CapWealth Advisors, LLC
- SEC CIK
- 0001531809
- 最新申報
- 2026/7/28
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/3 申報。只含多頭部位。
- 持股檔數
- 102
- 2020 年第 4 季沒有 13F 資料
- 總值
- $8.79 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BACBank of America Corp | Stock | 1,012,963 | $3,919 萬 | 4.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 163,988 | $3,866 萬 | 4.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 301,946 | $3,688 萬 | 4.2% | – | – | 歷史 |
| GLWCorning Inc | COM | 658,431 | $2,865 萬 | 3.3% | – | – | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 1,116,907 | $2,763 萬 | 3.1% | – | – | 歷史 |
| FNMATFederal National Mortgage Association Fannie Mae | PFD | 5,196,068 | $2,544 萬 | 2.9% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 483,113 | $2,498 萬 | 2.8% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 147,701 | $2,428 萬 | 2.8% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 89,914 | $2,297 萬 | 2.6% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 1,734,420 | $2,277 萬 | 2.6% | – | – | 歷史 |
| DOWDow Inc. | Stock | 349,615 | $2,235 萬 | 2.5% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 281,830 | $2,120 萬 | 2.4% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 30,540 | $2,076 萬 | 2.4% | – | – | 歷史 |
| NHINational Health Investors Inc | COM | 266,713 | $1,928 萬 | 2.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 61,405 | $1,874 萬 | 2.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 601,329 | $1,820 萬 | 2.1% | – | – | 歷史 |
| WRKWestRock Co | COM | 349,350 | $1,818 萬 | 2.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 162,610 | $1,777 萬 | 2.0% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,719 | $1,770 萬 | 2.0% | – | – | 歷史 |
| FNMASFederal National Mortgage Association Fannie Mae | Preferred Stock | 2,986,823 | $1,658 萬 | 1.9% | – | – | 歷史 |
| CVXChevron Corp | Stock | 150,096 | $1,573 萬 | 1.8% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 654,117 | $1,550 萬 | 1.8% | – | – | 歷史 |
| RTXRTX Corp | Stock | 196,762 | $1,520 萬 | 1.7% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 82,195 | $1,517 萬 | 1.7% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 233,176 | $1,507 萬 | 1.7% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 112,400 | $1,498 萬 | 1.7% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 82,460 | $1,402 萬 | 1.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 62,761 | $1,362 萬 | 1.6% | – | – | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 1,011,950 | $1,351 萬 | 1.5% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 88,213 | $1,248 萬 | 1.4% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 48,471 | $1,206 萬 | 1.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 205,398 | $1,194 萬 | 1.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 153,937 | $1,187 萬 | 1.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 83,474 | $1,134 萬 | 1.3% | – | – | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 106,033 | $1,124 萬 | 1.3% | – | – | 歷史 |
| SYKStryker Corp | Stock | 44,902 | $1,094 萬 | 1.2% | – | – | 歷史 |
| FNMAHFederal National Mortgage Association Fannie Mae | PFD | 2,390,845 | $1,052 萬 | 1.2% | – | – | 歷史 |
| MMM3M Co | Stock | 52,522 | $1,012 萬 | 1.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 173,057 | $966.2 萬 | 1.1% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 411,601 | $958.6 萬 | 1.1% | – | – | 歷史 |
| TSCOTractor Supply Co | COM | 53,673 | $950.4 萬 | 1.1% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 53,461 | $920.2 萬 | 1.0% | – | – | 歷史 |
| FMCKJFederal Home Loan Mortgage Corp | PFD | 1,813,509 | $914.0 萬 | 1.0% | – | – | 歷史 |
| SNASnap-on Inc | COM | 39,425 | $909.7 萬 | 1.0% | – | – | 歷史 |
| HSYHershey Co | COM | 56,493 | $893.5 萬 | 1.0% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 66,832 | $850.3 萬 | 1.0% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 154,705 | $815.5 萬 | 0.9% | – | – | 歷史 |
