Capital Advantage, Inc. Incresed Positions in Q4 2025

Capital Advantage, Inc.

  • $664 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
90
+ 4.11%
$280.66 - $305.09 $25.3K - $27.5K
2.28K $643K
MSFT
Microsoft Corp

Technology
383
+ 2.41%
$496.82 - $542.07 $190K - $208K
16.3K $8.25M
IBM
International Business Machines Corp

Technology
13
+ 0.84%
$275.97 - $314.98 $3.59K - $4.09K
1.56K $462K
VTV
Vanguard Value ETF

ETFs
114
+ 7.09%
$182.87 - $189.72 $20.8K - $21.6K
1.72K $322K
AXP
American Express CO

Financial Services
12
+ 0.6%
$316.26 - $372.77 $3.8K - $4.47K
2.01K $686K
SCHX
Schwab Strategic Tr Us Large C

ETFs
35
+ 0.04%
$25.85 - $27.19 $905 - $952
90.1K $2.39M
IWD
Ishares Russell 1000 Val ETF

ETFs
51
+ 0.88%
$199.44 - $208.01 $10.2K - $10.6K
5.85K $1.2M
IDV
Ishares Tr

ETFs
70
+ 0.81%
$35.91 - $38.56 $2.51K - $2.7K
8.68K $331K
NVS
Novartis Ag

Healthcare
89
+ 5.07%
$121.8 - $132.39 $10.8K - $11.8K
1.85K $242K
PSX
Phillips 66

Energy
1
+ 0.04%
$126.76 - $142.32 $127 - $142
2.54K $361K
WFC
Wells Fargo & Company

Financial Services
222
+ 2.57%
$77.62 - $87.3 $17.2K - $19.4K
8.86K $738K
BAC
Bank Of America Corp

Financial Services
238
+ 3.85%
$48.65 - $54.11 $11.6K - $12.9K
6.42K $330K
VDE
Vanguard Energy ETF

ETFs
8
+ 0.33%
$120.37 - $129.34 $963 - $1.03K
2.46K $317K
PG
Procter & Gamble CO

Consumer Defensive
230
+ 7.24%
$145.5 - $153.18 $33.5K - $35.2K
3.41K $496K
DVY
Ishares Tr

ETFs
109
+ 1.78%
$138.1 - $143.11 $15.1K - $15.6K
6.23K $875K
XLP
Consumer Staples Sector Spdr

ETFs
26
+ 0.06%
N/A
45.1K $3.43M
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 0.07%
$78.46 - $87.26 $157 - $175
2.86K $242K
CGMS
Capital Grp Core Plus Income E
139K
+ 6.41%
N/A
2.31M $0
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.15%
N/A
667 $177K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3
+ 0.03%
$27.17 - $28.65 $81.5 - $85.9
9.81K $269K
COP
Conocophillips

Energy
85
+ 3.28%
$85.66 - $95.46 $7.28K - $8.11K
2.67K $237K
LMT
Lockheed Martin Corp

Industrials
16
+ 2.78%
$452.1 - $514.24 $7.23K - $8.23K
592 $278K
NFLX
Netflix Inc

Communication Services
2.94K
+ 953.9%
$110.29 - $1241.35 $324K - $3.65M
3.25K $358K
UNP
Union Pacific Corp

Industrials
5
+ 0.52%
$216.37 - $237.41 $1.08K - $1.19K
972 $214K
CARR
Carrier Global Corp

Industrials
1
+ 0.02%
$54.1 - $60.75 $54.1 - $60.8
4.29K $231K
T
At&T Inc.

Communication Services
212
+ 1.4%
$24.44 - $27.55 $5.18K - $5.84K
15.3K $390K
APP
App Lovin Corp

Technology
5
+ 1.23%
$552.64 - $704.09 $2.76K - $3.52K
410 $228K
BA
Boeing CO

Industrials
11
+ 0.39%
$191.81 - $225.32 $2.11K - $2.48K
2.82K $541K
ORCL
Oracle Corp

Technology
69
+ 5.07%
$217.57 - $313.0 $15K - $21.6K
1.43K $314K
HD
Home Depot, Inc.

Consumer Cyclical
69
+ 3.46%
$358.03 - $397.02 $24.7K - $27.4K
2.06K $738K
VIS
Vanguard Industrial ETF

ETFs
334
+ 0.65%
$289.12 - $301.69 $96.6K - $101K
51.6K $15.1M
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.14%
$250.9 - $292.94 $1K - $1.17K
2.97K $743K
META
Meta Platforms, Inc.

Communication Services
86
+ 3.62%
$609.01 - $751.67 $52.4K - $64.6K
2.46K $1.5M
EXTR
Extreme Networks Inc

Technology
13.4K
+ 5.92%
$17.42 - $21.27 $233K - $284K
239K $4.21M
XLF
Financial Sector Spdr

ETFs
297
+ 0.07%
$51.76 - $53.77 $15.4K - $16K
416K $21.8M
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
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