CapWealth Advisors, LLC

Q4 2024 13F Holdings

  • Location
    franklin, TN
  • Num holdings

    101

  • Value ($000)

    $912,285

  • Date Filed
    01/30/2025
  • Form type
    13F-HR
  • CIK
    0001531809
  • 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
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
WMB
WMB

WILLIAMS COS INC COM

STOCK
$44.23M
5 %

817,201

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

STOCK
$44.02M
5 %

97,117

PLTR
PLTR

PALANTIR TECHNOLOGIES INC CL A

STOCK
$39.14M
4 %

517,573

MSFT
MSFT

MICROSOFT CORP COM

STOCK
$38.55M
4 %

91,469

DOW
DOW

DOW INC COM

STOCK
$31.53M
4 %

785,667

IBM
IBM

INTERNATIONAL BUSINESS MACHS COM

STOCK
$31.16M
3 %

141,746

BAC
BAC

BANK AMERICA CORP COM

STOCK
$31.14M
3 %

708,421

RTX
RTX

RTX CORPORATION COM

STOCK
$30.75M
3 %

265,685

GE
GE

GE AEROSPACE COM NEW

STOCK
$27.30M
3 %

163,707

NFLX
NFLX

NETFLIX INC COM

STOCK
$25.32M
3 %

28,408

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