Cape Investment Advisory, Inc. Incresed Positions in Q2 2024

Cape Investment Advisory, Inc.

  • $223 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
607
+ 65.55%
$97.17 - $106.25 $59K - $64.5K
1.53K $157M
CVX
Chevron Corp

Energy
573
+ 2.6%
$152.57 - $166.33 $87.4K - $95.3K
22.6K $3.53B
UNH
Unitedhealth Group Inc

Healthcare
71
+ 4.4%
$439.2 - $524.63 $31.2K - $37.2K
1.68K $858M
RIO
Rio Tinto PLC

Basic Materials
758
+ 379.0%
$63.0 - $73.61 $47.8K - $55.8K
958 $63.1M
IGM
Ishares Expanded Tech Sector E

ETFs
446
+ 46.17%
$80.02 - $95.38 $35.7K - $42.5K
1.41K $133M
KMX
Carmax Inc

Consumer Cyclical
2.97K
+ 24.06%
$67.21 - $85.94 $200K - $256K
15.3K $1.12B
LRCX
Lam Research Corp

Technology
36
+ 36.0%
$868.07 - $1089.58 $31.3K - $39.2K
136 $145M
XLK
Technology Sector Spdr

ETFs
18
+ 0.89%
$192.53 - $231.41 $3.47K - $4.17K
2.04K $461M
VPU
Vanguard Utilities ETF

ETFs
219
+ 16.72%
$136.04 - $157.94 $29.8K - $34.6K
1.53K $226M
DFUS
Dimensional ETF Tr U S Equity

ETFs
455
+ 7.26%
$53.83 - $59.14 $24.5K - $26.9K
6.72K $396M
PFEB
Innovator U.S. Equity Power Bu

ETFs
300
+ 1.16%
$33.41 - $35.14 $10K - $10.5K
26.2K $920M
IEF
Ishares Barclays

ETFs
388
+ 16.2%
$91.24 - $94.6 $35.4K - $36.7K
2.78K $261M
VONG
Vanguard Russell 1000 Growth E

ETFs
111
+ 3.42%
$81.38 - $94.58 $9.03K - $10.5K
3.36K $315M
IEMG
Ishares Inc

ETFs
582
+ 48.83%
$50.02 - $54.95 $29.1K - $32K
1.77K $95M
NEE
Nextera Energy Inc

Utilities
20
+ 0.44%
$61.7 - $80.02 $1.23K - $1.6K
4.58K $324M
PARA
Paramount Global

Communication Services
5.24K
+ 30.03%
$9.61 - $13.86 $50.3K - $72.6K
22.7K $236M
ECL
Ecolab Inc.

Basic Materials
63
+ 3.25%
$218.16 - $244.64 $13.7K - $15.4K
2K $477M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
399
+ 11.37%
$42.0 - $47.28 $16.8K - $18.9K
3.91K $183M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
905
+ 12.78%
$34.2 - $36.64 $31K - $33.2K
7.99K $280M
PLD
Prologis, Inc.

Real Estate
244
+ 297.56%
$101.88 - $127.92 $24.9K - $31.2K
326 $36.6M
MUB
Ishares National Muni Bond ETF

ETFs
240
+ 25.61%
$105.37 - $107.16 $25.3K - $25.7K
1.18K $125M
QUAL
Ishares Msci Usa Quality Facto

ETFs
102
+ 10.86%
$154.56 - $173.19 $15.8K - $17.7K
1.04K $178M
CHKP
Check Point Software Technologies LTD

Technology
100
+ 1.53%
$146.79 - $165.0 $14.7K - $16.5K
6.62K $1.09B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
594
+ 5.58%
$44.3 - $45.58 $26.3K - $27.1K
11.2K $508M
XOM
Exxon Mobil Corp

Energy
223
+ 6.72%
$108.36 - $122.2 $24.2K - $27.3K
3.54K $407M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
326
+ 15.19%
$66.16 - $71.7 $21.6K - $23.4K
2.47K $169M
MGC
Vanguard Mega Cap ETF

ETFs
79
+ 15.22%
$177.06 - $198.62 $14K - $15.7K
598 $118M
FLIN
Franklin Templeton ETF Tr

ETFs
415
+ 31.7%
$36.55 - $40.07 $15.2K - $16.6K
1.72K $68.7M
AMD
Advanced Micro Devices Inc

Technology
140
+ 67.31%
$144.27 - $183.34 $20.2K - $25.7K
348 $56.4M
Pimco ETF Tr
666
+ 68.31%
N/A
1.64K $42.1M
Fidelity Covington Trust
385
+ 43.26%
N/A
1.28K $45.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
175
+ 8.71%
$91.42 - $91.82 $16K - $16.1K
2.19K $201M
SLVM
Sylvamo Corp

Basic Materials
198
+ 330.0%
$56.87 - $72.14 $11.3K - $14.3K
258 $17.7M
KWEB
Kraneshares Tr Csi China Inter

ETFs
303
+ 4.04%
$25.45 - $32.26 $7.71K - $9.77K
7.8K $211M
IYW
Ishares Dj Us Tech ETF

ETFs
39
+ 7.62%
$124.75 - $153.46 $4.87K - $5.98K
551 $82.9M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 1.57%
$389.49 - $470.41 $1.95K - $2.35K
323 $146M
SPIB
Spdr Portfolio Intermediate Te

ETFs
393
+ 29.0%
$32.02 - $32.68 $12.6K - $12.8K
1.75K $56.9M
SNOW
Snowflake Inc.

Technology
90
+ 375.0%
$124.21 - $165.04 $11.2K - $14.9K
114 $15.4M
MCK
Mckesson Corp

Healthcare
16
+ 38.1%
$518.81 - $607.81 $8.3K - $9.72K
58 $33.9M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
407
+ 29.22%
$27.5 - $28.16 $11.2K - $11.5K
1.8K $50.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
159
+ 19.27%
$55.18 - $59.2 $8.77K - $9.41K
984 $58.3M
VNLA
Janus Henderson Short Duration

ETFs
170
+ 0.28%
$48.22 - $48.55 $8.2K - $8.25K
61.9K $3.01B
Listed Fd Tr
373
+ 87.56%
N/A
799 $22.7M
BAH
Booz Allen Hamilton Holding Corp

Industrials
62
+ 39.24%
$139.51 - $158.51 $8.65K - $9.83K
220 $33.9M
WMT
Walmart Inc.

Consumer Defensive
18
+ 1.5%
$58.85 - $68.9 $1.06K - $1.24K
1.22K $82.7M
GILD
Gilead Sciences, Inc.

Healthcare
203
+ 25.53%
$63.15 - $72.88 $12.8K - $14.8K
998 $68.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
12
+ 13.64%
$282.64 - $390.43 $3.39K - $4.69K
100 $38.3M
O
Realty Income Corp

Real Estate
344
+ 5.43%
$50.8 - $55.45 $17.5K - $19.1K
6.68K $353M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
129
+ 88.36%
$76.01 - $82.53 $9.81K - $10.6K
275 $21.5M
Activity Summary
Buys All Purchases 317 New Holdings 64 Increased Positions 253 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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