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| Name: |
Capital Advisors Wealth Management LLC |
| City: |
YAKIMA |
| State: |
WA |
| Zip: |
98902 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
8 |
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Unchanged Positions |
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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 |
|
AEL |
American Equity Investment ... |
46 |
- |
$56.47 |
$1,739,000 |
30,928 |
0.36% |
13,000 |
0 |
0.034 |
Life & Health Insurance |
|
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ADP |
Automatic Data Processing Inc |
98 |
- |
$251.78 |
$400,000 |
1,600 |
0.08% |
27,000 |
0 |
0 |
Business Software & S... |
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ETN |
Eaton Corp |
99 |
- |
$333.25 |
$390,000 |
1,248 |
0.08% |
89,000 |
0 |
0 |
Diversified Machinery |
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LLY |
Eli Lilly & Co |
113 |
- |
$783.18 |
$311,000 |
400 |
0.06% |
78,000 |
0 |
0 |
Drug Manufacturers - ... |
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IWV |
iShares Tr Russell 3000 Indx |
114 |
- |
$303.00 |
$300,000 |
1,000 |
0.06% |
26,000 |
0 |
0.002 |
Closed - End Fund - E... |
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INTC |
Intel Corp |
123 |
- |
$32.10 |
$274,000 |
6,202 |
0.06% |
-38,000 |
0 |
0 |
Semiconductor- Broad... |
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CTAS |
Cintas Corp |
131 |
- |
$697.46 |
$241,000 |
351 |
0.05% |
29,000 |
0 |
0 |
Business Services |
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EOI |
Eaton Vance Enhanced Equity... |
153 |
- |
$18.57 |
$187,000 |
10,273 |
0.04% |
17,000 |
0 |
0.026 |
Closed - End Fund - E... |
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