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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
DLNWisdomtree Tr
Recent Activity
Increased 0.32%
0.12%
$668,235
8,590 shares@ $77.8 avg price
MOAltria Group Inc
Recent Activity
Increased 1.51%
0.12%
$658,878
12,600 shares@ $52.3 avg price
BILSpdr Ser Tr
Recent Activity
Increased 75%
0.12%
$640,010
7,000 shares@ $91.43 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 255.33%
0.11%
$570,607
20,886 shares@ $27.33 avg price
TAt&t Inc
Recent Activity
Increased 12.84%
0.09%
$493,336
21,666 shares@ $22.78 avg price
JPEFJ P Morgan Exchange Traded F
Recent Activity
Increased 18.32%
0.09%
$490,333
7,306 shares@ $67.12 avg price
HDHome Depot Inc
Recent Activity
Increased 14.67%
0.09%
$486,776
1,251 shares@ $389.11 avg price
LHXL3harris Technologies Inc
Recent Activity
Increased 12.2%
0.09%
$477,949
2,273 shares@ $210.28 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 0.78%
0.09%
$469,490
1,939 shares@ $242.13 avg price
MPCMarathon Pete Corp
Recent Activity
Increased 0.57%
0.09%
$469,290
3,364 shares@ $139.51 avg price