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
AEP
American Electric Power CO Inc

Utilities
1
+ 0.13%
$90.32 - $109.27 $90.3 - $109
756 $82.6M
ECC
Eagle Point Credit CO Inc.

Financial Services
1.71K
+ 91.17%
$7.7 - $9.14 $13.2K - $15.7K
3.59K $29.1M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
121
+ 8.0%
$42.3 - $53.69 $5.12K - $6.5K
1.63K $85.1M
HYDB
Ishares Tr Edge High Yield Def

ETFs
246
+ 186.36%
$46.82 - $47.8 $11.5K - $11.8K
378 $17.8M
HAIN
Hain Celestial Group Inc

Consumer Defensive
3K
+ 600.0%
$3.58 - $6.19 $10.7K - $18.6K
3.5K $14.5M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
85
+ 0.41%
$20.2 - $22.24 $1.72K - $1.89K
20.7K $445M
IEFA
Ishares Tr

ETFs
112
+ 25.4%
$69.57 - $78.65 $7.79K - $8.81K
553 $41.9M
WMG
Warner Music Group Corp.

Communication Services
284
+ 17.29%
$29.3 - $36.3 $8.32K - $10.3K
1.93K $60.4M
ADI
Analog Devices Inc

Technology
67
+ 16.67%
$201.56 - $243.82 $13.5K - $16.3K
469 $94.6M
Smurfit Westrock PLC
200
+ 10000.0%
N/A
202 $9.1M
SLV
I Shares Silver Trust

ETFs
284
+ 946.67%
$26.93 - $31.32 $7.65K - $8.89K
314 $9.73M
PLTR
Palantir Technologies Inc.

Technology
36
+ 5.51%
$64.98 - $124.62 $2.34K - $4.49K
689 $58.2M
Pimco ETF Tr
163
+ 2.11%
N/A
7.9K $208M
INGR
Ingredion Inc

Consumer Defensive
59
+ 15.21%
$125.6 - $137.36 $7.41K - $8.1K
447 $60.4M
OKE
Oneok Inc

Energy
69
+ 79.31%
$89.57 - $109.85 $6.18K - $7.58K
156 $15.5M
C
Citigroup Inc

Financial Services
85
+ 8.19%
$67.23 - $84.63 $5.71K - $7.19K
1.12K $79.8M
UBER
Uber Technologies, Inc

Technology
46
+ 20.44%
$63.17 - $81.49 $2.91K - $3.75K
271 $19.7M
VO
Vanguard Mid Cap ETF

ETFs
52
+ 3.83%
$251.87 - $277.95 $13.1K - $14.5K
1.41K $365M
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
WM
Waste Management Inc

Industrials
1
+ 0.54%
$200.54 - $233.78 $201 - $234
187 $43.2M
UPWK
Upwork, Inc

Industrials
500
+ 166.67%
$12.34 - $17.44 $6.17K - $8.72K
800 $10.4M
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
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
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
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
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
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
MTUM
Ishares Msci Usa Momentum Fact

ETFs
27
+ 4.69%
$196.12 - $229.48 $5.3K - $6.2K
603 $122M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
21
+ 0.73%
$27.64 - $28.58 $580 - $600
2.91K $83.2M
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
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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