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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
IGSBIshares Tr
Recent Activity
Decreased -23.82%
0.06%
$327,419
6,333 shares@ $51.71 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -5.32%
0.06%
$301,998
391 shares@ $772.38 avg price
BABoeing Co
Recent Activity
Decreased -4.07%
0.06%
$287,448
1,624 shares@ $177.0 avg price
TMToyota Motor Corp
Recent Activity
Decreased -29.79%
0.06%
$281,990
1,449 shares@ $194.62 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -7.85%
0.05%
$273,802
2,171 shares@ $126.12 avg price
SUSAIshares Tr
Recent Activity
Decreased -0.97%
0.05%
$271,966
2,237 shares@ $121.58 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -4.01%
0.05%
$260,235
2,415 shares@ $107.76 avg price
AMGNAmgen Inc
Recent Activity
Decreased -3.21%
0.05%
$258,848
993 shares@ $260.68 avg price
PFEPfizer Inc
Recent Activity
Decreased -5.41%
0.05%
$252,994
9,536 shares@ $26.54 avg price
DONWisdomtree Tr
Recent Activity
Decreased -7.6%
0.05%
$250,636
4,917 shares@ $50.98 avg price