Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Capital Advisors, Ltd. LLC INSTITUTION : Capital Advisors, Ltd. LLC
Capital Advisors, Ltd. LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-08) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
SPDR S&P 500 ETF TR    (TR UNIT) SPY 28,946,000 112,302 9.07%
ISHARES TR    (RUS 1000 GRW ETF) IWF 22,747,000 151,104 7.13%
ISHARES TR    (MIN VOL USA ETF) USMV 17,207,000 318,585 5.39%
VANGUARD GROUP    (DIV APP ETF) VIG 15,595,000 150,835 4.88%
INVESCO EXCHANGE TRADED FD TR    (S&P500 LOW VOL) 11,923,000 254,122 3.73%
SPDR SER TR S&P DIVID ETF    (S&P DIVID ETF) SDY 11,478,000 143,721 3.59%
ISHARES TR    (RUS 1000 VAL ETF) IWD 11,291,000 113,841 3.53%
ISHARES TR    (S&P MC 400 GR ETF) IJK 10,602,000 59,408 3.32%
ISHARES TR    (S&P MC 400 VL ETF) IJJ 7,147,000 65,125 2.24%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 6,579,000 51,037 2.06%
ISHARES TR    (SP SMCP600GR ETF) IJT 5,826,000 42,258 1.82%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 5,791,000 68,928 1.81%
ISHARES TR    (USA QUALITY FCTR) QUAL 5,632,000 69,503 1.76%
ISHARES TR    (S&P 500 GRWT ETF) IVW 5,175,000 31,357 1.62%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 5,143,000 82,878 1.61%
INVESCO ACTIVELY MANAGED ETF    (ULTRA SHRT DUR) 5,021,000 101,817 1.57%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 4,898,000 31,262 1.53%
SSGA ACTIVE ETF    (SPDR TR TACTIC) TOTL 4,473,000 93,269 1.40%
GOLDMAN SACHS ETF TR    (EQUITY ETF) 4,384,000 84,003 1.37%
ISHARES TR    (SP SMCP600VL ETF) IJS 4,155,000 41,570 1.30%


Investing Just Like
Capital Advisors, Ltd. LLC

Matching performance of Capital Advisors, Ltd. LLC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*