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
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
25
+ 4.66%
$78.47 - $92.25 $1.96K - $2.31K
561 $45.6M
PCG
Pg&E Corp

Utilities
1
+ 0.1%
$13.55 - $17.87 $13.6 - $17.9
1.01K $14M
CMCSA
Comcast Corp

Communication Services
307
+ 2.57%
$32.84 - $36.72 $10.1K - $11.3K
12.3K $438M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.77%
$210.83 - $235.28 $632 - $706
393 $87.3M
HBI
Hanesbrands Inc.

Consumer Cyclical
148
+ 3.86%
$4.32 - $5.95 $639 - $881
3.99K $18.3M
AEP
American Electric Power CO Inc

Utilities
1
+ 0.13%
$98.59 - $109.11 $98.6 - $109
757 $78.6M
ED
Consolidated Edison Inc

Utilities
40
+ 4.92%
$98.05 - $113.3 $3.92K - $4.53K
853 $85.6M
NEE
Nextera Energy Inc

Utilities
27
+ 0.62%
$64.11 - $75.0 $1.73K - $2.03K
4.42K $306M
WMG
Warner Music Group Corp.

Communication Services
75
+ 3.89%
$25.91 - $31.32 $1.94K - $2.35K
2K $54.5M
FANG
Diamondback Energy, Inc.

Energy
8
+ 2.33%
$119.25 - $161.49 $954 - $1.29K
351 $48.2M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
84
+ 5.14%
$41.37 - $53.28 $3.48K - $4.48K
1.72K $76.8M
BP
Bp PLC

Energy
49
+ 1.13%
$26.11 - $33.81 $1.28K - $1.66K
4.39K $131M
EIX
Edison International

Utilities
3
+ 0.11%
$48.32 - $59.92 $145 - $180
2.65K $137M
VZ
Verizon Communications Inc

Communication Services
486
+ 2.45%
$41.67 - $45.62 $20.3K - $22.2K
20.3K $878M
XLV
Select Sector Spdr Fund Health

ETFs
24
+ 0.81%
$128.77 - $144.3 $3.09K - $3.46K
2.99K $403M
APD
Air Products & Chemicals, Inc.

Basic Materials
41
+ 1.15%
$248.61 - $294.96 $10.2K - $12.1K
3.61K $1.02B
BDX
Becton Dickinson & CO

Healthcare
350
+ 20.95%
$165.15 - $226.42 $57.8K - $79.2K
2.02K $348M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
61
+ 3.89%
$483.48 - $539.8 $29.5K - $32.9K
1.63K $792M
SBUX
Starbucks Corp

Consumer Cyclical
405
+ 2.86%
$79.69 - $99.41 $32.3K - $40.3K
14.6K $1.33B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.23K
+ 3.75%
$24.32 - $27.87 $152K - $174K
172K $4.57B
FISV
Fiserv Inc

Technology
827
+ 17.27%
N/A
5.62K $968M
ELV
Elevance Health, Inc.

Healthcare
163
+ 4.3%
$372.27 - $452.69 $60.7K - $73.8K
3.96K $1.54B
KMX
Carmax Inc

Consumer Cyclical
568
+ 3.73%
$62.27 - $82.77 $35.4K - $47K
15.8K $1.06B
UNH
Unitedhealth Group Inc

Healthcare
98
+ 6.3%
$274.35 - $599.47 $26.9K - $58.7K
1.65K $516M
CVX
Chevron Corp

Energy
538
+ 2.72%
$133.73 - $168.51 $71.9K - $90.7K
20.3K $2.91B
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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