Cape Investment Advisory, Inc. Purchases in Q4 2024

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
4
+ 8.0%
$602.01 - $706.25 $2.41K - $2.83K
54 $33.9M
DDOG
Datadog, Inc.

Technology
7
+ 10.77%
$113.98 - $168.65 $798 - $1.18K
72 $10.3M
GEO
Geo Group Inc

Real Estate
100
New
$12.83 - $29.2 $1.28K - $2.92K
100 $2.8M
UAL
United Airlines Holdings, Inc.

Industrials
1
+ 1.52%
$55.62 - $102.44 $55.6 - $102
67 $6.51M
TJX
Tjx Companies Inc

Consumer Cyclical
17
+ 8.13%
$112.15 - $127.2 $1.91K - $2.16K
226 $27.3M
IAPR
Innovator Etfs Tr Internationa

ETFs
100
New
$26.66 - $28.18 $2.67K - $2.82K
100 $2.67M
J P Morgan Exchange Traded F
51
New
N/A
51 $2.63M
PY
Principal Exchange Traded Fund

ETFs
53
New
$48.87 - $52.48 $2.59K - $2.78K
53 $2.62M
TEF
Telefonica S A

Communication Services
902
+ 72.62%
$4.02 - $4.88 $3.63K - $4.4K
2.14K $8.62M
VOD
Vodafone Group Public LTD CO

Communication Services
302
New
$8.37 - $9.95 $2.53K - $3K
302 $2.56M
Grayscale Ethereum Mini Tr E
81
New
N/A
81 $2.55M
PNC
Pnc Financial Services Group, Inc.

Financial Services
7
+ 4.76%
$178.39 - $215.0 $1.25K - $1.51K
154 $29.7M
MS
Morgan Stanley

Financial Services
20
New
$104.42 - $134.99 $2.09K - $2.7K
20 $2.51M
ICVT
Ishares Tr Convertible Bond Et

ETFs
28
+ 27.18%
$83.09 - $89.28 $2.33K - $2.5K
131 $11.1M
Eqv Ventures Acquisition Cor
250
New
N/A
250 $2.5M
NET
Cloudflare, Inc.

Technology
5
+ 7.14%
$78.11 - $117.56 $391 - $588
75 $8.08M
XAR
Spdr S&P Aerospace & Defense E

ETFs
14
New
$153.8 - $176.52 $2.15K - $2.47K
14 $2.32M
LOW
Lowes Companies Inc

Consumer Cyclical
46
+ 12.04%
$244.52 - $284.07 $11.2K - $13.1K
428 $106M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
75
+ 13.2%
$36.54 - $37.53 $2.74K - $2.81K
643 $23.7M
BSX
Boston Scientific Corp

Healthcare
25
New
$83.62 - $91.5 $2.09K - $2.29K
25 $2.23M
DD
Du Pont De Nemours, Inc.

Basic Materials
56
+ 35.0%
$75.95 - $88.05 $4.25K - $4.93K
216 $16.5M
PGR
Progressive Corp

Financial Services
9
New
$239.6 - $268.88 $2.16K - $2.42K
9 $2.16M
ETN
Eaton Corp PLC

Industrials
6
+ 3.11%
$326.96 - $377.52 $1.96K - $2.27K
199 $66M
PJT
Pjt Partners Inc.

Financial Services
7
+ 17.95%
$132.4 - $167.36 $927 - $1.17K
46 $7.26M
TMUS
T Mobile Us, Inc.

Communication Services
7
+ 20.59%
$206.1 - $246.94 $1.44K - $1.73K
41 $8.97M
Flagstar Financial Inc
215
New
N/A
215 $2.01M
CRL
Charles River Laboratories International, Inc.

Healthcare
20
+ 14.49%
$178.58 - $220.69 $3.57K - $4.41K
158 $29.2M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
150
+ 10.68%
$8.24 - $11.07 $1.24K - $1.66K
1.56K $14.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
16
+ 21.33%
$77.25 - $91.3 $1.24K - $1.46K
91 $7.77M
CLOV
Clover Health Investments, Corp.

Healthcare
590
New
$2.78 - $4.35 $1.64K - $2.57K
590 $1.86M
CME
Cme Group Inc.

Financial Services
7
+ 41.18%
$221.17 - $246.02 $1.55K - $1.72K
24 $5.57M
OKE
Oneok Inc

Energy
11
+ 14.47%
$92.28 - $117.05 $1.02K - $1.29K
87 $8.74M
SYK
Stryker Corp

Healthcare
5
New
$345.14 - $392.15 $1.73K - $1.96K
5 $1.8M
SNOW
Snowflake Inc.

Technology
6
+ 27.27%
$109.65 - $186.51 $658 - $1.12K
28 $4.32M
PAYX
Paychex Inc

Industrials
8
+ 7.27%
$135.86 - $148.73 $1.09K - $1.19K
118 $16.5M
RBLX
Roblox Corp

Communication Services
2
+ 1.65%
$39.86 - $61.45 $79.7 - $123
123 $7.12M
ISCG
Ishares Morningstar Small Cap

ETFs
1
+ 0.03%
$48.22 - $54.03 $48.2 - $54
3.4K $168M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
+ 80.0%
$417.69 - $450.94 $1.67K - $1.8K
9 $3.83M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
8
New
$209.89 - $233.24 $1.68K - $1.87K
8 $1.7M
APH
Amphenol Corp

Technology
24
New
$62.07 - $75.35 $1.49K - $1.81K
24 $1.67M
FTNT
Fortinet, Inc.

Technology
11
+ 31.43%
$76.49 - $99.21 $841 - $1.09K
46 $4.35M
KKR
Kkr & Co. Inc.

Financial Services
11
New
$129.87 - $162.87 $1.43K - $1.79K
11 $1.63M
CDNS
Cadence Design Systems Inc

Technology
4
+ 28.57%
$249.1 - $324.54 $996 - $1.3K
18 $5.41M
Neos ETF Trust
19
+ 3.09%
N/A
633 $33.1M
VICI
Vici Properties Inc.

Real Estate
55
+ 1833.33%
$28.27 - $33.19 $1.55K - $1.83K
58 $1.69M
EOG
Eog Resources Inc

Energy
13
New
$118.22 - $136.54 $1.54K - $1.78K
13 $1.59M
ARGT
Global X Msci Argentina ETF

ETFs
19
New
$66.16 - $88.28 $1.26K - $1.68K
19 $1.57M
XOM
Exxon Mobil Corp

Energy
355
+ 9.35%
$105.51 - $125.37 $37.5K - $44.5K
4.15K $446M
SRE
Sempra Energy

Utilities
17
New
$80.81 - $94.77 $1.37K - $1.61K
17 $1.49M
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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