Cape Investment Advisory, Inc. Incresed Positions in Q3 2024

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WAB
Westinghouse Air Brake Technologies Corp

Industrials
82
+ 4100.0%
$150.01 - $182.29 $12.3K - $14.9K
84 $15.3M
COP
Conocophillips

Energy
275
+ 17.41%
$102.3 - $116.61 $28.1K - $32.1K
1.86K $195M
TLT
Ishares Barclays 20+ Year Trea

ETFs
106
+ 16.11%
$89.91 - $101.33 $9.53K - $10.7K
764 $74.9M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
72
+ 11.29%
$104.5 - $114.97 $7.52K - $8.28K
710 $81.3M
EFX
Equifax Inc

Industrials
14
+ 7.0%
$236.42 - $307.13 $3.31K - $4.3K
214 $62.9M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.31%
$459.02 - $510.25 $459 - $510
324 $160M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
256
+ 48.58%
$41.02 - $46.01 $10.5K - $11.8K
783 $35.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
246
+ 22.0%
$44.9 - $47.55 $11K - $11.7K
1.36K $64.4M
AES
Aes Corp

Utilities
50
+ 1.01%
$16.18 - $20.07 $809 - $1K
5.02K $101M
PLTR
Palantir Technologies Inc.

Technology
200
+ 41.32%
$24.09 - $37.95 $4.82K - $7.59K
684 $25.4M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
20
+ 0.68%
$57.85 - $64.92 $1.16K - $1.3K
2.95K $191M
ALLE
Allegion PLC

Industrials
23
+ 6.63%
$114.67 - $145.7 $2.64K - $3.35K
370 $53.9M
MCK
Mckesson Corp

Healthcare
36
+ 62.07%
$479.06 - $630.38 $17.2K - $22.7K
94 $46.5M
VOX
Vanguard Communication Service

ETFs
32
+ 3.02%
$129.82 - $145.39 $4.15K - $4.65K
1.09K $159M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
80
+ 19.14%
$85.84 - $85.84 $6.87K - $6.87K
498 $48.3M
Invesco Exchange Traded Fd T
3
+ 0.18%
N/A
1.66K $113M
AEP
American Electric Power CO Inc

Utilities
1
+ 0.13%
$87.11 - $104.95 $87.1 - $105
752 $77.2M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
32
+ 1.79%
$152.9 - $180.39 $4.89K - $5.77K
1.82K $317M
SCHP
Schwab Strategic Us Tips ETF

ETFs
166
+ 15.81%
$51.58 - $53.79 $8.56K - $8.93K
1.22K $65.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
151
+ 24.88%
$57.8 - $60.8 $8.73K - $9.18K
758 $45.8M
Dbx ETF Tr
326
+ 155.24%
N/A
536 $16.8M
MUB
Ishares National Muni Bond ETF

ETFs
72
+ 6.12%
$106.13 - $108.7 $7.64K - $7.83K
1.25K $136M
IDV
Ishares Tr

ETFs
44
+ 1.28%
$27.62 - $30.64 $1.22K - $1.35K
3.49K $106M
AVGO
Broadcom Inc.

Technology
1.44K
+ 866.87%
$136.27 - $1745.86 $196K - $2.51M
1.61K $277M
EDV
Vanguard Extended Duration Tre

ETFs
96
+ 29.0%
$70.73 - $83.52 $6.79K - $8.02K
427 $34M
DD
Du Pont De Nemours, Inc.

Basic Materials
100
+ 166.67%
$77.22 - $89.49 $7.72K - $8.95K
160 $14.3M
NKE
Nike, Inc.

Consumer Cyclical
16
+ 2.69%
$71.09 - $89.44 $1.14K - $1.43K
611 $54M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.43%
$233.44 - $279.45 $233 - $279
234 $64.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
97
+ 23.72%
$74.26 - $78.84 $7.2K - $7.65K
506 $39.7M
WAT
Waters Corp

Healthcare
5
+ 5.0%
$282.7 - $359.89 $1.41K - $1.8K
105 $37.8M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
63
+ 22.91%
$77.23 - $87.97 $4.87K - $5.54K
338 $29.3M
IWM
Ishares Russell 2000 ETF

ETFs
16
+ 7.11%
$200.87 - $224.6 $3.21K - $3.59K
241 $53.3M
IWV
Ishares Russell 3000 ETF

ETFs
6
+ 2.08%
$294.75 - $326.73 $1.77K - $1.96K
294 $96.2M
IWY
Ishares Tr Russell 200 Growth

ETFs
31
+ 51.67%
$194.66 - $225.97 $6.03K - $7.01K
91 $20M
BNDX
Vanguard Total International B

ETFs
98
+ 7.51%
$48.42 - $50.35 $4.75K - $4.93K
1.4K $70.5M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.15%
$95.81 - $109.03 $95.8 - $109
667 $71.8M
RGA
Reinsurance Group Of America Inc

Financial Services
30
+ 157.89%
$192.62 - $225.79 $5.78K - $6.77K
49 $10.7M
XLB
Select Sector Spdr Fd Material

ETFs
12
+ 1.82%
$86.95 - $97.09 $1.04K - $1.17K
671 $64.7M
FLGB
Franklin Templeton ETF Tr

ETFs
190
+ 42.13%
$26.15 - $28.77 $4.97K - $5.47K
641 $18.3M
MCHI
Ishares Msci China ETF

ETFs
94
+ 52.51%
$40.43 - $50.98 $3.8K - $4.79K
273 $13.9M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
58
+ 113.73%
$104.47 - $116.17 $6.06K - $6.74K
109 $11.8M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
67
+ 13.06%
$62.4 - $62.4 $4.18K - $4.18K
580 $38.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 4.69%
$531.86 - $624.21 $1.6K - $1.87K
67 $41.4M
IEFA
Ishares Tr

ETFs
43
+ 8.63%
$70.09 - $78.74 $3.01K - $3.39K
541 $42.2M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.31%
$179.99 - $201.6 $180 - $202
320 $64.3M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
159
+ 14.87%
$23.58 - $25.5 $3.75K - $4.05K
1.23K $31.2M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
84
+ 0.82%
$8.04 - $8.65 $675 - $727
10.4K $89.6M
SELV
Sei Exchange Traded Fds Enhanc

ETFs
121
+ 12.38%
$27.51 - $29.65 $3.33K - $3.59K
1.1K $32.6M
BX
Blackstone Inc.

Financial Services
30
+ 120.0%
$120.77 - $159.66 $3.62K - $4.79K
55 $8.43M
Activity Summary
Buys All Purchases 365 New Holdings 69 Increased Positions 296 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email