Cape Investment Advisory, Inc. New Holdings in Q4 2024

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
200
New
$26.69 - $28.53 $5.34K - $5.71K
200 $5.34M
QTUM
ETF Ser Solutions Defiance Qua
65
New
N/A
65 $5.28M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
114
New
$42.05 - $48.31 $4.79K - $5.51K
114 $5.28M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
35
New
$131.26 - $163.78 $4.59K - $5.73K
35 $5.23M
OXLC
Oxford Lane Capital Corp.

Financial Services
1.02K
New
$5.05 - $5.45 $5.14K - $5.55K
1.02K $5.16M
SGOL
Abrdn Gold ETF Trust

ETFs
202
New
$24.46 - $26.62 $4.94K - $5.38K
202 $5.06M
RMBS
Rambus Inc

Technology
94
New
$40.13 - $59.14 $3.77K - $5.56K
94 $4.97M
UPWK
Upwork, Inc

Industrials
300
New
$10.05 - $17.51 $3.02K - $5.25K
300 $4.91M
MFC
Manulife Financial Corp

Financial Services
156
New
$29.21 - $32.87 $4.56K - $5.13K
156 $4.79M
VALE
Vale S.A.

Basic Materials
510
New
$8.74 - $11.78 $4.46K - $6.01K
510 $4.52M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
35
New
$119.61 - $136.3 $4.19K - $4.77K
35 $4.32M
XLY
Select Sector Spdr Consumer Di

ETFs
17
New
$194.8 - $239.43 $3.31K - $4.07K
17 $3.81M
IYLD
Ishares Tr Ishares Morningstar

ETFs
188
New
$19.48 - $20.66 $3.66K - $3.88K
188 $3.66M
FM
Ishares Msci Frontier And Sele

ETFs
130
New
$27.11 - $27.7 $3.52K - $3.6K
130 $3.53M
EWS
Ishares Inc Msci Singapore ETF

ETFs
159
New
$21.36 - $23.24 $3.4K - $3.7K
159 $3.47M
AIA
Ishares S&P Asia 50 ETF

ETFs
50
New
$67.83 - $77.4 $3.39K - $3.87K
50 $3.39M
Coherent Corp
35
New
N/A
35 $3.32M
ACN
Accenture PLC

Technology
9
New
$343.9 - $376.86 $3.1K - $3.39K
9 $3.17M
Super Micro Computer Inc
103
New
N/A
103 $3.14M
HAIN
Hain Celestial Group Inc

Consumer Defensive
500
New
$6.12 - $9.09 $3.06K - $4.55K
500 $3.08M
ACHR
Archer Aviation Inc.

Industrials
300
New
$2.94 - $11.33 $882 - $3.4K
300 $2.93M
GEO
Geo Group Inc

Real Estate
100
New
$12.83 - $29.2 $1.28K - $2.92K
100 $2.8M
IAPR
Innovator Etfs Tr Internationa

ETFs
100
New
$26.66 - $28.18 $2.67K - $2.82K
100 $2.67M
J P Morgan Exchange Traded F
51
New
N/A
51 $2.63M
PY
Principal Exchange Traded Fund

ETFs
53
New
$48.87 - $52.48 $2.59K - $2.78K
53 $2.62M
VOD
Vodafone Group Public LTD CO

Communication Services
302
New
$8.37 - $9.95 $2.53K - $3K
302 $2.56M
Grayscale Ethereum Mini Tr E
81
New
N/A
81 $2.55M
MS
Morgan Stanley

Financial Services
20
New
$104.42 - $134.99 $2.09K - $2.7K
20 $2.51M
Eqv Ventures Acquisition Cor
250
New
N/A
250 $2.5M
XAR
Spdr S&P Aerospace & Defense E

ETFs
14
New
$153.8 - $176.52 $2.15K - $2.47K
14 $2.32M
BSX
Boston Scientific Corp

Healthcare
25
New
$83.62 - $91.5 $2.09K - $2.29K
25 $2.23M
PGR
Progressive Corp

Financial Services
9
New
$239.6 - $268.88 $2.16K - $2.42K
9 $2.16M
Flagstar Financial Inc
215
New
N/A
215 $2.01M
CLOV
Clover Health Investments, Corp.

Healthcare
590
New
$2.78 - $4.35 $1.64K - $2.57K
590 $1.86M
SYK
Stryker Corp

Healthcare
5
New
$345.14 - $392.15 $1.73K - $1.96K
5 $1.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
8
New
$209.89 - $233.24 $1.68K - $1.87K
8 $1.7M
APH
Amphenol Corp

Technology
24
New
$62.07 - $75.35 $1.49K - $1.81K
24 $1.67M
KKR
Kkr & Co. Inc.

Financial Services
11
New
$129.87 - $162.87 $1.43K - $1.79K
11 $1.63M
EOG
Eog Resources Inc

Energy
13
New
$118.22 - $136.54 $1.54K - $1.78K
13 $1.59M
ARGT
Global X Msci Argentina ETF

ETFs
19
New
$66.16 - $88.28 $1.26K - $1.68K
19 $1.57M
SRE
Sempra Energy

Utilities
17
New
$80.81 - $94.77 $1.37K - $1.61K
17 $1.49M
PTC
Ptc Inc.

Technology
8
New
$175.97 - $201.89 $1.41K - $1.62K
8 $1.47M
AON
Aon PLC

Financial Services
4
New
$344.14 - $393.31 $1.38K - $1.57K
4 $1.44M
IBND
Spdr Bloomberg International C

ETFs
50
New
$28.36 - $30.49 $1.42K - $1.52K
50 $1.42M
MAR
Marriott International Inc

Consumer Cyclical
5
New
$246.06 - $292.59 $1.23K - $1.46K
5 $1.4M
TEX
Terex Corp

Industrials
30
New
$45.07 - $58.61 $1.35K - $1.76K
30 $1.39M
MSI
Motorola Solutions, Inc.

Technology
3
New
$449.08 - $504.6 $1.35K - $1.51K
3 $1.39M
EVRG
Evergy, Inc.

Utilities
22
New
$59.06 - $65.0 $1.3K - $1.43K
22 $1.35M
PSC
Principal ETF U.S. Small Cap M

ETFs
26
New
$50.76 - $56.6 $1.32K - $1.47K
26 $1.33M
Activity Summary
Buys All Purchases 584 New Holdings 219 Increased Positions 365 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 0
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