Cap Partners, LLC Sells in Q2 2025

Cap Partners, LLC

  • $159 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-19.2K
- 59.18%
$76.98 - $98.31 $1.47M - $1.88M
13.2K $1.3B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-25.8K
- 45.98%
$58.41 - $72.69 $1.51M - $1.88M
30.3K $2.2B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-8.33K
- 12.15%
$51.14 - $57.0 $426K - $475K
60.2K $3.42B
AAPL
Apple Inc.

Technology
-228
- 1.24%
$172.42 - $223.89 $39.3K - $51K
18.1K $3.71B
OKE
Oneok Inc

Energy
-110
- 1.42%
$78.71 - $100.37 $8.66K - $11K
7.64K $624M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-103
- 5.32%
$483.48 - $539.8 $49.8K - $55.6K
1.83K $891M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.15K
- 4.37%
$96.84 - $99.46 $111K - $114K
25.1K $2.49B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-564
- 31.77%
$152.93 - $181.74 $86.3K - $103K
1.21K $220M
RDFN
Redfin Corp

Real Estate
-15.1K
- 29.55%
$8.2 - $11.74 $124K - $178K
36.1K $403M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-552
- 3.34%
$20.83 - $25.75 $11.5K - $14.2K
16K $375M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-866
- 4.59%
$50.36 - $50.68 $43.6K - $43.9K
18K $913M
XOM
Exxon Mobil Corp

Energy
-11
- 0.3%
$99.93 - $119.04 $1.1K - $1.31K
3.62K $391M
TSCO
Tractor Supply CO

Consumer Cyclical
-487
- 10.42%
$47.86 - $55.77 $23.3K - $27.2K
4.19K $221M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-780
- 16.56%
$70.44 - $86.87 $54.9K - $67.8K
3.93K $341M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.96K
- 11.42%
$20.42 - $25.3 $60.5K - $74.9K
23K $581M
MBB
Ishares Tr

ETFs
-280
- 2.3%
$91.41 - $94.22 $25.6K - $26.4K
11.9K $1.12B
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-1.34K
- 14.95%
$28.17 - $33.34 $37.9K - $44.8K
7.65K $253M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-165
- 2.59%
$38.81 - $44.28 $6.4K - $7.31K
6.2K $263M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-487
- 4.04%
$18.94 - $21.67 $9.22K - $10.6K
11.6K $245M
MO
Altria Group, Inc.

Consumer Defensive
-38
- 0.56%
$55.56 - $60.91 $2.11K - $2.31K
6.73K $395M
DOCU
Docusign, Inc.

Technology
-12
- 0.42%
$70.35 - $93.84 $844 - $1.13K
2.87K $224M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-592
- 8.65%
$71.86 - $82.66 $42.5K - $48.9K
6.26K $517M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-13
- 0.56%
$95.52 - $109.98 $1.24K - $1.43K
2.29K $248M
V
Visa Inc.

Financial Services
-42
- 1.69%
$308.27 - $373.31 $12.9K - $15.7K
2.45K $869M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-74
- 0.52%
$10.78 - $11.28 $798 - $835
14.2K $158M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-15
- 0.34%
$85.42 - $94.39 $1.28K - $1.42K
4.42K $415M
ENB
Enbridge Inc

Energy
-161
- 1.51%
$41.09 - $47.16 $6.62K - $7.59K
10.5K $477M
MAIN
Main Street Capital Corp

Financial Services
-69
- 1.66%
$49.15 - $59.32 $3.39K - $4.09K
4.09K $242M
EFV
Msci Eafe Value ETF

ETFs
-343
- 5.27%
$52.4 - $64.65 $18K - $22.2K
6.16K $391M
Calamos ETF Tr
-207
- 1.8%
N/A
11.3K $294M
GLD
Spdr Gold Trust

ETFs
-8
- 0.97%
$273.71 - $316.29 $2.19K - $2.53K
815 $248M
PM
Philip Morris International Inc.

Consumer Defensive
-75
- 5.35%
$149.23 - $184.95 $11.2K - $13.9K
1.33K $242M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-803
- 2.31%
$37.18 - $42.55 $29.9K - $34.2K
34K $1.45B
Neos ETF Trust
-220
- 1.92%
N/A
11.2K $589M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-501
- 1.72%
$22.92 - $28.05 $11.5K - $14.1K
28.6K $803M
IDVO
Amplify ETF Tr Intl Enhanced D
-2K
- 5.21%
N/A
36.3K $1.25B
OMFL
Invesco Exchange Traded Self I

ETFs
-17
- 0.14%
$48.43 - $57.78 $823 - $982
11.8K $682M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-98
- 0.25%
$19.1 - $23.83 $1.87K - $2.34K
39.1K $931M
Ishares Bitcoin Trust ETF
-408
- 3.17%
N/A
12.5K $762M
Arista Networks Inc
-12
- 0.18%
N/A
6.65K $680M
META
Meta Platforms, Inc.

Communication Services
-49
- 3.72%
$484.66 - $738.09 $23.7K - $36.2K
1.27K $936M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-613
- 7.34%
$139.8 - $197.22 $85.7K - $121K
7.74K $1.53B
MSTR
Microstrategy Inc

Technology
-1.35K
- 10.76%
$237.95 - $421.61 $321K - $568K
11.2K $4.51B
NVDA
Nvidia Corp

Technology
-497
- 1.45%
$94.31 - $157.99 $46.9K - $78.5K
33.8K $5.33B
Activity Summary
Buys All Purchases 88 New Holdings 15 Increased Positions 73 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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