Capwealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-30
Total Holdings
99
Total Value
907716302
Accession Number
0001531809-25-000002
Form Type
13F-HR
Manager Name
Capwealth-Advisors
Data Enrichment
91% identified
90 identified9 unidentified

Holdings

99 positions
Manager:
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BERKSHIRE HATHAWAY INC
Shares:97.9K
Value:$52.1M
WILLIAMS COMPANIES, INC.
Shares:803.0K
Value:$48.0M
Palantir Technologies Inc.
Shares:417.1K
Value:$35.2M
MICROSOFT CORP
Shares:93.0K
Value:$34.9M
RTX Corp
Shares:258.1K
Value:$34.2M
INTERNATIONAL BUSINESS MACHINES CORP
Shares:132.3K
Value:$32.9M
DOW INC.
Shares:850.5K
Value:$29.7M
CHEVRON CORP
Shares:174.4K
Value:$29.2M
GILEAD SCIENCES, INC.
Shares:254.2K
Value:$28.5M
NETFLIX INC
Shares:27.4K
Value:$25.6M
CVS HEALTH Corp
Shares:361.9K
Value:$24.5M
JOHNSON & JOHNSON
Shares:146.1K
Value:$24.2M
Duke Energy CORP
Shares:193.3K
Value:$23.6M
BANK OF AMERICA CORP /DE/
Shares:553.9K
Value:$23.1M
CORNING INC /NY
Shares:465.6K
Value:$21.3M
GENERAL ELECTRIC CO
Shares:104.5K
Value:$20.9M
Merck & Co., Inc.
Shares:230.4K
Value:$20.7M
HORTON D R INC /DE/
Shares:160.8K
Value:$20.4M
EQUINIX INC
Shares:24.1K
Value:$19.7M
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:112.3K
Value:$18.6M