Cape Investment Advisory, Inc. Purchases in Q3 2024

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
24
+ 0.22%
$61.11 - $67.85 $1.47K - $1.63K
11K $744M
EXP
Eagle Materials Inc

Basic Materials
140
New
$212.39 - $292.18 $29.7K - $40.9K
140 $40.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
164
New
$211.47 - $281.27 $34.7K - $46.1K
164 $40.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.12K
+ 249.78%
$30.71 - $34.79 $34.5K - $39.1K
1.57K $54.8M
EBAY
Ebay Inc

Consumer Cyclical
432
+ 43.55%
$52.61 - $65.44 $22.7K - $28.3K
1.42K $92.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
420
+ 19.22%
$91.42 - $91.82 $38.4K - $38.6K
2.61K $239M
SONY
Sony Group Corp

Technology
310
+ 41.61%
$81.61 - $98.65 $25.3K - $30.6K
1.06K $102M
AFL
Aflac Inc

Financial Services
263
+ 65.1%
$88.52 - $111.8 $23.3K - $29.4K
667 $74.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
564
+ 20.2%
$41.9 - $48.26 $23.6K - $27.2K
3.36K $161M
ECL
Ecolab Inc.

Basic Materials
12
+ 0.6%
$228.86 - $255.76 $2.75K - $3.07K
2.02K $514M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
436
+ 42.17%
$76.38 - $78.87 $33.3K - $34.4K
1.47K $116M
YLD
Principal Exchange Traded Fds

ETFs
1.86K
New
$18.89 - $19.62 $35.2K - $36.5K
1.86K $36.4M
NVS
Novartis Ag

Healthcare
283
+ 84.73%
$106.13 - $120.89 $30K - $34.2K
617 $71M
RIO
Rio Tinto PLC

Basic Materials
425
+ 44.36%
$59.71 - $71.21 $25.4K - $30.3K
1.38K $98.4M
MBB
Ishares Tr

ETFs
303
+ 21.14%
$90.85 - $96.66 $27.5K - $29.3K
1.74K $166M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
730
New
$44.93 - $47.34 $32.8K - $34.6K
730 $34.6M
BK
Bank Of New York Mellon Corp

Financial Services
364
+ 53.77%
$59.54 - $72.17 $21.7K - $26.3K
1.04K $74.8M
LAMR
Lamar Advertising CO

Real Estate
2
+ 0.08%
$110.9 - $135.58 $222 - $271
2.4K $321M
IEMG
Ishares Inc

ETFs
468
+ 26.38%
$53.64 - $53.64 $25.1K - $25.1K
2.24K $129M
SNY
Sanofi

Healthcare
481
+ 78.08%
$48.54 - $58.53 $23.3K - $28.2K
1.1K $63.2M
VGT
Vanguard Information Technolog

ETFs
50
+ 16.45%
$514.43 - $606.85 $25.7K - $30.3K
354 $208M
ADI
Analog Devices Inc

Technology
137
+ 55.47%
$200.56 - $243.33 $27.5K - $33.3K
384 $88.4M
AMD
Advanced Micro Devices Inc

Technology
190
+ 54.6%
$128.67 - $183.96 $24.4K - $35K
538 $88.3M
XSMO
Invesco S&P Smallcap Momentum

ETFs
471
New
$59.5 - $67.14 $28K - $31.6K
471 $31.2M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
701
+ 65.09%
$39.37 - $41.68 $27.6K - $29.2K
1.78K $73.6M
WEC
Wec Energy Group, Inc.

Utilities
9
+ 0.54%
$77.68 - $96.19 $699 - $866
1.69K $162M
XLF
Financial Sector Spdr

ETFs
156
+ 2.81%
$40.84 - $45.74 $6.37K - $7.14K
5.71K $259M
IOO
Ishares Tr Global 100 ETF

ETFs
199
+ 5.25%
$89.63 - $100.83 $17.8K - $20.1K
3.99K $395M
PEP
Pepsico Inc

Consumer Defensive
91
+ 3.45%
$161.9 - $179.3 $14.7K - $16.3K
2.73K $465M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
600
+ 4.66%
$23.84 - $25.78 $14.3K - $15.5K
13.5K $344M
VRSN
Verisign Inc

Technology
146
+ 973.33%
$174.18 - $190.64 $25.4K - $27.8K
161 $30.6M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1
+ 0.02%
$69.7 - $76.81 $69.7 - $76.8
4.25K $326M
GD
General Dynamics Corp

Industrials
88
+ 144.26%
$279.51 - $308.09 $24.6K - $27.1K
149 $45M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.08K
New
$24.38 - $25.2 $26.4K - $27.2K
1.08K $27.2M
Ge Vernova Inc
20
+ 7.6%
N/A
283 $72.2M
AXP
American Express CO

Financial Services
20
+ 3.83%
$225.92 - $271.17 $4.52K - $5.42K
542 $147M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
197
+ 16.43%
$29.24 - $45.37 $5.76K - $8.94K
1.4K $62.8M
AOA
Ishares Tr Core Aggressive All

ETFs
7
+ 0.12%
$72.11 - $79.05 $505 - $553
6.04K $477M
IWS
Ishares Russell Midcap Value E

ETFs
2
+ 0.09%
$119.52 - $132.25 $239 - $265
2.14K $284M
IWF
Ishares Russell 1000 Gr ETF

ETFs
65
+ 406.25%
$332.02 - $382.76 $21.6K - $24.9K
81 $30.4M
IFRA
Ishares Tr

ETFs
474
+ 117.33%
$41.55 - $46.97 $19.7K - $22.3K
878 $41.2M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.8K
New
$12.67 - $14.36 $22.8K - $25.8K
1.8K $24.2M
AINV
Apollo Investment Corp

Financial Services
1.78K
New
N/A
1.78K $23.9M
VTWG
Vanguard Russell 2000 Growth E

ETFs
115
New
$186.75 - $211.16 $21.5K - $24.3K
115 $23.9M
SOXX
Ishares Semiconductor ETF

ETFs
103
+ 1030.0%
$199.29 - $265.49 $20.5K - $27.3K
113 $26.1M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
551
New
$38.03 - $42.06 $21K - $23.2K
551 $23M
GLD
Spdr Gold Trust

ETFs
43
+ 9.82%
$215.56 - $246.98 $9.27K - $10.6K
481 $117M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
451
New
$43.65 - $51.09 $19.7K - $23K
451 $22.7M
BDX
Becton Dickinson & CO

Healthcare
88
+ 64.23%
$221.47 - $242.41 $19.5K - $21.3K
225 $54.2M
Activity Summary
Buys All Purchases 365 New Holdings 69 Increased Positions 296 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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