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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
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 5.93%
0.28%
$1.56M
4,559 shares@ $342.16 avg price
MLNVaneck Etf Trust
Recent Activity
Increased 11.54%
0.28%
$1.547M
86,514 shares@ $17.88 avg price
IJRIshares Tr
Recent Activity
Increased 2.55%
0.27%
$1.466M
12,720 shares@ $115.22 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 223.03%
0.26%
$1.46M
19,301 shares@ $75.64 avg price
USBUs Bancorp Del
Recent Activity
Increased 2.48%
0.24%
$1.296M
27,102 shares@ $47.84 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 325.08%
0.23%
$1.246M
44,722 shares@ $27.88 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.64%
0.21%
$1.135M
5,960 shares@ $190.43 avg price
MLPAGlobal X Fds
Recent Activity
Increased 2.58%
0.2%
$1.084M
21,933 shares@ $49.41 avg price
TSLATesla Inc
Recent Activity
Increased 13.24%
0.19%
$1.06M
2,626 shares@ $403.85 avg price
PSXPhillips 66
Recent Activity
Increased 7.06%
0.19%
$1.018M
8,935 shares@ $113.94 avg price