Cape Investment Advisory, Inc. Sells in Q3 2025

Cape Investment Advisory, Inc.

  • $102 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EWY
Ishares Inc Msci South Korea E

ETFs
-89
- 41.78%
$70.07 - $81.56 $6.24K - $7.26K
124 $9.93M
CDNS
Cadence Design Systems Inc

Technology
-17
- 94.44%
$309.46 - $373.37 $5.26K - $6.35K
1 $351K
TMUS
T Mobile Us, Inc.

Communication Services
-21
- 51.22%
$226.02 - $259.01 $4.75K - $5.44K
20 $4.79M
PAGP
Plains Gp Holdings LP

Energy
-11
- 0.29%
$18.12 - $20.08 $199 - $221
3.75K $68.4M
EQH
Equitable Holdings, Inc.

Financial Services
-78
- 63.93%
$50.09 - $55.88 $3.91K - $4.36K
44 $2.24M
DOW
Dow Inc.

Basic Materials
-164
- 74.89%
$20.87 - $30.37 $3.42K - $4.98K
55 $1.26M
URI
United Rentals, Inc.

Industrials
-6
- 85.71%
$774.14 - $975.23 $4.64K - $5.85K
1 $955K
BMY
Bristol Myers Squibb CO

Healthcare
-84
- 20.49%
$43.31 - $48.98 $3.64K - $4.11K
326 $14.7M
Pimco ETF Tr
-263
- 2.75%
N/A
9.3K $250M
AMD
Advanced Micro Devices Inc

Technology
-46
- 27.38%
$134.8 - $184.42 $6.2K - $8.48K
122 $19.7M
NOW
Service Now, Inc.

Technology
-3
- 25.0%
$850.86 - $1044.69 $2.55K - $3.13K
9 $8.28M
NVS
Novartis Ag

Healthcare
-80
- 8.88%
$113.5 - $129.73 $9.08K - $10.4K
821 $105M
RGI
Invesco S&P 500 Equal Weight I

ETFs
-70
- 82.35%
N/A
15 $842K
MSTR
Microstrategy Inc

Technology
-3
- 9.09%
$300.7 - $455.9 $902 - $1.37K
30 $9.67M
XLE
Energy Sector Spdr

ETFs
-59
- 16.39%
$84.25 - $91.99 $4.97K - $5.43K
301 $26.9M
ETSY
Etsy Inc

Consumer Cyclical
-84
- 60.0%
$51.36 - $74.34 $4.31K - $6.24K
56 $3.72M
SNPS
Synopsys Inc

Technology
-6
- 35.29%
$387.78 - $645.35 $2.33K - $3.87K
11 $5.43M
STZ
Constellation Brands, Inc.

Consumer Defensive
-18
- 58.06%
$131.78 - $176.09 $2.37K - $3.17K
13 $1.75M
FCX
Freeport Mcmoran Inc

Basic Materials
-62
- 32.98%
$35.34 - $47.21 $2.19K - $2.93K
126 $4.94M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-42
- 79.25%
$65.64 - $78.22 $2.76K - $3.29K
11 $738K
VALE
Vale S.A.

Basic Materials
-369
- 51.11%
$9.53 - $10.95 $3.52K - $4.04K
353 $3.83M
HEFA
Ishares Currency Hedged Msci E

ETFs
-90
- 35.57%
$37.2 - $39.61 $3.35K - $3.56K
163 $6.46M
MCK
Mckesson Corp

Healthcare
-10
- 8.33%
$659.01 - $772.54 $6.59K - $7.73K
110 $85M
ACN
Accenture PLC

Technology
-9
- 90.0%
$232.56 - $304.78 $2.09K - $2.74K
1 $247K
IYR
Ishares Tr

ETFs
-36
- 10.98%
$94.16 - $98.46 $3.39K - $3.54K
292 $28.3M
NKE
Nike, Inc.

Consumer Cyclical
-22
- 2.43%
$69.24 - $79.24 $1.52K - $1.74K
882 $61.5M
DVN
Devon Energy Corp

Energy
-92
- 56.79%
$31.75 - $36.99 $2.92K - $3.4K
70 $2.45M
CHWY
Chewy, Inc.

Consumer Cyclical
-49
- 15.03%
$34.27 - $42.33 $1.68K - $2.07K
277 $11.2M
ZTS
Zoetis Inc.

Healthcare
-17
- 89.47%
$141.13 - $159.19 $2.4K - $2.71K
2 $293K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-70
- 58.33%
$38.85 - $41.97 $2.72K - $2.94K
50 $2.1M
ECL
Ecolab Inc.

Basic Materials
-41
- 2.05%
$259.39 - $285.47 $10.6K - $11.7K
1.96K $536M
SAM
Boston Beer CO Inc

Consumer Defensive
-13
- 59.09%
$191.38 - $226.97 $2.49K - $2.95K
9 $1.9M
LUMN
Lumen Technologies, Inc.

Communication Services
-600
- 75.0%
$3.7 - $6.22 $2.22K - $3.73K
200 $1.22M
CW
Curtiss Wright Corp

Industrials
-6
- 33.33%
$472.43 - $542.94 $2.83K - $3.26K
12 $6.52M
CMP
Compass Minerals International Inc

Basic Materials
-81
- 12.9%
$17.93 - $22.44 $1.45K - $1.82K
547 $10.5M
FTNT
Fortinet, Inc.

Technology
-11
- 23.91%
$74.39 - $107.65 $818 - $1.18K
35 $2.94M
APH
Amphenol Corp

Technology
-20
- 86.96%
$97.39 - $125.4 $1.95K - $2.51K
3 $371K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-150
- 42.86%
$11.64 - $15.79 $1.75K - $2.37K
200 $2.94M
VICI
Vici Properties Inc.

Real Estate
-54
- 94.74%
$31.43 - $33.93 $1.7K - $1.83K
3 $98K
Arista Networks Inc
-46
- 40.35%
N/A
68 $9.91M
EVRG
Evergy, Inc.

Utilities
-29
- 39.73%
$67.73 - $76.02 $1.96K - $2.2K
44 $3.34M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-130
- 21.7%
$68.94 - $86.3 $8.96K - $11.2K
469 $40.5M
T Rowe Price ETF Inc
-50
- 36.23%
N/A
88 $3.32M
A
Agilent Technologies, Inc.

Healthcare
-15
- 38.46%
$112.04 - $128.75 $1.68K - $1.93K
24 $3.08M
ROP
Roper Technologies Inc

Industrials
-2
- 28.57%
$495.03 - $573.0 $990 - $1.15K
5 $2.49M
MDB
Mongo Db, Inc.

Technology
-11
- 50.0%
$201.0 - $334.87 $2.21K - $3.68K
11 $3.41M
TOST
Toast, Inc.

Technology
-9
- 10.84%
$36.51 - $49.3 $329 - $444
74 $2.7M
VST
Vistra Corp.

Utilities
-5
- 55.56%
$182.0 - $217.92 $910 - $1.09K
4 $784K
AVUV
American Centy ETF Tr Avantis

ETFs
-70
- 9.78%
$90.37 - $102.12 $6.33K - $7.15K
646 $64.3M
Activity Summary
Buys All Purchases 266 New Holdings 61 Increased Positions 205 Sells All Sells 376 Reductions 374 Sold out 2 Options Calls 0 Puts 0
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