Capital Advisors Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Yakima, WA
CIK
0001824700
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 148 438,836 VGT, FNDF, IVV, VCIT 13F-HR 1/8/2024 000108514624000076
Q3 2023 134 382,954 VGT, FNDF, IVV, VCIT 13F-HR 10/10/2023 000108514623003648
Q2 2023 140 390,867 VIG, VGT, VCIT, IVV 13F-HR 7/11/2023 000108514623002655
Q1 2023 144 361,369 VIG, VCIT, IVV, VGT 13F-HR 4/14/2023 000108514623001697
Q4 2022 133 329,937 VIG, JEPI, VNLA, IVV 13F-HR 2/9/2023 000108514623000967
Q3 2022 117 301,408 JEPI, VIG, VNLA, JPIE 13F-HR 11/14/2022 000108514622004058
Q2 2022 115 307,934 VNLA, VIG, SRLN, JEPI 13F-HR 8/4/2022 000108514622002774
Q1 2022 122 326,720 SRLN, VIG, IVV, JPIE 13F-HR 5/9/2022 000108514622001807
Q4 2021 118 329,168 SRLN, VIG, IVV, IGIB 13F-HR 2/3/2022 000108514622000521
Q3 2021 100 282,102 BOND, VIG, IGIB, SRLN 13F-HR 11/12/2021 000108514621003112
Q2 2021 94 269,925 BOND, VIG, IGIB, VEA 13F-HR 8/13/2021 000108514621002450
Q1 2021 90 231,681 VIG, BOND, IGIB, IVV 13F-HR 4/20/2021 000108514621001246