Cape Investment Advisory, Inc. Incresed Positions in Q2 2024

Cape Investment Advisory, Inc.

  • $223 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
15
+ 1.39%
$22.82 - $23.32 $342 - $350
1.09K $25.4M
DBL
Double Line Opportunistic Credit Fund

Financial Services
8
+ 0.93%
$14.64 - $15.36 $117 - $123
872 $13.4M
CLOV
Clover Health Investments, Corp.

Healthcare
30
+ 120.0%
$0.62 - $1.31 $18.6 - $39.3
55 $68K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4
+ 1.66%
$38.1 - $41.42 $152 - $166
245 $9.86M
NJR
New Jersey Resources Corp

Utilities
1
+ 1.01%
$41.28 - $44.85 $41.3 - $44.9
100 $4.27M
TLT
Ishares Barclays 20+ Year Trea

ETFs
20
+ 3.13%
$87.78 - $94.67 $1.76K - $1.89K
658 $60.4M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
1
+ 5.56%
$44.31 - $45.28 $44.3 - $45.3
19 $847K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
61
+ 18.37%
$3.36 - $4.55 $205 - $278
393 $1.33M
Canopy Growth Corp
5
+ 16.67%
N/A
35 $226K
ALLY
Ally Financial Inc.

Financial Services
1
+ 1.89%
$35.96 - $41.1 $36 - $41.1
54 $2.13M
WPC
W. P. Carey Inc.

Real Estate
3
+ 1.63%
$53.32 - $60.11 $160 - $180
187 $10.3M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
87
+ 0.85%
$7.81 - $8.32 $679 - $724
10.3K $83.9M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
13
+ 1.63%
$19.6 - $20.57 $255 - $267
811 $16.2M
BXP
Boston Properties Inc

Real Estate
1
+ 2.17%
$57.17 - $65.3 $57.2 - $65.3
47 $2.88M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1
+ 0.25%
$73.13 - $75.43 $73.1 - $75.4
409 $30.6M
KRE
Spdr S&P Regional Banking ETF

ETFs
2
+ 0.82%
$45.75 - $51.19 $91.5 - $102
247 $12.1M
WTRE
Watford Holdings Ltd.

Financial Services
2
+ 0.53%
$16.46 - $17.94 $32.9 - $35.9
382 $6.66M
IFRA
Ishares Tr

ETFs
5
+ 1.25%
$41.22 - $44.87 $206 - $224
404 $17M
PLUG
Plug Power Inc

Industrials
100
+ 19.92%
$2.3 - $3.45 $230 - $345
602 $1.4M
IYR
Ishares Tr

ETFs
9
+ 1.65%
$81.6 - $89.23 $734 - $803
556 $48.8M
AEE
Ameren Corp

Utilities
5
+ 1.79%
$70.0 - $75.33 $350 - $377
285 $20.3M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1
+ 0.43%
$98.66 - $105.11 $98.7 - $105
232 $23.8M
DVN
Devon Energy Corp

Energy
1
+ 0.39%
$45.56 - $54.51 $45.6 - $54.5
259 $12.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
18
+ 1.39%
$64.09 - $68.74 $1.15K - $1.24K
1.31K $86.3M
EDV
Vanguard Extended Duration Tre

ETFs
2
+ 0.61%
$68.41 - $76.58 $137 - $153
331 $24.3M
XLE
Energy Sector Spdr

ETFs
2
+ 0.52%
$88.04 - $98.08 $176 - $196
386 $35.2M
MMM
3 M CO

Industrials
2
+ 0.51%
$90.54 - $105.26 $181 - $211
396 $40.4M
VB
Vanguard Small Cap ETF

ETFs
20
+ 3.56%
$210.76 - $226.94 $4.22K - $4.54K
582 $127M
ENB
Enbridge Inc

Energy
121
+ 1.21%
$32.97 - $37.83 $3.99K - $4.58K
10.1K $360M
IWS
Ishares Russell Midcap Value E

ETFs
54
+ 2.59%
$117.31 - $125.13 $6.33K - $6.76K
2.14K $259M
KHC
Kraft Heinz CO

Consumer Defensive
1
+ 0.14%
$32.22 - $38.65 $32.2 - $38.7
722 $23.3M
MET
Metlife Inc

Financial Services
6
+ 0.56%
$68.55 - $74.22 $411 - $445
1.08K $75.5M
BMY
Bristol Myers Squibb CO

Healthcare
2
+ 0.54%
$40.25 - $52.99 $80.5 - $106
374 $15.5M
CSCO
Cisco Systems, Inc.

Technology
26
+ 0.82%
$45.52 - $50.04 $1.18K - $1.3K
3.21K $153M
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.11%
$123.8 - $132.96 $124 - $133
935 $116M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.01%
$396.73 - $420.24 $3.97K - $4.2K
996 $405M
COP
Conocophillips

Energy
84
+ 5.61%
$109.39 - $133.52 $9.19K - $11.2K
1.58K $181M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2
+ 0.05%
$68.22 - $72.74 $136 - $145
4.25K $299M
COIN
Coinbase Global, Inc.

Technology
17
+ 5.04%
$199.17 - $263.01 $3.39K - $4.47K
354 $78.7M
ABT
Abbott Laboratories

Healthcare
3
+ 0.26%
$100.73 - $112.44 $302 - $337
1.16K $120M
BIDU
Baidu, Inc.

Communication Services
85
+ 6.39%
$86.48 - $113.41 $7.35K - $9.64K
1.42K $122M
ADSK
Autodesk, Inc.

Technology
63
+ 1.89%
$199.93 - $259.44 $12.6K - $16.3K
3.4K $841M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
53
+ 0.44%
$70.34 - $76.15 $3.73K - $4.04K
12.2K $889M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
117
+ 0.17%
$37.19 - $39.82 $4.35K - $4.66K
69.7K $2.68B
FISV
Fiserv Inc

Technology
106
+ 2.08%
N/A
5.2K $775M
Ishares Bitcoin Tr
1.29K
+ 7.67%
N/A
18.1K $618M
ABC
Amerisourcebergen Corp

Healthcare
30
+ 0.64%
N/A
4.71K $1.06B
V
Visa Inc.

Financial Services
39
+ 0.69%
$262.47 - $281.5 $10.2K - $11K
5.66K $1.49B
VEEV
Veeva Systems Inc

Healthcare
80
+ 3.52%
$171.41 - $230.39 $13.7K - $18.4K
2.35K $430M
Activity Summary
Buys All Purchases 317 New Holdings 64 Increased Positions 253 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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