Cape Investment Advisory, Inc. Sells in Q3 2024

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
-145
- 7.36%
$77.77 - $100.63 $11.3K - $14.6K
1.82K $184M
VPU
Vanguard Utilities ETF

ETFs
-16
- 1.05%
$146.64 - $174.54 $2.35K - $2.79K
1.51K $263M
ENB
Enbridge Inc

Energy
-253
- 2.5%
$35.27 - $41.18 $8.92K - $10.4K
9.85K $400M
JNJ
Johnson & Johnson

Healthcare
-92
- 2.27%
$145.48 - $167.38 $13.4K - $15.4K
3.97K $643M
ETR
Entergy Corp

Utilities
-3
- 0.15%
$104.75 - $131.61 $314 - $395
2.06K $272M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-100
- 0.21%
$34.72 - $36.88 $3.47K - $3.69K
47.2K $1.74B
ILCG
Ishares Morningstar Growth ETF
-49
- 0.21%
N/A
23.1K $1.94B
VEEV
Veeva Systems Inc

Healthcare
-11
- 0.47%
$180.43 - $223.9 $1.98K - $2.46K
2.34K $491M
TSLA
Tesla, Inc.

Consumer Cyclical
-33
- 2.45%
$191.76 - $263.26 $6.33K - $8.69K
1.32K $344M
ADSK
Autodesk, Inc.

Technology
-6
- 0.18%
$245.83 - $245.83 $1.47K - $1.47K
3.39K $934M
UNH
Unitedhealth Group Inc

Healthcare
-21
- 1.25%
$488.01 - $604.18 $10.2K - $12.7K
1.66K $972M
MCBS
Metro City Bankshares, Inc.

Financial Services
-6.2K
- 8.16%
$25.48 - $32.1 $158K - $199K
69.8K $2.14B
APD
Air Products & Chemicals, Inc.

Basic Materials
-4
- 0.11%
$247.34 - $300.11 $989 - $1.2K
3.77K $1.12B
FISV
Fiserv Inc

Technology
-20
- 0.38%
N/A
5.18K $931M
MA
Mastercard Inc

Financial Services
-19
- 0.54%
$429.6 - $500.99 $8.16K - $9.52K
3.52K $1.74B
CHKP
Check Point Software Technologies LTD

Technology
-12
- 0.18%
$165.0 - $195.47 $1.98K - $2.35K
6.61K $1.27B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-582
- 0.79%
$92.63 - $105.69 $53.9K - $61.5K
73.4K $7.64B
AAPL
Apple Inc.

Technology
-19
- 0.11%
$207.23 - $234.82 $3.94K - $4.46K
16.9K $3.94B
Activity Summary
Buys All Purchases 365 New Holdings 69 Increased Positions 296 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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