Capital Performance Advisors LLP Incresed Positions in Q4 2024

Capital Performance Advisors LLP

  • $310 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.45K
+ 3.72%
$221.69 - $259.02 $544K - $635K
68.5K $17.1M
NVDA
Nvidia Corp

Technology
9.94K
+ 59.35%
$117.0 - $148.88 $1.16M - $1.48M
26.7K $3.59M
VTI
Vanguard Total Stock Market Et

ETFs
3.15K
+ 18.29%
$280.04 - $302.45 $883K - $953K
20.4K $5.91M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.6K
+ 229.2%
$124.26 - $134.12 $695K - $751K
8.04K $1.03M
AVUV
American Centy ETF Tr Avantis

ETFs
6.66K
+ 11.21%
$94.37 - $106.41 $629K - $709K
66.1K $6.38M
TSLA
Tesla, Inc.

Consumer Cyclical
925
+ 76.76%
$213.65 - $479.86 $198K - $444K
2.13K $860K
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.59K
+ 1.59%
$61.52 - $66.5 $159K - $172K
165K $10.5M
AVGO
Broadcom Inc.

Technology
922
+ 34.33%
$159.67 - $250.0 $147K - $231K
3.61K $836K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.38K
+ 16.91%
$48.33 - $49.08 $357K - $362K
51K $2.47M
PFE
Pfizer Inc

Healthcare
12.3K
+ 150.88%
$24.8 - $30.19 $306K - $372K
20.5K $544K
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.81K
+ 5520.29%
$60.38 - $78.79 $230K - $300K
3.88K $292K
META
Meta Platforms, Inc.

Communication Services
334
+ 6.51%
$554.08 - $632.68 $185K - $211K
5.47K $3.22M
VUG
Vanguard Growth ETF

ETFs
188
+ 2.63%
$378.79 - $428.11 $71.2K - $80.5K
7.35K $3.02M
GOOG
Alphabet Inc.

Communication Services
1.04K
+ 56.13%
$163.08 - $198.16 $170K - $206K
2.89K $550K
ADBE
Adobe Inc.

Technology
562
+ 282.41%
$437.39 - $552.96 $246K - $311K
761 $338K
MSTR
Microstrategy Inc

Technology
708
+ 437.04%
$162.69 - $473.83 $115K - $335K
870 $251K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.59K
+ 1101.39%
$111.62 - $139.44 $177K - $221K
1.73K $236K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.89K
+ 2.0%
$63.58 - $71.15 $183K - $205K
147K $9.58M
FTNT
Fortinet, Inc.

Technology
1.67K
+ 47.48%
$76.49 - $99.21 $128K - $166K
5.18K $489K
DE
Deere & CO

Industrials
504
+ 8400.0%
$389.45 - $466.0 $196K - $235K
510 $216K
HOOD
Robinhood Markets, Inc.

Technology
4.9K
+ 224.3%
$22.33 - $43.2 $109K - $212K
7.09K $264K
CME
Cme Group Inc.

Financial Services
853
+ 74.63%
$221.17 - $246.02 $189K - $210K
2K $463K
WFC
Wells Fargo & Company

Financial Services
2.58K
+ 146.37%
$54.98 - $77.35 $142K - $200K
4.35K $305K
INCY
Incyte Corp

Healthcare
2.94K
+ 427.84%
$65.08 - $83.38 $191K - $245K
3.62K $250K
GOOGL
Alphabet Inc.

Communication Services
743
+ 28.05%
$161.86 - $196.66 $120K - $146K
3.39K $642K
SMAR
Smartsheet Inc

Technology
3.42K
+ 124.84%
$55.35 - $56.51 $189K - $193K
6.17K $345K
MCK
Mckesson Corp

Healthcare
335
+ 1155.17%
$482.27 - $628.5 $162K - $211K
364 $207K
MEDP
Medpace Holdings, Inc.

Healthcare
578
+ 421.9%
$308.93 - $363.58 $179K - $210K
715 $237K
TPR
Tapestry, Inc.

Consumer Cyclical
1.46K
+ 28.31%
$43.54 - $66.18 $63.6K - $96.7K
6.62K $432K
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.16K
+ 113.49%
$33.62 - $35.69 $174K - $184K
9.71K $328K
ZS
Zscaler, Inc.

Technology
919
+ 162.65%
$166.99 - $211.99 $153K - $195K
1.48K $267K
JPM
Jpmorgan Chase & CO

Financial Services
399
+ 15.36%
$205.18 - $250.29 $81.9K - $99.9K
3K $718K
PLTR
Palantir Technologies Inc.

Technology
1.01K
+ 42.83%
$36.46 - $82.38 $36.9K - $83.4K
3.38K $255K
INTC
Intel Corp

Technology
8.3K
+ 533.91%
$19.07 - $26.23 $158K - $218K
9.85K $197K
WMT
Walmart Inc.

Consumer Defensive
1.18K
+ 20.89%
$79.1 - $95.7 $93.6K - $113K
6.85K $618K
ZM
Zoom Video Communications, Inc.

Technology
1.54K
+ 58.59%
$67.21 - $89.03 $103K - $137K
4.16K $339K
RBLX
Roblox Corp

Communication Services
2.09K
+ 92.34%
$39.86 - $61.45 $83.1K - $128K
4.34K $251K
BAC
Bank Of America Corp

Financial Services
2.25K
+ 19.62%
$39.22 - $47.77 $88.1K - $107K
13.7K $601K
VRSN
Verisign Inc

Technology
620
+ 75.15%
$176.68 - $206.96 $110K - $128K
1.45K $299K
CCL
Carnival Corp

Consumer Cyclical
3.85K
+ 52.79%
$17.34 - $26.8 $66.7K - $103K
11.1K $277K
KMX
Carmax Inc

Consumer Cyclical
1.6K
+ 124.34%
$71.11 - $87.2 $114K - $140K
2.89K $236K
NTRA
Natera, Inc.

Healthcare
663
+ 66.83%
$117.67 - $174.0 $78K - $115K
1.66K $261K
ALK
Alaska Air Group, Inc.

Industrials
1.64K
+ 110.25%
$42.48 - $67.6 $69.5K - $111K
3.12K $201K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.38K
+ 64.23%
$77.25 - $91.3 $107K - $126K
3.53K $301K
HUBS
Hubspot Inc

Technology
140
+ 66.35%
$514.07 - $757.4 $72K - $106K
351 $244K
CRM
Salesforce, Inc.

Technology
25
+ 1.27%
$270.87 - $367.87 $6.77K - $9.2K
1.99K $664K
V
Visa Inc.

Financial Services
137
+ 6.95%
$273.87 - $320.91 $37.5K - $44K
2.11K $665K
MDT
Medtronic PLC

Healthcare
1.88K
+ 68.23%
$79.61 - $92.24 $150K - $174K
4.64K $370K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.68K
+ 9.3%
$57.78 - $60.4 $212K - $222K
43.2K $2.51M
Activity Summary
Buys All Purchases 128 New Holdings 2 Increased Positions 126 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 2 Puts 3
Track This Portfolio

Track Capital Performance Advisors LLP Portfolio

Follow Capital Performance Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Performance Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Capital Performance Advisors LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email