Capwealth Advisors
$1.3B Assets Reported
127 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| FNMAH | FEDERAL NATL MTG ASSN VAR PFD SER P | 8,141,499 | $77M | 5.7% |
| GLW | CORNING INC COM | 440,782 | $60M | 4.4% |
| FNMAT | FEDERAL NATL MTG ASSN PFD 8.25 SR T | 5,808,667 | $58M | 4.3% |
| WMB | WILLIAMS COS INC COM | 762,287 | $55M | 4.1% |
| LUMN | LUMEN TECHNOLOGIES INC COM | 7,010,163 | $49M | 3.6% |
| CVX | CHEVRON CORPORATION COM | 190,403 | $39M | 2.9% |
| DOW | DOW HLDGS INC COM | 810,412 | $34M | 2.5% |
| JNJ | JOHNSON & JOHNSON COM | 137,072 | $34M | 2.5% |
| GILD | GILEAD SCIENCES INC COM | 235,217 | $33M | 2.4% |
| MRK | MERCK & CO INC COM | 271,272 | $33M | 2.4% |
Track Capwealth Advisors's 13F portfolio: $1.3B in reported holdings, 127 positions. Top holdings, AUM, and quarterly changes on SentiSense.