Fund Holdings — Capital Advisors, Ltd. LLC

Total Portfolio Value
$810.5K
Total Bought
$46.4K
Total Sold
$51.6K
Net Transaction
-$5.2K
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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INVESCO EXCH TRADED FD TR II5,075193,776+188,7011141.74%+14
ISHARES TR147,603147,458-14553637.72%+9
SPDR S&P 500 ETF TR(SPY)123,053119,319-3,73469749.10%+5
INVESCO QQQ TR31,31432,059+74515182.18%+3
CAESARS ENTERTAINMENT INC NE(CZR)835,360835,343-1721242.93%+3
ISHARES TR155,130154,835-29514172.10%+3
ISHARES TR
MSCI USA QLT FCT
161,627165,038+3,41128303.72%+3
MICROSOFT CORP(MSFT)16,95517,573+618691.08%+2
VANGUARD INDEX FDS30,27830,200-7811131.63%+2
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
107,089112,525+5,43619202.52%+2
VANGUARD INDEX FDS83,64781,834-1,81323253.07%+2
INVESCO EXCH TRADED FD TR II5,07545,537+40,462120.28%+2
DRAFTKINGS INC NEW(DKNG)158,240158,2400570.84%+2
VANGUARD INDEX FDS48,94749,061+11413141.73%+1
TORTOISE CAPITAL SERIES TRUS032,755+32,755010.14%+1
ISHARES TR
CORE DIV GRWTH
284,589291,354+6,76518192.30%+1
GOLDMAN SACHS ETF TR96,01294,655-1,35711111.42%+1
ISHARES TR224,967215,979-8,98819202.42%+1
NVIDIA CORPORATION(NVDA)18,82118,288-533230.36%+1
SPDR SERIES TRUST
ST STR BLO 1 ETF
90,86799,776+8,909891.13%+1
VANGUARD SPECIALIZED FUNDS155,072150,712-4,36030313.81%+1
BROADCOM INC(AVGO)7,1057,081-24120.24%+1
ISHARES TR37,67039,218+1,548550.65%+1
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
22,86523,610+745330.41%+1
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
39,96939,634-335340.44%+1
ISHARES TR26,20825,384-824780.95%+1
META PLATFORMS INC(META)3,6533,685+32230.34%+1
GOLDMAN SACHS ETF TR2,8918,350+5,459010.10%+1
ISHARES TR50,91550,415-500550.67%+1
ISHARES TR69,81769,288-529991.14%+1
T ROWE PRICE ETF INC
PRICE BLUE CHIP
73,25273,072-180330.41%+1
ORACLE CORP(ORCL)7,8997,406-493120.20%+1
JPMORGAN CHASE & CO.(JPM)10,49010,539+49330.38%0
ISHARES TR2,2702,826+556120.22%0
VANGUARD WELLINGTON FD20,34122,224+1,883330.39%0
SELECT SECTOR SPDR TR
ST STR TECHN ETF
8,6798,782+103220.27%0
ISHARES TR128,454126,597-1,85724253.03%0
VANGUARD INDEX FDS10,28210,303+21330.36%0
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 TR17,35517,579+224120.21%0
AMAZON COM INC(AMZN)12,54012,223-317230.33%0
EXCHANGE TRADED CONCEPTS TRU113,105113,349+244120.21%0
CAPITAL ONE FINL CORP(COF)1,2552,324+1,069000.06%0
GOLDMAN SACHS ETF TR59,62859,831+203220.29%0
ISHARES TR14,24414,249+5110.16%0
ISHARES TR41,28341,459+176881.00%0
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
57,87857,885+7340.44%0
SELECT SECTOR SPDR TR
ST STR INDL ETF
15,43315,202-231220.28%0
INTERNATIONAL BUSINESS MACHS(IBM)4,6794,691+12110.17%0
VANGUARD TAX-MANAGED FDS19,92821,558+1,630110.15%0
QUANTA SVCS INC1,6001,608+8010.08%0
NETFLIX INC(NFLX)414435+21010.07%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)45714,171+13,714000.02%0
ALPHABET INC(GOOG)8,9568,879-77120.19%0
T ROWE PRICE ETF INC
PRICE GRW STOCK
21,24822,151+903110.11%0
J P MORGAN EXCHANGE TRADED F
EQUITY FOCUS ETF
16,49817,359+861110.15%0
GLOBAL X FDS
US INFR DEV ETF
36,59935,404-1,195120.19%0
VANGUARD INDEX FDS31,30531,510+205560.69%0
ISHARES TR
MSCI INTL QUALTY
19,95321,998+2,045110.12%0
SCHWAB STRATEGIC TR66,02166,0210120.20%0
ALPHABET INC(GOOG)4,4854,806+321110.10%0
SCHWAB STRATEGIC TR37,62540,372+2,747110.12%0
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
28,97228,829-143220.25%0
LAM RESEARCH CORP(LRCX)4,1644,441+277000.05%0
ISHARES TR
MSCI EAFE MIN VL
13,92614,426+500110.15%0
PALANTIR TECHNOLOGIES INC(PLTR)2,3812,382+1000.04%0
SPDR DOW JONES INDL AVERAGE(DIA)5,6995,6990230.31%0
ISHARES U S ETF TR
SHOR MAT MUN ETF
6212,921+2,300000.02%0
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
3,1603,788+628000.06%0
TESLA INC(TSLA)2,4492,335-114110.09%0
APPLIED MATLS INC2,0072,154+147000.05%0
NRG ENERGY INC(NRG)1,5431,5430000.03%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 TR2,8952,8950110.12%0
SPDR SERIES TRUST
ST STR P500ETF
12,15612,263+107110.11%0
DISNEY WALT CO(DIS)2,5632,763+200000.04%0
TEXAS INSTRS INC(TXN)3,2093,213+4110.08%0
INTUIT(INTU)678635-43010.06%0
SPDR SERIES TRUST
ST STR SP DIV
145,941146,498+55720202.45%0
SPDR INDEX SHS FDS
ST STR MSCI EAFE
14,53614,406-130110.15%0
ISHARES TR5,0755,870+795110.07%0
VANECK ETF TRUST
URANI NUCLE ETF
1,5071,706+199000.02%0
ASML HOLDING N V
N Y REGISTRY SHS
99181+82000.02%0
FLEX LTD(FLEX)4,6934,6930000.03%0
ISHARES TR
INTL DIV GRWTH
11,20711,292+85110.11%0
VANGUARD WORLD FD2,0482,185+137000.06%0
SCHWAB STRATEGIC TR80,84075,868-4,972220.21%0
ARK ETF TR
INNOVATION ETF
3,2723,2720000.03%0
PHILIP MORRIS INTL INC(PM)5,4265,121-305110.12%0
CAMECO CORP(CCJ)0960+960000.01%0
CISCO SYS INC(CSCO)6,4476,741+294000.06%0
WISDOMTREE TR(WT)21,23321,250+17110.07%0
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Capital Advisors, Ltd. LLC — 13F Holdings — Q2 2025 | TickerTrail