Capwealth Advisors LLC

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Capwealth Advisors LLC ✚
CRD #	148781
SEC #	801-69908
CIK #	0001531809
AUM	$1.4 BB (2024-05-06)
Employees	20 (25% Investors, 0% Brokers)
Phone	615-778-0740
Address	4031 Aspen Grove Drive Franklin, TN 37067
Source	[IAPD] [EDGAR] [Website] [Twitter] [Facebook]

Total AUM ($MM) Copy

CIK	Period
0001531809
/

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	Microsoft Corp	1,918,222.4	41.2
	Williams Companies Inc	38,659.7	36.3
	Bank of America Corp /DE/	278,315.2	29.3
	United Technologies Corp /DE/	139,471.0	27.9
	Chevron Corp	294,604.1	27.2
	Merck & Co Inc	232,371.9	26.6
	General Electric Co	72,511.8	26.4
	International Business Machines Corp	127,593.9	26.3
	Horton D R Inc /DE/	23,191.8	23.4
	Taiwan Semiconductor Manufacturing Co Ltd	437,370.3	20.5
	Dow Inc	38,247.2	20.2
	Netflix Inc	79,791.6	20.0
	Johnson & Johnson	465,600.2	20.0
	CVS Caremark Corp	122,214.0	19.0
	Costco Wholesale Corp /NEW	207,576.9	18.8
	Apple Inc	2,382,844.0	18.8
	Devon Energy Corp/DE	39,243.6	18.4
	Gilead Sciences Inc	78,030.8	17.7
	PepsiCo Inc	226,773.9	17.5
	Equinix Inc	60,902.7	16.8
	Corning Inc /NY	27,449.9	16.8
	Amazon Com Inc	1,092,997.8	16.0
	Intel Corp	154,482.4	14.4
	Verizon Communications Inc	211,914.0	13.4
	Palantir Technologies Inc	19,053.8	13.1
	Honeywell International Inc	119,775.0	11.8
	Coca Cola Co	269,985.6	11.7
	Snap-On Inc	10,734.1	11.6
	Hershey Co	44,908.2	11.5


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AUM Breakdown	Accounts	AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals)	524	208.9
(b) Individuals (high net worth individuals)	297	1,122.5
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	13	19.5
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	1,992	1,350.9
By Discretionary
Discretionary	1,970	1,333.9
Non-Discretionary	22	17.0
Total	1,992	1,350.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,350.9
Total	1,992	1,350.9

EDGAR Form	CIK	2011 - 2024
13F-HR	[0001531809]

Related Firms	State	AUM ($BB)
Capwealth Advisors LLC ✚	TN	1.4
Capwealth Insights LLC ✚	TN	0.0

Comparable Firms	State	AUM ($BB)
Vectorglobal IAG Inc ✚	FL	1.4
Adviceone Advisory Services LLC ✚	CT	1.4
Kimelman & Baird LLC ✚	NY	1.4
Sheaff Brock Investment Advisors LLC ✚	IN	1.4
Rodgers & Associates Ltd ✚	PA	1.3
Adell Harriman & Carpenter Inc ✚	TX	1.3
Patton Albertson Miller Group LLC ✚	TN	1.3
Dorchester Wealth Management Company ✚		1.3
Bloom Advisors ✚	MI	1.3
Blackhill Capital Inc ✚	NJ	1.3

Assets, Funds, Holdings