Capital Advisors, Ltd. LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Shaker Heights, OH
CIK
0001597878
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 1,424 712,289 SPY, CZR, IWF, VIG 13F-HR 2/2/2024 000159787824000001
Q3 2023 1,444 652,763 SPY, CZR, IWF, VIG 13F-HR 10/27/2023 000159787823000005
Q2 2023 1,443 669,328 SPY, CZR, IWF, VIG 13F-HR 7/26/2023 000159787823000004
Q1 2023 1,403 608,372 SPY, CZR, IWF, VIG 13F-HR 5/3/2023 000159787823000003
Q4 2022 1,510 575,633 SPY, IWF, VIG, SDY 13F-HR 2/7/2023 000159787823000001
Q3 2022 1,477 513,664 SPY, IWF, VIG, SDY 13F-HR 11/9/2022 000159787822000004
Q2 2022 1,184 533,901 SPY, IWF, VIG, SDY 13F-HR 8/5/2022 000159787822000003
Q1 2022 1,121 601,476 SPY, IWF, VIG, USMV 13F-HR 5/9/2022 000159787822000002
Q4 2021 979 619,743 SPY, IWF, VIG, USMV 13F-HR 2/8/2022 000159787822000001
Q3 2021 506 560,276 SPY, IWF, BALY, VIG 13F-HR 11/12/2021 000159787821000004
Q2 2021 484 557,296 SPY, IWF, BALY, VIG 13F-HR 8/10/2021 000159787821000003
Q1 2021 484 544,958 BALY, SPY, IWF, VIG 13F-HR 5/13/2021 000159787821000002
Q4 2020 456 452,974 SPY, IWF, VIG, USMV 13F-HR 2/10/2021 000159787821000001
Q3 2020 455 400,894 SPY, IWF, USMV, VIG 13F-HR 11/3/2020 000159787820000005
Q2 2020 453 378,829 SPY, IWF, USMV, VIG 13F-HR 8/6/2020 000159787820000004
Q1 2020 477 318,987 SPY, IWF, USMV, VIG 13F-HR 5/8/2020 000159787820000002
Q4 2019 423 392,231 SPY, IWF, USMV, VIG 13F-HR 2/3/2020 000159787820000001
Q3 2019 419 361,315 SPY, IWF, VIG, USMV 13F-HR 10/23/2019 000159787819000004
Q2 2019 448 353,897 SPY, IWF, USMV, VIG 13F-HR 7/31/2019 000159787819000003
Q1 2019 439 369,712 SPY, IWF, USMV, VIG 13F-HR 5/1/2019 000159787819000002
Q4 2018 452 338,918 SPY, IWF, USMV, VIG 13F-HR 1/29/2019 000159787819000001
Q3 2018 484 354,366 SPY, IWF, USMV, VIG 13F-HR 10/24/2018 000159787818000004
Q2 2018 410 320,112 SPY, IWF, USMV, VIG 13F-HR 7/20/2018 000159787818000003
Q1 2018 395 308,959 SPY, IWF, USMV, VIG 13F-HR 4/23/2018 000159787818000002
Q4 2017 404 303,089 SPY, IWF, USMV, IWD 13F-HR 1/16/2018 000159787818000001
Q3 2017 406 285,174 SPY, IWF, USMV, IWD 13F-HR 10/25/2017 000159787817000004
Q2 2017 399 272,010 SPY, IWF, USMV, IWD 13F-HR 7/26/2017 000159787817000003
Q1 2017 387 259,593 SPY, IWF, USMV, IWD 13F-HR 4/19/2017 000159787817000002
Q4 2016 397 242,144 SPY, IWF, USMV, IWD 13F-HR 1/20/2017 000159787817000001
Q3 2016 371 227,362 SPY, IWF, USMV, IWD 13F-HR 10/14/2016 000159787816000008
Q2 2016 354 212,834 SPY, IWF, USMV, IWD 13F-HR 7/13/2016 000159787816000007
Q1 2016 347 200,911 SPY, IWF, USMV, IWD 13F-HR 4/15/2016 000159787816000006
Q4 2015 343 191,881 SPY, IWF, USMV, IWD 13F-HR 1/25/2016 000159787816000005
Q3 2015 342 181,310 SPY, IWF, USMV, IWD 13F-HR 10/20/2015 000159787815000004
Q2 2015 354 193,029 SPY, IWF, IWD, USMV 13F-HR 7/14/2015 000159787815000003
Q1 2015 341 192,824 SPY, IWF, IWD, SDY 13F-HR 4/22/2015 000159787815000002
Q4 2014 322 183,538 SPY, IWF, IWD, SDY 13F-HR 1/29/2015 000159787815000001
Q3 2014 325 175,764 SPY, IWF, IWD, SDY 13F-HR 10/29/2014 000159787814000005
Q2 2014 332 178,329 SPY, IWF, IWD, SDY RESTATEMENT 7/25/2014 000159787814000004
Q1 2014 345 170,105 SPY, IWF, IWD, SDY 13F-HR 4/9/2014 000159787814000002
Q4 2013 316 150,598 SPY, IWF, IWD, IJK 13F-HR 1/24/2014 000159787814000001
Additional filings from Capital Advisors, Ltd. LLC that have since been restated