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Home > Institutional Investor > Capital Advisors, Ltd. Llc > 13F Holdings

Instuitional Investor - Capital Advisors, Ltd. Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 119,804 $79,811 9.01%
2.
Ishares Trust
 IEF 146,073 $68,422 7.73%
3.
Vanguard Index Fds
 104,488 $34,290 3.87%
4.
Vanguard Specialized Funds - DIV APP ETF
 149,949 $32,358 3.65%
5.
Ishares Trust
 VLUE 165,220 $32,135 3.63%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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