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