CA
| |
CapWealth Advisors, LLC13F | |
| CapWealth Advisors, LLC | |
| Last update 2025-04-30 | 100 Stocks (2 new) |
| Value $924.00 Mil | Turnover 4 % |
CapWealth Advisors, LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 97,874 | 52,125.7 | +0.78% | 5.640 | +0.04% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
WMB | Williams Companies Inc | 802,971 | 47,985.5 | -1.74% | 5.200 | -0.08% | 0.070 | +2.09% | +11.58% | 72,466.7 | Oil & Gas | |
PLTR | Palantir Technologies Inc | 417,133 | 35,206.0 | -19.41% | 3.810 | -0.83% | 0.020 | +63.70% | +102.99% | 362,293.8 | Software | |
MSFT | Microsoft Corp | 92,991 | 34,908.0 | +1.66% | 3.780 | +0.06% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
RTX | RTX Corp | 258,074 | 34,184.6 | -2.86% | 3.700 | -0.10% | 0.020 | +18.14% | +32.25% | 202,397.0 | Aerospace & Defense | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 132,284 | 32,893.8 | -6.68% | 3.560 | -0.23% | 0.010 | +20.50% | +31.78% | 265,686.6 | Software | |
DOW | Dow Inc | 850,537 | 29,700.7 | +8.26% | 3.220 | +0.25% | 0.120 | +3.18% | -26.28% | 20,032.5 | Chemicals | |
CVX | Chevron Corp | 174,449 | 29,183.6 | +0.28% | 3.160 | +0.01% | 0.010 | +10.15% | +6.01% | 259,903.2 | Oil & Gas | |
GILD | Gilead Sciences Inc | 254,244 | 28,488.0 | +0.21% | 3.080 | +0.01% | 0.020 | +4.26% | +18.82% | 134,618.0 | Drug Manufacturers | |
NFLX | Netflix Inc | 27,449 | 25,597.0 | -3.38% | 2.770 | -0.09% | 0.010 | +24.28% | +35.67% | 514,617.8 | Media - Diversified |
CapWealth Advisors, LLC's Historical Top Holdings Breakdowns
CapWealth Advisors, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GE | GE Aerospace | 2025-03-31 | Reduce Reduce | -1.08% | 168.59 ($196.75) 212.13 | $263.27 | 33.81% | Reduce -36.19% | 104,456 | -59,251 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.93% | 890.62 ($974.97) 1076.86 | $950.95 | -2.46% | Reduce -44.52% | 11,558 | -9,276 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -0.83% | 64.98 ($87.82) 124.62 | $153.52 | 74.81% | Reduce -19.41% | 417,133 | -100,440 | |
BAC | Bank of America Corp | 2025-03-31 | Reduce Reduce | -0.74% | 39.61 ($44.56) 47.74 | $47.32 | 6.19% | Reduce -21.81% | 553,916 | -154,505 | |
FTNT | Fortinet Inc | 2025-03-31 | New Buy New Buy | +0.72% | 92.49 ($101.38) 114.57 | $105.42 | 3.99% | New holding | 68,635 | 68,635 | |
GEV | GE Vernova Inc | 2025-03-31 | Reduce Reduce | -0.50% | 270.13 ($348.71) 437.71 | $574.60 | 64.78% | Reduce -22.11% | 48,465 | -13,756 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +0.48% | 91.45 ($91.59) 91.75 | $91.64 | 0.05% | Add 89.6% | 102,617 | 48,494 | |
DOW | Dow Inc | 2025-03-31 | Add Add | +0.25% | 34.36 ($38.4) 41.92 | $28.34 | -26.20% | Add 8.26% | 850,537 | 64,870 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | Reduce Reduce | -0.23% | 217.4 ($244.61) 264.74 | $285.87 | 16.87% | Reduce -6.68% | 132,284 | -9,462 | |
AMGN | Amgen Inc | 2025-03-31 | Add Add | +0.18% | 258.59 ($295.3) 327.36 | $294.76 | -0.18% | Add 17.7% | 35,119 | 5,282 |
CapWealth Advisors, LLC Total Holding History ($B)
CapWealth Advisors, LLC's Asset Allocation
CapWealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
CapWealth Advisors, LLC's Hypothetical Growth since 2025-03-31
CapWealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CapWealth Advisors, LLC's Holdings Heat Map
Size field:
CapWealth Advisors, LLC's Holdings Bubble Chart
CapWealth Advisors, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers