Cape Investment Advisory, Inc. Incresed Positions in Q3 2024

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
SOXX
Ishares Semiconductor ETF

ETFs
103
+ 1030.0%
$199.29 - $265.49 $20.5K - $27.3K
113 $26.1M
GLD
Spdr Gold Trust

ETFs
43
+ 9.82%
$215.56 - $246.98 $9.27K - $10.6K
481 $117M
BDX
Becton Dickinson & CO

Healthcare
88
+ 64.23%
$221.47 - $242.41 $19.5K - $21.3K
225 $54.2M
PFE
Pfizer Inc

Healthcare
239
+ 1.51%
$27.7 - $31.39 $6.62K - $7.5K
16.1K $465M
PPA
Invesco Exchange Traded Fd Tr

ETFs
147
+ 34.83%
$102.05 - $114.97 $15K - $16.9K
569 $65.4M
TFC
Truist Financial Corp

Financial Services
30
+ 0.57%
$38.22 - $44.94 $1.15K - $1.35K
5.31K $227M
ED
Consolidated Edison Inc

Utilities
113
+ 16.42%
$88.42 - $104.97 $9.99K - $11.9K
801 $83.4M
GNL
Global Net Lease, Inc.

Real Estate
2.47K
+ 471.24%
$7.3 - $8.96 $18.1K - $22.2K
3K $25.2M
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 2.41%
$213.3 - $270.78 $1.92K - $2.44K
382 $103M
FLIN
Franklin Templeton ETF Tr

ETFs
373
+ 21.64%
$39.24 - $42.42 $14.6K - $15.8K
2.1K $87.9M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
151
+ 39.84%
$94.31 - $103.26 $14.2K - $15.6K
530 $54.4M
HUM
Humana Inc

Healthcare
56
+ 1866.67%
$310.25 - $404.52 $17.4K - $22.7K
59 $18.7M
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 13.16%
$801.83 - $917.05 $12K - $13.8K
129 $115M
BAC
Bank Of America Corp

Financial Services
468
+ 3.85%
$36.65 - $44.13 $17.2K - $20.7K
12.6K $500M
PLD
Prologis, Inc.

Real Estate
102
+ 31.29%
$111.95 - $132.43 $11.4K - $13.5K
428 $54M
GILD
Gilead Sciences, Inc.

Healthcare
26
+ 2.61%
$66.59 - $83.99 $1.73K - $2.18K
1.02K $85.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
27
+ 1.46%
$64.35 - $75.71 $1.74K - $2.04K
1.88K $139M
MGC
Vanguard Mega Cap ETF

ETFs
55
+ 9.2%
$185.93 - $206.64 $10.2K - $11.4K
653 $135M
PRU
Prudential Financial Inc

Financial Services
134
+ 145.65%
$105.53 - $127.32 $14.1K - $17.1K
226 $27.4M
VFH
Vanguard Financial ETF

ETFs
29
+ 2.18%
$99.27 - $111.21 $2.88K - $3.23K
1.36K $149M
Gsk PLC
31
+ 0.49%
N/A
6.37K $260M
SCHO
Schwab Short Term Us Treasury

ETFs
268
+ 8.87%
$47.93 - $49.06 $12.8K - $13.1K
3.29K $161M
FIS
Fidelity National Information Services, Inc.

Technology
6
+ 0.33%
$72.8 - $85.04 $437 - $510
1.81K $152M
WFC
Wells Fargo & Company

Financial Services
596
+ 9.3%
$51.58 - $60.97 $30.7K - $36.3K
7K $396M
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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