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
D
Dominion Energy, Inc

Utilities
300
+ 175.44%
$52.63 - $60.92 $15.8K - $18.3K
471 $25.4M
RTO
Rentokil Initial PLC

Industrials
594
+ 65.2%
$22.92 - $26.98 $13.6K - $16K
1.51K $38.1M
BK
Bank Of New York Mellon Corp

Financial Services
131
+ 12.58%
$70.82 - $81.87 $9.28K - $10.7K
1.17K $90M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
58
+ 14.15%
$77.15 - $104.91 $4.47K - $6.08K
468 $47.2M
VOX
Vanguard Communication Service

ETFs
27
+ 2.47%
$144.31 - $163.57 $3.9K - $4.42K
1.12K $174M
SOUN
Soundhound Ai, Inc.

Technology
600
+ 400.0%
$4.51 - $24.23 $2.71K - $14.5K
750 $14.9M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
58
+ 0.47%
$78.43 - $87.17 $4.55K - $5.06K
12.3K $985M
C
Citigroup Inc

Financial Services
88
+ 9.26%
$61.31 - $72.5 $5.4K - $6.38K
1.04K $73M
SHEL
Shell PLC

Energy
220
+ 220.0%
$60.63 - $70.23 $13.3K - $15.5K
320 $20M
Fidelity Covington Trust
278
+ 7.8%
N/A
3.84K $145M
ABBV
Abb Vie Inc.

Healthcare
224
+ 16.14%
$164.99 - $203.87 $37K - $45.7K
1.61K $286M
WBD
Warner Bros. Discovery, Inc.

Communication Services
477
+ 16.18%
$7.33 - $12.37 $3.5K - $5.9K
3.43K $36.2M
CCL
Carnival Corp

Consumer Cyclical
4
+ 0.22%
$17.34 - $26.8 $69.4 - $107
1.82K $45.4M
Listed Fd Tr
325
+ 13.53%
N/A
2.73K $81.4M
MCK
Mckesson Corp

Healthcare
8
+ 8.51%
$482.27 - $628.5 $3.86K - $5.03K
102 $58.1M
T
At&T Inc.

Communication Services
201
+ 2.55%
$21.22 - $23.88 $4.27K - $4.8K
8.08K $184M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
551
+ 16.63%
$17.93 - $18.8 $9.88K - $10.4K
3.86K $70.4M
Bitwise Bitcoin ETF Tr
188
+ 303.23%
N/A
250 $12.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
213
+ 28.1%
$57.78 - $60.4 $12.3K - $12.9K
971 $56.3M
IWY
Ishares Tr Russell 200 Growth

ETFs
38
+ 41.76%
$216.72 - $244.71 $8.24K - $9.3K
129 $30.4M
ZBRA
Zebra Technologies Corp

Technology
22
+ 19.13%
$360.09 - $411.94 $7.92K - $9.06K
137 $52.9M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
117
+ 8.38%
$43.37 - $51.46 $5.07K - $6.02K
1.51K $72.9M
ADP
Automatic Data Processing Inc

Industrials
19
+ 8.12%
$280.08 - $307.97 $5.32K - $5.85K
253 $74M
VPU
Vanguard Utilities ETF

ETFs
154
+ 10.18%
$160.52 - $179.11 $24.7K - $27.6K
1.67K $272M
BR
Broadridge Financial Solutions, Inc.

Technology
31
+ 19.38%
$209.64 - $236.44 $6.5K - $7.33K
191 $43.2M
DAX
Global X Fds Dax Germany ETF

ETFs
314
+ 32.95%
$32.61 - $35.04 $10.2K - $11K
1.27K $42.2M
INGR
Ingredion Inc

Consumer Defensive
63
+ 19.38%
$132.76 - $154.86 $8.36K - $9.76K
388 $53.4M
Dbx ETF Tr
281
+ 52.43%
N/A
817 $25.5M
XSMO
Invesco S&P Smallcap Momentum

ETFs
131
+ 27.81%
$65.08 - $73.72 $8.53K - $9.66K
602 $39.8M
PPA
Invesco Exchange Traded Fd Tr

ETFs
76
+ 13.36%
$113.79 - $124.5 $8.65K - $9.46K
645 $74M
BA
Boeing CO

Industrials
2
+ 0.61%
$138.14 - $180.72 $276 - $361
329 $58.2M
Bitwise Ethereum ETF
312
+ 238.17%
N/A
443 $10.6M
DE
Deere & CO

Industrials
5
+ 0.51%
$389.45 - $466.0 $1.95K - $2.33K
987 $418M
IWP
Ishares Russell Mid Cap Growth

ETFs
45
+ 18.29%
$116.4 - $138.52 $5.24K - $6.23K
291 $36.9M
EBAY
Ebay Inc

Consumer Cyclical
195
+ 13.69%
$57.51 - $67.17 $11.2K - $13.1K
1.62K $100M
IWM
Ishares Russell 2000 ETF

ETFs
34
+ 14.11%
$216.13 - $242.4 $7.35K - $8.24K
275 $60.8M
ABT
Abbott Laboratories

Healthcare
76
+ 6.55%
$111.93 - $119.39 $8.51K - $9.07K
1.24K $140M
GM
General Motors CO

Consumer Cyclical
81
+ 21.43%
$44.82 - $60.2 $3.63K - $4.88K
459 $24.5M
VEA
Vanguard Ftse Developed Market

ETFs
685
+ 13.49%
$47.57 - $52.44 $32.6K - $35.9K
5.76K $276M
VRT
Vertiv Holdings CO

Industrials
57
+ 103.64%
N/A
112 $12.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
152
+ 21.84%
$51.54 - $52.55 $7.83K - $7.99K
848 $43.8M
VRSN
Verisign Inc

Technology
21
+ 13.04%
$176.68 - $206.96 $3.71K - $4.35K
182 $37.7M
WMG
Warner Music Group Corp.

Communication Services
240
+ 17.11%
$30.73 - $33.67 $7.38K - $8.08K
1.64K $50.9M
ET
Energy Transfer LP

Energy
9
+ 0.48%
$16.05 - $19.86 $144 - $179
1.89K $37M
IEF
Ishares Barclays

ETFs
239
+ 8.84%
$92.08 - $98.18 $22K - $23.5K
2.94K $272M
USB
Us Bancorp \De\

Financial Services
109
+ 24.01%
$43.98 - $53.66 $4.79K - $5.85K
563 $26.9M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
79
+ 1975.0%
$70.54 - $79.61 $5.57K - $6.29K
83 $6.32M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5
+ 0.81%
$45.39 - $62.98 $227 - $315
623 $35.4M
EMR
Emerson Electric CO

Industrials
12
+ 3.83%
$108.13 - $134.33 $1.3K - $1.61K
325 $40.2M
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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