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Capital Advisor Network LLC

Portfolio Manager
Capital Advisor Network LLC
Performance
0% (N/A)
AUM (13F)
$85.10M
# of Holdings
149
Performance Rank
N/A
Allocation (Top 20)
89.92%

Capital Advisor Network LLC Holdings Map

Top 50 Capital Advisor Network LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RPRX
Royalty Pharma PLC
16.05%3.03M$13.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 3.03M shares
$43.31(+33.40%)
2026-03-31
IVV
ISHARES CORE S&P 500 ETF
8.75%11.4K$7.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 11.4K shares
$669.08(+11.86%)
2026-03-31
QQQ
INVESCO QQQ TR
8.51%12.6K$7.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 12.6K shares
$595.74(+19.61%)
2026-03-31
VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
8.08%15.7K$6.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 15.7K shares
$77.05(+10.96%)
2026-03-31
VTV
VANGUARD VALUE INDEX FUND ETF SHARES
7.99%34.6K$6.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 34.6K shares
$193.60(+13.21%)
2026-03-31
GLD
SPDR GOLD SHARES
6.98%13.8K$5.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 13.8K shares
$413.30(-8.51%)
2026-03-31
DIA
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
5.53%10.2K$4.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 10.2K shares
$471.88(+11.87%)
2026-03-31
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
4.63%42.5K$3.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 42.5K shares
$93.45(+4.75%)
2026-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
4.51%56.9K$3.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 56.9K shares
$66.76(+13.97%)
2026-03-31
BAR
GRANITESHARES GOLD TRUST
3.3%60.9K$2.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 60.9K shares
$44.31(-8.49%)
2026-03-31

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