Cape Investment Advisory, Inc. Incresed Positions in Q1 2025

Cape Investment Advisory, Inc.

  • $251 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.05K
+ 20.41%
$169.43 - $182.84 $855K - $923K
29.8K $5.16B
Blackrock ETF Trust Ii
12.6K
+ 11.67%
N/A
121K $6.31B
KO
Coca Cola CO

Consumer Defensive
1.95K
+ 4.46%
$60.81 - $72.32 $119K - $141K
45.7K $3.27B
VEA
Vanguard Ftse Developed Market

ETFs
9.14K
+ 158.56%
$47.4 - $52.99 $433K - $484K
14.9K $757M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.93K
+ 21.72%
$64.88 - $72.1 $385K - $427K
33.2K $2.18B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.41K
+ 1771.32%
$117.4 - $131.02 $283K - $316K
2.55K $305M
SO
Southern CO

Utilities
513
+ 2.23%
$80.96 - $92.96 $41.5K - $47.7K
23.5K $2.16B
VUG
Vanguard Growth ETF

ETFs
673
+ 138.76%
$369.1 - $427.61 $248K - $288K
1.16K $429M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.39K
+ 2.72%
$27.01 - $28.54 $119K - $125K
166K $4.64B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.42K
+ 29.16%
$44.72 - $46.25 $198K - $205K
19.6K $903M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.67K
+ 102.48%
$42.5 - $46.71 $156K - $172K
7.26K $328M
VZ
Verizon Communications Inc

Communication Services
1.54K
+ 8.4%
$37.81 - $46.49 $58K - $71.4K
19.8K $898M
T
At&T Inc.

Communication Services
4.15K
+ 51.38%
$21.56 - $28.28 $89.5K - $117K
12.2K $346M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
76
+ 5.09%
$442.66 - $534.52 $33.6K - $40.6K
1.57K $836M
VTI
Vanguard Total Stock Market Et

ETFs
642
+ 27.7%
$271.18 - $303.12 $174K - $195K
2.96K $814M
IXUS
Ishares Tr

ETFs
1.3K
+ 11.44%
$65.06 - $72.31 $84.6K - $94.1K
12.7K $885M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.65K
+ 55.77%
$76.94 - $78.28 $127K - $129K
4.6K $360M
IVE
Ishares S&P 500 Value ETF

ETFs
658
+ 55.95%
$185.78 - $198.58 $122K - $131K
1.83K $350M
DUK
Duke Energy Corp

Utilities
156
+ 2.1%
$105.87 - $121.97 $16.5K - $19K
7.57K $923M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.18K
+ 601.53%
$97.25 - $104.79 $115K - $124K
1.38K $143M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.19K
+ 168.94%
$95.85 - $99.25 $114K - $118K
1.9K $188M
Ge Vernova Inc
376
+ 127.46%
N/A
671 $205M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.52K
+ 28.81%
$102.49 - $119.96 $156K - $183K
6.81K $712M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
2.08K
+ 1.17%
$24.29 - $24.65 $50.4K - $51.1K
179K $4.42B
MO
Altria Group, Inc.

Consumer Defensive
128
+ 1.12%
$50.81 - $60.02 $6.5K - $7.68K
11.6K $694M
OEF
Ishares S&P 100 ETF

ETFs
346
+ 2883.33%
N/A
358 $97M
XOM
Exxon Mobil Corp

Energy
325
+ 7.83%
$105.44 - $118.93 $34.3K - $38.7K
4.48K $532M
MBB
Ishares Tr

ETFs
862
+ 49.74%
$90.37 - $94.08 $77.9K - $81.1K
2.6K $243M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
28
+ 1.85%
$80.53 - $147.57 $2.25K - $4.13K
1.54K $204M
IAU
Ishares Gold Trust

ETFs
828
+ 34.7%
$49.74 - $58.96 $41.2K - $48.8K
3.21K $189M
BNDX
Vanguard Total International B

ETFs
1.37K
+ 73.2%
$48.33 - $49.5 $66.4K - $68K
3.25K $159M
MUB
Ishares National Muni Bond ETF

ETFs
607
+ 48.6%
$104.71 - $107.69 $63.6K - $65.4K
1.86K $196M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
654
+ 27.2%
$67.08 - $76.14 $43.9K - $49.8K
3.06K $225M
QUAL
Ishares Msci Usa Quality Facto

ETFs
430
+ 21.18%
$168.16 - $186.21 $72.3K - $80.1K
2.46K $420M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
712
+ 95.19%
$73.78 - $76.59 $52.5K - $54.5K
1.46K $112M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.5K
+ 491.18%
$34.83 - $37.52 $52.3K - $56.4K
1.81K $65.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.04K
+ 219.33%
$50.39 - $50.66 $52.6K - $52.9K
1.52K $77M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.47K
+ 18.67%
$48.06 - $53.73 $70.8K - $79.2K
9.37K $457M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
426
+ 19.86%
$110.75 - $119.78 $47.2K - $51K
2.57K $297M
IEMG
Ishares Inc

ETFs
873
+ 39.84%
N/A
3.06K $165M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
884
+ 41.64%
$48.43 - $49.9 $42.8K - $44.1K
3.01K $150M
VDC
Vanguard Consumer Staples ETF

ETFs
126
+ 4.85%
$206.54 - $226.16 $26K - $28.5K
2.72K $596M
O
Realty Income Corp

Real Estate
292
+ 4.65%
$51.67 - $58.49 $15.1K - $17.1K
6.57K $381M
EMB
Ishares Tr

ETFs
495
+ 94.65%
$88.64 - $92.03 $43.9K - $45.6K
1.02K $92.2M
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.9K
+ 7.92%
$35.54 - $37.44 $67.5K - $71.1K
25.9K $928M
JEPI
J P Morgan Exchange Traded Fd

ETFs
775
+ 186.75%
$56.17 - $59.71 $43.5K - $46.3K
1.19K $68M
MSI
Motorola Solutions, Inc.

Technology
99
+ 3300.0%
$411.73 - $482.1 $40.8K - $47.7K
102 $44.7M
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.15K
+ 17.97%
$41.09 - $43.24 $47.3K - $49.7K
7.55K $313M
XLV
Select Sector Spdr Fund Health

ETFs
126
+ 4.44%
$137.61 - $149.68 $17.3K - $18.9K
2.96K $433M
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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