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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
GOOGLAlphabet Inc
Recent Activity
Increased 0.44%
1.06%
$5.907M
31,203 shares@ $189.31 avg price
VNQVanguard Index Fds
Recent Activity
Increased 2.3%
1.05%
$5.865M
65,834 shares@ $89.09 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 0.81%
1.01%
$5.648M
98,182 shares@ $57.53 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 1.17%
0.86%
$4.823M
56,301 shares@ $85.67 avg price
VVisa Inc
Recent Activity
Increased 1.41%
0.85%
$4.757M
15,052 shares@ $316.04 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.83%
0.82%
$4.583M
15,814 shares@ $289.81 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1.51%
0.7%
$3.917M
16,893 shares@ $231.85 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 26.8%
0.7%
$3.879M
77,374 shares@ $50.13 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 217.62%
0.66%
$3.691M
141,581 shares@ $26.08 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Increased 2.4%
0.64%
$3.57M
30,995 shares@ $115.18 avg price