| HXLHexcel Corp | COM | 133,559 | $747.9 萬 | 0.9% | – | – | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 20,013 | $655.3 萬 | 0.7% | – | – | 歷史 |
| FMCKLFederal Home Loan Mortgage Corp | PFD | 1,213,578 | $546.1 萬 | 0.6% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 13,574 | $478.5 萬 | 0.5% | – | – | 歷史 |
| Davis Fundamental ETF Tr23908L207 | SELECT US EQTY | 137,574 | $454.0 萬 | 0.5% | – | – | – |
| BXBlackstone Inc. | COM | 57,130 | $425.8 萬 | 0.5% | – | – | 歷史 |
| 1/10 Fedl Natl 5.375 Series 20189642317 | PFD | 2,080 | $390.0 萬 | 0.4% | – | – | – |
| CARRCarrier Global Corp | Stock | 85,204 | $359.7 萬 | 0.4% | – | – | 歷史 |
| CCitigroup Inc | Stock | 47,161 | $343.1 萬 | 0.4% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 51,967 | $278.0 萬 | 0.3% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 66,962 | $250.8 萬 | 0.3% | – | – | 歷史 |
| TWNKHostess Brands, Inc. | CL A | 169,390 | $242.9 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,792 | $230.4 萬 | 0.3% | – | – | – |
| FNMFNFederal National Mortgage Association Fannie Mae | COM | 242,185 | $213.1 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,205 | $155.4 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 22,280 | $138.5 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,019 | $119.7 萬 | 0.1% | – | – | 歷史 |
| VRSNVerisign Inc | COM | 5,806 | $115.4 萬 | 0.1% | – | – | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 6,038 | $113.7 萬 | 0.1% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 14,675 | $107.0 萬 | 0.1% | – | – | – |
| FMCCSFederal Home Loan Mortgage Corp | PFD | 125,652 | $106.2 萬 | 0.1% | – | – | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 44,600 | $101.4 萬 | 0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,878 | $89.9 萬 | 0.1% | – | – | – |
| FNMAFederal National Mortgage Association Fannie Mae | COM | 417,600 | $86.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,690 | $83.7 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,671 | $80.3 萬 | 0.1% | – | – | – |
| Berkshire Hat A 100th084990175 | COM | 200 | $77.1 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,028 | $73.9 萬 | 0.1% | – | – | – |
| FBKFB Financial Corp | COM | 15,935 | $70.8 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,084 | $69.1 萬 | 0.1% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,026 | $63.3 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,615 | $60.7 萬 | 0.1% | – | – | 歷史 |
| FMCCFederal Home Loan Mortgage Corp | COM | 276,244 | $56.6 萬 | 0.1% | – | – | 歷史 |
| EHCEncompass Health Corp | COM | 5,583 | $45.7 萬 | 0.1% | – | – | 歷史 |
| CLXClorox Co | Stock | 2,263 | $43.6 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 11,023 | $42.3 萬 | <0.1% | – | – | – |
| MTNVail Resorts Inc | COM | 1,370 | $40.0 萬 | <0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,000 | $38.0 萬 | <0.1% | – | – | 歷史 |
| HSICHenry Schein Inc | COM | 5,000 | $34.6 萬 | <0.1% | – | – | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 3,810 | $33.8 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,265 | $32.9 萬 | <0.1% | – | – | – |
| MSGSMadison Square Garden Sports Corp. | CL A | 1,600 | $28.7 萬 | <0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,888 | $27.9 萬 | <0.1% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 4,840 | $26.6 萬 | <0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,453 | $26.1 萬 | <0.1% | – | – | 歷史 |
| FHNFirst Horizon Corp | COM | 13,891 | $23.5 萬 | <0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 605 | $22.5 萬 | <0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,022 | $21.6 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 883 | $21.5 萬 | <0.1% | – | – | – |
| INTCIntel Corp | Stock | 3,191 | $20.4 萬 | <0.1% | – | – | 歷史 |
| FMCCMFederal Home Loan Mortgage Corp | PFD | 23,100 | $19.2 萬 | <0.1% | – | – | 歷史 |
| WLMSNOS4-1, Inc. | COM | 26,553 | $9.20 萬 | <0.1% | – | – | 歷史 |
| FNMAIFederal National Mortgage Association Fannie Mae | PFD | 10,000 | $4.70 萬 | <0.1% | – | – | 歷史 |