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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
CALFPacer Fds Tr
Recent Activity
Exited
0%
$5.171M
111,146 shares@ $46.53 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$1.314M
11,037 shares@ $119.08 avg price
AGCOAgco Corp
Recent Activity
Exited
0%
$425,046
4,343 shares@ $97.87 avg price
GISGeneral Mls Inc
Recent Activity
Exited
0%
$347,686
4,708 shares@ $73.86 avg price
SHYDVaneck Etf Trust
Recent Activity
Exited
0%
$221,253
9,738 shares@ $22.73 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Exited
0%
$220,463
1,431 shares@ $154.07 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Exited
0%
$218,687
6,046 shares@ $36.18 avg price
MUMicron Technology Inc
Recent Activity
Exited
0%
$217,130
2,094 shares@ $103.7 avg price
XAWFXAlliancebernstein Global Hig
Recent Activity
Exited
0%
$121,724
10,734 shares@ $11.35 avg price
NIONio Inc
Recent Activity
Exited
0%
$76,893
11,511 shares@ $6.68 avg price