Capwealth Advisors, LLC Top Holdings and 13F Report (2025) About Capwealth Advisors, LLCInvestment ActivityCapwealth Advisors, LLC has $1.11 billion in total holdings as of September 30, 2025.Capwealth Advisors, LLC owns shares of 105 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 5.42% of the portfolio was purchased this quarter.About 5.51% of the portfolio was sold this quarter.This quarter, Capwealth Advisors, LLC has purchased 101 new stocks and bought additional shares in 24 stocks.Capwealth Advisors, LLC sold shares of 56 stocks and completely divested from 3 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC CL A $58,539,673Williams Companies $49,358,241Microsoft $47,619,705Berkshire Hathaway $39,721,990Corning $38,760,632 Largest New Holdings this Quarter 66987E206 - Novagold Resources $616,000 Holding88160R101 - Tesla $583,473 Holding038222105 - Applied Materials $218,458 Holding02079K107 - Alphabet $214,568 Holding38141G104 - The Goldman Sachs Group $213,422 Holding Largest Purchases this Quarter FB Financial 323,150 shares (about $18.01M)UnitedHealth Group 44,788 shares (about $15.47M)AT&T 502,555 shares (about $14.19M)Lumen Technologies 1,103,836 shares (about $6.76M)United Parcel Service 19,188 shares (about $1.60M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC CL A 88,911 shares (about $16.22M)Netflix 3,094 shares (about $3.71M)SPDR Bloomberg 1-3 Month T-Bill ETF 33,022 shares (about $3.03M)International Business Machines 10,311 shares (about $2.91M)Berkshire Hathaway 4,194 shares (about $2.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCapwealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPALANTIR TECHNOLOGIES INC CL A$58,539,673$16,219,145 ▼-21.7%320,9065.3%StockWMBWilliams Companies$49,358,241$981,164 ▼-1.9%779,1364.4%EnergyMSFTMicrosoft$47,619,705$398,821 ▼-0.8%91,9394.3%Computer and TechnologyBRK.BBerkshire Hathaway$39,721,990$2,108,492 ▼-5.0%79,0113.6%FinanceGLWCorning$38,760,632$248,633 ▼-0.6%472,5183.5%Computer and TechnologyLUMNLumen Technologies$36,687,656$6,755,476 ▲22.6%5,994,7153.3%UtilitiesIBMInternational Business Machines$33,719,948$2,909,363 ▼-7.9%119,5063.0%Computer and TechnologyGEGE Aerospace$30,521,213$675,642 ▼-2.2%101,4602.8%AerospaceTSMTaiwan Semiconductor Manufacturing$30,366,085$854,348 ▼-2.7%108,7262.7%Computer and TechnologyCVXChevron$29,770,395$1,338,913 ▼-4.3%191,7082.7%EnergyGE VERNOVA INC COM$28,024,087$1,489,904 ▼-5.0%45,5752.5%StockRTXRTX$27,989,770$540,475 ▼-1.9%167,2732.5%AerospaceBACBank of America$27,792,874$725,510 ▼-2.5%538,7262.5%FinanceMRKMerck & Co., Inc.