Cape Investment Advisory, Inc. Sells in Q1 2025

Cape Investment Advisory, Inc.

  • $251 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IOO
Ishares Tr Global 100 ETF

ETFs
-306
- 7.69%
$96.2 - $105.12 $29.4K - $32.2K
3.67K $354M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-523
- 70.49%
$85.29 - $92.57 $44.6K - $48.4K
219 $19.9M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-76
- 0.62%
$75.47 - $84.24 $5.74K - $6.4K
12.2K $941M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-832
- 11.92%
$49.78 - $53.19 $41.4K - $44.3K
6.15K $314M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-23
- 2.11%
$333.37 - $384.99 $7.67K - $8.85K
1.07K $357M
IEF
Ishares Barclays

ETFs
-525
- 17.84%
$91.17 - $95.39 $47.9K - $50.1K
2.42K $231M
Sila Realty Trust Inc
-2.79K
- 20.13%
N/A
11.1K $296M
GPRE
Green Plains Inc.

Basic Materials
-1.8K
- 25.53%
$4.85 - $10.26 $8.73K - $18.5K
5.25K $25.5M
PG
Procter & Gamble CO

Consumer Defensive
-300
- 8.42%
$158.56 - $176.26 $47.6K - $52.9K
3.26K $556M
POCT
Innovator U.S. Equity Power Bu

ETFs
-250
- 0.58%
$38.53 - $40.49 $9.63K - $10.1K
42.9K $1.67B
ISCG
Ishares Morningstar Small Cap

ETFs
-475
- 13.97%
$44.44 - $52.05 $21.1K - $24.7K
2.92K $132M
BA
Boeing CO

Industrials
-197
- 59.88%
$148.15 - $186.25 $29.2K - $36.7K
132 $22.5M
IFRA
Ishares Tr

ETFs
-743
- 87.72%
$44.8 - $49.25 $33.3K - $36.6K
104 $4.69M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.7K
- 44.02%
$16.57 - $18.85 $28.2K - $32.1K
2.16K $36M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-755
- 33.78%
$56.12 - $68.15 $42.4K - $51.5K
1.48K $100M
Blackrock Inc
-8
- 2.49%
N/A
313 $296M
INTU
Intuit Inc

Technology
-50
- 92.59%
$555.63 - $630.23 $27.8K - $31.5K
4 $2.46M
APD
Air Products & Chemicals, Inc.

Basic Materials
-168
- 4.49%
$283.24 - $338.07 $47.6K - $56.8K
3.57K $1.05B
EFV
Msci Eafe Value ETF

ETFs
-1.1K
- 19.88%
$51.88 - $60.73 $57.3K - $67K
4.45K $262M
APO
Apollo Global Management, Inc.

Financial Services
-1
- 0.1%
$126.01 - $172.06 $126 - $172
1.02K $139M
LAMR
Lamar Advertising CO

Real Estate
-83
- 3.43%
$110.65 - $132.9 $9.18K - $11K
2.34K $266M
KOCT
Innovator Laddered Fund Of U.S
-100
- 0.51%
N/A
19.7K $575M
FLIN
Franklin Templeton ETF Tr

ETFs
-712
- 35.49%
$34.0 - $38.4 $24.2K - $27.3K
1.29K $47.7M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-100
- 0.22%
$36.56 - $38.35 $3.66K - $3.84K
46.1K $1.71B
MPC
Marathon Petroleum Corp

Energy
-197
- 65.23%
$134.72 - $159.03 $26.5K - $31.3K
105 $15.3M
AVUV
American Centy ETF Tr Avantis

ETFs
-206
- 21.75%
$84.95 - $100.62 $17.5K - $20.7K
741 $64.6M
NEE
Nextera Energy Inc

Utilities
-324
- 6.88%
$66.96 - $76.16 $21.7K - $24.7K
4.39K $311M
LUV
Southwest Airlines CO

Industrials
-781
- 65.74%
$28.18 - $34.84 $22K - $27.2K
407 $13.7M
ORCL
Oracle Corp

Technology
-18
- 2.15%
$139.81 - $186.47 $2.52K - $3.36K
821 $115M
AMD
Advanced Micro Devices Inc

Technology
-170
- 43.81%
$96.63 - $129.55 $16.4K - $22K
218 $22.4M
KMB
Kimberly Clark Corp

Consumer Defensive
-200
- 46.73%
$124.46 - $147.4 $24.9K - $29.5K
228 $32.4M
CAT
Caterpillar Inc

Industrials
-23
- 4.88%
$326.75 - $407.63 $7.52K - $9.38K
448 $148M
LII
Lennox International Inc

Industrials
-28
- 21.37%
$553.05 - $666.93 $15.5K - $18.7K
103 $57.8M
MRK
Merck & Co., Inc.

Healthcare
-98
- 7.23%
$83.01 - $101.02 $8.13K - $9.9K
1.26K $113M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-379
- 14.21%
$54.25 - $57.64 $20.6K - $21.8K
2.29K $126M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-147
- 11.01%
$77.67 - $90.15 $11.4K - $13.3K
1.19K $93M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-512
- 20.99%
$44.68 - $46.49 $22.9K - $23.8K
1.93K $89.2M
UNP
Union Pacific Corp

Industrials
-100
- 36.76%
$225.21 - $254.42 $22.5K - $25.4K
172 $40.6M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-124
- 4.34%
$14.67 - $22.01 $1.82K - $2.73K
2.73K $42M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-39
- 29.1%
$360.07 - $417.26 $14K - $16.3K
95 $34.3M
K
Kellogg CO

Consumer Defensive
-292
- 9.67%
$81.06 - $82.9 $23.7K - $24.2K
2.73K $225M
QLD
Proshares Ultra Qqq

ETFs
-104
- 20.97%
$88.88 - $119.12 $9.24K - $12.4K
392 $34.9M
BHP
Bhp Group LTD

Basic Materials
-369
- 49.66%
$48.18 - $52.11 $17.8K - $19.2K
374 $18.1M
USRT
Ishares Core U.S. Reit ETF

ETFs
-321
- 24.01%
$55.14 - $60.29 $17.7K - $19.4K
1.02K $58.5M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-477
- 23.97%
$38.99 - $40.37 $18.6K - $19.3K
1.51K $61M
MGC
Vanguard Mega Cap ETF

ETFs
-54
- 9.91%
$199.2 - $222.69 $10.8K - $12K
491 $98.9M
OUNZ
Van Eck Merk Gold Trust

ETFs
-2.21K
- 21.49%
$25.41 - $30.14 $56.2K - $66.7K
8.08K $244M
VOX
Vanguard Communication Service

ETFs
-64
- 5.71%
$147.73 - $169.24 $9.45K - $10.8K
1.06K $157M
TGT
Target Corp

Consumer Defensive
-4
- 0.84%
$103.65 - $142.5 $415 - $570
474 $49.4M
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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