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
ENTG
Entegris Inc

Technology
1
+ 1.37%
$97.67 - $112.92 $97.7 - $113
74 $7.33M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1
+ 0.76%
$107.06 - $123.74 $107 - $124
132 $14.4M
UBER
Uber Technologies, Inc

Technology
32
+ 16.58%
$59.93 - $86.34 $1.92K - $2.76K
225 $13.6M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
13
+ 1.59%
$19.82 - $21.55 $258 - $280
831 $16.5M
CSX
Csx Corp

Industrials
43
+ 3.87%
$31.58 - $36.88 $1.36K - $1.59K
1.16K $37.3M
NEM
Newmont Corp

Basic Materials
3
+ 3.9%
$37.0 - $58.68 $111 - $176
80 $2.99M
VTR
Ventas, Inc.

Real Estate
2
+ 0.77%
$57.73 - $66.48 $115 - $133
261 $15.4M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
2
+ 0.69%
$39.84 - $43.92 $79.7 - $87.8
291 $11.6M
WPC
W. P. Carey Inc.

Real Estate
2
+ 1.05%
$53.44 - $61.33 $107 - $123
192 $10.5M
EXR
Extra Space Storage Inc.

Real Estate
1
+ 1.96%
$142.35 - $178.32 $142 - $178
52 $7.77M
WEC
Wec Energy Group, Inc.

Utilities
22
+ 1.31%
$92.94 - $101.82 $2.04K - $2.24K
1.71K $161M
CCI
Crown Castle International Corp

Real Estate
1
+ 1.67%
$89.78 - $119.11 $89.8 - $119
61 $5.54M
IHF
Ishares Tr

ETFs
100
+ 14.18%
$47.41 - $56.83 $4.74K - $5.68K
805 $38.6M
EMB
Ishares Tr

ETFs
6
+ 1.16%
$88.94 - $93.46 $534 - $561
523 $46.6M
CAT
Caterpillar Inc

Industrials
28
+ 6.32%
$360.37 - $416.88 $10.1K - $11.7K
471 $171M
Ge Healthcare Technologies I
33
+ 10.15%
N/A
358 $28M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
228
+ 6.79%
$44.04 - $49.49 $10K - $11.3K
3.58K $158M
ADI
Analog Devices Inc

Technology
18
+ 4.69%
$206.35 - $236.48 $3.71K - $4.26K
402 $85.4M
XYL
Xylem Inc.

Industrials
1
+ 0.57%
$116.02 - $137.45 $116 - $137
176 $20.4M
GNL
Global Net Lease, Inc.

Real Estate
13
+ 0.43%
$7.02 - $8.61 $91.3 - $112
3.01K $22M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.16%
$130.36 - $139.54 $130 - $140
628 $84.3M
HUM
Humana Inc

Healthcare
1
+ 1.69%
$233.89 - $304.18 $234 - $304
60 $15.2M
KMB
Kimberly Clark Corp

Consumer Defensive
8
+ 1.9%
$130.37 - $146.09 $1.04K - $1.17K
428 $56.1M
SNY
Sanofi

Healthcare
136
+ 12.4%
$45.89 - $57.31 $6.24K - $7.79K
1.23K $59.5M
CI
Cigna Corp

Healthcare
27
+ 16.46%
$265.59 - $358.58 $7.17K - $9.68K
191 $52.8M
AGNC
Agnc Investment Corp.

Real Estate
28
+ 0.81%
$9.21 - $10.59 $258 - $297
3.47K $32M
FIS
Fidelity National Information Services, Inc.

Technology
15
+ 0.83%
$80.14 - $90.95 $1.2K - $1.36K
1.83K $148M
IDEV
Ishares Core Msci Intl Develop

ETFs
61
+ 4.64%
$64.18 - $70.42 $3.91K - $4.3K
1.38K $88.6M
NVS
Novartis Ag

Healthcare
66
+ 10.7%
$96.78 - $117.18 $6.39K - $7.73K
683 $66.5M
SONY
Sony Group Corp

Technology
3.55K
+ 336.02%
$17.53 - $96.8 $62.1K - $343K
4.6K $97.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
355
+ 18.88%
$59.25 - $72.99 $21K - $25.9K
2.24K $133M
CARR
Carrier Global Corp

Industrials
89
+ 8.9%
$66.69 - $82.65 $5.94K - $7.36K
1.09K $74.3M
AEP
American Electric Power CO Inc

Utilities
3
+ 0.4%
$90.91 - $102.21 $273 - $307
755 $69.6M
PLD
Prologis, Inc.

Real Estate
5
+ 1.17%
$101.4 - $126.96 $507 - $635
433 $45.8M
BHP
Bhp Group LTD

Basic Materials
1
+ 0.13%
$48.78 - $62.43 $48.8 - $62.4
743 $36.3M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2
+ 0.05%
$73.19 - $81.02 $146 - $162
4.26K $316M
MDT
Medtronic PLC

Healthcare
286
+ 8.82%
$79.61 - $92.24 $22.8K - $26.4K
3.53K $282M
GE
General Electric CO

Industrials
82
+ 7.31%
$159.95 - $194.23 $13.1K - $15.9K
1.2K $201M
AES
Aes Corp

Utilities
1.96K
+ 39.09%
$12.44 - $20.24 $24.4K - $39.7K
6.98K $89.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
17
+ 0.24%
$51.09 - $55.27 $869 - $940
6.98K $357M
ED
Consolidated Edison Inc

Utilities
6
+ 0.75%
$88.87 - $107.38 $533 - $644
807 $72M
AOA
Ishares Tr Core Aggressive All

ETFs
19
+ 0.31%
$76.61 - $79.88 $1.46K - $1.52K
6.06K $464M
TXN
Texas Instruments Inc

Technology
25
+ 2.53%
N/A
1.01K $190M
Gsk PLC
818
+ 12.85%
N/A
7.18K $243M
LYG
Lloyds Banking Group PLC

Financial Services
1.08K
+ 1.86%
$2.67 - $3.23 $2.88K - $3.48K
58.9K $160M
LAMR
Lamar Advertising CO

Real Estate
17
+ 0.71%
$121.37 - $138.11 $2.06K - $2.35K
2.42K $294M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
39
+ 2.64%
$82.28 - $117.52 $3.21K - $4.58K
1.52K $129M
SCHP
Schwab Strategic Us Tips ETF

ETFs
184
+ 15.13%
$25.74 - $53.78 $4.74K - $9.9K
1.4K $36.2M
PFE
Pfizer Inc

Healthcare
179
+ 1.11%
$24.8 - $30.19 $4.44K - $5.4K
16.3K $431M
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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