Capital Advisors Wealth Management, LLC
Q4 2024 13F Holdings
- Locationyakima, WA
- Num holdings
173
- Value ($000)
$561,669
- Date Filed01/14/2025
- Form type13F-HR
- CIK0001824700
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $35.92M | 6 % | 89,455 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $35.83M | 6 % | 60,868 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $31.43M | 6 % | 160,494 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $29.26M | 5 % | 364,500 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $23.39M | 4 % | 37,620 | ||
BLV VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | $22.04M | 4 % | 322,069 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $21.48M | 4 % | 470,882 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $20.98M | 4 % | 41,031 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $19.31M | 3 % | 581,552 | ||
JPSE J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 46641Q845 | $17.94M | 3 % | 383,263 |
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