Capital Advisors Wealth Management, LLC
Top Portfolio Positions
114 positions ·
$200,367,431 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
44,164 | $25,490,577 | 12.72% | |
| AAPL |
Apple Inc.
Technology
|
58,375 | $14,814,991 | 7.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
21,392 | $13,912,073 | 6.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
50,973 | $10,616,146 | 5.30% | |
| MSFT |
Microsoft Corp
Technology
|
28,478 | $10,541,701 | 5.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
35,114 | $10,097,381 | 5.04% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
16,665 | $7,985,868 | 3.99% | |
| NVDA |
Nvidia Corp
Technology
|
37,586 | $6,554,998 | 3.27% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,438 | $6,544,022 | 3.27% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,172 | $6,149,965 | 3.07% |
Portfolio Trend
21 quarters · across all stocks
Holdings in NUV
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $451,028 | 50,170 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $332,683 | 36,720 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $251,906 | 28,052 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $194,065 | 22,332 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $129,813 | 14,802 | Shares | Sole | 2025-04-25 | |
| No 13F history on record for this holder in this stock. | ||||||