The Analysis of CapWealth Advisors, LLC's Holdings


Currently, CapWealth Advisors, LLC holds 105 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in FBK (+323.1K shares, valued at $18.0M), UNH (+44.8K shares, valued at $15.5M), T (+502.6K shares, valued at $14.2M); decreased their positions in PLTR (-88.9K shares, valued at $16.2M), NFLX (-3.1K shares, valued at $3.7M), BIL (-33.0K shares, valued at $3.0M); initiated new positions in NG (+70.0K shares, valued at $616.0K), TSLA (+1.3K shares, valued at $583.5K), AMAT (+1.1K shares, valued at $218.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
PLTR PALANTIR TECHNOLOGIES INC CL A320.9K shares-21.70%2025-09-302025-10-21history
WMB WILLIAMS COS INC COM779.1K shares-1.95%2025-09-302025-10-21history
MSFT MICROSOFT CORP COM91.9K shares-0.83%2025-09-302025-10-21history
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW79.0K shares-5.04%2025-09-302025-10-21history
GLW CORNING INC COM472.5K shares-0.64%2025-09-302025-10-21history
IBM INTERNATIONAL BUSINESS MACHS COM119.5K shares-7.94%2025-09-302025-10-21history
LUMN LUMEN TECHNOLOGIES INC COM5.5M shares25.14%2025-09-302025-10-21history
GE GE AEROSPACE COM NEW101.5K shares-2.17%2025-09-302025-10-21history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS108.7K shares-2.74%2025-09-302025-10-21history
CVX CHEVRON CORP NEW COM191.7K shares-4.30%2025-09-302025-10-21history
GEV GE VERNOVA INC COM45.6K shares-5.05%2025-09-302025-10-21history
RTX RTX CORPORATION COM167.3K shares-1.89%2025-09-302025-10-21history
BAC BANK AMERICA CORP COM538.7K shares-2.54%2025-09-302025-10-21history
MRK MERCK & CO INC COM326.0K shares0.14%2025-09-302025-10-21history
DHI D R HORTON INC COM160.6K shares-0.04%2025-09-302025-10-21history
GILD GILEAD SCIENCES INC COM243.6K shares-3.68%2025-09-302025-10-21history
Sponsored
JNJ JOHNSON & JOHNSON COM139.0K shares0.04%2025-09-302025-10-21history
DUK DUKE ENERGY CORP NEW COM NEW207.0K shares-0.68%2025-09-302025-10-21history
CVS CVS HEALTH CORP COM318.9K shares-2.42%2025-09-302025-10-21history
ORCL ORACLE CORP COM80.4K shares-1.29%2025-09-302025-10-21history
NEE NEXTERA ENERGY INC COM265.9K shares1.75%2025-09-302025-10-21history
NFLX NETFLIX INC COM16.7K shares-15.61%2025-09-302025-10-21history
AMZN AMAZON COM INC COM88.9K shares-1.27%2025-09-302025-10-21history
AAPL APPLE INC COM75.3K shares-1.68%2025-09-302025-10-21history
Sponsored
FBK FB FINL CORP COM331.8K shares3756.68%2025-09-302025-10-21history
DOW DOW INC COM799.1K shares-1.64%2025-09-302025-10-21history
CEG CONSTELLATION ENERGY CORP COM54.9K shares0.96%2025-09-302025-10-21history
UPS UNITED PARCEL SERVICE INC CL B216.2K shares9.74%2025-09-302025-10-21history
EQIX EQUINIX INC COM22.6K shares-7.55%2025-09-302025-10-21history
VZ VERIZON COMMUNICATIONS INC COM392.6K shares-1.08%2025-09-302025-10-21history
SONY SONY GROUP CORP SPONSORED ADR552.4K shares-2.49%2025-09-302025-10-21history
