Fund HoldingsCapital Advisors, Ltd. LLC

Total Portfolio Value
$810.5K
Total Bought
$32.9K
Total Sold
$51.4K
Net Transaction
-$18.5K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR0147,458+147,4580637.72%+63
SPDR S&P 500 ETF TR(SPY)0119,319+119,3190749.10%+74
INVESCO QQQ TR032,059+32,0590182.18%+18
CAESARS ENTERTAINMENT INC NE(CZR)0835,343+835,3430242.93%+24
ISHARES TR0154,835+154,8350172.10%+17
ISHARES TR
MSCI USA QLT FCT
0165,038+165,0380303.72%+30
MICROSOFT CORP(MSFT)017,573+17,573091.08%+9
VANGUARD INDEX FDS030,200+30,2000131.63%+13
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
107,089112,525+5,43619202.52%+2
VANGUARD INDEX FDS081,834+81,8340253.07%+25
DRAFTKINGS INC NEW(DKNG)0158,240+158,240070.84%+7
VANGUARD INDEX FDS049,061+49,0610141.73%+14
TORTOISE CAPITAL SERIES TRUS032,755+32,755010.14%+1
ISHARES TR
CORE DIV GRWTH
284,589291,354+6,76518192.30%+1
GOLDMAN SACHS ETF TR094,655+94,6550111.42%+11
ISHARES TR0215,979+215,9790202.42%+20
ISHARES TR
ULTRA SHORT DUR
016,914+16,914010.11%+1
NVIDIA CORPORATION(NVDA)018,288+18,288030.36%+3
SPDR SERIES TRUST
ST STR BLO 1 ETF
90,86799,776+8,909891.13%+1
VANGUARD SPECIALIZED FUNDS0150,712+150,7120313.81%+31
BROADCOM INC(AVGO)07,081+7,081020.24%+2
ISHARES TR039,218+39,218050.65%+5
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
22,86523,610+745330.41%+1
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
039,634+39,634040.44%+4
ISHARES TR025,384+25,384080.95%+8
META PLATFORMS INC(META)03,685+3,685030.34%+3
GOLDMAN SACHS ETF TR08,350+8,350010.10%+1
ISHARES TR050,415+50,415050.67%+5
ISHARES TR069,288+69,288091.14%+9
T ROWE PRICE ETF INC
PRICE BLUE CHIP
073,072+73,072030.41%+3
ORACLE CORP(ORCL)07,406+7,406020.20%+2
JPMORGAN CHASE & CO.(JPM)10,49010,539+49330.38%0
ISHARES TR02,826+2,826020.22%+2
VANGUARD WELLINGTON FD022,224+22,224030.39%+3
SPDR SERIES TRUST
ST NUVE TERM ETF
09,097+9,097000.05%0
SELECT SECTOR SPDR TR
ST STR TECHN ETF
08,782+8,782020.27%+2
ISHARES TR0126,597+126,5970253.03%+25
VANGUARD INDEX FDS010,303+10,303030.36%+3
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
6,86616,445+9,579010.08%0
ISHARES TR44,77144,915+144440.50%0
ISHARES TR
CORE MSCI EAFE
29,45030,880+1,430230.32%0
ISHARES TR017,579+17,579020.21%+2
AMAZON COM INC(AMZN)012,223+12,223030.33%+3
EXCHANGE TRADED CONCEPTS TRU0113,349+113,349020.21%+2
CAPITAL ONE FINL CORP(COF)02,324+2,324000.06%0
GOLDMAN SACHS ETF TR59,62859,831+203220.29%0
ISHARES TR014,249+14,249010.16%+1
ISHARES TR41,28341,459+176881.00%0
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
