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  Name: Capital Advisors Wealth Management LLC
  City: YAKIMA
  State: WA
  Zip: 98902
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $482,064,000
  Total Value Change : $43,228,000
  Securities Held Change : 13
   
All Securities Held : 158
  New Positions : 17
  Closed Positions : 6
  Increased Positions : 74
  Unchanged Positions : 8
  Decreased Positions : 59

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Holdings Found : 17     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
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 27 New $0.00 $4,518,000 91,908 0.94% 4,518,000 91,908 0.089    N/A
   (EXPE)1 Year Chart         EXPE Expedia Inc 67 New $114.32 $731,000 5,305 0.15% 731,000 5,305 0    Internet Service Prov...
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 68 New $445.87 $728,000 1,742 0.15% 728,000 1,742 0.001    Drug Manufacturers - ...
   (MAA)1 Year Chart         MAA Mid America Apartment Commu... 94 New $136.86 $441,000 3,355 0.09% 441,000 3,355 0.003    REIT - Diversified
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 109 New $71.74 $336,000 4,621 0.07% 336,000 4,621 0.001    Closed - End Fund - E...
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 116 New $74.47 $296,000 3,922 0.06% 296,000 3,922 0.002    Closed - End Fund - Debt
   (DUK)1 Year Chart         DUK Duke Energy Corp 122 New $103.66 $275,000 2,842 0.06% 275,000 2,842 0    Electric Utilities
   (PM)1 Year Chart         PM Philip Morris International... 125 New $99.59 $256,000 2,790 0.05% 256,000 2,790 0    Cigarettes & Other To...
   (DIS)1 Year Chart         DIS Walt Disney Co 136 New $102.90 $229,000 1,871 0.05% 229,000 1,871 0.001    Entertainment - Diver...
   (ECL)1 Year Chart         ECL Ecolab Inc 140 New $234.69 $226,000 979 0.05% 226,000 979 0    Cleaning Products
   (MA)1 Year Chart         MA MasterCard Inc A 142 New $459.66 $217,000 451 0.05% 217,000 451 0    Business Services
   (HLT)1 Year Chart         HLT Hilton Worldwide Holdings Inc. 145 New $205.57 $213,000 1,000 0.04% 213,000 1,000 0    Lodging
   (NUSC)1 Year Chart         NUSC Nushares Esg Small Cap Etf 147 New $0.00 $211,000 5,067 0.04% 211,000 5,067 0.022    N/A
   (JAVA)1 Year Chart         JAVA Jpmorgan Active Value Etf 150 New $60.26 $203,000 3,394 0.04% 203,000 3,394 0    N/A
   (DOW)1 Year Chart         DOW DOW Inc 151 New $59.24 $202,000 3,487 0.04% 202,000 3,487 0.001    Diversified Chemicals
   (NXP)1 Year Chart         NXP Nuveen Select Tax Free Inco... 154 New $14.40 $151,000 10,460 0.03% 151,000 10,460 0.063    Closed - End Fund - Debt
   (ESPR)1 Year Chart         ESPR Esperion Therapeutics, Inc. 156 New $2.48 $58,000 21,800 0.01% 58,000 21,800 0.026    Biotechnology
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