Capital Advantage, Inc. New Holdings in Q4 2024

Capital Advantage, Inc.

  • $547 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
2.48K
New
$161.44 - $213.89 $400K - $530K
2.48K $402K
IBM
International Business Machines Corp

Technology
1.79K
New
$204.9 - $238.04 $366K - $425K
1.79K $392K
GOOG
Alphabet Inc.

Communication Services
2.04K
New
$163.08 - $198.16 $332K - $404K
2.04K $388K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.32K
New
$107.41 - $115.71 $357K - $384K
3.32K $366K
QCOM
Qualcomm Inc

Technology
2.29K
New
$150.4 - $178.04 $344K - $408K
2.29K $351K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
10.4K
New
$33.39 - $37.66 $346K - $390K
10.4K $345K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.97K
New
$174.22 - $187.62 $343K - $369K
1.97K $344K
TSLA
Tesla, Inc.

Consumer Cyclical
844
New
$213.65 - $479.86 $180K - $405K
844 $340K
XLK
Technology Sector Spdr

ETFs
1.44K
New
$220.26 - $241.44 $316K - $347K
1.44K $333K
VTV
Vanguard Value ETF

ETFs
1.92K
New
$168.32 - $181.87 $324K - $350K
1.92K $325K
PSX
Phillips 66

Energy
2.78K
New
$110.35 - $138.93 $307K - $387K
2.78K $317K
UPS
United Parcel Service Inc

Industrials
2.49K
New
$122.65 - $138.35 $305K - $344K
2.49K $313K
NUSC
Nuveen Esg Small Cap ETF

ETFs
7.1K
New
$41.74 - $46.2 $296K - $328K
7.1K $297K
VDE
Vanguard Energy ETF

ETFs
2.43K
New
$116.67 - $136.78 $283K - $332K
2.43K $294K
CARR
Carrier Global Corp

Industrials
4.28K
New
$66.69 - $82.65 $285K - $354K
4.28K $292K
VV
Vanguard Large Cap ETF

ETFs
1.04K
New
$260.27 - $280.65 $270K - $291K
1.04K $279K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.04K
New
$88.59 - $94.57 $269K - $287K
3.04K $269K
BAC
Bank Of America Corp

Financial Services
6.04K
New
$39.22 - $47.77 $237K - $288K
6.04K $265K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
6.27K
New
$41.64 - $45.75 $261K - $287K
6.27K $262K
NFLX
Netflix Inc

Communication Services
295
New
$687.65 - $936.56 $203K - $276K
295 $262K
DUK
Duke Energy Corp

Utilities
2.44K
New
$105.76 - $120.76 $258K - $295K
2.44K $262K
COP
Conocophillips

Energy
2.63K
New
$95.12 - $114.72 $251K - $302K
2.63K $261K
EPD
Enterprise Products Partners L.P.

Energy
8.23K
New
$28.66 - $34.43 $236K - $283K
8.23K $258K
AVGO
Broadcom Inc.

Technology
1.06K
New
$159.67 - $250.0 $169K - $265K
1.06K $245K
UL
Unilever PLC

Consumer Defensive
4.27K
New
$56.7 - $64.64 $242K - $276K
4.27K $241K
UNH
Unitedhealth Group Inc

Healthcare
469
New
$485.52 - $625.25 $228K - $293K
469 $237K
IDV
Ishares Tr

ETFs
8.43K
New
$27.03 - $29.92 $228K - $252K
8.43K $230K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.95K
New
$77.86 - $79.27 $230K - $234K
2.95K $230K
UNP
Union Pacific Corp

Industrials
993
New
$223.15 - $249.32 $222K - $248K
993 $226K
OTIS
Otis Worldwide Corp

Industrials
2.37K
New
$92.57 - $106.01 $220K - $252K
2.37K $219K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.39K
New
$87.1 - $98.49 $208K - $236K
2.39K $208K
CMCSA
Comcast Corp

Communication Services
5.49K
New
$37.39 - $45.14 $205K - $248K
5.49K $206K
GE
General Electric CO

Industrials
1.22K
New
$159.95 - $194.23 $194K - $236K
1.22K $202K
FISV
Fiserv Inc

Technology
1.2K
New
N/A
1.2K $150K
Blackrock ETF Trust Ii
4.82K
New
N/A
4.82K $0
Activity Summary
Buys All Purchases 110 New Holdings 86 Increased Positions 24 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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