Notify me when CapWealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 120 | $1,461,123,160 | +$61,950,153 | -$28,324,968 | +$33,625,185 | FNMAH, FNMAT, LUMN, PLTR, WMB | Restatement | 06 Feb 2026, 10:28 |
| Q3 2025 | 121 | $1,452,404,330 | +$406,416,016 | -$60,700,340 | +$345,715,676 | FNMAH, FNMAT, PLTR, WMB, MSFT | Restatement | 06 Feb 2026, 10:14 |
| Q2 2025 | 101 | $1,013,128,163 | +$88,393,360 | -$71,387,951 | +$17,005,409 | PLTR, WMB, MSFT, BRKB, IBM | 13F-HR | 29 Jul 2025, 11:48 |
| Q1 2025 | 99 | $921,617,669 | +$35,527,035 | -$47,203,753 | -$11,676,718 | BRKB, WMB, PLTR, MSFT, RTX | 13F-HR | 30 Apr 2025, 08:48 |
| Q4 2024 | 100 | $907,771,221 | +$41,621,704 | -$29,634,513 | +$11,987,191 | WMB, BRKB, PLTR, MSFT, DOW | 13F-HR | 30 Jan 2025, 13:44 |
| Q3 2024 | 108 | $915,256,960 | +$48,740,688 | -$12,027,401 | +$36,713,287 | BRKB, MSFT, WMB, RTX, IBM | 13F-HR | 31 Oct 2024, 08:45 |
| Q2 2024 | 98 | $790,970,081 | +$26,177,558 | -$113,085,018 | -$86,907,460 | BRKB, MSFT, WMB, BAC, RTX | 13F-HR | 05 Aug 2024, 09:53 |
| Q1 2024 | 96 | $890,897,548 | +$24,729,893 | -$19,737,944 | +$4,991,949 | BRKB, MSFT, WMB, GE, DHI | 13F-HR | 03 May 2024, 09:17 |
| Q4 2023 | 98 | $819,901,066 | +$22,494,672 | -$54,412,189 | -$31,917,517 | BRKB, MSFT, AAPL, WMB, DHI | 13F-HR | 31 Jan 2024, 10:48 |
| Q3 2023 | 104 | $779,255,530 | +$15,553,437 | -$8,999,308 | +$6,554,129 | BRKB, MSFT, AAPL, WMB, CVX | 13F-HR | 01 Nov 2023, 09:30 |
| Q2 2023 | 101 | $819,837,682 | +$12,310,312 | -$27,518,051 | -$15,207,739 | BRKB, AAPL, MSFT, WMB, CVX | 13F-HR | 07 Aug 2023, 09:13 |
| Q1 2023 | 103 | $801,672,784 | +$18,943,681 | -$89,327,979 | -$70,384,298 | BRKB, AAPL, MSFT, WMB, CVX | 13F-HR | 02 May 2023, 15:09 |
| Q4 2022 | 110 | $850,863,564 | +$40,472,367 | -$29,943,200 | +$10,529,167 | BRKB, CVX, WMB, AAPL, MSFT | 13F-HR | 01 Feb 2023, 09:29 |
| Q3 2022 | 104 | $757,790,000 | +$26,274,506 | -$39,551,137 | -$13,276,631 | AAPL, MSFT, CVS, WMB, JNJ | 13F-HR | 02 Nov 2022, 11:05 |
| Q2 2022 | 109 | $829,128,000 | +$50,428,590 | -$67,433,151 | -$17,004,561 | AAPL, MSFT, WMB, JNJ, CVS | 13F-HR | 05 Aug 2022, 14:04 |
| Q1 2022 | 123 | $976,853,000 | +$72,500,494 | -$59,236,683 | +$13,263,811 | AAPL, MSFT, BAC, BRKB, WMB | Restatement | 04 May 2022, 09:52 |
