Fund HoldingsCapital Advisors, Ltd. LLC

Total Portfolio Value
$712.3K
Total Bought
$43.8K
Total Sold
$35.1K
Net Transaction
+$8.7K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CAESARS ENTERTAINMENT INC NE(CZR)01,063,555+1,063,5550507.00%+50
SPDR S&P 500 ETF TR(SPY)0124,066+124,0660598.28%+59
ISHARES TR0152,092+152,0920466.47%+46
ISHARES TR
MSCI USA QLT FCT
120,638131,851+11,21316192.72%+4
VANGUARD SPECIALIZED FUNDS0166,574+166,5740283.98%+28
ISHARES TR0128,816+128,8160212.99%+21
VANGUARD INDEX FDS080,908+80,9080192.69%+19
ISHARES TR0128,071+128,0710152.05%+15
ISHARES TR0234,285+234,2850192.61%+19
ISHARES U S ETF TR
SHOR DURA BD ETF
028,687+28,687010.20%+1
VANGUARD INDEX FDS046,166+46,1660101.41%+10
ISHARES TR30,97234,592+3,620560.84%+1
VANGUARD INDEX FDS031,100+31,1000101.36%+10
ISHARES TR
MSCI USA MIN ETF
0272,117+272,1170212.98%+21
MICROSOFT CORP(MSFT)017,273+17,273060.91%+6
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
082,379+82,3790131.82%+13
ISHARES TR0153,591+153,5910121.62%+12
ISHARES TR081,102+81,102081.17%+8
INVESCO QQQ TR24,37323,688-6859101.36%+1
DRAFTKINGS INC NEW(DKNG)158,231158,2310560.78%+1
SPDR SER TR
ST STR SP DIV
0165,937+165,9370212.91%+21
ISHARES TR077,692+77,6920101.36%+10
PIMCO ETF TR
ENHAN SHRT MA AC
044,989+44,989040.63%+4
SPDR SER TR
ST STR P500ETF
012,156+12,156010.10%+1
INVESCO ACTIVELY MANAGED ETF
ULTRA SHRT DUR
0143,576+143,576071.01%+7
ISHARES TR
CORE DIV GRWTH
0259,975+259,9750141.96%+14
ISHARES TR024,547+24,547050.77%+5
VANGUARD BD INDEX FDS024,195+24,195020.26%+2
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,3153,857+2,542010.10%+1
GOLDMAN SACHS ETF TR0101,471+101,4710101.34%+10
ISHARES TR012,463+12,463010.18%+1
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
29,01732,175+3,158220.29%0
GOLDMAN SACHS ETF TR016,992+16,992020.24%+2
ISHARES TR052,592+52,592040.56%+4
MGM RESORTS INTERNATIONAL(MGM)051,206+51,206020.32%+2
ISHARES TR019,337+19,337020.34%+2
VANGUARD INDEX FDS030,865+30,865050.65%+5
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
0193,147+193,147040.57%+4
SELECT SECTOR SPDR TR
ST STR INDL ETF
32,91532,240-675340.52%0
VANGUARD WELLINGTON FD17,97118,578+607220.33%0
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
059,632+59,632030.44%+3
AMAZON COM INC(AMZN)011,655+11,655020.25%+2
COLUMBIA ETF TR II
RESEARCH ENHANCD
013,651+13,651000.04%0
T ROWE PRICE ETF INC
PRICE BLUE CHIP
052,055+52,055020.23%+2
VANGUARD INDEX FDS010,694+10,694020.33%+2
APPLE INC(AAPL)037,897+37,897071.02%+7
ISHARES TR017,776+17,776020.27%+2
ISHARES TR037,089+37,089040.55%+4
JPMORGAN CHASE & CO(JPM)010,325+10,325020.25%+2
SIREN ETF TR37,28437,582+298220.32%0
ISHARES TR052,325+52,325040.59%+4
SPDR DOW JONES INDL AVERAGE(DIA)05,720+5,720020.30%+2
ISHARES TR08,051+8,051020.31%+2
INVESCO EXCH TRADED FD TR II0217,668+217,6680141.91%+14
ISHARES TR
CORE MSCI EAFE
030,057+30,057020.30%+2
INVESCO EXCH TRADED FD TR II046,694+46,694020.29%+2
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
012,505+12,505010.16%+1
VANGUARD BD INDEX FDS019,564+19,564020.21%+2
SPDR SER TR
ST STR BL 12 ETF
11,41613,460+2,044110.19%0
GLOBAL X FDS
US INFR DEV ETF
027,161+27,161010.13%+1
STANLEY BLACK & DECKER INC(SWK)013,493+13,493010.19%+1
ISHARES TR010,040+10,040030.37%+3
GOLDMAN SACHS ETF TR075,989+75,989020.35%+2
META PLATFORMS INC(META)3,2543,2540110.16%0
SELECT SECTOR SPDR TR
ST STR MATER ETF
023,741+23,741020.29%+2
SELECT SECTOR SPDR TR
ST STR DISCR ETF
09,054+9,054020.23%+2
ISHARES TR014,244+14,244010.14%+1
BROADCOM INC(AVGO)0510+510010.08%+1
ISHARES TR017,355+17,355010.17%+1
COSTCO WHSL CORP NEW(COST)1,2641,294+30110.12%0
SCHWAB STRATEGIC TR045,374+45,374020.24%+2
WISDOMTREE TR(WT)033,675+33,675020.22%+2
HOME DEPOT INC(HD)02,843+2,843010.14%+1
VISA INC(V)03,587+3,587010.13%+1
SCHWAB STRATEGIC TR022,007+22,007010.17%+1
VANGUARD INTL EQUITY INDEX F033,370+33,370020.26%+2
INVESCO EXCH TRADED FD TR II010,045+10,045010.12%+1
ISHARES TR02,323+2,323010.16%+1
PACER FDS TR
US SM CAP CA ETF
10,35911,435+1,076010.08%0
QUALCOMM INC(QCOM)03,387+3,387000.07%0
NORTHROP GRUMMAN CORP(NOC)03,928+3,928020.26%+2
ETF SER SOLUTIONS
US GLB JETS
053,900+53,900010.14%+1
VANGUARD TAX-MANAGED FDS025,409+25,409010.17%+1
BLACKROCK INC(BLK)0671+671010.08%+1
VANGUARD INDEX FDS07,367+7,367010.15%+1
MASTERCARD INCORPORATED(MA)2,5912,640+49110.16%0
AMERICAN TOWER CORP NEW(AMT)01,452+1,452000.04%0
ISHARES TR
MSCI INTL QUALTY
022,486+22,486010.12%+1
INTUIT(INTU)611642+31000.06%0
NVIDIA CORPORATION(NVDA)1,5911,577-14110.11%0
INTERNATIONAL BUSINESS MACHS(IBM)3,8713,859-12110.09%0
WISDOMTREE TR(WT)026,098+26,098010.15%+1
MOODYS CORP(MCO)0911+911000.05%0
UNION PAC CORP(UNP)1,5341,612+78000.06%0
ALPHABET INC(GOOG)8,7078,718+11110.17%0
T ROWE PRICE ETF INC
PRICE DIV GRWT
025,312+25,312010.13%+1
INTEL CORP(INTC)5,4405,4400000.04%0
ADOBE INC(ADBE)0864+864010.07%+1
HONEYWELL INTL INC(HON)02,526+2,526010.07%+1
SHERWIN WILLIAMS CO(SHW)01,103+1,103000.05%0
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