06%
$317,833
310 shares@ $1025.27 avg price
NFLXNetflix Inc
Recent Activity
New Position
0.06%
$309,288
347 shares@ $891.32 avg price
IEFIshares Tr
Recent Activity
New Position
0.05%
$278,885
3,017 shares@ $92.44 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
New Position
0.05%
$270,913
3,660 shares@ $74.02 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.05%
$251,960
766 shares@ $328.93 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
New Position
0.05%
$241,580
4,644 shares@ $52.02 avg price