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CIK: 0001350780
Total reported value
$1.2B
$1.2B
75 檔
42.8%
As reported in its official Q4 2024 Form 13F filing, Private Capital Advisors, Inc.'s tracked investment portfolio stood at $1.2B with 75 total positions.
In Q4 2024, Private Capital Advisors, Inc. adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 39.87% | -1.93% | +0.13% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.22% | +0.92% | -0.22% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.35% | -0.25% | -0.62% | |
| 4 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.35% | +0.62% | +99.87% | |
| 5 | NFLX | Netflix Inc | Stock-Comm Services | 2.97% | -0.03% | +1.97% | |
| 6 | ✓ | Stock-Other | 2.45% | — | +2.71% | ||
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.28% | — | -0.36% | |
| 8 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.09% | — | -1.95% | |
| 9 | CACI | Caci International Inc -cl A | Stock-Tech | 2.00% | +0.71% | -0.38% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 1.98% | -0.05% | -0.37% | |
| 11 | APH | Amphenol Corp-cl A | Stock-Tech | 1.98% | — | — | |
| 12 | EPD | Enterprise Products Partners | Stock-Energy | 1.96% | -0.08% | -0.01% | |
| 13 | ET | Energy Transfer LP | Stock-Energy | 1.92% | +0.01% | -0.03% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.88% | +0.41% | +0.01% | |
| 15 | XYZ | Block Inc | Stock-Financials | 1.87% | — | — | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.85% | +0.45% | +0.81% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | +0.06% | -2.42% | |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 1.63% | -0.02% | +0.13% | |
| 19 | WMB | Williams Cos Inc | Stock-Energy | 1.61% | -0.17% | +0.00% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.59% | — | -1.93% | |
| 21 | MPLX | Mplx LP | Stock-Energy | 1.46% | -0.02% | -0.02% | |
| 22 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.29% | -0.07% | -0.23% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.19% | +0.04% | — | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 1.19% | +0.05% | — | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.18% | -0.02% | -0.18% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | -0.05% | +1.35% | |
| 27 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.54% | -0.01% | -2.82% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 0.46% | — | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | — | — | |
| 30 | FISV | Fiserv Inc | Stock-Other | 0.30% | — | — | |
| 31 | PH | Parker Hannifin CORP | Stock-Industrials | 0.28% | -0.01% | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.28% | +0.04% | — | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.26% | — | -14.66% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.22% | -0.01% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | +0.65% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | +0.01% | +0.42% | |
| 37 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.18% | — | +82.56% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.01% | -0.17% | |
| 39 | OMC | Omnicom Group | Stock-Comm Services | 0.16% | — | — | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | — | — | |
| 41 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.12% | -0.01% | — | |
| 42 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.11% | — | -45.47% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | -0.35% | — | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.08% | — | — | |
| 45 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.08% | — | -5.43% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | — | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | +0.01% | — | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.06% | -0.01% | — | |
| 49 | MDNLX | Blackrock Ntl Muni-a | Stock-Other | 0.06% | — | — | |
| 50 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | +2% | NEW | New buy |
| 2 | XYZ | Block Inc | +1.9% | NEW | New buy |
| 3 | AAPL | Apple Inc | +1.2% | -0.22% | Trim |
| 4 | NFLX | Netflix Inc | +0.8% | +1.97% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.62% | Trim |
| 6 | ET | Energy Transfer LP | +0.5% | -0.03% | Trim |
| 7 | NVDA | Nvidia CORP | +0.5% | — | Add |
| 8 | PANW | Palo Alto Networks Inc | +0.5% | +99.87% | Add |
| 9 | WMB | Williams Cos Inc | +0.4% | +0.00% | Add |
| 10 | AMZN | Amazon.com Inc | +0.4% | -2.42% | Trim |
| 11 | BX | Blackstone Inc | +0.4% | -0.37% | Trim |
| 12 | EPD | Enterprise Products Partners | +0.3% | -0.01% | Trim |
| 13 | MPLX | Mplx LP | +0.2% | -0.02% | Trim |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +0.81% | Add |
| 15 | BLK | Blackrock Inc | +0.2% | — | Unchanged |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +1.35% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 18 | LHX | L3harris Technologies Inc | +0.1% | +82.56% | Add |
| 19 | FISV | Fiserv Inc | +0.1% | — | Unchanged |
| 20 | DIS | Walt Disney Co/the | 0% | NEW | New buy |
| 21 | INTU | Intuit Inc | 0% | — | Unchanged |
| 22 | MRSH | Marsh & Mclennan Cos | 0% | -1.95% | Trim |
| 23 | AZO | Autozone Inc | 0% | NEW | New buy |
| 24 | GLD | Spdr Gold Shares | 0% | NEW | New buy |
| 25 | ORLY | O'reilly Automotive Inc | 0% | NEW | New buy |
| 26 | MCD | Mcdonald's CORP | 0% | NEW | New buy |
| 27 | SWVXX | Schwa Prime Adv Money Fd-inv | 0% | NEW | New buy |
| 28 | EW | Edwards Lifesciences CORP | 0% | — | Unchanged |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.17% | Trim |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.42% | Add |
| 31 | CVX | Chevron CORP | 0% | — | Unchanged |
| 32 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 33 | UNP | Union Pacific CORP | 0% | +0.13% | Add |
| 34 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 35 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 36 | MLPX | Global X Mlp & Energy Infras | 0% | — | Unchanged |
| 37 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 38 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 39 | FBNDX | Fidelity Invest Grd Bnd | 0% | -1.22% | Trim |
| 40 | BSX | Boston Scientific CORP | 0% | — | Unchanged |
| 41 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 42 | VWLUX | Vanguard L/t Tax Exmpt-adm | 0% | — | Unchanged |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 44 | MDNLX | Blackrock Ntl Muni-a | 0% | — | Unchanged |
| 45 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 46 | XOM | Exxon Mobil CORP | — | — | Unchanged |
| 47 | CVS | Cvs Health CORP | — | — | Unchanged |
| 48 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 49 | TXN | Texas Instruments Inc | — | — | Unchanged |
| 50 | SO | Southern Co/the | — | — | Unchanged |
According to official SEC Form 13F filings, Private Capital Advisors, Inc. reported a total U.S. public equity portfolio value of $1.2B across 75 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LLY, AAPL, GOOGL) accounted for 42.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
APH
市值: $16.6M
Top Position Liquidated / Trimmed
NDAQ
前期市值: $19.0M
During Q4 2024, Private Capital Advisors, Inc.'s top holdings by market value included LLY (39.9%)、AAPL (8.2%)、GOOGL (4.3%). The largest single position, LLY, represented 39.9% of total portfolio value.
In Q4 2024, Private Capital Advisors, Inc. made 54 total portfolio adjustments, initiating 9 new buys, adding to 12 positions, trimming 21 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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