$27,359,465$38,104 ▲0.1%325,9802.5%MedicalDHID.R. Horton$27,209,444$10,338 ▼0.0%160,5562.5%ConstructionGILDGilead Sciences$27,040,421$1,034,522 ▼-3.7%243,6072.4%MedicalJNJJohnson & Johnson$25,769,343$9,827 ▲0.0%138,9782.3%MedicalDUKDuke Energy$25,620,581$175,725 ▼-0.7%207,0352.3%UtilitiesCVSCVS Health$24,042,551$597,390 ▼-2.4%318,9092.2%MedicalORCLOracle$22,608,321$294,740 ▼-1.3%80,3882.0%Computer and TechnologyNEENextEra Energy$20,072,942$345,140 ▲1.7%265,9021.8%UtilitiesNFLXNetflix$20,047,141$3,709,458 ▼-15.6%16,7211.8%Consumer DiscretionaryAMZNAmazon.com$19,518,895$250,529 ▼-1.3%88,8961.8%Retail/WholesaleAAPLApple$19,179,236$326,945 ▼-1.7%75,3221.7%Computer and TechnologyFBKFB Financial$18,491,856$18,012,381 ▲3,756.7%331,7521.7%FinanceDOWDOW$18,322,345$306,001 ▼-1.6%799,0561.7%Basic MaterialsCEGConstellation Energy$18,082,070$172,762 ▲1.0%54,9491.6%EnergyUPSUnited Parcel Service$18,061,400$1,602,770 ▲9.7%216,2271.6%TransportationEQIXEquinix$17,675,377$1,443,511 ▼-7.6%22,5671.6%FinanceVZVerizon Communications$17,256,665$188,150 ▼-1.1%392,6431.6%Computer and TechnologySONYSony$15,903,884$406,227 ▼-2.5%552,4101.4%Consumer DiscretionaryPEPPepsiCo$15,875,490$64,462 ▼-0.4%113,0411.4%Consumer StaplesUNHUnitedHealth Group$15,750,860$15,465,297 ▲5,415.7%45,6151.4%MedicalTAT&T$14,629,873$14,192,153 ▲3,242.3%518,0551.3%Computer and TechnologyHONHoneywell International$13,619,339$282,070 ▲2.1%64,7001.2%Multi-Sector ConglomeratesGOOGLAlphabet$12,836,002$136,866 ▲1.1%52,8011.2%Computer and TechnologyKOCocaCola$12,418,287$18,238 ▲0.1%187,2481.1%Consumer StaplesSYKStryker$11,278,996$200,361 ▼-1.7%30,5111.0%MedicalHSYHershey$11,245,772$1,284,467 ▼-10.3%60,1221.0%Consumer StaplesHDHome Depot$10,493,263$142,628 ▼-1.3%25,8970.9%Retail/WholesaleAMGNAmgen$10,346,530$57,286 ▼-0.6%36,6640.9%MedicalCOSTCostco Wholesale$9,932,339$199,017 ▼-2.0%10,7300.9%Retail/WholesaleBILSPDR Bloomberg 1-3 Month T-Bill ETF$9,473,156$3,029,758 ▼-24.2%103,2500.9%ETFTSCOTractor Supply$9,156,394$573,305 ▼-5.9%161,0060.8%Retail/WholesaleGNRCGenerac$8,763,223$102,114 ▼-1.2%52,3490.8%IndustrialsMCHIiShares MSCI China ETF$8,309,875$45,437 ▼-0.5%126,1940.7%ETFRSPInvesco S&P 500 Equal Weight ETF$6,943,941$28,834 ▲0.4%36,6050.6%ETFSCHDSchwab US Dividend Equity ETF$6,722,734$61,944 ▼-0.9%246,2540.6%ETFCARRCarrier Global$6,446,374$1,433 ▼0.0%107,9790.6%ConstructionDOCUDocusign$5,793,441$182,460 ▲3.3%80,3640.5%Computer and TechnologyWSMWilliams-Sonoma$5,767,534$150,106 ▼-2.5%29,5090.5%Retail/WholesaleFXIiShares China Large-Cap ETF$4,979,215$253,834 ▼-4.9%121,0310.4%ETFIVViShares Core S&P 500 ETF$2,873,305$10,040 ▼-0.3%4,2930.3%ETFCGGRCapital Group Growth ETF$2,718,438$76,201 ▼-2.7%61,8950.2%ETFSPYSPDR S&P 500 ETF Trust$2,332,296$526,948 ▼-18.4%3,5010.2%FinanceHCAHCA Healthcare$1,933,669$123,598 ▼-6.0%4,5370.2%MedicalSOSouthern$1,585,774$88,325 ▲5.9%16,7330.1%UtilitiesBRK.ABerkshire