Core Cap Advisors, LLC Incresed Positions in Q4 2024

Core Cap Advisors, LLC

  • $2.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.2K
+ 11.83%
$39.22 - $47.52 $86.3K - $105K
20.8K $822K
DUK
Duke Energy Corp

Utilities
22
+ 0.31%
$105.76 - $120.76 $2.33K - $2.66K
7.11K $766K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
12.2K
+ 5.17%
$11.42 - $12.5 $140K - $153K
249K $2.87M
BWX
Spdr Bloomberg International T

ETFs
749
+ 2.13%
$21.39 - $23.3 $16K - $17.5K
35.9K $768K
XCEM
Columbia ETF Tr Ii

ETFs
1.59K
+ 4.71%
$29.6 - $32.67 $46.9K - $51.8K
35.3K $1.04M
CVX
Chevron Corp

Energy
71
+ 0.25%
$141.15 - $162.53 $10K - $11.5K
28.2K $4.09M
XHS
Spdr S&P Health Care Services

ETFs
202
+ 1.82%
$89.61 - $98.48 $18.1K - $19.9K
11.3K $1.02M
INTC
Intel Corp

Technology
558
+ 2.63%
$19.07 - $26.23 $10.6K - $14.6K
21.7K $435K
SHW
Sherwin Williams CO

Basic Materials
11
+ 0.7%
$338.75 - $399.71 $3.73K - $4.4K
1.59K $539K
DOW
Dow Inc.

Basic Materials
126
+ 2.66%
$39.1 - $55.34 $4.93K - $6.97K
4.86K $195K
VEU
Vanguard Ftse All World Ex Us

ETFs
499
+ 2.14%
$57.29 - $63.1 $28.6K - $31.5K
23.8K $1.37M
NEE
Nextera Energy Inc

Utilities
2.58K
+ 11.55%
$69.77 - $85.43 $180K - $221K
25K $1.79M
GUNR
Flexshares Tr Morningstar Glob

ETFs
12.7K
+ 10.58%
$36.15 - $41.9 $458K - $531K
132K $4.82M
CUBE
Cube Smart

Real Estate
3.94K
+ 14.56%
$41.74 - $53.03 $164K - $209K
31K $1.33M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
25.4K
+ 8.05%
$74.68 - $81.45 $1.89M - $2.07M
340K $25.5M
XLB
Select Sector Spdr Fd Material

ETFs
1.8K
+ 7.65%
$83.8 - $97.58 $151K - $175K
25.3K $2.13M
IQLT
Ishares Msci Intl Quality Fact

ETFs
704
+ 1.87%
$37.12 - $41.23 $26.1K - $29K
38.4K $1.42M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
8.43K
+ 2.09%
$8.17 - $8.66 $68.8K - $73K
411K $3.36M
CL
Colgate Palmolive CO

Consumer Defensive
419
+ 2.83%
$90.22 - $102.31 $37.8K - $42.9K
15.2K $1.38M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.48K
+ 6.54%
$68.25 - $75.42 $306K - $338K
72.9K $4.99M
PG
Procter & Gamble CO

Consumer Defensive
388
+ 0.84%
$161.05 - $179.7 $62.5K - $69.7K
46.7K $7.83M
AFL
Aflac Inc

Financial Services
301
+ 1.14%
$100.37 - $115.27 $30.2K - $34.7K
26.7K $2.77M
KMB
Kimberly Clark Corp

Consumer Defensive
1.01K
+ 3.45%
$130.37 - $146.09 $132K - $148K
30.3K $3.97M
DTE
Dte Energy CO

Utilities
136
+ 0.46%
$117.04 - $129.77 $15.9K - $17.6K
29.9K $3.61M
TSCO
Tractor Supply CO

Consumer Cyclical
36.4K
+ 399.7%
$52.59 - $303.74 $1.92M - $11.1M
45.6K $2.42M
LMT
Lockheed Martin Corp

Industrials
561
+ 10.61%
$479.66 - $614.62 $269K - $345K
5.85K $2.84M
TGT
Target Corp

Consumer Defensive
788
+ 3.95%
$121.59 - $160.69 $95.8K - $127K
20.8K $2.81M
LLY
Eli Lilly & CO

Healthcare
355
+ 5.54%
$727.2 - $932.06 $258K - $331K
6.76K $5.22M
KO
Coca Cola CO

Consumer Defensive
2.36K
+ 2.32%
$61.74 - $71.71 $146K - $169K
104K $6.47M
SCHG
Schwab Strategic Tr Us Large C

ETFs
161K
+ 145.67%
$25.93 - $105.3 $4.18M - $17M
272K $7.57M
Activity Summary
Buys All Purchases 1331 New Holdings 400 Increased Positions 931 Sells All Sells 812 Reductions 803 Sold out 9 Options Calls 0 Puts 0
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