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Home > Institutional Investor > Capwealth Advisors, Llc > Profile

Instuitional Investor - Capwealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Capwealth Advisors, Llc
Portfolio Value $819,902,164
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 119,691 $42,688,992 5.2%
2.
Microsoft Corp
 MSFT 102,716 $38,625,504 4.71%
3.
Apple Inc.
 AAPL 176,751 $34,029,848 4.15%
4.
Williams Companies Inc.
 WMB 885,878 $30,855,147 3.76%
5.
Horton D R Inc
 DHI 197,802 $30,061,948 3.66%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)