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CapWealth Advisors, LLC

All holdings · as of Dec 31, 2025

120 positions

CompanyClassValueShares% of portfolio
VANGUARD S&P 500 VALUE ETF$366.5K1,7890.0%
Visa Inc$319.8K9120.0%
CAPITAL GROUP CORE EQUITY ETF$302.6K7,5230.0%
VANECK MORNINGSTAR WIDE MOAT ETF$288.5K2,7860.0%
APPLIED MATERIALS INC /DE$274.2K1,0670.0%
SPDR S&P MIDCAP 400 ETF TRUST$254.6K4220.0%
FEDERAL NATL MTG ASSN PFD 5.10 E$247.5K11,0000.0%
CATERPILLAR INC$240.6K4200.0%
CISCO SYSTEMS, INC.$240.5K3,1220.0%
THE GOLDMAN SACHS GROUP, INC.$235.6K2680.0%
INVESCO RAFI US 1000 ETF$234.6K5,0000.0%
Encompass Health Corp$231.8K2,1840.0%
PROCTER & GAMBLE Co$227.7K1,5890.0%
NATIONAL HEALTH INVESTORS INC$209.3K2,7410.0%
ALTRIA GROUP, INC.$205.1K3,5570.0%
VANGUARD DIVIDEND APPRECIATION ETF$205.1K9330.0%
FEDERAL NATL MTG ASSN PFD6.75 SER Q$132.5K10,0000.0%
NEXGEN ENERGY LTD COM$128.8K14,0000.0%
FEDERAL NATL MTG ASSN PFD G VAR RATE$126.5K6,2000.0%
FEDERAL NATL MTG ASSN PFD M 4.75$54.2K2,5000.0%
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