PEP PEPSICO INC COM113.0K shares-0.40%2025-09-302025-10-21history
Sponsored
UNH UNITEDHEALTH GROUP INC COM45.6K shares5415.72%2025-09-302025-10-21history
T AT&T INC COM518.1K shares3242.29%2025-09-302025-10-21history
HON HONEYWELL INTL INC COM64.7K shares2.11%2025-09-302025-10-21history
GOOGL ALPHABET INC CAP STK CL A52.8K shares1.08%2025-09-302025-10-21history
KO COCA COLA CO COM187.2K shares0.15%2025-09-302025-10-21history
SYK STRYKER CORPORATION COM30.5K shares-1.75%2025-09-302025-10-21history
HSY HERSHEY CO COM60.1K shares-10.25%2025-09-302025-10-21history
HD HOME DEPOT INC COM25.9K shares-1.34%2025-09-302025-10-21history
Sponsored
AMGN AMGEN INC COM36.7K shares-0.55%2025-09-302025-10-21history
COST COSTCO WHSL CORP NEW COM10.7K shares-1.96%2025-09-302025-10-21history
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF103.3K shares-24.23%2025-09-302025-10-21history
TSCO TRACTOR SUPPLY CO COM161.0K shares-5.89%2025-09-302025-10-21history
GNRC GENERAC HLDGS INC COM52.3K shares-1.15%2025-09-302025-10-21history
MCHI ISHARES MSCI CHINA ETF126.2K shares-0.54%2025-09-302025-10-21history
RSP INVESCO S&P 500 EQUAL WEIGHT ETF36.6K shares0.42%2025-09-302025-10-21history
SCHD SCHWAB US DIVIDEND EQUITY ETF246.3K shares-0.91%2025-09-302025-10-21history
Sponsored
CARR CARRIER GLOBAL CORPORATION COM108.0K shares-0.02%2025-09-302025-10-21history
DOCU DOCUSIGN INC COM80.4K shares3.25%2025-09-302025-10-21history
WSM WILLIAMS SONOMA INC COM29.5K shares-2.54%2025-09-302025-10-21history
FXI ISHARES CHINA LARGE-CAP ETF121.0K shares-4.85%2025-09-302025-10-21history
IVV ISHARES CORE S&P 500 ETF4.3K shares-0.35%2025-09-302025-10-21history
CGGR CAPITAL GROUP GROWTH ETF61.9K shares-2.73%2025-09-302025-10-21history
SPY SPDR S&P 500 ETF TRUST3.5K shares-2.53%2025-09-302025-10-21history
HCA HCA HEALTHCARE INC COM4.5K shares-6.01%2025-09-302025-10-21history
Sponsored
SO SOUTHERN CO COM16.7K shares5.90%2025-09-302025-10-21history
BRK.A BERKSHIRE HATHAWAY INC DEL CL A2 shares0.00%2025-09-302025-10-21history
DUSA DAVIS SELECT U.S. EQUITY ETF28.7K shares-5.20%2025-09-302025-10-21history
VOO VANGUARD S&P 500 ETF2.2K shares0.00%2025-09-302025-10-21history
NVDA NVIDIA CORPORATION COM7.0K shares-0.36%2025-09-302025-10-21history
VRSN VERISIGN INC COM4.2K shares-3.65%2025-09-302025-10-21history
META META PLATFORMS INC CL A1.4K shares-22.62%2025-09-302025-10-21history
PNFP PINNACLE FINL PARTNERS INC COM10.3K shares-50.01%2025-09-302025-10-21history
Sponsored
WMT WALMART INC COM9.0K shares19.39%2025-09-302025-10-21history
JPM JPMORGAN CHASE & CO. COM2.9K shares-0.58%2025-09-302025-10-21history
CGDV CAPITAL GROUP DIVIDEND VALUE ETF21.2K shares-1.17%2025-09-302025-10-21history
MCD MCDONALDS CORP COM2.8K shares0.00%2025-09-302025-10-21history
AVGO BROADCOM INC COM2.3K shares2.34%2025-09-302025-10-21history
