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CapWealth Advisors, LLC

119 holdingsFiling period: 2026-03-31Current AUM: $1.39Bestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1FNMAFEDERAL NATL MTG ASSN VAR PFD SER P8.14M$76.9M$76.9M5.54%-275,3092026-03-31
2GLWCORNING INC COM440.8K$59.9M$60.9M4.39%-35,2502026-03-31
3FNMAFEDERAL NATL MTG ASSN PFD 8.25 SR T5.81M$58.1M$58.1M4.18%-27,7062026-03-31
4WMBWILLIAMS COS INC COM762.3K$55.5M$54.5M3.93%-13,4152026-03-31
5LUMNLUMEN TECHNOLOGIES INC COM7.01M$48.7M$44.7M3.22%+310.5K2026-03-31
6CVXCHEVRON CORPORATION COM190.4K$39.4M$37.5M2.70%-1,2512026-03-31
7DOWDOW HLDGS INC COM810.4K$33.8M$24.5M1.77%-7,2462026-03-31
8JNJJOHNSON & JOHNSON COM137.1K$33.5M$35.1M2.53%-2,5382026-03-31
9GILDGILEAD SCIENCES INC COM235.2K$32.8M$30.6M2.21%-9,3942026-03-31
10MRKMERCK & CO INC COM271.3K$32.6M$35.3M2.54%-57,0432026-03-31
11GEVGE VERNOVA INC COM37.0K$32.3M$36.7M2.64%-8,5122026-03-31
12TAT&T INC COM1.08M$31.4M$25.2M1.81%+525.7K2026-03-31
13MSFTMICROSOFT CORP COM80.9K$29.9M$37.6M2.71%-7,8712026-03-31
14RTXRTX CORPORATION COM153.7K$29.6M$33.1M2.38%-6,5252026-03-31
15IBMINTERNATIONAL BUSINESS MACHS COM121.7K$29.5M$27.2M1.96%+432026-03-31
16FMCCFEDERAL HOME LN MTG CORP 6.02 NON CM PFD2.99M$28.5M$28.5M2.05%-160,9902026-03-31
17GEGE AEROSPACE COM NEW99.9K$28.4M$36.0M2.59%-1,7132026-03-31
18DUKDUKE ENERGY CORP NEW COM NEW209.1K$27.4M$26.2M1.89%-8162026-03-31
19FNMAFEDERAL NATL MTG ASSN PFD8.25SER S2.19M$26.1M$26.1M1.88%-81,7832026-03-31
20BACBANK OF AMER CORP COM525.6K$25.6M$32.6M2.34%-11,1112026-03-31
21NEENEXTERA ENERGY INC COM268.4K$24.9M$23.3M1.68%+3692026-03-31
22TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS70.6K$23.9M$28.5M2.06%-35,0162026-03-31
23CVSCVS HEALTH CORP COM326.0K$23.4M$34.0M2.45%-2,3052026-03-31
24UPSUNITED PARCEL SVCS INC CL B230.2K$22.6M$24.0M1.73%+7.7K2026-03-31
25FMCCFEDERAL HOME LN MTG CORP PFD 8.375 NCM1.95M$22.0M$22.0M1.59%-97,7372026-03-31
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