test

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
CSCOCisco Sys Inc
Recent Activity
Increased 70.78%
0.09%
$469,107
7,924 shares@ $59.21 avg price
CATCaterpillar Inc
Recent Activity
Increased 8.85%
0.09%
$459,541
1,267 shares@ $362.71 avg price
ITMVaneck Etf Trust
Recent Activity
Increased 0.92%
0.09%
$450,893
9,781 shares@ $46.1 avg price
VXFVanguard Index Fds
Recent Activity
Increased 1.31%
0.08%
$443,227
2,333 shares@ $189.99 avg price
PWRQuanta Svcs Inc
Recent Activity
Increased 25.78%
0.08%
$422,411
1,337 shares@ $315.94 avg price
ETNEaton Corp Plc
Recent Activity
Increased 0.97%
0.08%
$418,156
1,260 shares@ $331.87 avg price
NXPNuveen Select Tax-free Incom
Recent Activity
Increased 31.38%
0.08%
$405,349
26,756 shares@ $15.15 avg price
VZVerizon Communications Inc
Recent Activity
Increased 11.8%
0.08%
$396,475
9,914 shares@ $40.0 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 16.83%
0.08%
$395,529
2,257 shares@ $175.25 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 0.26%
0.07%
$392,523
1,945 shares@ $201.82 avg price