Capwealth Advisors, LLC - Q12026 Holdings

Capwealth Advisors, LLC holds 104 stocks with a total portfolio value of $ 1.35B as of Q12026. In Q12026, Capwealth Advisors, LLC added 3 new positions, increased stakes in 2 stocks, reduced 99 holdings, and fully exited 5 positions. The largest holding is Federal Natl Mtg Assn Var Pfd Ser P (FNMA), representing 5.71% of the total portfolio.