PC
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Private Capital Advisors, Inc.13F | |
| Private Capital Advisors, Inc. | |
| Last update 2025-05-02 | 68 Stocks (10 new) |
| Value $834.00 Mil | Turnover 5 % |
Private Capital Advisors, Inc.... Top Holdings of 2025-03-31
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| 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 | -9.16% | -0.99% | 683,625.7 | Drug Manufacturers | |
AAPL | Apple Inc | 275,211 | 61,132.6 | -0.14% | 7.330 | -0.01% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
GOOGL | Alphabet Inc | 199,242 | 30,810.8 | +3.17% | 3.690 | +0.11% | 0.000 | +21.59% | -2.79% | 2,233,811.7 | Interactive Media | |
PANW | Palo Alto Networks Inc | 152,366 | 25,999.7 | -1.41% | 3.120 | -0.05% | 0.020 | +17.05% | +7.87% | 130,879.5 | Software | |
NFLX | Netflix Inc | 27,089 | 25,261.3 | -3.08% | 3.030 | -0.09% | 0.010 | +30.95% | +42.95% | 542,250.1 | Media - Diversified | |
UNH | UnitedHealth Group Inc | 37,077 | 19,419.1 | -2.27% | 2.330 | -0.05% | 0.000 | -36.11% | -42.40% | 261,319.9 | Healthcare Plans | |
META | Meta Platforms Inc | 32,588 | 18,782.4 | +22.84% | 2.250 | +0.42% | 0.000 | +39.98% | +19.99% | 1,763,574.3 | Interactive Media | |
EPD | Enterprise Products Partners LP | 526,878 | 17,987.6 | +0.18% | 2.160 | 0% | 0.020 | +2.49% | +3.00% | 67,756.5 | Oil & Gas | |
NVDA | NVIDIA Corp | 153,032 | 16,585.6 | -0.19% | 1.990 | 0% | 0.000 | +70.47% | +28.85% | 4,219,047.4 | Semiconductors | |
ET | Energy Transfer LP | 841,602 | 15,645.4 | +2.12% | 1.880 | +0.04% | 0.020 | +3.52% | -7.26% | 60,193.4 | Oil & Gas |
Private Capital Advisors, Inc.'s Historical Top Holdings Breakdowns
Private Capital Advisors, Inc.'s Top Stock Picks
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| 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 | $211.04 | -6.98% | Sold Out | 0 | -82,807 | |
XYZ | Block Inc | 2025-03-31 | Reduce Reduce | -1.82% | 54.04 ($74.64) 92.95 | $70.73 | -5.24% | 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 | $282.70 | -19.95% | 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 | $47.28 | 9.60% | New holding | 322,818 | 322,818 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.42% | 576.36 ($645.17) 736.67 | $701.41 | 8.72% | 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 | $160.41 | 44.27% | Sold Out | 0 | -18,065 | |
LHX | L3Harris Technologies Inc | 2025-03-31 | Sold Out Sold Out | -0.18% | 194.65 ($209.61) 222.86 | $265.51 | 26.67% | Sold Out | 0 | -7,120 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.13% | 190.26 ($217) 242.06 | $223.88 | 3.17% | Add 8.02% | 74,345 | 5,522 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.11% | 154.33 ($181.36) 206.38 | $183.58 | 1.22% | Add 3.17% | 199,242 | 6,124 | |
NFLX | Netflix Inc | 2025-03-31 | Reduce Reduce | -0.09% | 828.4 ($951.01) 1058.6 | $1,274.17 | 33.98% | Reduce -3.08% | 27,089 | -861 |
Private Capital Advisors, Inc. Total Holding History ($B)
Private Capital Advisors, Inc.'s Asset Allocation
Private Capital Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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Private Capital Advisors, Inc.'s Holdings Bubble Chart
Private Capital Advisors, Inc. News
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