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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
SOSouthern Co
Recent Activity
Increased 81.93%
0.07%
$376,942
4,579 shares@ $82.32 avg price
VBVanguard Index Fds
Recent Activity
Increased 5.82%
0.07%
$371,638
1,547 shares@ $240.24 avg price
IWBIshares Tr
Recent Activity
Increased 1.79%
0.07%
$366,673
1,138 shares@ $322.21 avg price
COINCoinbase Global Inc
Recent Activity
Increased 3.16%
0.07%
$365,001
1,470 shares@ $248.3 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 1.45%
0.07%
$354,013
2,942 shares@ $120.34 avg price
PFFIshares Tr
Recent Activity
Increased 5.79%
0.07%
$350,620
11,152 shares@ $31.45 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 1.25%
0.07%
$346,009
4,812 shares@ $71.91 avg price
DHSWisdomtree Tr
Recent Activity
Increased 3.12%
0.06%
$330,684
3,542 shares@ $93.37 avg price
SBUXStarbucks Corp
Recent Activity
Increased 27.29%
0.06%
$326,947
3,583 shares@ $91.25 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 22.48%
0.06%
$300,709
594 shares@ $506.25 avg price