CapWealth Advisors, LLC
RIA/Wealth
CapWealth Advisors, LLC is a RIA/Wealth based in Franklin, TN led by Phoebe Jones Venable, reporting $1.7B in AUM as of Q3 2025 with PLTR as the largest holding (5% allocation).
CEOPhoebe Jones Venable
- Portfolio Value
- $1.1B
- Positions
- 105
- Top Holding
- PLTR at 5.28%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CapWealth Advisors, LLC's portfolio (35.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $58.5M | 5.28% | -$16.2M Sold | 0.01% 320.9K shares | |
Oil & Gas Midstream Energy | $49.4M | 4.45% | -$981.2K Sold | 0.06% 779.1K shares | |
Software - Infrastructure Technology | $47.6M | 4.29% | -$398.8K Sold | 0.00% 91.9K shares | |
Insurance - Diversified Financial Services | $39.7M | 3.58% | -$2.1M Sold | 0.00% 79.0K shares | |
Hardware, Equipment & Parts Technology | $38.8M | 3.49% | -$248.6K Sold | 0.06% 472.5K shares | |
Telecommunications Services Communication Services | $36.7M | 3.31% | +$9.8M Bought | 0.58% 6.0M shares | |
Information Technology Services Technology | $33.7M | 3.04% | -$2.9M Sold | 0.01% 119.5K shares | |
Aerospace & Defense Industrials | $30.5M | 2.75% | -$675.6K Sold | 0.01% 101.5K shares | |
Semiconductors Technology | $30.4M | 2.74% | -$854.3K Sold | — 108.7K shares | |
Oil & Gas Integrated Energy | $29.8M | 2.68% | -$1.3M Sold | 0.01% 191.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CapWealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+5,415.72% | |
+3,756.68% | |
+3,242.29% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-74.55% | |
-50.01% |
Analytics
Portfolio insights and performance metrics for CapWealth Advisors, LLC
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