
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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122,070 | +2,762 | $54,111 |
SPY | 122,070 | +2,762 | $54,111 |
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884,680 | +92,586 | $45,092 |
CZR | 884,680 | +92,586 | $45,092 |
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151,782 | -337 | $41,767 |
IWF | 151,782 | -337 | $41,767 |
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167,592 | +253 | $27,222 |
VIG | 167,592 | +253 | $27,222 |
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170,937 | +236 | $20,953 |
SDY | 170,937 | +236 | $20,953 |
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277,872 | -470 | $20,654 |
USMV | 277,872 | -470 | $20,654 |
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126,200 | +237 | $19,918 |
IWD | 126,200 | +237 | $19,918 |
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80,091 | -2,029 | $17,642 |
VTI | 80,091 | -2,029 | $17,642 |
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232,871 | -789 | $17,465 |
IJK | 232,871 | -789 | $17,465 |
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115,802 | +5,927 | $15,618 |
QUAL | 115,802 | +5,927 | $15,618 |
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230,047 | -1,110 | $14,449 |
SPLV | 230,047 | -1,110 | $14,449 |
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126,209 | -849 | $13,521 |
IJJ | 126,209 | -849 | $13,521 |
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261,135 | +7,040 | $13,456 |
DGRO | 261,135 | +7,040 | $13,456 |
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83,960 | -573 | $12,564 |
RSP | 83,960 | -573 | $12,564 |
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152,312 | +1,001 | $10,735 |
IVW | 152,312 | +1,001 | $10,735 |
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107,643 | -409 | $9,397 |
GSLC | 107,643 | -409 | $9,397 |
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81,756 | -175 | $9,396 |
IJT | 81,756 | -175 | $9,396 |
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44,448 | +490 | $9,010 |
VV | 44,448 | +490 | $9,010 |
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31,157 | -73 | $8,816 |
VUG | 31,157 | -73 | $8,816 |
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22,944 | +65 | $8,476 |
QQQ | 22,944 | +65 | $8,476 |
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41,478 | +8,864 | $8,046 |
AAPL | 41,478 | +8,864 | $8,046 |
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82,714 | -186 | $7,865 |
IJS | 82,714 | -186 | $7,865 |
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133,541 | -11,429 | $6,629 |
GSY | 133,541 | -11,429 | $6,629 |
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17,355 | +3,076 | $5,910 |
MSFT | 17,355 | +3,076 | $5,910 |
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72,056 | -162 | $5,849 |
XLE | 72,056 | -162 | $5,849 |
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24,249 | +246 | $5,021 |
OEF | 24,249 | +246 | $5,021 |
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45,274 | +7,145 | $5,000 |
SHV | 45,274 | +7,145 | $5,000 |
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28,254 | +6,669 | $4,554 |
IVE | 28,254 | +6,669 | $4,554 |
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61,624 | -343 | $4,330 |
REGL | 61,624 | -343 | $4,330 |
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30,392 | UNCH | $4,319 |
VTV | 30,392 | UNCH | $4,319 |
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54,245 | -151 | $4,126 |
IOO | 54,245 | -151 | $4,126 |
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54,388 | -915 | $4,084 |
VIGI | 54,388 | -915 | $4,084 |
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41,736 | +18,169 | $3,832 |
BIL | 41,736 | +18,169 | $3,832 |
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38,408 | -6,596 | $3,832 |
MINT | 38,408 | -6,596 | $3,832 |
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37,731 | -594 | $3,803 |
HDV | 37,731 | -594 | $3,803 |
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38,721 | -990 | $3,788 |
ITOT | 38,721 | -990 | $3,788 |
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194,834 | UNCH | $3,745 |
PEY | 194,834 | UNCH | $3,745 |
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51,645 | +12 | $3,744 |
EFA | 51,645 | +12 | $3,744 |
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32,915 | -111 | $3,532 |
XLI | 32,915 | -111 | $3,532 |
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62,228 | -927 | $3,092 |
JHMM | 62,228 | -927 | $3,092 |
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23,425 | UNCH | $2,644 |
VDE | 23,425 | UNCH | $2,644 |
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10,504 | -12 | $2,624 |
IYT | 10,504 | -12 | $2,624 |
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30,315 | -4,637 | $2,533 |
VNQ | 30,315 | -4,637 | $2,533 |
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36,278 | -1,200 | $2,449 |
EFAV | 36,278 | -1,200 | $2,449 |
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76,791 | +42 | $2,407 |
GSIE | 76,791 | +42 | $2,407 |
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87,231 | +87,200 | $2,318 |
DKNG | 87,231 | +87,200 | $2,318 |
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19,336 | -65 | $2,256 |
ITA | 19,336 | -65 | $2,256 |
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51,206 | +48,925 | $2,249 |
MGM | 51,206 | +48,925 | $2,249 |
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10,742 | UNCH | $2,210 |
VOT | 10,742 | UNCH | $2,210 |
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8,362 | +293 | $2,186 |
IJH | 8,362 | +293 | $2,186 |
See Full List: All Stocks Held By Capital Advisors Ltd. LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Capital Advisors Ltd. LLC
![]() At 06/30/2023: $669,328 At 03/31/2023: $608,372 Capital Advisors Ltd. LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Capital Advisors Ltd. LLC 13F filings. Link to 13F filings: SEC filings |