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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
WFCWells Fargo Co New
Recent Activity
New Position
0.05%
$240,802
3,428 shares@ $70.25 avg price
ALKAlaska Air Group Inc
Recent Activity
New Position
0.05%
$240,546
3,715 shares@ $64.75 avg price
XLFSelect Sector Spdr Tr
Recent Activity
New Position
0.05%
$229,967
4,758 shares@ $48.34 avg price
IWYIshares Tr
Recent Activity
New Position
0.04%
$213,254
906 shares@ $235.38 avg price
AMATApplied Matls Inc
Recent Activity
New Position
0.04%
$213,235
1,311 shares@ $162.66 avg price
VRTVertiv Holdings Co
Recent Activity
New Position
0.04%
$208,684
1,837 shares@ $113.61 avg price