Cape Investment Advisory, Inc. Purchases in Q2 2025

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
695
+ 63.76%
$23.19 - $25.35 $16.1K - $17.6K
1.79K $45.2M
MCD
Mcdonalds Corp

Consumer Cyclical
117
+ 15.64%
$285.55 - $321.23 $33.4K - $37.6K
865 $253M
NVS
Novartis Ag

Healthcare
94
+ 11.65%
$101.96 - $121.01 $9.58K - $11.4K
901 $109M
IGLB
Ishares 10+ Year Investment Gr

ETFs
378
New
$47.55 - $50.44 $18K - $19.1K
378 $19M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
402
+ 20.86%
$45.2 - $46.6 $18.2K - $18.7K
2.33K $108M
KHC
Kraft Heinz CO

Consumer Defensive
807
+ 164.69%
$25.61 - $30.81 $20.7K - $24.9K
1.3K $33.5M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
476
+ 62.47%
$35.3 - $37.51 $16.8K - $17.9K
1.24K $46.4M
XLF
Financial Sector Spdr

ETFs
69
+ 1.2%
$43.92 - $52.37 $3.03K - $3.61K
5.84K $306M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
341
+ 48.99%
$51.68 - $52.76 $17.6K - $18K
1.04K $54.7M
LAMR
Lamar Advertising CO

Real Estate
3
+ 0.13%
$102.35 - $121.67 $307 - $365
2.34K $284M
BK
Bank Of New York Mellon Corp

Financial Services
87
+ 6.68%
$73.31 - $91.62 $6.38K - $7.97K
1.39K $127M
DUK
Duke Energy Corp

Utilities
400
+ 5.29%
$112.46 - $124.05 $45K - $49.6K
7.97K $940M
HON
Honeywell International Inc

Industrials
1
+ 0.13%
$182.86 - $232.88 $183 - $233
798 $186M
GD
General Dynamics Corp

Industrials
37
+ 12.76%
$247.68 - $291.66 $9.16K - $10.8K
327 $95.4M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
990
New
$11.71 - $19.37 $11.6K - $19.2K
990 $15.9M
FLIN
Franklin Templeton ETF Tr

ETFs
303
+ 23.42%
$35.01 - $39.98 $10.6K - $12.1K
1.6K $63.6M
HRI
Herc Holdings Inc

Industrials
120
New
$102.34 - $142.19 $12.3K - $17.1K
120 $15.8M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
901
+ 41.66%
$14.97 - $16.79 $13.5K - $15.1K
3.06K $51.2M
IDV
Ishares Tr

ETFs
35
+ 0.87%
$27.79 - $34.84 $973 - $1.22K
4.06K $140M
Dbx ETF Tr
397
New
N/A
397 $15.2M
CPB
Campbell Soup CO

Consumer Defensive
492
New
$30.65 - $39.9 $15.1K - $19.6K
492 $15.1M
DOCU
Docusign, Inc.

Technology
192
New
$70.35 - $93.84 $13.5K - $18K
192 $15M
UBER
Uber Technologies, Inc

Technology
100
+ 36.9%
$64.62 - $93.3 $6.46K - $9.33K
371 $34.6M
Precision Biosciences Inc
3.5K
New
N/A
3.5K $14.7M
Capital Group International
500
New
N/A
500 $14.6M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
113
+ 19.02%
$73.02 - $90.22 $8.25K - $10.2K
707 $63.1M
HAL
Halliburton CO

Energy
900
+ 111.94%
$19.26 - $25.7 $17.3K - $23.1K
1.7K $34.7M
ENB
Enbridge Inc

Energy
88
+ 0.88%
$41.09 - $47.16 $3.62K - $4.15K
10.1K $456M
CGMS
Capital Grp Core Plus Income E
503
New
N/A
503 $13.9M
ISCG
Ishares Morningstar Small Cap

ETFs
1
+ 0.03%
$39.44 - $49.76 $39.4 - $49.8
2.93K $146M
ALLE
Allegion PLC

Industrials
31
+ 4.56%
$118.52 - $145.64 $3.67K - $4.51K
711 $102M
INTC
Intel Corp

Technology
600
+ 23.98%
$18.13 - $22.69 $10.9K - $13.6K
3.1K $69.5M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.05K
+ 56.73%
$12.21 - $13.9 $12.8K - $14.6K
2.9K $37.8M
ECVT
Ecovyst Inc.

Basic Materials
1.5K
New
$5.33 - $8.58 $8K - $12.9K
1.5K $12.3M
LCID
Lucid Group, Inc.

Consumer Cyclical
5.5K
+ 91666.67%
$2.1 - $2.96 $11.6K - $16.3K
5.51K $11.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
136
+ 8.88%
$45.88 - $54.4 $6.24K - $7.4K
1.67K $90.7M
SCHP
Schwab Strategic Us Tips ETF

ETFs
435
+ 28.83%
$26.18 - $26.93 $11.4K - $11.7K
1.94K $51.9M
ASML
Asml Holding Nv

Technology
11
+ 84.62%
$595.37 - $815.24 $6.55K - $8.97K
24 $19.2M
SLV
I Shares Silver Trust

ETFs
304
+ 96.82%
$27.08 - $33.74 $8.23K - $10.3K
618 $20.3M
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.33%
$281.67 - $351.0 $282 - $351
303 $106M
Principal Exchange Traded Fd
335
+ 507.58%
N/A
401 $11.7M
SCHC
Schwab Strategic Tr Intl Small

ETFs
148
+ 28.68%
$32.41 - $42.59 $4.8K - $6.3K
664 $28.3M
EEM
Ishares Msci Emerging Markets

ETFs
5
+ 0.24%
$38.52 - $48.28 $193 - $241
2.1K $101M
SHOP
Shopify Inc.

Technology
50
+ 27.62%
$76.89 - $115.35 $3.84K - $5.77K
231 $26.6M
NET
Cloudflare, Inc.

Technology
24
+ 43.64%
$97.08 - $195.83 $2.33K - $4.7K
79 $15.5M
TMST
Timken Steel Corp

Basic Materials
600
New
N/A
600 $9.25M
DAX
Global X Fds Dax Germany ETF

ETFs
42
+ 3.39%
$34.84 - $44.93 $1.46K - $1.89K
1.28K $57.6M
BCS
Barclays PLC

Financial Services
330
+ 37.46%
$12.69 - $18.61 $4.19K - $6.14K
1.21K $22.5M
SCCO
Southern Copper Corp

Basic Materials
67
+ 24.63%
$75.63 - $104.64 $5.07K - $7.01K
339 $34.3M
Activity Summary
Buys All Purchases 515 New Holdings 139 Increased Positions 376 Sells All Sells 256 Reductions 255 Sold out 1 Options Calls 0 Puts 0
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