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
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.91K
+ 300.0%
$25.93 - $105.3 $205K - $833K
10.6K $294K
VBR
Vanguard Small Cap Value ETF

ETFs
252
+ 1.79%
$197.36 - $217.3 $49.7K - $54.8K
14.3K $2.84M
RPG
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.13%
$38.88 - $44.07 $311 - $353
6.4K $263K
MCD
Mcdonalds Corp

Consumer Cyclical
71
+ 9.06%
$288.47 - $316.54 $20.5K - $22.5K
855 $247K
GNW
Genworth Financial Inc

Financial Services
80
+ 0.16%
$6.52 - $7.82 $522 - $626
50.1K $350K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6
+ 0.32%
$417.69 - $450.94 $2.51K - $2.71K
1.86K $791K
DFAE
Dimensional ETF Tr

ETFs
1.03K
+ 9.92%
$25.36 - $28.15 $26.2K - $29.1K
11.4K $289K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
190
+ 1.6%
$442.29 - $483.08 $84K - $91.8K
12.1K $5.48M
DFSV
Dimensional ETF Tr Dimensional

ETFs
94
+ 0.37%
$30.18 - $33.87 $2.84K - $3.18K
25.3K $778K
Ea Series Trust
8.05K
+ 9.4%
N/A
93.7K $0
Atlassian Corporation
219
+ 33.64%
N/A
870 $0
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6
+ 1.18%
$33.77 - $44.09 $203 - $265
514 $17K
SCHC
Schwab Strategic Tr Intl Small

ETFs
971
+ 10.98%
$33.93 - $38.37 $32.9K - $37.3K
9.81K $336K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.34%
$174.22 - $187.62 $697 - $750
1.18K $206K
LCID
Lucid Group, Inc.

Consumer Cyclical
17
+ 0.17%
$2.01 - $3.44 $34.2 - $58.5
10.3K $30K
AVDE
American Centy ETF Tr Avantis

ETFs
891
+ 8.16%
$60.9 - $66.69 $54.3K - $59.4K
11.8K $724K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
24
+ 1.06%
$99.2 - $108.47 $2.38K - $2.6K
2.29K $228K
ABBV
Abb Vie Inc.

Healthcare
36
+ 2.76%
$164.99 - $203.87 $5.94K - $7.34K
1.34K $237K
DISV
Dimensional ETF Tr Dimensional

ETFs
1.48K
+ 5.91%
$26.18 - $28.77 $38.8K - $42.6K
26.5K $705K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
852
+ 3.48%
$74.5 - $78.37 $63.5K - $66.8K
25.3K $1.89M
AMAT
Applied Materials Inc

Technology
74
+ 5.26%
$161.44 - $213.89 $11.9K - $15.8K
1.48K $240K
AVDV
American Centy ETF Tr Avantis

ETFs
1.73K
+ 5.06%
$63.85 - $70.4 $111K - $122K
35.9K $2.34M
REET
Ishares Global Reit ETF

ETFs
421
+ 1.07%
$23.43 - $26.54 $9.86K - $11.2K
39.7K $951K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.53K
+ 0.29%
$40.38 - $44.35 $61.9K - $68K
534K $21.8M
DFIV
Dimensional ETF Tr

ETFs
8.77K
+ 1.58%
$34.86 - $37.97 $306K - $333K
564K $20M
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
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