Capital Advantage, Inc. Purchases in Q4 2025

Capital Advantage, Inc.

  • $664 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
633K
+ 737.44%
$50.56 - $50.76 $32M - $32.1M
718K $36.4M
FNDF
Schwab Fundamental Intl Large

ETFs
42.5K
+ 4.0%
$42.35 - $45.18 $1.8M - $1.92M
1.1M $49.4M
VHT
Vanguard Health Care ETF

ETFs
2.05K
+ 2.38%
$264.7 - $283.93 $542K - $581K
88K $24.9M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
15.8K
+ 4.0%
$82.92 - $88.2 $1.31M - $1.39M
410K $35.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
25.4K
+ 12.25%
$76.84 - $80.86 $1.95M - $2.05M
233K $18.4M
VB
Vanguard Small Cap ETF

ETFs
8.62K
+ 36.91%
$248.1 - $260.08 $2.14M - $2.24M
32K $7.99M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
68.5K
+ 18.67%
$23.02 - $24.23 $1.58M - $1.66M
435K $10.4M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
13.2K
+ 3.15%
$88.45 - $91.41 $1.16M - $1.2M
431K $39M
FNDX
Schwab Fundamental U S Large C

ETFs
48.5K
+ 48.24%
$25.68 - $26.95 $1.25M - $1.31M
149K $3.96M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.4K
+ 40.86%
$118.29 - $126.28 $875K - $934K
25.5K $3.09M
VO
Vanguard Mid Cap ETF

ETFs
3.36K
+ 21.39%
$286.27 - $296.23 $963K - $997K
19.1K $5.48M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
22.3K
+ 40.53%
$36.47 - $38.19 $812K - $851K
77.2K $2.9M
MUB
Ishares National Muni Bond ETF

ETFs
7.25K
New
$106.36 - $107.61 $771K - $780K
7.25K $775K
CGDV
Capital Group Divid Value ETF

ETFs
7.1K
+ 1.35%
$41.33 - $43.47 $293K - $309K
534K $22.9M
VBR
Vanguard Small Cap Value ETF

ETFs
4.35K
+ 8.76%
$201.42 - $211.15 $877K - $919K
54.1K $11.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.09K
+ 48.33%
$67.07 - $73.01 $609K - $663K
27.9K $2M
VONE
Vanguard Russell 1000 ETF

ETFs
2.1K
New
$296.54 - $311.51 $622K - $654K
2.1K $638K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.84K
+ 4.19%
$92.24 - $96.56 $354K - $370K
95.3K $9.08M
FNDA
Schwab Fundamental U S Small C

ETFs
19.7K
+ 18.07%
$29.85 - $31.55 $589K - $622K
129K $3.91M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.5K
New
$70.2 - $73.89 $456K - $480K
6.5K $474K
VIG
Vanguard Dividend Appreciation

ETFs
2.33K
+ 2.03%
N/A
117K $21.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.58K
New
$72.17 - $75.74 $330K - $347K
4.58K $342K
EFV
Msci Eafe Value ETF

ETFs
803
+ 0.71%
$66.73 - $70.99 $53.6K - $57K
114K $8M
MGC
Vanguard Mega Cap ETF

ETFs
491
+ 0.85%
$239.57 - $253.74 $118K - $125K
58.1K $14.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.58K
+ 4.52%
$191.01 - $199.18 $301K - $314K
36.4K $7.08M
CSCO
Cisco Systems, Inc.

Technology
1.67K
+ 9.62%
$67.46 - $78.0 $112K - $130K
19K $1.48M
XLK
Technology Sector Spdr

ETFs
960
+ 99.9%
$278.39 - $304.13 $267K - $292K
1.92K $553K
IWF
Ishares Russell 1000 Gr ETF

ETFs
515
+ 52.66%
$459.47 - $491.71 $237K - $253K
1.49K $703K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
5.54K
New
$42.41 - $44.49 $235K - $246K
5.54K $238K
IAU
Ishares Gold Trust

ETFs
2.99K
New
$72.65 - $82.5 $217K - $247K
2.99K $230K
GS
Goldman Sachs Group Inc

Financial Services
289
New
$744.6 - $838.97 $215K - $242K
289 $224K
MCK
Mckesson Corp

Healthcare
246
New
$738.06 - $859.37 $182K - $211K
246 $207K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.42K
New
$142.82 - $150.36 $202K - $213K
1.42K $207K
JNJ
Johnson & Johnson

Healthcare
590
+ 12.37%
$185.98 - $199.58 $110K - $118K
5.36K $1.07M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.24K
+ 2.93%
$169.53 - $176.53 $210K - $219K
43.6K $7.58M
PAVE
Global X Fds Us Infrastructure

ETFs
5.41K
+ 4.81%
$46.42 - $48.56 $251K - $263K
118K $5.54M
CAT
Caterpillar Inc

Industrials
12
+ 0.53%
$480.82 - $585.49 $5.77K - $7.03K
2.28K $1.26M
GOOG
Alphabet Inc.

Communication Services
67
+ 1.97%
$237.49 - $291.74 $15.9K - $19.5K
3.46K $988K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.73K
+ 0.89%
$26.44 - $27.53 $204K - $213K
876K $23.9M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
1.49K
+ 21.07%
$98.54 - $98.88 $147K - $147K
8.57K $845K
VTI
Vanguard Total Stock Market Et

ETFs
424
+ 14.59%
$321.8 - $337.95 $136K - $143K
3.33K $1.1M
COST
Costco Wholesale Corp

Consumer Defensive
168
+ 16.39%
$910.94 - $954.99 $153K - $160K
1.19K $1.09M
GE
General Electric CO

Industrials
405
+ 34.09%
$291.49 - $314.28 $118K - $127K
1.59K $478K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
152
+ 3.79%
$600.51 - $631.95 $91.3K - $96.1K
4.16K $2.57M
IEFA
Ishares Tr

ETFs
622
+ 1.58%
$86.09 - $89.88 $53.5K - $55.9K
40K $3.55M
MRK
Merck & Co., Inc.

Healthcare
319
+ 3.91%
$82.49 - $92.93 $26.3K - $29.6K
8.47K $786K
XOM
Exxon Mobil Corp

Energy
128
+ 0.87%
$110.64 - $119.78 $14.2K - $15.3K
14.9K $1.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
130
+ 7.02%
$653.02 - $687.39 $84.9K - $89.4K
1.98K $1.32M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
978
+ 8.42%
$68.22 - $71.43 $66.7K - $69.9K
12.6K $887K
Activity Summary
Buys All Purchases 99 New Holdings 13 Increased Positions 86 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Capital Advantage, Inc. Portfolio

Follow Capital Advantage, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advantage, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Advantage, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email