Cap Partners, LLC Incresed Positions in Q4 2024

Cap Partners, LLC

  • $142 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
118
+ 0.67%
$213.65 - $479.86 $25.2K - $56.6K
17.8K $7.2B
MSTR
Microstrategy Inc

Technology
3.91K
+ 49.8%
$162.69 - $473.83 $635K - $1.85M
11.8K $3.4B
Victory Portfolios Ii
41.7K
+ 652.47%
N/A
48K $1.64B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.86K
+ 49.49%
$96.64 - $101.23 $856K - $896K
26.7K $2.59B
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.6K
+ 21.42%
$57.53 - $60.83 $667K - $705K
65.7K $3.78B
AMZN
Amazon Com Inc

Consumer Cyclical
173
+ 1.11%
$180.88 - $232.93 $31.3K - $40.3K
15.7K $3.44B
SHOP
Shopify Inc.

Technology
347
+ 2.0%
$78.14 - $119.49 $27.1K - $41.5K
17.7K $1.88B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.47K
+ 37.75%
$50.37 - $50.6 $276K - $277K
20K $1.01B
Ishares Bitcoin Trust ETF
1.35K
+ 12.11%
N/A
12.5K $663M
SKOR
Flexshares Tr Credit Scored Us

ETFs
5.39K
+ 77.07%
$47.6 - $49.05 $256K - $264K
12.4K $590M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.89K
+ 46.83%
$50.14 - $52.56 $245K - $257K
15.3K $770M
MBB
Ishares Tr

ETFs
2.34K
+ 22.84%
$91.26 - $95.82 $214K - $224K
12.6K $1.15B
Neos ETF Trust
1.88K
+ 11.27%
N/A
18.5K $971M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.6K
+ 234.87%
$22.01 - $66.82 $607K - $1.84M
39.3K $893M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.08%
$198.04 - $221.51 $1.78K - $1.99K
10.7K $2.25B
AVUV
American Centy ETF Tr Avantis

ETFs
958
+ 7.03%
$94.37 - $106.41 $90.4K - $102K
14.6K $1.41B
CRWD
Crowd Strike Holdings, Inc.

Technology
44
+ 3.38%
$275.15 - $388.2 $12.1K - $17.1K
1.35K $461M
J P Morgan Exchange Traded F
1.39K
+ 29.79%
N/A
6.06K $376M
FLQH
Franklin Templeton Libertyq In

ETFs
4.25K
+ 33.46%
N/A
17K $509M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.02%
$170.03 - $192.78 $340 - $386
8.05K $1.49B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
783
+ 2.29%
$55.86 - $60.21 $43.7K - $47.1K
35K $2.01B
GOOGL
Alphabet Inc.

Communication Services
112
+ 5.67%
$161.86 - $196.66 $18.1K - $22K
2.09K $395M
SPYI
Shp ETF Tr Neos S&P 500 High I
1.47K
+ 7.77%
N/A
20.4K $1.04B
WMT
Walmart Inc.

Consumer Defensive
95
+ 1.57%
$79.1 - $95.7 $7.51K - $9.09K
6.15K $556M
UCBI
United Community Banks Inc

Financial Services
157
+ 0.84%
N/A
18.9K $611M
MA
Mastercard Inc

Financial Services
10
+ 0.56%
$491.3 - $536.15 $4.91K - $5.36K
1.8K $946M
NDIV
Amplify ETF Tr Nat Res Dividen
2.48K
+ 21.59%
N/A
14K $387M
TTD
Trade Desk, Inc.

Technology
58
+ 0.91%
$108.7 - $139.51 $6.3K - $8.09K
6.46K $759M
Tcw ETF Trust
1.77K
+ 12.61%
N/A
15.8K $610M
IFRA
Ishares Tr

ETFs
904
+ 18.1%
$45.94 - $51.71 $41.5K - $46.7K
5.9K $273M
SCMB
Schwab Strategic Tr Mun Bd ETF
6.52K
+ 131.43%
N/A
11.5K $295M
SCHW
Schwab Charles Corp

Financial Services
45
+ 1.44%
$63.31 - $82.85 $2.85K - $3.73K
3.17K $234M
AVSC
American Centy ETF Tr Avantis
6
+ 0.01%
$52.7 - $59.57 $316 - $357
86.4K $4.7B
MLN
Vaneck Long Muni ETF

ETFs
1.63K
+ 7.73%
$17.61 - $18.29 $28.8K - $29.9K
22.8K $407M
ABNB
Airbnb, Inc.

Consumer Cyclical
77
+ 3.58%
$125.36 - $147.37 $9.65K - $11.3K
2.23K $293M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.58%
$873.59 - $994.69 $2.62K - $2.98K
516 $473M
SVOL
Simplify ETF Simplify Volatili

ETFs
1.81K
+ 9.87%
$20.4 - $21.93 $36.9K - $39.7K
20.2K $419M
ORCC
Owl Rock Capital Corp

Financial Services
134
+ 0.77%
N/A
17.6K $266M
CGMS
Capital Grp Core Plus Income E
794
+ 4.2%
N/A
19.7K $537M
BARK
Bark, Inc.

Consumer Cyclical
700
+ 4.35%
$1.32 - $2.4 $924 - $1.68K
16.8K $30.9M
FENY
Fidelity Covington Tr Msci Ene

ETFs
365
+ 2.13%
$23.14 - $26.91 $8.45K - $9.82K
17.5K $417M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
679
+ 3.45%
$51.09 - $55.27 $34.7K - $37.5K
20.4K $1.04B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
19.5K
+ 200.05%
$27.54 - $83.04 $536K - $1.62M
29.2K $810M
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.8K
+ 98.77%
$25.33 - $51.16 $349K - $705K
27.7K $717M
LQD
Ishares Iboxx $ Investment Gra

ETFs
133
+ 5.19%
$106.56 - $113.11 $14.2K - $15K
2.7K $288M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
431
+ 1.97%
$36.54 - $37.53 $15.7K - $16.2K
22.3K $821M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3
+ 0.06%
$86.65 - $94.9 $260 - $285
4.75K $412M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
21
+ 0.28%
$47.26 - $48.18 $992 - $1.01K
7.53K $357M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
80
+ 0.64%
$23.42 - $24.25 $1.87K - $1.94K
12.5K $296M
Activity Summary
Buys All Purchases 78 New Holdings 10 Increased Positions 68 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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