Capwealth Advisors, LLC - Q42025 Holdings

Capwealth Advisors, LLC holds 120 stocks with a total portfolio value of $ 2.93B as of Q42025. In Q42025, Capwealth Advisors, LLC added 3 new positions, increased stakes in 53 stocks, reduced 34 holdings, and fully exited 4 positions. The largest holding is Federal Natl Mtg Assn Var Pfd Ser P, representing 7.32% of the total portfolio.