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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
VUGVanguard Index Fds
Recent Activity
Decreased -0.13%
0.11%
$609,012
1,484 shares@ $410.39 avg price
VNLAJanus Detroit Str Tr
Recent Activity
Decreased -15.8%
0.1%
$544,218
11,127 shares@ $48.91 avg price
IBMInternational Business Machs
Recent Activity
Decreased -15.43%
0.1%
$541,903
2,465 shares@ $219.84 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.6%
0.1%
$526,822
9,199 shares@ $57.27 avg price
TLTIshares Tr
Recent Activity
Decreased -33.02%
0.09%
$461,424
5,284 shares@ $87.33 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.64%
0.09%
$450,202
7,231 shares@ $62.26 avg price
HDVIshares Tr
Recent Activity
Decreased -17.22%
0.08%
$439,651
3,916 shares@ $112.28 avg price
PCARPaccar Inc
Recent Activity
Decreased -2.68%
0.07%
$339,700
3,266 shares@ $104.02 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -19.51%
0.07%
$338,657
2,342 shares@ $144.61 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -4.37%
0.06%
$332,347
3,341 shares@ $99.48 avg price