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| Name: |
CAPWEALTH ADVISORS, LLC |
| City: |
FRANKLIN |
| State: |
TN |
| Zip: |
37067 |
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data |
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| Holdings
Found :
4 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NEE |
NextEra Energy |
57 |
New |
$73.06 |
$949,000 |
14,846 |
0.11% |
949,000 |
14,846 |
0.001 |
Electric Utilities |
|
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SCHX |
Schwab Strategic Trust |
93 |
New |
$64.10 |
$218,000 |
3,514 |
0.02% |
218,000 |
3,514 |
0 |
Closed - End Fund - Debt |
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QCOM |
QUALCOMM Inc |
95 |
New |
$215.33 |
$212,000 |
1,251 |
0.02% |
212,000 |
1,251 |
0 |
Communication Equipment |
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GLD |
streetTRACKS Gold Trust |
96 |
New |
$215.73 |
$201,000 |
977 |
0.02% |
201,000 |
977 |
0 |
Closed - End Fund - E... |
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