PC

Private Capital Advisors, Inc.

13F
Private Capital Advisors, Inc.
Last update 2025-05-02 68 Stocks (10 new)
Value $834.00 Mil Turnover 5 %
Countries:
Top Holdings: LLY(42.95%)AAPL(7.33%)GOOGL(3.69%)PANW(3.12%)NFLX(3.03%)
Summary Stock Picks Current Portfolio
Private Capital Advisors, Inc.... 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
LLY
Eli Lilly and Co
433,780
358,263.2
-0.02%
42.950
-0.01%
0.050
-0.86%
+1.50%
700,835.3
Drug Manufacturers
AAPL
Apple Inc
275,211
61,132.6
-0.14%
7.330
-0.01%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
GOOGL
Alphabet Inc
199,242
30,810.8
+3.17%
3.690
+0.11%
0.000
+19.26%
-4.94%
2,184,696.4
Interactive Media
PANW
Palo Alto Networks Inc
152,366
25,999.7
-1.41%
3.120
-0.05%
0.020
+22.19%
+10.91%
134,573.6
Software
NFLX
Netflix Inc
27,089
25,261.3
-3.08%
3.030
-0.09%
0.010
+41.45%
+45.53%
552,042.5
Media - Diversified
UNH
UnitedHealth Group Inc
37,077
19,419.1
-2.27%
2.330
-0.05%
0.000
-42.50%
-38.31%
279,898.2
Healthcare Plans
META
Meta Platforms Inc
32,588
18,782.4
+22.84%
2.250
+0.42%
0.000
+35.35%
+23.00%
1,807,826.4
Interactive Media
EPD
Enterprise Products Partners LP
526,878
17,987.6
+0.18%
2.160
0%
0.020
-4.19%
+3.89%
68,342.1
Oil & Gas
NVDA
NVIDIA Corp
153,032
16,585.6
-0.19%
1.990
0%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
ET
Energy Transfer LP
841,602
15,645.4
+2.12%
1.880
+0.04%
0.020
+3.30%
-4.99%
61,669.0
Oil & Gas

Private Capital Advisors, Inc.'s Historical Top Holdings Breakdowns

Private Capital Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MMC
Marsh & McLennan Companies Inc
2025-03-31
Sold Out
Sold Out
-2.10%
●
208.48 ($226.88) 244.03
$215.08
-5.20%
Sold Out
0
-82,807
XYZ
Block Inc
2025-03-31
Reduce
Reduce
-1.82%
●
54.04 ($74.64) 92.95
$69.23
-7.25%
Reduce -96.87%
5,790
-179,253
ACN
Accenture PLC
2025-03-31
New Buy
New Buy
+1.68%
●
300.91 ($353.16) 398.25
$304.78
-13.70%
New holding
44,810
44,810
GH
Guardant Health Inc
2025-03-31
New Buy
New Buy
+1.65%
●
31.77 ($43.14) 49.94
$50.50
17.06%
New holding
322,818
322,818
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.42%
●
576.36 ($645.17) 736.67
$719.01
11.45%
Add 22.84%
32,588
6,059
AMD
Advanced Micro Devices Inc
2025-03-31
Sold Out
Sold Out
-0.26%
●
96.63 ($111.19) 129.55
$137.91
24.03%
Sold Out
0
-18,065
LHX
L3Harris Technologies Inc
2025-03-31
Sold Out
Sold Out
-0.18%
●
194.65 ($209.61) 222.86
$255.73
22.00%
Sold Out
0
-7,120
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.13%
●
190.26 ($217) 242.06
$223.41
2.95%
Add 8.02%
74,345
5,522
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.11%
●
154.33 ($181.36) 206.38
$179.53
-1.01%
Add 3.17%
199,242
6,124
NFLX
Netflix Inc
2025-03-31
Reduce
Reduce
-0.09%
●
828.4 ($951.01) 1058.6
$1,297.18
36.40%
Reduce -3.08%
27,089
-861

Private Capital Advisors, Inc. Total Holding History ($B)

To

Private Capital Advisors, Inc.'s Asset Allocation

To

Private Capital Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Private Capital Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Private Capital Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Private Capital Advisors, Inc.'s Holdings Heat Map

Size field:

Private Capital Advisors, Inc.'s Holdings Bubble Chart

Private Capital Advisors, Inc. News

  • 1

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