Cap Partners, LLC Incresed Positions in Q3 2024

Cap Partners, LLC

  • $134 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.3K
+ 26.07%
$36.98 - $41.55 $712K - $800K
93.1K $3.83B
VO
Vanguard Mid Cap ETF

ETFs
1.12K
+ 5.1%
$237.84 - $263.83 $265K - $294K
23K $6.06B
MSTR
Microstrategy Inc

Technology
7.3K
+ 1349.91%
$114.3 - $1800.09 $835K - $13.1M
7.84K $1.32B
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.53K
+ 2.01%
$38.04 - $45.36 $58K - $69.2K
77.5K $3.46B
AVSC
American Centy ETF Tr Avantis
3.43K
+ 4.14%
$49.07 - $56.13 $168K - $193K
86.4K $4.67B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.01K
+ 2.93%
$77.02 - $85.06 $77.6K - $85.7K
35.4K $2.99B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.22K
+ 15.26%
$44.83 - $47.42 $234K - $247K
39.4K $1.86B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.3K
+ 14.72%
$96.25 - $101.98 $221K - $234K
17.9K $1.81B
RDFN
Redfin Corp

Real Estate
4.85K
+ 13.37%
$5.64 - $14.45 $27.3K - $70K
41.1K $515M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.19K
+ 4.14%
$82.41 - $92.06 $181K - $202K
55.1K $4.97B
AVDE
American Centy ETF Tr Avantis

ETFs
1.61K
+ 5.29%
$60.09 - $67.67 $96.7K - $109K
32K $2.15B
XCEM
Columbia ETF Tr Ii

ETFs
7.02K
+ 46.31%
$30.17 - $33.79 $212K - $237K
22.2K $724M
AVLV
American Centy ETF Tr Avantis
1.82K
+ 5.06%
$60.05 - $65.83 $109K - $120K
37.8K $2.49B
IDVO
Amplify ETF Tr Intl Enhanced D
7.11K
+ 33.74%
N/A
28.2K $868M
AVEM
American Centy ETF Tr Avantis

ETFs
1.74K
+ 5.33%
$57.2 - $65.59 $99.3K - $114K
34.3K $2.22B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.74K
+ 5.36%
$51.29 - $56.57 $89.4K - $98.6K
34.3K $1.94B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
773
+ 7.81%
$178.94 - $207.0 $138K - $160K
10.7K $2.14B
Neos ETF Trust
3.57K
+ 27.24%
N/A
16.7K $855M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.46K
+ 46.92%
$50.52 - $50.95 $175K - $176K
10.8K $551M
SPYI
Shp ETF Tr Neos S&P 500 High I
2.94K
+ 18.34%
N/A
18.9K $970M
MELI
Mercadolibre Inc

Consumer Cyclical
14
+ 4.52%
$1591.44 - $2140.1 $22.3K - $30K
324 $665M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 7.59%
$96.3 - $106.49 $114K - $126K
16.8K $1.76B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
964
+ 5.15%
$48.51 - $52.86 $46.8K - $51K
19.7K $1.04B
AVUV
American Centy ETF Tr Avantis

ETFs
465
+ 3.53%
$88.24 - $99.7 $41K - $46.4K
13.6K $1.31B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
875
+ 2.59%
$37.98 - $41.19 $33.2K - $36K
34.7K $1.43B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 0.54%
$405.19 - $478.57 $4.46K - $5.26K
2.06K $948M
American Centy ETF Tr
968
+ 5.85%
N/A
17.5K $1.03B
AVDV
American Centy ETF Tr Avantis

ETFs
462
+ 3.65%
$62.52 - $71.12 $28.9K - $32.9K
13.1K $928M
IBM
International Business Machines Corp

Technology
13
+ 0.62%
$175.1 - $223.38 $2.28K - $2.9K
2.1K $464M
MA
Mastercard Inc

Financial Services
5
+ 0.28%
$429.6 - $500.99 $2.15K - $2.5K
1.79K $882M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.36K
+ 14.93%
$49.82 - $52.8 $67.6K - $71.6K
10.4K $549M
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 0.19%
$315.12 - $406.43 $630 - $813
1.05K $427M
WMT
Walmart Inc.

Consumer Defensive
125
+ 2.11%
$66.91 - $81.4 $8.36K - $10.2K
6.05K $489M
TTD
Trade Desk, Inc.

Technology
86
+ 1.36%
$83.08 - $110.79 $7.14K - $9.53K
6.4K $702M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.6K
+ 12.4%
$50.25 - $50.74 $80.3K - $81.1K
14.5K $736M
O
Realty Income Corp

Real Estate
65
+ 0.86%
$52.36 - $63.42 $3.4K - $4.12K
7.58K $481M
UCBI
United Community Banks Inc

Financial Services
172
+ 0.93%
$24.56 - $31.51 $4.22K - $5.42K
18.8K $546M
Tcw ETF Trust
1.1K
+ 8.5%
N/A
14K $557M
MBB
Ishares Tr

ETFs
170
+ 1.69%
$90.85 - $96.66 $15.4K - $16.4K
10.3K $982M
SVOL
Simplify ETF Simplify Volatili

ETFs
2.86K
+ 18.47%
$20.05 - $22.81 $57.4K - $65.3K
18.4K $403M
MLN
Vaneck Long Muni ETF

ETFs
2.52K
+ 13.55%
$17.77 - $18.32 $44.8K - $46.2K
21.1K $387M
Ishares Bitcoin Trust ETF
856
+ 8.32%
N/A
11.1K $403M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
576
+ 2.7%
$36.06 - $37.66 $20.8K - $21.7K
21.9K $824M
CAT
Caterpillar Inc

Industrials
3
+ 0.37%
$316.8 - $391.12 $950 - $1.17K
813 $318M
MO
Altria Group, Inc.

Consumer Defensive
123
+ 1.81%
$45.95 - $54.71 $5.65K - $6.73K
6.93K $353M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
107
+ 0.86%
$19.78 - $23.53 $2.12K - $2.52K
12.6K $291M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
600
+ 5.96%
$24.51 - $27.14 $14.7K - $16.3K
10.7K $287M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
784
+ 13.38%
$50.61 - $50.96 $39.7K - $40K
6.64K $338M
CGMS
Capital Grp Core Plus Income E
777
+ 4.29%
N/A
18.9K $526M
Activity Summary
Buys All Purchases 80 New Holdings 11 Increased Positions 69 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cap Partners, LLC Portfolio

Follow Cap Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cap Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cap Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email