Capital Advantage, Inc. Reduced Holdings in Q4 2024

Capital Advantage, Inc.

  • $547 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-194K
- 14.95%
$80.13 - $83.77 $15.5M - $16.2M
1.1M $88.3M
FNDF
Schwab Fundamental Intl Large

ETFs
-72.4K
- 5.07%
$32.92 - $37.15 $2.38M - $2.69M
1.35M $45M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-33K
- 8.05%
$67.29 - $73.38 $2.22M - $2.42M
377K $25.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-8.95K
- 2.21%
$79.93 - $88.06 $715K - $788K
396K $31.6M
UPST
Upstart Holdings, Inc.

Financial Services
-107K
- 90.24%
$37.78 - $84.46 $4.06M - $9.08M
11.6K $715K
VHT
Vanguard Health Care ETF

ETFs
-2.61K
- 2.87%
$250.81 - $283.3 $655K - $740K
88.3K $22.4M
LITE
Lumentum Holdings Inc.

Technology
-17.3K
- 84.02%
$61.49 - $94.9 $1.06M - $1.64M
3.29K $276K
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.36K
- 2.73%
$160.89 - $176.18 $379K - $415K
83.9K $13.6M
VIS
Vanguard Industrial ETF

ETFs
-1.11K
- 2.08%
$254.39 - $279.7 $282K - $310K
52.2K $13.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.64K
- 1.97%
$113.92 - $127.38 $301K - $336K
131K $15.1M
XOM
Exxon Mobil Corp

Energy
-1.06K
- 6.44%
$105.51 - $125.37 $111K - $132K
15.3K $1.65M
PFE
Pfizer Inc

Healthcare
-5.4K
- 26.62%
$24.8 - $30.19 $134K - $163K
14.9K $395K
VZ
Verizon Communications Inc

Communication Services
-2.82K
- 19.95%
$39.6 - $45.21 $111K - $127K
11.3K $451K
MSFT
Microsoft Corp

Technology
-65
- 0.41%
$406.35 - $454.46 $26.4K - $29.5K
15.8K $6.66M
INTC
Intel Corp

Technology
-5K
- 31.31%
$19.07 - $26.23 $95.4K - $131K
11K $220K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.34K
- 10.85%
$56.61 - $61.63 $75.6K - $82.3K
11K $621K
XLP
Consumer Staples Sector Spdr

ETFs
-557
- 1.18%
N/A
46.7K $3.55M
T
At&T Inc.

Communication Services
-2.37K
- 12.55%
$21.22 - $23.88 $50.2K - $56.5K
16.5K $375K
CVX
Chevron Corp

Energy
-44
- 0.4%
$141.15 - $162.53 $6.21K - $7.15K
10.8K $1.57M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-36
- 0.21%
$126.68 - $134.74 $4.56K - $4.85K
16.9K $2.16M
WDAY
Workday, Inc.

Technology
-356
- 2.02%
$233.85 - $279.91 $83.3K - $99.6K
17.3K $4.46M
NVDA
Nvidia Corp

Technology
-133
- 0.78%
$117.0 - $148.88 $15.6K - $19.8K
16.9K $2.27M
AMZN
Amazon Com Inc

Consumer Cyclical
-360
- 2.93%
$180.88 - $232.93 $65.1K - $83.9K
11.9K $2.62M
AAPL
Apple Inc.

Technology
-1.66K
- 3.17%
$221.69 - $259.02 $369K - $431K
50.9K $12.7M
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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