Skip to main content

CapWealth Advisors, LLC

SEC CIK
0001531809
Latest filing
Oct 5, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 3, 2021. Long positions only.

Institution overview
Positions
102
No 13F data for Q4 2020
Portfolio value
$878.8M
No 13F data for Q4 2020
Filed
May 3, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of CapWealth Advisors, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock163,988$38.7M4.4%––History
BACBank of America CorpStock1,012,963$39.2M4.5%––History