Cape Investment Advisory, Inc. Incresed Positions in Q2 2025

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
371
+ 9.48%
$91.43 - $91.74 $33.9K - $34K
4.28K $393M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
53
+ 0.43%
$66.87 - $79.47 $3.54K - $4.21K
12.3K $974M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
470
+ 90.38%
$66.5 - $71.25 $31.3K - $33.5K
990 $68.9M
URA
Global X Uranium ETF

ETFs
300
+ 23.29%
$20.26 - $38.81 $6.08K - $11.6K
1.59K $61.6M
TFC
Truist Financial Corp

Financial Services
521
+ 9.85%
$34.79 - $42.99 $18.1K - $22.4K
5.81K $250M
LYG
Lloyds Banking Group PLC

Financial Services
1.83K
+ 3.31%
$3.32 - $4.29 $6.08K - $7.86K
57.2K $243M
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.35%
$228.54 - $279.83 $1.14K - $1.4K
1.42K $396M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.09K
+ 270.69%
$12.23 - $15.46 $25.5K - $32.3K
2.86K $43.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.31K
+ 31.53%
$22.54 - $23.17 $29.4K - $30.2K
5.44K $125M
Listed Fds Tr
987
+ 31.69%
N/A
4.1K $125M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
118
+ 9.93%
$70.54 - $93.95 $8.32K - $11.1K
1.31K $123M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
641
+ 224.13%
$42.73 - $45.32 $27.4K - $29.1K
927 $42M
CARR
Carrier Global Corp

Industrials
237
+ 21.82%
$55.55 - $75.83 $13.2K - $18K
1.32K $96.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
268
+ 57.14%
N/A
737 $69.1M
CAT
Caterpillar Inc

Industrials
4
+ 0.89%
$273.94 - $388.21 $1.1K - $1.55K
452 $175M
AXP
American Express CO

Financial Services
5
+ 1.01%
$231.39 - $318.98 $1.16K - $1.59K
502 $160M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
393
+ 68.11%
N/A
970 $63.4M
BA
Boeing CO

Industrials
100
+ 75.76%
$136.59 - $217.51 $13.7K - $21.8K
232 $48.6M
C
Citigroup Inc

Financial Services
120
+ 10.69%
$58.13 - $85.12 $6.98K - $10.2K
1.24K $106M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
507
+ 19.58%
$36.02 - $41.92 $18.3K - $21.3K
3.1K $130M
ADI
Analog Devices Inc

Technology
31
+ 6.61%
$164.6 - $238.02 $5.1K - $7.38K
500 $119M
Ssga Active Tr
946
+ 107.5%
N/A
1.83K $46M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
463
+ 15.33%
$46.41 - $47.7 $21.5K - $22.1K
3.48K $166M
ITOT
Ishares Core S&P Total U.S. St

ETFs
137
+ 49.82%
$108.12 - $135.04 $14.8K - $18.5K
412 $55.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
246
+ 4.0%
$45.11 - $52.34 $11.1K - $12.9K
6.39K $335M
HYG
Ishares Tr

ETFs
247
+ 230.84%
$75.75 - $80.65 $18.7K - $19.9K
354 $28.6M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
920
+ 26.44%
$20.12 - $21.0 $18.5K - $19.3K
4.4K $92M
IWM
Ishares Russell 2000 ETF

ETFs
70
+ 23.26%
$174.82 - $215.79 $12.2K - $15.1K
371 $80.1M
USMC
Principal ETF U S Mega Cap

ETFs
256
+ 40.83%
$50.94 - $62.56 $13K - $16K
883 $55.2M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
695
+ 63.76%
$23.19 - $25.35 $16.1K - $17.6K
1.79K $45.2M
MCD
Mcdonalds Corp

Consumer Cyclical
117
+ 15.64%
$285.55 - $321.23 $33.4K - $37.6K
865 $253M
NVS
Novartis Ag

Healthcare
94
+ 11.65%
$101.96 - $121.01 $9.58K - $11.4K
901 $109M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
402
+ 20.86%
$45.2 - $46.6 $18.2K - $18.7K
2.33K $108M
KHC
Kraft Heinz CO

Consumer Defensive
807
+ 164.69%
$25.61 - $30.81 $20.7K - $24.9K
1.3K $33.5M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
476
+ 62.47%
$35.3 - $37.51 $16.8K - $17.9K
1.24K $46.4M
XLF
Financial Sector Spdr

ETFs
69
+ 1.2%
$43.92 - $52.37 $3.03K - $3.61K
5.84K $306M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
341
+ 48.99%
$51.68 - $52.76 $17.6K - $18K
1.04K $54.7M
LAMR
Lamar Advertising CO

Real Estate
3
+ 0.13%
$102.35 - $121.67 $307 - $365
2.34K $284M
UL
Unilever PLC

Consumer Defensive
219
+ 7.78%
$57.9 - $65.43 $12.7K - $14.3K
3.03K $186M
BK
Bank Of New York Mellon Corp

Financial Services
87
+ 6.68%
$73.31 - $91.62 $6.38K - $7.97K
1.39K $127M
DUK
Duke Energy Corp

Utilities
400
+ 5.29%
$112.46 - $124.05 $45K - $49.6K
7.97K $940M
HON
Honeywell International Inc

Industrials
1
+ 0.13%
$182.86 - $232.88 $183 - $233
798 $186M
GD
General Dynamics Corp

Industrials
37
+ 12.76%
$247.68 - $291.66 $9.16K - $10.8K
327 $95.4M
FLIN
Franklin Templeton ETF Tr

ETFs
303
+ 23.42%
$35.01 - $39.98 $10.6K - $12.1K
1.6K $63.6M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
901
+ 41.66%
$14.97 - $16.79 $13.5K - $15.1K
3.06K $51.2M
IDV
Ishares Tr

ETFs
35
+ 0.87%
$27.79 - $34.84 $973 - $1.22K
4.06K $140M
UBER
Uber Technologies, Inc

Technology
100
+ 36.9%
$64.62 - $93.3 $6.46K - $9.33K
371 $34.6M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
113
+ 19.02%
$73.02 - $90.22 $8.25K - $10.2K
707 $63.1M
HAL
Halliburton CO

Energy
900
+ 111.94%
$19.26 - $25.7 $17.3K - $23.1K
1.7K $34.7M
Activity Summary
Buys All Purchases 515 New Holdings 139 Increased Positions 376 Sells All Sells 256 Reductions 255 Sold out 1 Options Calls 0 Puts 0
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