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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 :
20 |
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Page 1 of 1 |
Menu
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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 |
|
BRK.A |
Berkshire Hathaway Inc |
55 |
- |
$610,900.00 |
$1,269,000 |
2 |
0.14% |
184,000 |
0 |
0 |
Property & Casualty I... |
|
|
MCD |
McDonalds Corp |
60 |
- |
$253.58 |
$805,000 |
2,855 |
0.09% |
-42,000 |
0 |
0 |
Restaurants |
|
|
HXL |
Hexcel Corp |
61 |
- |
$62.25 |
$763,000 |
10,480 |
0.09% |
-10,000 |
0 |
0.011 |
Aerospace/Defense Pro... |
|
|
DVY |
iShares Dow Select Div |
62 |
- |
$118.98 |
$669,000 |
5,432 |
0.08% |
32,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
|
VOO |
Vanguard S&P 500 Etf |
63 |
- |
$498.98 |
$652,000 |
1,357 |
0.07% |
59,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
LOW |
Lowes Companies Inc |
66 |
- |
$223.35 |
$509,000 |
2,000 |
0.06% |
64,000 |
0 |
0 |
Home Improvement Stores |
|
|
JPM |
JP Morgan Chase & Co |
68 |
- |
$193.78 |
$451,000 |
2,252 |
0.05% |
68,000 |
0 |
0 |
Domestic Money Center... |
|
|
NVDA |
NVIDIA Corporation |
71 |
- |
$131.88 |
$413,000 |
457 |
0.05% |
187,000 |
0 |
0 |
Semiconductor - Speci... |
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FB |
Meta Platforms Inc |
74 |
- |
$504.16 |
$361,000 |
744 |
0.04% |
98,000 |
0 |
0 |
Internet Service Prov... |
|
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CGXU |
Capital Group International... |
76 |
- |
$0.00 |
$332,000 |
12,878 |
0.04% |
25,000 |
0 |
0.014 |
N/A |
|
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LLY |
Eli Lilly & Co |
77 |
- |
$878.45 |
$329,000 |
423 |
0.04% |
82,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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FNDX |
Schwab Fundamental US Large... |
78 |
- |
$66.45 |
$310,000 |
4,597 |
0.03% |
25,000 |
0 |
0.002 |
N/A |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
79 |
- |
$530.35 |
$310,000 |
558 |
0.03% |
27,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
MTN |
Vail Resorts Inc |
80 |
- |
$175.95 |
$305,000 |
1,370 |
0.03% |
13,000 |
0 |
0.003 |
Gambling/Resorts |
|
|
MSG |
Madison Square Garden Co |
83 |
- |
$182.12 |
$295,000 |
1,600 |
0.03% |
4,000 |
0 |
0.001 |
N/A |
|
|
CLX |
Clorox Co |
85 |
- |
$133.70 |
$289,000 |
1,888 |
0.03% |
20,000 |
0 |
0.001 |
Cleaning Products |
|
|
AVGO |
Broadcom Limited |
86 |
- |
$1,735.04 |
$280,000 |
211 |
0.03% |
44,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
FHN |
First Horizon National Corp... |
87 |
- |
$14.27 |
$266,000 |
17,283 |
0.03% |
21,000 |
0 |
0.003 |
Domestic Regional Banks |
|
|
UNH |
Unitedhealth Group Inc |
88 |
- |
$497.12 |
$252,000 |
509 |
0.03% |
-16,000 |
0 |
0 |
Health Care Plans |
|
|
PLD |
ProLogis Inc |
92 |
- |
$112.29 |
$221,000 |
1,695 |
0.02% |
-5,000 |
0 |
0 |
REIT - Industrial |
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