Long-term investor
Capwealth Advisors, LLC @capwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001531809).
Record
- Tracked since 2025-06-30 (471 days), 138 trades recorded
- Returns: week n/a · month n/a · 90 days -12.3% · 6 months -8.1% · 1 year -21.2% · all -21.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 313586786 · 4.4% · long · since 2025-12-31
- GLW · 4.1% · long · since 2025-09-30
- WMB · 3.9% · long · since 2025-09-30
- MSFT · 3.3% · long · since 2025-09-30
- CVX · 3.1% · long · since 2025-09-30
- 313586737 · 3.0% · long · since 2025-12-31
- MRK · 3.0% · long · since 2025-09-30
- LUMN · 2.9% · long · since 2025-09-30
- JNJ · 2.7% · long · since 2025-09-30
- GILD · 2.5% · long · since 2025-09-30
- TSM · 2.4% · long · since 2025-09-30
- 369604301 · 2.3% · long · since 2025-09-30