| Q4 2021 | 120 | $982,810,000 | +$28,962,354 | -$16,395,804 | +$12,566,550 | BAC, AAPL, MSFT, CSCO, CVS | 13F-HR | 10 Feb 2022, 10:17 |
| Q3 2021 | 109 | $912,884,000 | +$60,614,549 | -$209,023,806 | -$148,409,257 | MSFT, BAC, AAPL, STWD, CSCO | 13F-HR | 09 Nov 2021, 13:30 |
| Q2 2021 | 106 | $921,296,000 | +$84,597,700 | -$42,195,177 | +$42,402,523 | MSFT, BAC, AAPL, STWD, GLW | 13F-HR | 10 Aug 2021, 13:35 |
| Q1 2021 | 101 | $878,792,000 | +$77,827,379 | -$61,996,620 | +$15,830,759 | BAC, MSFT, AAPL, GLW, STWD | 13F-HR | 03 May 2021, 11:21 |
| Q4 2020 | 97 | $839,045,000 | +$59,452,094 | -$41,704,632 | +$17,747,462 | AAPL, MSFT, FNMAS, BAC, FNMAT | Restatement | 17 Feb 2021, 14:04 |
| Q3 2020 | 93 | $748,699,000 | +$72,715,492 | -$44,423,081 | +$28,292,411 | MSFT, AAPL, FNMAS, T, FNMAT | 13F-HR | 12 Nov 2020, 08:28 |
| Q2 2020 | 96 | $707,589,000 | +$64,475,520 | -$32,025,185 | +$32,450,335 | MSFT, AAPL, FNMAS, LUMN, BAC | 13F-HR | 12 Aug 2020, 08:34 |
| Q1 2020 | 90 | $567,426,000 | +$57,775,306 | -$69,155,538 | -$11,380,232 | AAPL, MSFT, FNMAS, LUMN, BAC | Restatement | 08 May 2020, 12:19 |
| Q1 2020 | 90 | $558,828,000 | +$53,930,195 | -$73,910,521 | -$19,980,326 | AAPL, MSFT, FNMAS, LUMN, BAC | Restatement | 08 May 2020, 11:46 |
| Q4 2019 | 99 | $794,631,000 | +$21,301,405 | -$12,493,936 | +$8,807,469 | FNMAS, AAPL, BAC, MSFT, FNMAT | Restatement | 18 Feb 2020, 11:23 |
| Q3 2019 | 97 | $751,717,000 | +$59,858,752 | -$23,258,981 | +$36,599,771 | FNMAS, FNMAT, AAPL, BAC, MSFT | 13F-HR | 29 Oct 2019, 10:40 |
| Q2 2019 | 102 | $699,365,000 | +$47,901,984 | -$36,565,258 | +$11,336,726 | FNMAS, BAC, MSFT, AAPL, FNMAT | 13F-HR | 13 Aug 2019, 09:14 |
| Q1 2019 | 102 | $652,082,000 | +$20,378,912 | -$11,321,997 | +$9,056,915 | FNMAS, BAC, MSFT, AAPL, CSCO | 13F-HR | 15 May 2019, 10:54 |
| Q4 2018 | 96 | $569,025,000 | +$70,020,049 | -$33,410,465 | +$36,609,584 | BAC, LUMN, FNMAS, MSFT, AAPL | 13F-HR | 15 Feb 2019, 06:51 |
| Q3 2018 | 111 | $609,369,000 | +$18,470,142 | -$8,026,551 | +$10,443,591 | LUMN, BAC, AAPL, MSFT, C | 13F-HR | 13 Nov 2018, 21:09 |
| Q2 2018 | 104 | $558,271,000 | +$44,770,046 | -$13,717,683 | +$31,052,363 | BAC, LUMN, AAPL, MSFT, C | 13F-HR | 15 Aug 2018, 15:39 |
| Q1 2018 | 101 | $517,141,000 | +$26,264,192 | -$41,929,448 | -$15,665,256 | BAC, LUMN, AAPL, MSFT, C | Restatement | 14 May 2018, 17:25 |
