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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VERIZON COMMUNICATIONS INC
Shares:383.2K
Value:$17.4M
Apple Inc.
Shares:78.0K
Value:$17.3M
AMAZON COM INC
Shares:89.2K
Value:$17.0M
PEPSICO INC
Shares:111.4K
Value:$16.7M
Snap-on Inc
Shares:45.0K
Value:$15.2M
DEVON ENERGY CORP/DE
Shares:396.9K
Value:$14.8M
GE Vernova Inc.
Shares:48.5K
Value:$14.8M
Sony Group Corp
Shares:559.4K
Value:$14.2M
COCA COLA CO
Shares:185.8K
Value:$13.3M
HONEYWELL INTERNATIONAL INC
Shares:62.1K
Value:$13.1M
STRYKER CORP
Shares:30.9K
Value:$11.5M
HERSHEY CO
Shares:66.1K
Value:$11.3M
AMGEN INC
Shares:35.1K
Value:$10.9M
COSTCO WHOLESALE CORP /NEW
Shares:11.6K
Value:$10.9M
UNITED PARCEL SERVICE INC
Shares:95.6K
Value:$10.5M
HOME DEPOT, INC.
Shares:26.4K
Value:$9.7M
TRACTOR SUPPLY CO /DE/
Shares:175.6K
Value:$9.7M
78468R663
Shares:102.6K
Value:$9.4M
Alphabet Inc.
Shares:57.1K
Value:$8.8M
808524797
Shares:245.1K
Value:$6.9M