| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BK OF AMERICA CORP COM | 45 | Q2 2024 | 6.4% |
| APPLE INC COM | 45 | Q2 2024 | 5.6% |
| MICROSOFT CORP COM | 45 | Q2 2024 | 5.9% |
| JOHNSON & JOHNSON COM | 45 | Q2 2024 | 3.6% |
| WILLIAMS COS INC DEL COM | 45 | Q2 2024 | 4.6% |
| CORNING INC COM | 45 | Q2 2024 | 3.3% |
| CISCO SYSTEMS INC | 45 | Q2 2024 | 3.6% |
| HOME DEPOT INC COM | 45 | Q2 2024 | 3.2% |
| MERCK & COMPANY INC NEW | 45 | Q2 2024 | 3.4% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 45 | Q2 2024 | 5.6% |
View CapWealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-08 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-05 |
View CapWealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.