CAPITAL ADVISORS INC/OK
Q1 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
310
- Value ($000)
$5,023,768
- Date Filed04/29/2025
- Form type13F-HR
- CIK0000860828
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PEP PEPSICO INC | COM | 713448108 | $275.43M | 6 % | 1,836,925 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $192.56M | 4 % | 512,969 | ||
AAPL APPLE INC | COM | 037833100 | $160.25M | 3 % | 721,426 | ||
AMZN AMAZON COM INC | COM | 023135106 | $138.38M | 3 % | 727,334 | ||
WMB WILLIAMS COS INC | COM | 969457100 | $137.83M | 3 % | 2,306,410 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $124.38M | 3 % | 507,040 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $122.02M | 2 % | 1,125,828 | ||
ACWI ISHARES TR | MSCI ACWI ETF | 464288257 | $107.30M | 2 % | 921,895 | ||
IBDU ISHARES TR | IBONDS DEC 29 | 46436E205 | $98.42M | 2 % | 4,254,989 | ||
IBDS ISHARES TR | IBONDS 27 ETF | 46435UAA9 | $97.06M | 2 % | 4,014,148 |
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