CAPITAL ADVISORS INC/OK

Q4 2024 13F Holdings

  • Location
    tulsa, OK
  • Num holdings

    306

  • Value ($000)

    $5,018,589

  • Date Filed
    01/29/2025
  • Form type
    13F-HR
  • CIK
    0000860828
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
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Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PEP
PEP

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$153.00M
3 %

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AMZN
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$151.57M
3 %

690,864

WMB
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969457100
$124.59M
3 %

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JPM
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46625H100
$117.41M
2 %

489,783

ACN
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SHS CLASS A
G1151C101
$97.75M
2 %

277,853

GOOG
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CAP STK CL C
02079K107
$95.41M
2 %

501,016

IBDS
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ISHARES TR

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46435UAA9
$89.23M
2 %

3,724,293

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