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Ryan Hitt

Capwealth Advisors, Llc

Assets Managed
$1.347B
Holdings
118
Last Quarter
2026 - Q1
Filed Date
2mo 19d ago
Growth Rate
-7.79%(2Q avg: -3.59%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Capwealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Capwealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.347B in assets, with a quarterly growth rate of -7.79% and a 2-quarter average growth rate of -3.59%. The portfolio is managed by Ryan Hitt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ur-2⤦
Federal Natnl Mort Srs P Non Cum Prf (pnk)
Recent Activity
Increased 0.69%
5.72%
$76.937M
8.141M shares@ $9.46 avg price
GLW
Corning Inc
Recent Activity
Decreased -7.4%
4.45%
$59.933M
440,782 shares@ $135.98 avg price
ur-1⤦
Fannie Mae 8.25 Non-cumulative Perpetual Pfd
Recent Activity
Increased 0.1%
4.32%
$58.087M
5.809M shares@ $10.0 avg price
WMB
Williams Cos Inc
Recent Activity
Decreased -1.72%
4.12%
$55.479M
762,287 shares@ $72.79 avg price
LUMN
Lumen Technologies Inc
Recent Activity
Increased 4.64%
3.62%
$48.721M
7.01M shares@ $6.96 avg price
CVX
Chevron Corp
Recent Activity
Decreased -0.65%
2.93%
$39.394M
190,403 shares@ $206.91 avg price
DOW
Dow Inc
Recent Activity
Decreased -0.88%
2.51%
$33.754M
810,412 shares@ $41.66 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.81%
2.49%
$33.506M
137,072 shares@ $244.45 avg price
GILD
Gilead Sciences Inc
Recent Activity
Decreased -3.84%
2.44%
$32.782M
235,217 shares@ $139.37 avg price
MRK
Merck & Co. Inc.
Recent Activity
Decreased -17.37%
2.43%
$32.631M
271,272 shares@ $120.3 avg price

1-10 of 118