$453 Million is the total value of Capital Advisors, Ltd. LLC's 456 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LEAD | New | SIREN ETF TRdivcn ldrs etf | $771,000 | – | 16,266 | +100.0% | 0.17% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $196,000 | – | 2,250 | +100.0% | 0.04% | – |
| NIO | New | NIO INCspon ads | $49,000 | – | 1,000 | +100.0% | 0.01% | – |
| VTRS | New | VIATRIS INC | $24,000 | – | 1,293 | +100.0% | 0.01% | – |
| LYV | New | LIVE NATION ENTMT IN | $23,000 | – | 311 | +100.0% | 0.01% | – |
| HST | New | HOST HOTELS & RESORTS INC | $22,000 | – | 1,488 | +100.0% | 0.01% | – |
| TGRW | New | T ROWE PRICE ETF INCprice grw stock | $11,000 | – | 360 | +100.0% | 0.00% | – |
| WHR | New | WHIRLPOOL CORP | $9,000 | – | 48 | +100.0% | 0.00% | – |
| RCL | New | ROYAL CARIBBEAN GROUP | $10,000 | – | 138 | +100.0% | 0.00% | – |
| TCHP | New | T ROWE PRICE ETF INCprice blue chip | $6,000 | – | 209 | +100.0% | 0.00% | – |
| GCC | New | WISDOMTREE TRenhncd cmmdty st | $1,000 | – | 33 | +100.0% | 0.00% | – |
| SOLO | New | ELECTRAMECCANICA VEHS CORP | $2,000 | – | 300 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 40 | Q3 2023 | 12.5% |
| ISHARES TR | 40 | Q3 2023 | 8.1% |
| ISHARES TR | 40 | Q3 2023 | 6.2% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 4.9% |
| ISHARES TR | 40 | Q3 2023 | 5.6% |
| SPDR SER TR S&P DIVID ETF | 40 | Q3 2023 | 4.8% |
| ISHARES TR | 40 | Q3 2023 | 4.4% |
| ISHARES TR | 40 | Q3 2023 | 3.9% |
| ISHARES TR | 40 | Q3 2023 | 3.5% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 3.0% |
View Capital Advisors, Ltd. LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-08 |
View Capital Advisors, Ltd. 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.