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
MCD
Mcdonalds Corp

Consumer Cyclical
-35
- 4.47%
$279.74 - $321.29 $9.79K - $11.2K
748 $234M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-100
- 0.58%
$24.29 - $25.89 $2.43K - $2.59K
17.2K $435M
PAGP
Plains Gp Holdings LP

Energy
-179
- 4.52%
$18.52 - $22.13 $3.32K - $3.96K
3.78K $80.7M
ENB
Enbridge Inc

Energy
-181
- 1.78%
$41.54 - $45.45 $7.52K - $8.23K
9.98K $442M
VNLA
Janus Henderson Short Duration

ETFs
-31
- 0.05%
$48.89 - $49.21 $1.52K - $1.53K
60.2K $2.96B
ABT
Abbott Laboratories

Healthcare
-72
- 5.83%
$111.1 - $140.22 $8K - $10.1K
1.16K $154M
WEC
Wec Energy Group, Inc.

Utilities
-85
- 4.98%
$92.12 - $108.98 $7.83K - $9.26K
1.62K $177M
JNJ
Johnson & Johnson

Healthcare
-297
- 9.45%
$142.06 - $167.7 $42.2K - $49.8K
2.85K $472M
JPM
Jpmorgan Chase & CO

Financial Services
-8
- 0.21%
$225.19 - $279.95 $1.8K - $2.24K
3.89K $955M
ECL
Ecolab Inc.

Basic Materials
-69
- 3.44%
$229.72 - $269.82 $15.9K - $18.6K
1.94K $492M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-95
- 1.73%
$27.29 - $38.29 $2.59K - $3.64K
5.4K $189M
AMT
American Tower Corp

Real Estate
-38
- 3.6%
$173.46 - $217.6 $6.59K - $8.27K
1.02K $222M
ETR
Entergy Corp

Utilities
-132
- 3.21%
$75.26 - $87.89 $9.93K - $11.6K
3.98K $341M
Gsk PLC
-158
- 2.2%
N/A
7.03K $272M
GE
General Electric CO

Industrials
-44
- 3.65%
$168.59 - $212.13 $7.42K - $9.33K
1.16K $232M
MDT
Medtronic PLC

Healthcare
-36
- 1.02%
$79.84 - $94.5 $2.87K - $3.4K
3.49K $314M
VEEV
Veeva Systems Inc

Healthcare
-64
- 2.77%
$210.58 - $246.8 $13.5K - $15.8K
2.25K $521M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-2.04K
- 5.02%
$22.91 - $25.71 $46.8K - $52.6K
38.7K $981M
DE
Deere & CO

Industrials
-1
- 0.1%
$408.57 - $509.27 $409 - $509
986 $463M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.47K
- 2.05%
$25.81 - $28.52 $63.8K - $70.5K
118K $3.25B
SBUX
Starbucks Corp

Consumer Cyclical
-549
- 3.73%
$91.75 - $115.81 $50.4K - $63.6K
14.2K $1.39B
ABBV
Abb Vie Inc.

Healthcare
-19
- 1.18%
$169.2 - $216.66 $3.21K - $4.12K
1.59K $334M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-65
- 0.23%
$28.11 - $32.0 $1.83K - $2.08K
28.6K $881M
SCHW
Schwab Charles Corp

Financial Services
-775
- 3.02%
$71.24 - $83.64 $55.2K - $64.8K
24.9K $1.95B
LYG
Lloyds Banking Group PLC

Financial Services
-3.53K
- 5.99%
$2.58 - $3.9 $9.11K - $13.8K
55.4K $212M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.09K
- 4.49%
$18.36 - $20.51 $112K - $125K
129K $2.56B
CVX
Chevron Corp

Energy
-2.35K
- 10.62%
$146.71 - $167.97 $345K - $395K
19.8K $3.31B
IBM
International Business Machines Corp

Technology
-41
- 0.99%
$217.4 - $264.74 $8.91K - $10.9K
4.11K $1.02B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-6.91K
- 1.14%
$25.77 - $27.6 $178K - $191K
601K $16B
PM
Philip Morris International Inc.

Consumer Defensive
-1
- 0.03%
$117.15 - $158.79 $117 - $159
3.49K $554M
V
Visa Inc.

Financial Services
-154
- 2.68%
$306.92 - $362.71 $47.3K - $55.9K
5.59K $1.96B
CHKP
Check Point Software Technologies LTD

Technology
-328
- 4.98%
$179.88 - $231.31 $59K - $75.9K
6.25K $1.42B
ABC
Amerisourcebergen Corp

Healthcare
-170
- 3.65%
N/A
4.49K $1.25B
ELV
Elevance Health, Inc.

Healthcare
-50
- 1.3%
$365.9 - $436.25 $18.3K - $21.8K
3.79K $1.65B
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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