DVY ISHARES SELECT DIVIDEND ETF5.2K shares10.15%2025-09-302025-10-21history
VOOG VANGUARD S&P 500 GROWTH ETF1.7K shares0.00%2025-09-302025-10-21history
NG NOVAGOLD RES INC COM NEW70.0K sharesnew addition2025-09-302025-10-21history
Sponsored
XOM EXXON MOBIL CORP COM5.3K shares-74.55%2025-09-302025-10-21history
TSLA TESLA INC COM1.3K sharesnew addition2025-09-302025-10-21history
RF REGIONS FINANCIAL CORP NEW COM21.1K shares34.15%2025-09-302025-10-21history
LOW LOWES COS INC COM2.0K shares0.00%2025-09-302025-10-21history
IJH ISHARES CORE S&P MID-CAP ETF7.7K shares8.64%2025-09-302025-10-21history
COPX GLOBAL X COPPER MINERS ETF7.5K shares0.00%2025-09-302025-10-21history
QUAL ISHARES MSCI USA QUALITY FACTOR ETF2.3K shares-6.12%2025-09-302025-10-21history
FHN FIRST HORIZON CORPORATION COM18.8K shares0.00%2025-09-302025-10-21history
Sponsored
ET ENERGY TRANSFER L P COM UT LTD PTN24.7K shares41.87%2025-09-302025-10-21history
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF12.6K shares0.42%2025-09-302025-10-21history
MSGS MADISON SQUARE GRDN SPRT CORP CL A1.6K shares0.00%2025-09-302025-10-21history
FITB FIFTH THIRD BANCORP COM8.1K shares4.98%2025-09-302025-10-21history
VOOV VANGUARD S&P 500 VALUE ETF1.8K shares0.00%2025-09-302025-10-21history
MU MICRON TECHNOLOGY INC COM2.0K shares0.00%2025-09-302025-10-21history
V VISA INC COM CL A892 shares-2.09%2025-09-302025-10-21history
CGUS CAPITAL GROUP CORE EQUITY ETF7.5K shares0.00%2025-09-302025-10-21history
Sponsored
EHC ENCOMPASS HEALTH CORP COM2.3K shares0.00%2025-09-302025-10-21history
LLY ELI LILLY & CO COM378 shares-3.82%2025-09-302025-10-21history
MOAT VANECK MORNINGSTAR WIDE MOAT ETF2.8K shares0.00%2025-09-302025-10-21history
MDY SPDR S&P MIDCAP 400 ETF TRUST429 shares-8.92%2025-09-302025-10-21history
PG PROCTER AND GAMBLE CO COM1.6K shares-2.36%2025-09-302025-10-21history
MO ALTRIA GROUP INC COM3.6K shares0.00%2025-09-302025-10-21history
PRF INVESCO RAFI US 1000 ETF5.0K shares0.00%2025-09-302025-10-21history
AMAT APPLIED MATLS INC COM1.1K sharesnew addition2025-09-302025-10-21history
Sponsored
NHI NATIONAL HEALTH INVS INC COM2.7K shares-25.05%2025-09-302025-10-21history
GOOG ALPHABET INC CAP STK CL C881 sharesnew addition2025-09-302025-10-21history
GS GOLDMAN SACHS GROUP INC COM268 sharesnew addition2025-09-302025-10-21history
CLX CLOROX CO DEL COM1.7K shares0.00%2025-09-302025-10-21history
CSCO CISCO SYS INC COM3.1K shares0.23%2025-09-302025-10-21history
MTN VAIL RESORTS INC COM1.4K shares0.00%2025-09-302025-10-21history
VIG VANGUARD DIVIDEND APPRECIATION ETF933 sharesnew addition2025-09-302025-10-21history
CAT CATERPILLAR INC COM420 sharesnew addition2025-09-302025-10-21history
Sponsored
NXE NEXGEN ENERGY LTD COM14.0K shares0.00%2025-09-302025-10-21history

Call Option Holdings
LUMN Call CallLUMEN TECHNOLOGIES INC COM500.0K shares0.00%2025-09-302025-10-21history

Put Option Holdings
No put option holdings data available