CapWealth Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationfranklin, TN
- CIK0001531809
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
101 | $912.28M | WMB, BRK.B, PLTR, MSFT | 13F-HR | Jan 30, 2025 | 000153180925000001 | ||
109 | $919.52M | BRK.B, MSFT, WMB, RTX | 13F-HR | Oct 31, 2024 | 000153180924000006 | ||
99 | $791.63M | BRK.B, MSFT, WMB, BAC | 13F-HR | Aug 5, 2024 | 000153180924000003 | ||
97 | $890.90M | BRK.B, MSFT, WMB, GE | 13F-HR | May 3, 2024 | 000153180924000002 | ||
99 | $819.90M | BRK.B, MSFT, AAPL, WMB | 13F-HR | Jan 31, 2024 | 000153180924000001 | ||
105 | $779.26M | BRK.B, MSFT, AAPL, WMB | 13F-HR | Nov 1, 2023 | 000153180923000005 | ||
102 | $819.84M | BRK.B, AAPL, MSFT, WMB | 13F-HR | Aug 7, 2023 | 000153180923000004 | ||
103 | $801.67M | BRK.B, AAPL, MSFT, WMB | 13F-HR | May 2, 2023 | 000153180923000003 | ||
110 | $850.86M | BRK.B, CHV, WMB, AAPL | 13F-HR | Feb 1, 2023 | 000153180923000001 | ||
104 | $757.79M | AAPL, MSFT, CVS, WMB | 13F-HR | Nov 2, 2022 | 000153180922000007 | ||
109 | $829.13M | AAPL, MSFT, WMB, JNJ | 13F-HR | Aug 5, 2022 | 000153180922000006 | ||
125 | $976.85M | AAPL, MSFT, BAC, BRK.B | RESTATEMENT | May 4, 2022 | 000153180922000005 | ||
125 | $986.91M | AAPL, MSFT, BAC, BRK.B | RESTATEMENT | May 3, 2022 | 000153180922000004 | ||
122 | $982.81M | BAC, AAPL, MSFT, CSCO | 13F-HR | Feb 10, 2022 | 000153180922000002 | ||
110 | $912.88M | MSFT, BAC, AAPL, STWD | 13F-HR | Nov 9, 2021 | 000153180921000007 | ||
107 | $921.30M | MSFT, BAC, AAPL, STWD | 13F-HR | Aug 10, 2021 | 000153180921000006 | ||
102 | $878.79M | BAC, MSFT, AAPL, GLW | 13F-HR | May 3, 2021 | 000153180921000005 | ||
98 | $839.04M | AAPL, MSFT, FNMA V8.25 PERP S, BAC | RESTATEMENT | Feb 17, 2021 | 000153180921000003 | ||
95 | $748.70M | MSFT, AAPL, FNMA V8.25 PERP S, T | 13F-HR | Nov 12, 2020 | 000153180920000013 | ||
98 | $707.59M | MSFT, AAPL, FNMA V8.25 PERP S, LUMN | 13F-HR | Aug 12, 2020 | 000153180920000009 | ||
92 | $558.83M | AAPL, MSFT, FNMA V8.25 PERP S, LUMN | RESTATEMENT | May 8, 2020 | 000153180920000006 | ||
92 | $567.43M | AAPL, MSFT, FNMA V8.25 PERP S, LUMN | RESTATEMENT | May 8, 2020 | 000153180920000007 | ||
101 | $794.63M | FNMA V8.25 PERP S, AAPL, BAC, MSFT | RESTATEMENT | Feb 18, 2020 | 000153180920000003 | ||
101 | $751.72M | FNMA V8.25 PERP S, FNMA 8.25 PERP T, AAPL, BAC | 13F-HR | Oct 29, 2019 | 000153180919000009 | ||
107 | $699.37M | FNMA V8.25 PERP S, BAC, MSFT, AAPL | 13F-HR | Aug 13, 2019 | 000153180919000007 | ||
104 | $652.08M | FNMA V8.25 PERP S, BAC, MSFT, AAPL | 13F-HR | May 15, 2019 | 000153180919000006 | ||
98 | $569.02M | BAC, LUMN, FNMA V8.25 PERP S, MSFT | 13F-HR | Feb 15, 2019 | 000153180919000003 | ||
113 | $609.37M | LUMN, BAC, AAPL, MSFT | 13F-HR | Nov 14, 2018 | 000153180918000014 | ||
106 | $558.27M | BAC, LUMN, AAPL, MSFT | 13F-HR | Aug 15, 2018 | 000153180918000013 | ||
104 | $517.14M | BAC, LUMN, AAPL, MSFT | RESTATEMENT | May 14, 2018 | 000153180918000011 | ||
103 | $555.64M | BAC, FNMA V8.25 PERP S, AAPL, LUMN | 13F-HR | Feb 15, 2018 | 000153180918000008 | ||
100 | $520.65M | BAC, LVLT, AAPL, FNMA V8.25 PERP S | 13F-HR | Nov 13, 2017 | 000153180917000004 | ||
101 | $498.85M | LVLT, BAC, AAPL, EQIX | 13F-HR | Aug 14, 2017 | 000153180917000003 | ||
100 | $488.41M | LVLT, BAC, AAPL, EQIX | 13F-HR | May 12, 2017 | 000153180917000002 | ||
95 | $462.20M | LVLT, BAC, FNMA V8.25 PERP S, AAPL | 13F-HR | Feb 14, 2017 | 000153180917000001 | ||
331 | $415.98M | LVLT, AAPL, BAC, EQIX | 13F-HR | Nov 14, 2016 | 000153180916000008 | ||
299 | $409.23M | LVLT, EQIX, JNJ, AAPL | 13F-HR | Aug 3, 2016 | 000153180916000007 | ||
336 | $393.12M | LVLT, AAPL, EQIX, JNJ | 13F-HR | May 11, 2016 | 000153180916000006 | ||
290 | $412.93M | LVLT, SBUX, AAPL, BAC | 13F-HR | Feb 11, 2016 | 000153180916000005 | ||
291 | $399.26M | LVLT, AAPL, SBUX, BAC | 13F-HR | Nov 12, 2015 | 000153180915000004 | ||
305 | $424.18M | LVLT, AAPL, BAC, SBUX | 13F-HR | Aug 14, 2015 | 000153180915000003 | ||
329 | $425.39M | LVLT, BAC, AAPL, SBUX | 13F-HR | May 12, 2015 | 000153180915000002 | ||
91 | $426.01M | LVLT, BAC, AAPL, YHOO | 13F-HR | Feb 11, 2015 | 000153180915000001 | ||
383 | $440.54M | LVLT, BAC, FNMA V8.25 PERP S, AAPL | 13F-HR | Nov 12, 2014 | 000153180914000005 | ||
376 | $436.56M | LVLT, BAC, FNMA V8.25 PERP S, WMB | 13F-HR | Aug 8, 2014 | 000153180914000004 | ||
386 | $371.70M | LVLT, BAC, YHOO, MCPIQ | 13F-HR | May 12, 2014 | 000153180914000003 | ||
388 | $396.50M | FNMA V8.25 PERP S, LVLT, BAC, YHOO | 13F-HR | Feb 13, 2014 | 000153180914000002 |