Instuitional Investor - Capwealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Capwealth Advisors, Llc
Portfolio Value $1,015,750,658
Filing Period:
No. Security Ticker Shares Value % Port
1. PLTR 409,817 $55,866,253 5.5%
2. WMB 794,624 $49,910,343 4.91%
3. MSFT 92,709 $46,114,166 4.54%
4. BRK.A 83,205 $40,418,493 3.98%
5. IBM 129,817 $38,267,545 3.77%