Cape Investment Advisory, Inc. Incresed Positions in Q2 2025

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
19
+ 1.26%
$39.34 - $40.41 $747 - $768
1.53K $61.5M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1
+ 0.71%
$109.83 - $131.67 $110 - $132
142 $18M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
4
+ 1.37%
$88.49 - $92.4 $354 - $370
297 $27.5M
DLR
Digital Realty Trust, Inc.

Real Estate
2
+ 50.0%
$136.11 - $177.69 $272 - $355
6 $1.05M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2
+ 0.36%
$77.94 - $79.5 $156 - $159
550 $43.7M
WDC
Western Digital Corp

Technology
5
+ 83.33%
$30.54 - $63.99 $153 - $320
11 $704K
MDT
Medtronic PLC

Healthcare
113
+ 3.24%
$80.68 - $88.86 $9.12K - $10K
3.61K $314M
RWX
Spdr Dow Jones International R

ETFs
2
+ 1.41%
$23.06 - $27.4 $46.1 - $54.8
144 $3.93M
WPP
Wpp PLC

Communication Services
16
+ 36.36%
$32.03 - $40.64 $512 - $650
60 $2.1M
BIO
Bio Rad Laboratories, Inc.

Healthcare
3
+ 2.14%
$216.56 - $256.68 $650 - $770
143 $34.5M
MSI
Motorola Solutions, Inc.

Technology
5
+ 4.9%
$394.72 - $440.39 $1.97K - $2.2K
107 $45M
RAVI
Flexshares Tr Ready Access Var

ETFs
4
+ 3.08%
$75.04 - $75.51 $300 - $302
134 $10.1M
EOG
Eog Resources Inc

Energy
3
+ 27.27%
$104.61 - $129.97 $314 - $390
14 $1.68M
STAG
Stag Industrial, Inc.

Real Estate
2
+ 0.2%
$30.08 - $37.02 $60.2 - $74
1K $36.4M
GMED
Globus Medical Inc

Healthcare
21
+ 28.0%
$55.82 - $75.5 $1.17K - $1.59K
96 $5.67M
BIIB
Biogen Inc.

Healthcare
2
+ 28.57%
$113.38 - $135.49 $227 - $271
9 $1.13M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1
+ 3.7%
$61.08 - $74.04 $61.1 - $74
28 $2.04M
Core Laboratories Inc
48
+ 36.92%
N/A
178 $2.05M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2
+ 200.0%
$22.68 - $23.28 $45.4 - $46.6
3 $74K
VTRS
Viatris Inc

Healthcare
2
+ 1.12%
$7.26 - $9.12 $14.5 - $18.2
180 $1.61M
EVRG
Evergy, Inc.

Utilities
1
+ 1.39%
$64.06 - $69.64 $64.1 - $69.6
73 $5.03M
DBL
Double Line Opportunistic Credit Fund

Financial Services
9
+ 1.99%
$15.1 - $15.75 $136 - $142
462 $7.11M
SCMB
Schwab Strategic Tr Mun Bd ETF
3
+ 0.59%
N/A
510 $12.8M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1
+ 0.43%
$25.57 - $26.34 $25.6 - $26.3
234 $6.1M
Greystone Housing Impact Inv
3
+ 2.7%
N/A
114 $1.29M
RIO
Rio Tinto PLC

Basic Materials
8
+ 2.59%
$52.32 - $62.75 $419 - $502
317 $18.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
28
+ 1400.0%
$87.84 - $1441.89 $2.46K - $40.4K
30 $2.7M
IEZ
Ishares Tr

ETFs
1
+ 1.0%
$14.77 - $19.84 $14.8 - $19.8
101 $1.72M
COP
Conocophillips

Energy
169
+ 16.75%
$82.66 - $106.1 $14K - $17.9K
1.18K $106M
Sinclair Inc
3
+ 2.01%
N/A
152 $2.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.27%
$63.54 - $68.5 $254 - $274
1.48K $100M
NJR
New Jersey Resources Corp

Utilities
1
+ 0.97%
$44.23 - $49.97 $44.2 - $50
104 $4.66M
REZ
Ishares Tr Residential And Mul

ETFs
1
+ 0.88%
$76.14 - $86.35 $76.1 - $86.4
114 $9.35M
CL
Colgate Palmolive CO

Consumer Defensive
3
+ 1.24%
$87.57 - $96.0 $263 - $288
245 $22.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
2
+ 6.9%
$160.0 - $195.62 $320 - $391
31 $4.97M
SPG
Simon Property Group Inc

Real Estate
1
+ 0.81%
$140.37 - $171.44 $140 - $171
124 $20M
ET
Energy Transfer LP

Energy
9
+ 0.47%
$15.65 - $18.93 $141 - $170
1.91K $34.6M
PAYX
Paychex Inc

Industrials
1
+ 0.85%
$137.01 - $159.78 $137 - $160
119 $17.3M
PRU
Prudential Financial Inc

Financial Services
2
+ 0.73%
$95.12 - $112.71 $190 - $225
277 $29.8M
AEE
Ameren Corp

Utilities
1
+ 0.34%
$94.23 - $101.68 $94.2 - $102
294 $28.2M
GNL
Global Net Lease, Inc.

Real Estate
6
+ 0.23%
$6.82 - $8.08 $40.9 - $48.5
2.57K $19.4M
CLX
Clorox CO

Consumer Defensive
2
+ 3.39%
$118.01 - $148.69 $236 - $297
61 $7.31M
Fortrea Hldgs Inc
4
+ 0.72%
N/A
561 $2.77M
SNY
Sanofi

Healthcare
198
+ 12.83%
$47.62 - $55.44 $9.43K - $11K
1.74K $84.1M
Gsk PLC
23
+ 0.33%
N/A
7.05K $271M
DIG
Proshares Ultra Oil & Gas

ETFs
1
+ 0.55%
$27.65 - $42.8 $27.7 - $42.8
184 $6.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7
+ 13.21%
$390.26 - $489.06 $2.73K - $3.42K
60 $24.3M
TGT
Target Corp

Consumer Defensive
4
+ 0.84%
$88.76 - $105.77 $355 - $423
478 $47.1M
BIDU
Baidu, Inc.

Communication Services
3
+ 0.71%
$76.86 - $92.5 $231 - $278
426 $36.5M
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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