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
ACIW
Aci Worldwide, Inc.

Technology
113
+ 113.0%
$48.81 - $59.2 $5.52K - $6.69K
213 $11.1M
DAL
Delta Air Lines, Inc.

Industrials
37
+ 9.87%
$47.46 - $65.77 $1.76K - $2.43K
412 $24.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
72
+ 423.53%
$80.13 - $83.77 $5.77K - $6.03K
89 $7.14M
DFS
Discover Financial Services

Financial Services
4
+ 2.63%
$136.3 - $182.67 $545 - $731
156 $27M
RTX
Raytheon Technologies Corp

Industrials
142
+ 7.06%
$114.45 - $127.21 $16.3K - $18.1K
2.15K $249M
CVS
Cvs Health Corp

Healthcare
452
+ 54.92%
$43.78 - $67.46 $19.8K - $30.5K
1.28K $57.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
18
+ 60.0%
$396.64 - $516.74 $7.14K - $9.3K
48 $19.3M
PRU
Prudential Financial Inc

Financial Services
48
+ 21.24%
$114.59 - $129.52 $5.5K - $6.22K
274 $32.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
253
+ 20.94%
$24.94 - $26.14 $6.31K - $6.61K
1.46K $36.5M
YLD
Principal Exchange Traded Fds

ETFs
285
+ 15.31%
$19.17 - $19.61 $5.46K - $5.59K
2.15K $41.2M
TFC
Truist Financial Corp

Financial Services
36
+ 0.68%
$41.51 - $48.1 $1.49K - $1.73K
5.34K $232M
IWV
Ishares Russell 3000 ETF

ETFs
8
+ 2.72%
$323.08 - $349.08 $2.58K - $2.79K
302 $101M
NOW
Service Now, Inc.

Technology
3
+ 33.33%
$867.18 - $1148.42 $2.6K - $3.45K
12 $12.7M
HBI
Hanesbrands Inc.

Consumer Cyclical
276
+ 9.04%
$6.91 - $8.91 $1.91K - $2.46K
3.33K $27.1M
IDV
Ishares Tr

ETFs
532
+ 15.23%
$27.03 - $29.92 $14.4K - $15.9K
4.02K $110M
MSTR
Microstrategy Inc

Technology
2
+ 6.67%
$162.69 - $473.83 $325 - $948
32 $9.27M
HES
Hess Corp

Energy
33
+ 29.73%
$127.66 - $148.65 $4.21K - $4.91K
144 $19.1M
BMY
Bristol Myers Squibb CO

Healthcare
38
+ 10.13%
$51.92 - $59.94 $1.97K - $2.28K
413 $23.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
43
+ 21.83%
$106.33 - $110.69 $4.57K - $4.76K
240 $25.6M
RAVI
Flexshares Tr Ready Access Var

ETFs
49
+ 60.49%
$75.05 - $75.53 $3.68K - $3.7K
130 $9.77M
OTIS
Otis Worldwide Corp

Industrials
39
+ 169.57%
$92.57 - $106.01 $3.61K - $4.13K
62 $5.74M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
79
+ 11.3%
$49.79 - $51.14 $3.93K - $4.04K
778 $39M
XLC
Select Sector Spdr Tr Communic

ETFs
33
+ 330.0%
$89.66 - $102.16 $2.96K - $3.37K
43 $4.16M
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 26.32%
$471.27 - $550.62 $2.36K - $2.75K
24 $12.5M
Labcorp Holdings Inc
10
+ 7.04%
N/A
152 $34.9M
KHC
Kraft Heinz CO

Consumer Defensive
200
+ 27.66%
$30.1 - $36.02 $6.02K - $7.2K
923 $28.4M
LLY
Eli Lilly & CO

Healthcare
28
+ 17.07%
$727.2 - $932.06 $20.4K - $26.1K
192 $148M
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
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
TEF
Telefonica S A

Communication Services
902
+ 72.62%
$4.02 - $4.88 $3.63K - $4.4K
2.14K $8.62M
AB
Alliancebernstein Holding L.P.

Financial Services
18
+ 2.09%
$34.59 - $38.68 $623 - $696
880 $32.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
7
+ 4.76%
$178.39 - $215.0 $1.25K - $1.51K
154 $29.7M
ICVT
Ishares Tr Convertible Bond Et

ETFs
28
+ 27.18%
$83.09 - $89.28 $2.33K - $2.5K
131 $11.1M
NET
Cloudflare, Inc.

Technology
5
+ 7.14%
$78.11 - $117.56 $391 - $588
75 $8.08M
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
DD
Du Pont De Nemours, Inc.

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