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
VIG
Vanguard Dividend Appreciation

ETFs
286
+ 14.07%
N/A
2.32K $454M
SCHG
Schwab Strategic Tr Us Large C

ETFs
203K
+ 276.28%
$25.93 - $105.3 $5.26M - $21.3M
276K $7.7B
OUNZ
Van Eck Merk Gold Trust

ETFs
1.95K
+ 23.29%
$24.72 - $26.9 $48.1K - $52.3K
10.3K $261M
FSTA
Fidelity Covington Tr Msci Con

ETFs
950
+ 1696.43%
$49.28 - $52.29 $46.8K - $49.7K
1.01K $49.7M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.08K
+ 78.81%
$45.17 - $47.23 $48.6K - $50.8K
2.44K $111M
GPRE
Green Plains Inc.

Basic Materials
5.45K
+ 340.63%
$8.91 - $13.5 $48.6K - $73.6K
7.05K $66.8M
USRT
Ishares Core U.S. Reit ETF

ETFs
811
+ 154.18%
$55.97 - $62.75 $45.4K - $50.9K
1.34K $76.6M
VCR
Vanguard Consumer Discretionar

ETFs
16
+ 1.51%
$328.51 - $401.37 $5.26K - $6.42K
1.08K $405M
ETR
Entergy Corp

Utilities
2.05K
+ 99.42%
$73.19 - $156.4 $150K - $321K
4.12K $312M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.87K
+ 26.79%
$34.13 - $37.35 $63.8K - $69.8K
8.85K $302M
SPYG
Spdr Portfolio

ETFs
242
+ 6.99%
$81.74 - $91.38 $19.8K - $22.1K
3.71K $326M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
409
+ 138.18%
$96.64 - $101.23 $39.5K - $41.4K
705 $68.3M
TGT
Target Corp

Consumer Defensive
309
+ 182.84%
$121.59 - $160.69 $37.6K - $49.7K
478 $64.6M
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 28.68%
$873.59 - $994.69 $32.3K - $36.8K
166 $152M
PM
Philip Morris International Inc.

Consumer Defensive
334
+ 10.57%
$118.38 - $133.06 $39.5K - $44.4K
3.49K $420M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
3.93K
+ 157.08%
$12.52 - $21.81 $49.2K - $85.6K
6.43K $85M
NFLX
Netflix Inc

Communication Services
3
+ 1.6%
$687.65 - $936.56 $2.06K - $2.81K
190 $169M
MPC
Marathon Petroleum Corp

Energy
267
+ 762.86%
$131.65 - $174.84 $35.2K - $46.7K
302 $42.1M
WMT
Walmart Inc.

Consumer Defensive
271
+ 22.91%
$79.1 - $95.7 $21.4K - $25.9K
1.45K $131M
ENB
Enbridge Inc

Energy
302
+ 3.06%
$40.4 - $43.92 $12.2K - $13.3K
10.2K $431M
SPIB
Spdr Portfolio Intermediate Te

ETFs
982
+ 56.34%
$32.65 - $33.68 $32.1K - $33.1K
2.73K $89.3M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.15K
+ 66.15%
$27.8 - $29.05 $32K - $33.4K
2.89K $80.6M
CSCO
Cisco Systems, Inc.

Technology
72
+ 1.72%
$52.45 - $60.02 $3.78K - $4.32K
4.25K $252M
MRK
Merck & Co., Inc.

Healthcare
419
+ 44.76%
$96.31 - $114.76 $40.4K - $48.1K
1.36K $135M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
650
+ 34.48%
$48.12 - $52.79 $31.3K - $34.3K
2.54K $122M
PANW
Palo Alto Networks Inc

Technology
273
+ 196.4%
$181.96 - $405.9 $49.7K - $111K
412 $75M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.28K
+ 58.2%
$20.98 - $21.19 $26.8K - $27.1K
3.47K $73.2M
Pimco ETF Tr
1.19K
+ 18.22%
N/A
7.74K $201M
CGGR
Capital Group Growth ETF Shs C

ETFs
600
+ 38.12%
$34.49 - $39.24 $20.7K - $23.5K
2.17K $80.8M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.16K
+ 57.19%
$22.39 - $23.45 $26K - $27.2K
3.19K $73.3M
XLF
Financial Sector Spdr

ETFs
166
+ 2.91%
$44.89 - $51.34 $7.45K - $8.52K
5.87K $284M
Ge Vernova Inc
12
+ 4.24%
N/A
295 $97M
DVY
Ishares Tr

ETFs
200
+ 40.0%
$129.55 - $143.41 $25.9K - $28.7K
700 $91.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
53
+ 65.43%
$370.24 - $418.94 $19.6K - $22.2K
134 $53.8M
MO
Altria Group, Inc.

Consumer Defensive
171
+ 1.52%
$49.06 - $57.74 $8.39K - $9.87K
11.4K $598M
CMCSA
Comcast Corp

Communication Services
1.76K
+ 17.07%
$37.39 - $45.14 $65.6K - $79.2K
12K $452M
DFUS
Dimensional ETF Tr U S Equity

ETFs
147
+ 1.81%
$61.52 - $66.5 $9.04K - $9.78K
8.28K $528M
BNDX
Vanguard Total International B

ETFs
474
+ 33.78%
$48.91 - $50.61 $23.2K - $24K
1.88K $92.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
120
+ 1.54%
$49.03 - $53.35 $5.88K - $6.4K
7.9K $405M
IP
International Paper CO

Consumer Cyclical
2
+ 0.05%
$46.64 - $59.57 $93.3 - $119
3.92K $211M
EFG
Msci Eafe Growth ETF

ETFs
524
+ 18.19%
$96.83 - $106.88 $50.7K - $56K
3.41K $330M
VIS
Vanguard Industrial ETF

ETFs
83
+ 15.49%
$254.39 - $279.7 $21.1K - $23.2K
619 $157M
CL
Colgate Palmolive CO

Consumer Defensive
203
+ 483.33%
$90.22 - $102.31 $18.3K - $20.8K
245 $22.3M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
206
+ 198.08%
$86.65 - $94.9 $17.8K - $19.5K
310 $26.9M
NKE
Nike, Inc.

Consumer Cyclical
321
+ 52.54%
$73.36 - $89.13 $23.5K - $28.6K
932 $70.5M
ALLE
Allegion PLC

Industrials
167
+ 45.14%
$130.63 - $153.36 $21.8K - $25.6K
537 $70.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
242
+ 47.83%
$74.5 - $78.37 $18K - $19K
748 $55.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
363
+ 20.63%
$48.33 - $49.08 $17.5K - $17.8K
2.12K $103M
VGLT
Vanguard Long Term Treasury Et

ETFs
290
+ 4142.86%
$55.1 - $61.74 $16K - $17.9K
297 $16.4M
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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