| Q4 2017 | 99 | $555,643,000 | +$46,143,638 | -$45,548,697 | +$594,941 | BAC, FNMAS, AAPL, LUMN, MSFT | 13F-HR | 15 Feb 2018, 12:33 |
| Q3 2017 | 97 | $520,647,000 | +$32,583,940 | -$29,276,034 | +$3,307,906 | BAC, LVLT, AAPL, FNMAS, EQIX | 13F-HR | 13 Nov 2017, 15:49 |
| Q2 2017 | 98 | $498,854,000 | +$8,046,433 | -$8,554,443 | -$508,010 | LVLT, BAC, AAPL, EQIX, GLW | 13F-HR | 14 Aug 2017, 10:42 |
| Q1 2017 | 97 | $488,410,000 | +$24,382,990 | -$14,254,716 | +$10,128,274 | LVLT, BAC, AAPL, EQIX, FNMAS | 13F-HR | 12 May 2017, 15:02 |
| Q4 2016 | 91 | $462,202,000 | +$48,156,704 | -$40,752,458 | +$7,404,246 | LVLT, BAC, FNMAS, AAPL, EQIX | 13F-HR | 14 Feb 2017, 10:36 |
| Q3 2016 | 302 | $415,966,000 | +$20,101,277 | -$20,837,467 | -$736,190 | LVLT, AAPL, BAC, EQIX, WMB | 13F-HR | 14 Nov 2016, 12:27 |
| Q2 2016 | 283 | $409,216,000 | +$11,950,775 | -$6,441,313 | +$5,509,462 | LVLT, EQIX, JNJ, AAPL, GE | 13F-HR | 03 Aug 2016, 15:23 |
| Q1 2016 | 319 | $393,114,000 | +$15,956,519 | -$24,168,101 | -$8,211,582 | LVLT, AAPL, EQIX, JNJ, HD | 13F-HR | 11 May 2016, 15:53 |
| Q4 2015 | 272 | $412,921,000 | +$6,902,006 | -$17,091,425 | -$10,189,419 | LVLT, SBUX, AAPL, BAC, EQIX | 13F-HR | 11 Feb 2016, 11:31 |
| Q3 2015 | 273 | $399,253,000 | +$41,808,638 | -$31,387,439 | +$10,421,199 | LVLT, AAPL, SBUX, BAC, WFC | 13F-HR | 12 Nov 2015, 15:52 |
| Q2 2015 | 292 | $424,163,000 | +$23,425,233 | -$17,567,839 | +$5,857,394 | LVLT, AAPL, BAC, SBUX, WMB | 13F-HR | 14 Aug 2015, 11:08 |
| Q1 2015 | 313 | $425,377,000 | +$30,833,196 | -$33,221,448 | -$2,388,252 | LVLT, BAC, AAPL, SBUX, WFC | 13F-HR | 12 May 2015, 15:28 |
| Q4 2014 | 88 | $426,009,000 | +$25,369,427 | -$36,354,741 | -$10,985,314 | LVLT, BAC, AAPL, YHOO, WFC | 13F-HR | 11 Feb 2015, 14:09 |
| Q3 2014 | 364 | $440,530,000 | +$13,417,003 | -$6,668,008 | +$6,748,995 | LVLT, BAC, FNMAS, AAPL, YHOO | 13F-HR | 12 Nov 2014, 16:53 |
| Q2 2014 | 354 | $436,553,000 | +$78,874,255 | -$11,388,138 | +$67,486,117 | LVLT, BAC, FNMAS, WMB, AAPL | 13F-HR | 08 Aug 2014, 10:32 |
| Q1 2014 | 363 | $371,695,000 | +$16,110,815 | -$43,966,661 | -$27,855,846 | LVLT, BAC, YHOO, MCPIQ, GLW | 13F-HR | 12 May 2014, 15:21 |
| Q4 2013 | 361 | $396,498,000 | $0 | $0 | $0 | FNMAS, LVLT, BAC, YHOO, MCPIQ | 13F-HR | 13 Feb 2014, 14:50 |