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  Name: CAPWEALTH ADVISORS, LLC
  City: FRANKLIN
  State: TN
  Zip: 37067
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $819,899,000
  Total Value Change : $40,642,000
  Securities Held Change : -6
   
All Securities Held : 98
  New Positions : 4
  Closed Positions : 11
  Increased Positions : 24
  Unchanged Positions : 23
  Decreased Positions : 47

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (WSM)1 Year Chart         WSM Williams Sonoma Inc 48 New $304.70 $3,075,000 15,238 0.38% 3,075,000 15,238 0.02    Home Furnishing Stores
   (AVGO)1 Year Chart         AVGO Broadcom Limited 93 New $1,278.11 $236,000 211 0.03% 236,000 211 0    Semiconductor- Broad...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 95 New $887.89 $226,000 457 0.03% 226,000 457 0    Semiconductor - Speci...
   (PNFP)1 Year Chart         PNFP Pinnacle Financial Partners... 97 New $82.19 $203,000 2,329 0.02% 203,000 2,329 0.003    Domestic Regional Banks

      4 Records Found
  1    
Page 1 of 1
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