Cape Investment Advisory, Inc. Purchases in Q1 2025

Cape Investment Advisory, Inc.

  • $251 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FHLC
Fidelity Covington Tr Msci Hea

ETFs
88
New
$65.44 - $70.64 $5.76K - $6.22K
88 $6.01M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
71
+ 14.88%
$77.7 - $78.94 $5.52K - $5.6K
548 $43.2M
COF
Capital One Financial Corp

Financial Services
32
+ 18.29%
$163.87 - $209.82 $5.24K - $6.71K
207 $37.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
14
+ 155.56%
$408.78 - $448.82 $5.72K - $6.28K
23 $9.66M
TQQQ
Proshares Ultrapro Qqq

ETFs
100
New
$57.3 - $90.39 $5.73K - $9.04K
100 $5.73M
WM
Waste Management Inc

Industrials
1
+ 0.54%
$200.54 - $233.78 $201 - $234
187 $43.2M
KJUL
Innovator U.S. Small Cap Power

Technology
200
New
$27.83 - $30.18 $5.57K - $6.04K
200 $5.59M
UPWK
Upwork, Inc

Industrials
500
+ 166.67%
$12.34 - $17.44 $6.17K - $8.72K
800 $10.4M
SXT
Sensient Technologies Corp

Basic Materials
66
New
$67.31 - $77.4 $4.44K - $5.11K
66 $4.91M
PAPR
Innovator U.S. Equity Power Bu

ETFs
300
+ 5.37%
$35.21 - $37.69 $10.6K - $11.3K
5.89K $210M
NAIL
Direxion Shs ETF Tr Daily Home

ETFs
100
+ 142.86%
$59.65 - $103.38 $5.97K - $10.3K
170 $10.6M
VBF
Invesco Bond Fund

Financial Services
300
New
$15.2 - $15.85 $4.56K - $4.76K
300 $4.64M
XLI
Industrial Sector Spdr

ETFs
35
New
$128.78 - $141.67 $4.51K - $4.96K
35 $4.59M
T Rowe Price ETF Inc
138
New
N/A
138 $4.46M
SCHP
Schwab Strategic Us Tips ETF

ETFs
109
+ 7.79%
$25.69 - $26.89 $2.8K - $2.93K
1.51K $40.6M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
119
+ 18.51%
$36.63 - $37.45 $4.36K - $4.46K
762 $28M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
120
New
$34.58 - $38.65 $4.15K - $4.64K
120 $4.22M
QTUM
ETF Ser Solutions Defiance Qua
62
+ 95.38%
N/A
127 $9.49M
XLE
Energy Sector Spdr

ETFs
12
+ 3.17%
$85.7 - $93.96 $1.03K - $1.13K
390 $36.5M
NANR
Spdr Index Shs Fds S&P North A

ETFs
12
+ 1.55%
$51.78 - $56.0 $621 - $672
786 $43.6M
INSP
Inspire Medical Systems, Inc.

Healthcare
25
New
$157.24 - $215.42 $3.93K - $5.39K
25 $3.98M
KLAC
Kla Corp

Technology
2
+ 3.85%
$636.62 - $777.63 $1.27K - $1.56K
54 $36.7M
VNQ
Vanguard Specialized Funds Van

ETFs
6
+ 0.28%
$85.55 - $94.34 $513 - $566
2.17K $197M
IWX
Ishares Tr Russell 200 Value E

ETFs
45
New
$78.54 - $84.86 $3.53K - $3.82K
45 $3.7M
EVRG
Evergy, Inc.

Utilities
50
+ 227.27%
$59.9 - $69.52 $3K - $3.48K
72 $5M
PLD
Prologis, Inc.

Real Estate
8
+ 1.85%
$103.59 - $124.04 $829 - $992
441 $49.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
66
+ 2.42%
$32.5 - $33.3 $2.15K - $2.2K
2.79K $92.8M
AEE
Ameren Corp

Utilities
2
+ 0.69%
$86.87 - $103.67 $174 - $207
293 $29.4M
EWY
Ishares Inc Msci South Korea E

ETFs
57
+ 65.52%
$51.16 - $58.46 $2.92K - $3.33K
144 $7.78M
HIG
Hartford Financial Services Group, Inc.

Financial Services
9
+ 6.82%
$106.31 - $123.73 $957 - $1.11K
141 $17.5M
Blackrock ETF Trust
96
New
N/A
96 $3.04M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
71
+ 29.58%
$78.26 - $95.21 $5.56K - $6.76K
311 $24.3M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
5
+ 0.32%
$9.19 - $12.93 $45.9 - $64.7
1.56K $17.4M
AES
Aes Corp

Utilities
478
+ 6.85%
$9.93 - $13.23 $4.75K - $6.32K
7.46K $92.6M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1
+ 0.23%
$47.66 - $57.45 $47.7 - $57.5
436 $23.7M
MAXI
Simplify Exc Traded Fds Bitcoi
138
New
N/A
138 $2.76M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
27
+ 4.69%
$196.12 - $229.48 $5.3K - $6.2K
603 $122M
TME
Tencent Music Entertainment Group

Communication Services
184
New
$10.28 - $15.09 $1.89K - $2.78K
184 $2.65M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
21
+ 0.73%
$27.64 - $28.58 $580 - $600
2.91K $83.2M
BROS
Dutch Bros Inc.

Consumer Cyclical
42
New
$55.77 - $85.37 $2.34K - $3.59K
42 $2.59M
Fidelity Covington Trust
165
+ 4.29%
N/A
4.01K $147M
USB
Us Bancorp \De\

Financial Services
128
+ 22.74%
$40.92 - $50.9 $5.24K - $6.52K
691 $29.2M
Solventum Corp
20
+ 29.41%
N/A
88 $6.69M
XLY
Select Sector Spdr Consumer Di

ETFs
13
+ 76.47%
$192.6 - $233.2 $2.5K - $3.03K
30 $5.92M
ROP
Roper Technologies Inc

Industrials
3
+ 75.0%
$502.71 - $593.81 $1.51K - $1.78K
7 $4.13M
SCHO
Schwab Short Term Us Treasury

ETFs
4
+ 0.06%
$24.1 - $24.34 $96.4 - $97.4
6.72K $164M
IEZ
Ishares Tr

ETFs
100
New
$18.42 - $22.2 $1.84K - $2.22K
100 $1.96M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
27
+ 1350.0%
$61.25 - $72.83 $1.65K - $1.97K
29 $2.05M
BMY
Bristol Myers Squibb CO

Healthcare
2
+ 0.48%
$53.9 - $63.11 $108 - $126
415 $25.3M
Activity Summary
Buys All Purchases 314 New Holdings 69 Increased Positions 245 Sells All Sells 335 Reductions 335 Sold out 0 Options Calls 0 Puts 0
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