Cap Partners, LLC Sells in Q1 2025

Cap Partners, LLC

  • $138 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
-8.78K
- 38.51%
$251.87 - $277.95 $2.21M - $2.44M
14K $3.62B
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-23K
- 41.49%
$86.24 - $97.98 $1.98M - $2.25M
32.4K $2.82B
AVSC
American Centy ETF Tr Avantis
-27.7K
- 32.11%
$48.08 - $56.12 $1.33M - $1.56M
58.6K $2.84B
NVDA
Nvidia Corp

Technology
-1.16K
- 3.29%
$106.98 - $149.43 $125K - $174K
34.3K $3.71B
AVLV
American Centy ETF Tr Avantis
-10.5K
- 28.61%
$63.51 - $70.42 $668K - $740K
26.2K $1.71B
AAPL
Apple Inc.

Technology
-201
- 1.08%
$209.68 - $247.1 $42.1K - $49.7K
18.3K $4.07B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-39.9K
- 20.38%
$18.36 - $20.51 $732K - $818K
156K $3.08B
TTD
Trade Desk, Inc.

Technology
-1.03K
- 15.93%
$53.59 - $126.58 $55.1K - $130K
5.43K $297M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.01K
- 1.24%
$21.75 - $24.28 $87.3K - $97.4K
319K $7.04B
GOOG
Alphabet Inc.

Communication Services
-495
- 4.99%
$156.06 - $207.71 $77.2K - $103K
9.43K $1.47B
MSFT
Microsoft Corp

Technology
-330
- 7.29%
$375.39 - $447.2 $124K - $148K
4.2K $1.58B
American Centy ETF Tr
-5.69K
- 30.65%
N/A
12.9K $675M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-2.46K
- 51.59%
$96.88 - $111.25 $239K - $274K
2.31K $231M
AVEM
American Centy ETF Tr Avantis

ETFs
-4.9K
- 13.81%
$57.11 - $62.4 $280K - $306K
30.6K $1.84B
AVDE
American Centy ETF Tr Avantis

ETFs
-6.01K
- 18.08%
$60.63 - $68.55 $365K - $412K
27.3K $1.81B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-308
- 0.55%
$64.88 - $72.1 $20K - $22.2K
56.1K $3.69B
AVGO
Broadcom Inc.

Technology
-68
- 2.48%
$167.43 - $244.7 $11.4K - $16.6K
2.68K $448M
SQ
Block, Inc.

Technology
-297
- 6.53%
$54.04 - $92.95 $16K - $27.6K
4.25K $231M
AVDV
American Centy ETF Tr Avantis

ETFs
-2.82K
- 21.9%
$63.74 - $71.96 $180K - $203K
10.1K $702M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.79K
- 6.47%
$23.16 - $27.04 $41.5K - $48.5K
25.9K $607M
XOM
Exxon Mobil Corp

Energy
-1.22K
- 25.06%
$105.44 - $118.93 $128K - $144K
3.63K $432M
META
Meta Platforms, Inc.

Communication Services
-123
- 8.54%
$576.36 - $736.67 $70.9K - $90.6K
1.32K $759M
IBM
International Business Machines Corp

Technology
-519
- 24.81%
$217.4 - $264.74 $113K - $137K
1.57K $391M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-588
- 7.91%
$75.99 - $81.58 $44.7K - $48K
6.85K $525M
DIS
Walt Disney CO

Communication Services
-253
- 10.91%
$96.87 - $114.0 $24.5K - $28.8K
2.07K $204M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.09K
- 5.46%
$50.39 - $50.66 $54.9K - $55.2K
18.9K $956M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-172
- 0.44%
$21.23 - $23.75 $3.65K - $4.09K
39.2K $843M
XCEM
Columbia ETF Tr Ii

ETFs
-1.58K
- 6.78%
$29.18 - $30.72 $46.1K - $48.5K
21.7K $641M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-84
- 0.29%
$25.58 - $29.24 $2.15K - $2.46K
29.1K $763M
MA
Mastercard Inc

Financial Services
-154
- 8.57%
$504.67 - $576.31 $77.7K - $88.8K
1.64K $900M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.56K
- 4.41%
$44.72 - $46.25 $69.8K - $72.2K
33.8K $1.56B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.99K
- 17.31%
$11.22 - $11.8 $33.6K - $35.3K
14.3K $160M
CLSK
Cleanspark, Inc.

Technology
-458
- 3.21%
$6.72 - $12.03 $3.08K - $5.51K
13.8K $92.9M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-37
- 0.78%
$77.91 - $92.26 $2.88K - $3.41K
4.71K $374M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-987
- 13.42%
$42.18 - $45.16 $41.6K - $44.6K
6.37K $282M
LOW
Lowes Companies Inc

Consumer Cyclical
-88
- 9.09%
$222.66 - $268.42 $19.6K - $23.6K
880 $205M
Goldman Sachs ETF Tr
-122
- 2.22%
N/A
5.38K $240M
CAT
Caterpillar Inc

Industrials
-5
- 0.61%
$326.75 - $407.63 $1.63K - $2.04K
811 $267M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-785
- 5.12%
$49.67 - $51.43 $39K - $40.4K
14.5K $743M
OMFL
Invesco Exchange Traded Self I

ETFs
-301
- 2.48%
$52.19 - $57.45 $15.7K - $17.3K
11.8K $630M
OKE
Oneok Inc

Energy
-165
- 2.08%
$89.57 - $109.85 $14.8K - $18.1K
7.75K $769M
WMT
Walmart Inc.

Consumer Defensive
-48
- 0.78%
$84.5 - $105.05 $4.06K - $5.04K
6.1K $536M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-402
- 6.23%
$50.72 - $50.92 $20.4K - $20.5K
6.05K $307M
MAIN
Main Street Capital Corp

Financial Services
-114
- 2.67%
$54.71 - $63.1 $6.24K - $7.19K
4.16K $235M
MBB
Ishares Tr

ETFs
-424
- 3.37%
$90.37 - $94.08 $38.3K - $39.9K
12.2K $1.14B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-296
- 3.93%
$47.33 - $47.92 $14K - $14.2K
7.23K $344M
Calamos ETF Tr
-212
- 1.81%
N/A
11.5K $285M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-18
- 1.0%
$169.43 - $182.84 $3.05K - $3.29K
1.78K $307M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-304
- 2.46%
$20.2 - $22.24 $6.14K - $6.76K
12.1K $259M
Activity Summary
Buys All Purchases 65 New Holdings 10 Increased Positions 55 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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