Capital Advantage, Inc. Portfolio Holdings by Sector
Capital Advantage, Inc.
- $483 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VCIT FNDF ICSH VIGI VYMI VHT MGV VIG 30 stocks |
$435,721
90.14% of portfolio
|
  23  
|
  7  
|
  3  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12,016
2.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AMD NVDA INTC 3 stocks |
$7,440
1.54% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$7,163
1.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
EXTR LITE CSCO 3 stocks |
$4,736
0.98% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4,089
0.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
WDAY 1 stocks |
$3,942
0.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$3,606
0.75% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,417
0.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$958
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$616
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
CVGW 1 stocks |
$352
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
UPST 1 stocks |
$336
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|