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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
MAAMid-amer Apt Cmntys Inc
Recent Activity
Increased 21.17%
0.19%
$1.017M
6,577 shares@ $154.57 avg price
VOOVVanguard Admiral Fds Inc
Recent Activity
Increased 1.11%
0.18%
$976,274
5,291 shares@ $184.52 avg price
GSEWGoldman Sachs Etf Tr
Recent Activity
Increased 28.69%
0.17%
$911,067
11,798 shares@ $77.23 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Increased 5.84%
0.16%
$846,878
2,103 shares@ $402.7 avg price
FGF&g Annuities & Life Inc
Recent Activity
Increased 4.99%
0.15%
$842,003
20,319 shares@ $41.44 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 2.54%
0.15%
$799,660
16,722 shares@ $47.83 avg price
LULULululemon Athletica Inc
Recent Activity
Increased 6.11%
0.14%
$764,820
2,000 shares@ $382.41 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 3.59%
0.14%
$749,402
6,967 shares@ $107.57 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 3.47%
0.13%
$696,392
1,433 shares@ $485.97 avg price
WMTWalmart Inc
Recent Activity
Increased 27.26%
0.13%
$694,735
7,689 shares@ $90.36 avg price