057,885+57,885040.44%+4
SELECT SECTOR SPDR TR
ST STR INDL ETF
015,202+15,202020.28%+2
INTERNATIONAL BUSINESS MACHS(IBM)4,6794,691+12110.17%0
VANGUARD TAX-MANAGED FDS021,558+21,558010.15%+1
QUANTA SVCS INC01,608+1,608010.08%+1
SPDR SERIES TRUST
ST STR NUVEE ETF
04,426+4,426000.02%0
NETFLIX INC(NFLX)0435+435010.07%+1
INVESCO EXCH TRADED FD TR II43,41745,537+2,120220.28%0
SELECT SECTOR SPDR TR
ST STR UTIL ETF
12,42014,261+1,841110.14%0
GLOBAL X FDS
ARTIFICIAL ETF
19,53920,467+928110.11%0
EATON CORP PLC(ETN)2,0912,096+5110.09%0
TFS FINL CORP(TFSL)014,171+14,171000.02%0
ALPHABET INC(GOOG)08,879+8,879020.19%+2
T ROWE PRICE ETF INC
PRICE GRW STOCK
022,151+22,151010.11%+1
J P MORGAN EXCHANGE TRADED F
EQUITY FOCUS ETF
16,49817,359+861110.15%0
GLOBAL X FDS
US INFR DEV ETF
035,404+35,404020.19%+2
VANGUARD INDEX FDS031,510+31,510060.69%+6
ISHARES TR
MSCI INTL QUALTY
19,95321,998+2,045110.12%0
SCHWAB STRATEGIC TR066,021+66,021020.20%+2
ALPHABET INC(GOOG)04,806+4,806010.10%+1
SCHWAB STRATEGIC TR040,372+40,372010.12%+1
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
28,97228,829-143220.25%0
LAM RESEARCH CORP(LRCX)04,441+4,441000.05%0
ISHARES TR
MSCI EAFE MIN VL
13,92614,426+500110.15%0
ISHARES TR02,062+2,062000.02%0
PALANTIR TECHNOLOGIES INC(PLTR)2,3812,382+1000.04%0
SPDR DOW JONES INDL AVERAGE(DIA)05,699+5,699030.31%+3
ISHARES U S ETF TR
SHOR MAT MUN ETF
02,921+2,921000.02%0
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
03,788+3,788000.06%0
TESLA INC(TSLA)02,335+2,335010.09%+1
APPLIED MATLS INC02,154+2,154000.05%0
NRG ENERGY INC(NRG)01,543+1,543000.03%0
ISHARES TR21,33221,384+52110.16%0
EA SERIES TRUST
FREEDOM 100 EM
7,0758,583+1,508000.04%0
EXXON MOBIL CORP6,8528,481+1,629110.11%0
GLOBAL X FDS
GLB X MLP ENRG I
18,92120,773+1,852110.16%0
ISHARES TR02,895+2,895010.12%+1
SPDR SERIES TRUST
ST STR P500ETF
012,263+12,263010.11%+1
DISNEY WALT CO(DIS)02,763+2,763000.04%0
TEXAS INSTRS INC(TXN)03,213+3,213010.08%+1
INTUIT(INTU)0635+635010.06%+1
SPDR SERIES TRUST
ST STR SP DIV
0146,498+146,4980202.45%+20
SPDR INDEX SHS FDS
ST STR MSCI EAFE
14,53614,406-130110.15%0
ISHARES TR05,870+5,870010.07%+1
VANECK ETF TRUST
URANI NUCLE ETF
1,5071,706+199000.02%0
ASML HOLDING N V
N Y REGISTRY SHS
0181+181000.02%0
FLEX LTD(FLEX)04,693+4,693000.03%0
ISHARES TR
INTL DIV GRWTH
011,292+11,292010.11%+1
VANGUARD WORLD FD02,185+2,185000.06%0
SCHWAB STRATEGIC TR80,84075,868-4,972220.21%0
ARK ETF TR
INNOVATION ETF
03,272+3,272000.03%0
PHILIP MORRIS INTL INC(PM)5,4265,121-305110.12%0
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