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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
MINTPimco Etf Tr
Recent Activity
Increased 643.17%
0.63%
$3.507M
34,951 shares@ $100.34 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 3.75%
0.52%
$2.867M
36,472 shares@ $78.62 avg price
FNFFidelity National Financial
Recent Activity
Increased 2.07%
0.46%
$2.55M
45,418 shares@ $56.14 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 20.54%
0.44%
$2.45M
10,219 shares@ $239.73 avg price
CVXChevron Corp New
Recent Activity
Increased 1.03%
0.43%
$2.363M
16,311 shares@ $144.85 avg price
SGOVIshares Tr
Recent Activity
Increased 128.97%
0.38%
$2.129M
21,225 shares@ $100.32 avg price
ABBVAbbvie Inc
Recent Activity
Increased 2.18%
0.37%
$2.068M
11,640 shares@ $177.7 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 131.03%
0.33%
$1.843M
10,128 shares@ $181.97 avg price
CRMSalesforce Inc
Recent Activity
Increased 0.32%
0.33%
$1.818M
5,437 shares@ $334.33 avg price
SOFISofi Technologies Inc
Recent Activity
Increased 3.43%
0.31%
$1.723M
111,887 shares@ $15.41 avg price