Cape Investment Advisory, Inc. Incresed Positions in Q4 2024

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.3K
+ 98.22%
$174.22 - $187.62 $2.14M - $2.3M
24.7K $4.33B
Blackrock ETF Trust Ii
30.9K
+ 40.15%
N/A
108K $5.61B
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
117K
+ 195.22%
$24.31 - $49.53 $2.85M - $5.8M
177K $4.32B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.05M
+ 201.64%
$22.01 - $66.82 $23.2M - $70.4M
1.58M $35.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.09K
+ 21.99%
$567.81 - $607.81 $618K - $661K
6.04K $3.54B
AMAT
Applied Materials Inc

Technology
3.85K
+ 1065.65%
$161.44 - $213.89 $621K - $823K
4.21K $684M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.25K
+ 18120.0%
$81.68 - $82.93 $592K - $601K
7.29K $597M
GOOGL
Alphabet Inc.

Communication Services
116
+ 0.59%
$161.86 - $196.66 $18.8K - $22.8K
19.6K $3.71B
DIS
Walt Disney CO

Communication Services
2.27K
+ 18.63%
$92.39 - $117.6 $210K - $267K
14.5K $1.61B
Ishares Bitcoin Trust ETF
2.28K
+ 12.4%
N/A
20.7K $1.1B
BDX
Becton Dickinson & CO

Healthcare
1.38K
+ 613.78%
$220.02 - $243.75 $304K - $337K
1.61K $364M
Innovator Etfs Trust
9.11K
+ 9109.0%
N/A
9.21K $271M
SCHW
Schwab Charles Corp

Financial Services
238
+ 0.94%
$63.31 - $82.85 $15.1K - $19.7K
25.7K $1.9B
VTI
Vanguard Total Stock Market Et

ETFs
802
+ 52.9%
$280.04 - $302.45 $225K - $243K
2.32K $672M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.34K
+ 9.62%
$50.62 - $50.97 $220K - $221K
49.5K $2.51B
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 1.29%
$213.65 - $479.86 $3.63K - $8.16K
1.33K $538M
NVDA
Nvidia Corp

Technology
273
+ 2.35%
$117.0 - $148.88 $31.9K - $40.6K
11.9K $1.59B
VUG
Vanguard Growth ETF

ETFs
406
+ 513.92%
$378.79 - $428.11 $154K - $174K
485 $199M
MU
Micron Technology Inc

Technology
2.2K
+ 218.0%
$84.16 - $113.41 $185K - $250K
3.22K $271M
VB
Vanguard Small Cap ETF

ETFs
665
+ 58.64%
$233.76 - $261.58 $155K - $174K
1.8K $432M
ADBE
Adobe Inc.

Technology
666
+ 34.6%
$437.39 - $552.96 $291K - $368K
2.59K $1.15B
BX
Blackstone Inc.

Financial Services
811
+ 1474.55%
$148.45 - $199.05 $120K - $161K
866 $149M
WFC
Wells Fargo & Company

Financial Services
605
+ 8.64%
$54.98 - $77.35 $33.3K - $46.8K
7.61K $534M
META
Meta Platforms, Inc.

Communication Services
114
+ 2.27%
$554.08 - $632.68 $63.2K - $72.1K
5.14K $3.01B
MA
Mastercard Inc

Financial Services
28
+ 0.8%
$491.3 - $536.15 $13.8K - $15K
3.54K $1.87B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
219
+ 23.52%
$521.84 - $558.82 $114K - $122K
1.15K $619M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.13K
+ 27.23%
$113.92 - $127.38 $129K - $144K
5.29K $609M
VGT
Vanguard Information Technolog

ETFs
173
+ 48.87%
$571.78 - $647.97 $98.9K - $112K
527 $328M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.48K
+ 100.88%
$77.02 - $78.58 $114K - $117K
2.95K $228M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
410
+ 15.06%
$198.04 - $221.51 $81.2K - $90.8K
3.13K $659M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
458
+ 279.27%
$238.25 - $261.28 $109K - $120K
622 $151M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
501
+ 668.0%
$201.32 - $217.44 $101K - $109K
576 $119M
IAU
Ishares Gold Trust

ETFs
2.03K
+ 572.11%
$48.37 - $52.65 $98.2K - $107K
2.39K $118M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.09K
+ 41.77%
$91.29 - $91.8 $99.3K - $99.9K
3.69K $338M
VO
Vanguard Mid Cap ETF

ETFs
330
+ 32.07%
$261.5 - $284.63 $86.3K - $93.9K
1.36K $359M
VDC
Vanguard Consumer Staples ETF

ETFs
480
+ 22.68%
$210.96 - $223.62 $101K - $107K
2.6K $549M
VTV
Vanguard Value ETF

ETFs
503
+ 383.97%
$168.32 - $181.87 $84.7K - $91.5K
634 $107M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
3.85K
+ 28.54%
$24.59 - $25.81 $94.6K - $99.3K
17.3K $427M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.45K
+ 20.97%
$71.75 - $75.11 $104K - $109K
8.34K $599M
ADSK
Autodesk, Inc.

Technology
21
+ 0.62%
N/A
3.41K $1.01B
KMX
Carmax Inc

Consumer Cyclical
79
+ 0.51%
$71.11 - $87.2 $5.62K - $6.89K
15.6K $1.27B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
150
+ 15.96%
$340.59 - $380.5 $51.1K - $57.1K
1.09K $399M
KOCT
Innovator Laddered Fund Of U.S
2.25K
+ 12.86%
N/A
19.8K $604M
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.46K
+ 731.5%
$40.86 - $43.42 $59.8K - $63.5K
1.66K $69.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
151
+ 11.24%
$442.29 - $483.08 $66.8K - $72.9K
1.49K $677M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
302
+ 359.52%
$180.39 - $205.43 $54.5K - $62K
386 $73.2M
VNQ
Vanguard Specialized Funds Van

ETFs
750
+ 53.04%
$87.85 - $98.6 $65.9K - $74K
2.16K $193M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.21K
+ 25.67%
$20.55 - $23.26 $86.4K - $97.8K
20.6K $434M
IGM
Ishares Expanded Tech Sector E

ETFs
369
+ 14.39%
$94.19 - $106.95 $34.8K - $39.5K
2.93K $299M
Activity Summary
Buys All Purchases 584 New Holdings 219 Increased Positions 365 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 0
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