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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
LOWLowes Cos Inc
Recent Activity
Decreased -20.89%
0.05%
$230,675
935 shares@ $246.72 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -21.82%
0.04%
$220,572
627 shares@ $351.79 avg price
IEFAIshares Tr
Recent Activity
Decreased -7.72%
0.04%
$202,406
2,880 shares@ $70.28 avg price
FFord Mtr Co
Recent Activity
Decreased -31.87%
0.02%
$100,121
10,113 shares@ $9.91 avg price