Cap Partners, LLC Incresed Positions in Q1 2025

Cap Partners, LLC

  • $138 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
40.5K
+ 378.99%
$192.82 - $222.1 $7.81M - $8.99M
51.2K $9.88B
AVUV
American Centy ETF Tr Avantis

ETFs
9.73K
+ 66.74%
$84.95 - $100.62 $827K - $979K
24.3K $2.12B
SKOR
Flexshares Tr Credit Scored Us

ETFs
10.5K
+ 84.46%
$47.35 - $48.46 $495K - $507K
22.8K $1.1B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.72K
+ 42.79%
$49.78 - $53.19 $434K - $464K
29.1K $1.49B
Victory Portfolios Ii
9.27K
+ 19.3%
N/A
57.3K $1.96B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.13K
+ 14.64%
$55.41 - $60.74 $284K - $312K
40.2K $2.27B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.96K
+ 27.95%
$25.81 - $28.52 $180K - $199K
31.9K $879M
MSTR
Microstrategy Inc

Technology
765
+ 6.51%
$239.27 - $396.5 $183K - $303K
12.5K $3.61B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.23K
+ 3.0%
$27.01 - $28.54 $87.2K - $92.2K
111K $3.1B
Neos ETF Trust
5.29K
+ 28.51%
N/A
23.8K $1.13B
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.3K
+ 1.65%
$39.18 - $43.52 $51.1K - $56.7K
80.3K $3.36B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.28K
+ 47.46%
$105.1 - $109.61 $135K - $140K
3.98K $432M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.78K
+ 29.75%
$50.48 - $51.04 $141K - $142K
12.1K $616M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.8K
+ 4.26%
$56.17 - $59.71 $157K - $167K
68.5K $3.92B
SPYI
Shp ETF Tr Neos S&P 500 High I
4K
+ 19.61%
N/A
24.4K $1.17B
MELI
Mercadolibre Inc

Consumer Cyclical
21
+ 6.09%
$1739.0 - $2260.0 $36.5K - $47.5K
366 $714M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.43K
+ 15.39%
$36.63 - $37.45 $126K - $129K
25.7K $947M
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.52K
+ 15.66%
$25.54 - $27.64 $89.9K - $97.3K
26K $709M
RDFN
Redfin Corp

Real Estate
6.45K
+ 14.42%
$5.82 - $11.39 $37.5K - $73.5K
51.2K $471M
Tcw ETF Trust
2.82K
+ 17.88%
N/A
18.6K $728M
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.38K
+ 40.99%
$30.71 - $30.87 $104K - $104K
11.6K $358M
IDVO
Amplify ETF Tr Intl Enhanced D
1.34K
+ 3.61%
N/A
38.3K $1.21B
FLQH
Franklin Templeton Libertyq In

ETFs
1.34K
+ 7.88%
N/A
18.3K $596M
NDIV
Amplify ETF Tr Nat Res Dividen
1.76K
+ 12.58%
N/A
15.7K $456M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.42K
+ 4.26%
$39.61 - $42.65 $56.4K - $60.7K
34.8K $1.42B
O
Realty Income Corp

Real Estate
551
+ 7.21%
$51.67 - $58.49 $28.5K - $32.2K
8.19K $475M
MO
Altria Group, Inc.

Consumer Defensive
104
+ 1.56%
$50.81 - $60.02 $5.28K - $6.24K
6.77K $406M
CRWD
Crowd Strike Holdings, Inc.

Technology
115
+ 8.54%
$308.86 - $455.36 $35.5K - $52.4K
1.46K $515M
CGMS
Capital Grp Core Plus Income E
1.92K
+ 9.75%
N/A
21.6K $590M
J P Morgan Exchange Traded F
1.08K
+ 17.88%
N/A
7.14K $426M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
674
+ 11.62%
$91.76 - $103.26 $61.8K - $69.6K
6.48K $599M
SCMB
Schwab Strategic Tr Mun Bd ETF
1.97K
+ 17.1%
N/A
13.5K $341M
ENB
Enbridge Inc

Energy
311
+ 3.0%
$41.54 - $45.45 $12.9K - $14.1K
10.7K $473M
RTX
Raytheon Technologies Corp

Industrials
25
+ 1.41%
$114.1 - $135.66 $2.85K - $3.39K
1.8K $238M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.66K
+ 13.49%
$51.45 - $58.51 $85.3K - $97K
13.9K $722M
TSCO
Tractor Supply CO

Consumer Cyclical
177
+ 3.94%
$51.66 - $57.94 $9.14K - $10.3K
4.67K $257M
Goldman Sachs ETF Tr
1.26K
+ 7.7%
N/A
17.6K $821M
COIN
Coinbase Global, Inc.

Technology
1.73K
+ 45.8%
$172.23 - $301.3 $297K - $520K
5.49K $946M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
32
+ 0.69%
$77.7 - $78.94 $2.49K - $2.53K
4.68K $369M
SUB
Ishares Short Term National Mu

ETFs
60
+ 2.16%
$105.3 - $106.24 $6.32K - $6.37K
2.84K $300M
MLN
Vaneck Long Muni ETF

ETFs
752
+ 3.3%
$17.22 - $18.0 $12.9K - $13.5K
23.5K $409M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
84
+ 0.67%
$22.83 - $23.75 $1.92K - $2K
12.6K $291M
Blackrock Inc
2
+ 0.9%
N/A
223 $211M
AXP
American Express CO

Financial Services
5
+ 0.68%
$255.39 - $325.87 $1.28K - $1.63K
745 $201M
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 1.12%
$347.25 - $424.87 $4.51K - $5.52K
1.17K $428M
DOCU
Docusign, Inc.

Technology
23
+ 0.8%
$74.7 - $97.7 $1.72K - $2.25K
2.89K $235M
SVOL
Simplify ETF Simplify Volatili

ETFs
1.34K
+ 6.62%
$17.92 - $21.7 $23.9K - $29K
21.5K $391M
Ishares Bitcoin Trust ETF
369
+ 2.95%
N/A
12.9K $602M
GOOGL
Alphabet Inc.

Communication Services
39
+ 1.87%
$154.33 - $206.19 $6.02K - $8.04K
2.13K $329M
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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