$329 Million is the total value of Capital Advisors Wealth Management, LLC's 118 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AEL | AMERICAN EQTY INVT LIFE HLD | $1,262,000 | +31.6% | 32,436 | 0.0% | 0.38% | +12.6% | |
| PAYX | PAYCHEX INC | $268,000 | +21.3% | 1,966 | 0.0% | 0.08% | +3.8% | |
| VUSB | VANGUARD BD INDEX FDSvanguard ultra | $225,000 | -0.4% | 4,500 | 0.0% | 0.07% | -15.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 11 | Q3 2023 | 7.6% |
| ISHARES TR | 11 | Q3 2023 | 6.0% |
| VANGUARD WORLD FDS | 11 | Q3 2023 | 7.3% |
| SSGA ACTIVE ETF TR | 11 | Q3 2023 | 7.7% |
| VANGUARD WHITEHALL FDS | 11 | Q3 2023 | 4.5% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q3 2023 | 5.8% |
| JANUS DETROIT STR TR | 11 | Q3 2023 | 8.1% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 2.4% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 2.4% |
| APPLE INC | 11 | Q3 2023 | 2.3% |
View Capital Advisors Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-04 |
View Capital Advisors Wealth Management, 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.