Capital-Advisors-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "FNDF", "ABBV", null, "GOOGL", "AXP", "T", "BLK", "CAT", "AVGO", "LOW", null, null, null, null, "DUK", "NUV", "FG", "SKYE", null, null, "GILD", "ALDX", "HLT", "HD", null, null, "CCB", "MCD", "QCOM", null, null, "AMAT", "MUB", "META", null, "MYO", "IVW", "IJH", null, "LHX", null, "MPC", "NXP", "PWR", "MSFT", "MAA", "ESPR", "GE", "PCAR", "DLN", "IJR", "PAYX", "IWF", "PANW", "PEP", "IVV", null, "UNH", "AAPL", "SPY", "ECL", "NVDA", "INTC", "PLTR", "PFE", null, "LMT", "PG", "MRK", "VZ", "AMGN", null, "IEFA", null, null, null, "SLB", "GLD", null, null, "IBM", "SBUX", "TM", "UPS", "BIV", "VNQ", "VO", "VXF", null, "VWO", "IWV", null, null, "VCIT", "VIG", "IEF", null, "VYM", "VRTX", "TT", "WM", "GSLC", "DCTH", null, "AMZN", null, null, null, null, "VGT", "USB", "VUG", "VEA", "BLV", "VYMI", null, "VOOV", "VBK", "VTEB", "BND", "VBR", "VB", "VOO", "VTV", "V", "WMT", "WFC", "WELL", null, null, null, null, "FNF", "SCHD", "SOFI", null, "SCHG", "SCHA", null, null, "SO", null, "PSX", "CRM", null, "DINO", null, "GEV", "LULU", "ADP", "BRK-B", "BA", "BAM.TO", "CVX", "CTAS", "CSCO", "KOF", "KO", "COIN", "COLB", "CEG", "COST", "CRWD", "RSP", null, "IWB", "QQQ", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", null, "MO", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-25
- Total Holdings
- 181
- Total Value
- 566025213
- Accession Number
- 0001085146-25-002324
- Form Type
- 13F-HR
- Manager Name
- Capital-Advisors-Wealth-Management
Data Enrichment
75% identified136 identified45 unidentified
Holdings
181 positions • $566.0M total value
Manager:
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Page 10 of 10
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
20.9K | QoQ NEW(+20.9K) YoY NEW(+20.9K) | All Managers (Combined) | $33.2K | 0.0% ($33.2K/$566.0M) | QoQ NEW(+$33.2K) YoY NEW(+$33.2K) |