Capital Advantage, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $547 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $88.3M, Schwab Fundamental Intl Large with a value of $45M, Vanguard Whitehall Fds Intl Di with a value of $31.6M, Vanguard Whitehall Fds Intl Hi with a value of $25.6M, and Vanguard Mega Cap Value with a value of $24.9M.
Examining the 13F form we can see an increase of $27M in the current position value, from $520M to 547M.
Below you can find more details about Capital Advantage, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$547 Million
ETFs: $471 Million
Technology: $40.5 Million
Industrials: $8.31 Million
Consumer Cyclical: $5.4 Million
Financial Services: $4.85 Million
Healthcare: $4.11 Million
Energy: $4.05 Million
Consumer Defensive: $4.04 Million
Other: $4.14 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
