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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
COWZPacer Fds Tr
Recent Activity
Decreased -13.68%
2.91%
$16.319M
288,926 shares@ $56.49 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 17.18%
2.78%
$15.607M
309,857 shares@ $50.37 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 1.7%
2.49%
$13.933M
109,201 shares@ $127.59 avg price
AAPLApple Inc
Recent Activity
Increased 4.78%
2.37%
$13.258M
52,944 shares@ $250.43 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 9.42%
1.97%
$11.01M
50,187 shares@ $219.39 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 8.33%
1.89%
$10.564M
25,063 shares@ $421.5 avg price
VBRVanguard Index Fds
Recent Activity
Increased 1.3%
1.79%
$10.047M
50,697 shares@ $198.19 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 3.16%
1.65%
$9.229M
15,746 shares@ $586.1 avg price
VYMIVanguard Whitehall Fds
Recent Activity
Increased 0.41%
1.49%
$8.328M
122,693 shares@ $67.89 avg price
VBKVanguard Index Fds
Recent Activity
Increased 1.09%
1.4%
$7.846M
28,017 shares@ $280.06 avg price