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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
91
+ 14.97%
$49.93 - $51.15 $4.54K - $4.65K
699 $35.7M
MAS
Masco Corp

Industrials
44
+ 49.44%
$64.7 - $83.94 $2.85K - $3.69K
133 $11.2M
AEE
Ameren Corp

Utilities
2
+ 0.7%
$70.45 - $87.46 $141 - $175
287 $25.1M
USB
Us Bancorp \De\

Financial Services
52
+ 12.94%
$39.04 - $47.23 $2.03K - $2.46K
454 $20.8M
LUV
Southwest Airlines CO

Industrials
117
+ 10.82%
$23.7 - $29.93 $2.77K - $3.5K
1.2K $35.5M
USRT
Ishares Core U.S. Reit ETF

ETFs
4
+ 0.77%
$53.07 - $62.66 $212 - $251
526 $32.4M
XLU
Utilities Sector Spdr

ETFs
31
+ 20.53%
$67.67 - $80.78 $2.1K - $2.5K
182 $14.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
145
+ 13.27%
$23.04 - $24.06 $3.34K - $3.49K
1.24K $29.8M
EMR
Emerson Electric CO

Industrials
42
+ 15.5%
$98.19 - $118.87 $4.12K - $4.99K
313 $34.2M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
96
+ 20.34%
$36.06 - $37.66 $3.46K - $3.62K
568 $21.4M
VTV
Vanguard Value ETF

ETFs
14
+ 11.97%
$159.75 - $174.57 $2.24K - $2.44K
131 $22.8M
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 0.27%
$39.66 - $51.75 $39.7 - $51.8
375 $19.4M
CLX
Clorox CO

Consumer Defensive
12
+ 16.67%
$131.73 - $166.97 $1.58K - $2K
84 $13.7M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
79
+ 30.38%
$31.02 - $36.12 $2.45K - $2.85K
339 $12.2M
AGNC
Agnc Investment Corp.

Real Estate
41
+ 1.2%
$9.48 - $10.66 $389 - $437
3.45K $36M
HOG
Harley Davidson, Inc.

Consumer Cyclical
63
+ 28.0%
$31.83 - $39.53 $2.01K - $2.49K
288 $11.1M
HDV
Ishares Core High Dividend ETF

ETFs
24
+ 35.82%
$107.62 - $118.76 $2.58K - $2.85K
91 $10.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
13
+ 108.33%
$236.42 - $259.82 $3.07K - $3.38K
25 $6.54M
CSX
Csx Corp

Industrials
62
+ 5.9%
$32.48 - $35.45 $2.01K - $2.2K
1.11K $38.4M
Lithium Amers Corp New
1.2K
+ 94.34%
N/A
2.47K $6.67M
GPC
Genuine Parts CO

Consumer Cyclical
7
+ 0.46%
$131.04 - $147.11 $917 - $1.03K
1.54K $215M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
74
+ 26.81%
$29.78 - $32.95 $2.2K - $2.44K
350 $11.5M
A
Agilent Technologies, Inc.

Healthcare
16
+ 106.67%
$125.42 - $148.48 $2.01K - $2.38K
31 $4.6M
NOW
Service Now, Inc.

Technology
2
+ 28.57%
$730.87 - $937.36 $1.46K - $1.87K
9 $8.05M
RTO
Rentokil Initial PLC

Industrials
229
+ 33.58%
$24.2 - $32.96 $5.54K - $7.55K
911 $22.7M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
67
+ 20.62%
$28.11 - $29.42 $1.88K - $1.97K
392 $11.5M
PCG
Pg&E Corp

Utilities
1
+ 0.1%
$17.08 - $20.6 $17.1 - $20.6
1K $19.8M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1
+ 0.77%
$98.71 - $117.61 $98.7 - $118
131 $15.4M
NANR
Spdr Index Shs Fds S&P North A

ETFs
10
+ 1.31%
$51.89 - $57.3 $519 - $573
774 $43.8M
CALX
Calix, Inc

Technology
45
+ 40.91%
$33.63 - $41.13 $1.51K - $1.85K
155 $6.01M
KHC
Kraft Heinz CO

Consumer Defensive
1
+ 0.14%
$31.86 - $36.13 $31.9 - $36.1
723 $25.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
38
+ 9.18%
$50.25 - $50.74 $1.91K - $1.93K
452 $22.9M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
95
+ 14.44%
$19.01 - $20.7 $1.81K - $1.97K
753 $15.4M
SYY
Sysco Corp

Consumer Defensive
10
+ 5.56%
$69.16 - $78.98 $692 - $790
190 $14.8M
KRE
Spdr S&P Regional Banking ETF

ETFs
2
+ 0.81%
$47.94 - $59.23 $95.9 - $118
249 $14.1M
SUB
Ishares Short Term National Mu

ETFs
15
+ 6.91%
$104.3 - $106.3 $1.56K - $1.59K
232 $24.6M
FIW
First Trust Water ETF

ETFs
1
+ 0.49%
$98.0 - $109.33 $98 - $109
205 $22.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.82%
$103.87 - $117.59 $208 - $235
246 $28.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.38%
$113.41 - $125.62 $113 - $126
266 $33.4M
TER
Teradyne, Inc

Technology
17
+ 48.57%
$114.25 - $163.0 $1.94K - $2.77K
52 $6.96M
Lithium Americas Argentina C
500
+ 21.13%
N/A
2.87K $9.34M
WPC
W. P. Carey Inc.

Real Estate
3
+ 1.6%
$54.63 - $63.96 $164 - $192
190 $11.8M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1
+ 0.2%
$34.48 - $38.87 $34.5 - $38.9
499 $19.2M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1
+ 0.22%
$47.72 - $53.81 $47.7 - $53.8
463 $24.6M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
35
+ 23.49%
$32.02 - $34.87 $1.12K - $1.22K
184 $6.42M
FNDX
Schwab Fundamental U S Large C

ETFs
2
+ 0.76%
$65.36 - $71.76 $131 - $144
265 $19M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
7
+ 0.86%
$19.88 - $21.63 $139 - $151
818 $17.6M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
1
+ 0.42%
$77.64 - $90.33 $77.6 - $90.3
240 $21.4M
FSTA
Fidelity Covington Tr Msci Con

ETFs
18
+ 47.37%
$47.12 - $51.72 $848 - $931
56 $2.86M
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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