Hathaway$1,508,4000.0%20.1%FinanceDUSADavis Select U.S. Equity ETF$1,375,747$75,491 ▼-5.2%28,7210.1%ETFVOOVanguard S&P 500 ETF$1,345,4560.0%2,1970.1%ETFNVDANVIDIA$1,304,941$4,665 ▼-0.4%6,9940.1%Computer and TechnologyVRSNVeriSign$1,166,086$44,172 ▼-3.6%4,1710.1%Computer and TechnologyMETAMeta Platforms$1,037,679$303,299 ▼-22.6%1,4130.1%Computer and TechnologyPNFPPinnacle Financial Partners$968,757$969,226 ▼-50.0%10,3290.1%FinanceWMTWalmart$928,946$150,874 ▲19.4%9,0140.1%Retail/WholesaleJPMJPMorgan Chase & Co.$921,056$5,362 ▼-0.6%2,9200.1%FinanceCGDVCapital Group Dividend Value ETF$889,229$10,508 ▼-1.2%21,1570.1%ETFMCDMcDonald's$845,1180.0%2,7810.1%Retail/WholesaleAVGOBroadcom$750,875$17,155 ▲2.3%2,2760.1%Computer and TechnologyDVYiShares Select Dividend ETF$740,417$68,202 ▲10.1%5,2110.1%ETFVOOGVanguard S&P 500 Growth ETF$724,1700.0%1,6630.1%ETFNGNovagold Resources$616,000$616,000 ▲New Holding70,0000.1%Basic MaterialsXOMExxon Mobil$597,688$1,750,895 ▼-74.6%5,3010.1%EnergyTSLATesla$583,473$583,473 ▲New Holding1,3120.1%Auto/Tires/TrucksRFRegions Financial$557,356$141,871 ▲34.1%21,1360.1%FinanceLOWLowe's Companies$502,6200.0%2,0000.0%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$500,544$39,809 ▲8.6%7,6700.0%ETFCOPXGlobal X Copper Miners ETF$448,5750.0%7,5000.0%ETFQUALiShares MSCI USA Quality Factor ETF$441,515$28,786 ▼-6.1%2,2700.0%ETFFHNFirst Horizon$425,1360.0%18,8030.0%FinanceETEnergy Transfer$424,195$125,182 ▲41.9%24,7200.0%EnergyCGXUCapital Group International Focus Equity ETF$371,968$1,540 ▲0.4%12,5580.0%ETFMSGSMadison Square Garden$363,2000.0%1,6000.0%Consumer DiscretionaryFITBFifth Third Bancorp$360,543$17,107 ▲5.0%8,0930.0%FinanceVOOVVanguard S&P 500 Value ETF$356,8520.0%1,7890.0%ETFMUMicron Technology$334,6400.0%2,0000.0%Computer and TechnologyVVisa$304,511$6,486 ▼-2.1%8920.0%Business ServicesCGUSCapital Group Core Equity ETF$297,4590.0%7,5230.0%ETFEHCEncompass Health$293,2890.0%2,3090.0%MedicalLLYEli Lilly and Company$288,414$11,445 ▼-3.8%3780.0%MedicalMOATVanEck Morningstar Wide Moat ETF$276,0210.0%2,7850.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$255,697$25,033 ▼-8.9%4290.0%ETFPGProcter & Gamble$241,691$5,839 ▼-2.4%1,5730.0%Consumer StaplesMOAltria Group$234,9750.0%3,5570.0%Consumer StaplesPRFInvesco RAFI US 1000 ETF$226,0500.0%5,0000.0%ETFAMATApplied Materials$218,458$218,458 ▲New Holding1,0670.0%Computer and TechnologyNHINational Health Investors$217,910$72,822 ▼-25.0%2,7410.0%FinanceGOOGAlphabet$214,568$214,568 ▲New Holding8810.0%Computer and TechnologyGSThe Goldman Sachs Group$213,422$213,422 ▲New Holding2680.0%FinanceCLXClorox$211,8290.0%1,7180.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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