Cap Partners, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $11.2B, Vanguard Mid Cap ETF with a value of $6.06B, Direxion Nasdaq 100 Equal Weig with a value of $4.97B, American Centy ETF Tr Avantis with a value of $4.67B, and Nvidia Corp with a value of $4.66B.

Examining the 13F form we can see an increase of $10.8B in the current position value, from $123B to 134B.

Cap Partners, LLC is based out at Franklin, TN

Below you can find more details about Cap Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $77.3 Billion
Technology: $18.7 Billion
Consumer Cyclical: $9.78 Billion
Financial Services: $4.6 Billion
Communication Services: $3.1 Billion
Energy: $1.74 Billion
Consumer Defensive: $1.51 Billion
Industrials: $1.05 Billion
Other: $1.42 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $134 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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