Cape Investment Advisory, Inc. Sells in Q1 2025

Cape Investment Advisory, Inc.

  • $251 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
-21
- 1.15%
$99.49 - $112.88 $2.09K - $2.37K
1.8K $180M
LOW
Lowes Companies Inc

Consumer Cyclical
-38
- 8.88%
$222.66 - $268.42 $8.46K - $10.2K
390 $90.9M
FIS
Fidelity National Information Services, Inc.

Technology
-46
- 2.52%
$68.12 - $83.42 $3.13K - $3.84K
1.78K $133M
GILD
Gilead Sciences, Inc.

Healthcare
-300
- 30.9%
$89.14 - $117.41 $26.7K - $35.2K
671 $75.2M
DRI
Darden Restaurants Inc

Consumer Cyclical
-100
- 33.33%
$180.02 - $208.56 $18K - $20.9K
200 $41.6M
NGG
National Grid PLC

Utilities
-1.03K
- 12.0%
$56.13 - $65.61 $57.8K - $67.5K
7.55K $495M
HUM
Humana Inc

Healthcare
-57
- 95.0%
$249.11 - $303.11 $14.2K - $17.3K
3 $810K
AXP
American Express CO

Financial Services
-1
- 0.2%
$255.39 - $325.87 $255 - $326
497 $134M
Investment Managers Ser Tr I
-173
- 42.2%
N/A
237 $15.5M
TFC
Truist Financial Corp

Financial Services
-54
- 1.01%
$39.48 - $48.15 $2.13K - $2.6K
5.29K $218M
KHC
Kraft Heinz CO

Consumer Defensive
-433
- 46.91%
$28.51 - $32.22 $12.3K - $14K
490 $14.9M
EMR
Emerson Electric CO

Industrials
-80
- 24.62%
$108.64 - $131.17 $8.69K - $10.5K
245 $26.8M
AFL
Aflac Inc

Financial Services
-153
- 27.42%
$100.99 - $111.19 $15.5K - $17K
405 $45M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-359
- 49.31%
$34.23 - $36.9 $12.3K - $13.2K
369 $13.2M
Neos ETF Trust
-193
- 30.49%
N/A
440 $20.9M
VIG
Vanguard Dividend Appreciation

ETFs
-41
- 1.77%
N/A
2.28K $442M
MA
Mastercard Inc

Financial Services
-161
- 4.54%
$504.67 - $576.31 $81.3K - $92.8K
3.38K $1.85B
APP
App Lovin Corp

Technology
-19
- 16.52%
$238.08 - $510.13 $4.52K - $9.69K
96 $25.4M
HON
Honeywell International Inc

Industrials
-2
- 0.25%
$202.75 - $226.52 $406 - $453
797 $169M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-240
- 3.04%
$39.51 - $41.0 $9.48K - $9.84K
7.66K $306M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-85
- 15.48%
$89.18 - $104.04 $7.58K - $8.84K
464 $42.5M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-227
- 60.05%
$41.78 - $50.35 $9.48K - $11.4K
151 $6.48M
SUB
Ishares Short Term National Mu

ETFs
-106
- 45.69%
$105.3 - $106.24 $11.2K - $11.3K
126 $13.3M
UNH
Unitedhealth Group Inc

Healthcare
-77
- 4.72%
$461.52 - $548.18 $35.5K - $42.2K
1.56K $815M
TSN
Tyson Foods, Inc.

Consumer Defensive
-200
- 53.33%
$54.27 - $63.81 $10.9K - $12.8K
175 $11.2M
CMCSA
Comcast Corp

Communication Services
-70
- 0.58%
$33.19 - $38.23 $2.32K - $2.68K
12K $442M
TT
Trane Technologies PLC

Industrials
-1
- 0.35%
$332.0 - $400.86 $332 - $401
287 $96.7M
MET
Metlife Inc

Financial Services
-111
- 23.77%
$77.7 - $87.0 $8.62K - $9.66K
356 $28.6M
SPGI
S&P Global Inc.

Financial Services
-19
- 95.0%
$478.26 - $543.77 $9.09K - $10.3K
1 $508K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-41
- 20.71%
$102.72 - $143.06 $4.21K - $5.87K
157 $16.4M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-32
- 8.29%
$175.5 - $209.86 $5.62K - $6.72K
354 $64.3M
SCCO
Southern Copper Corp

Basic Materials
-105
- 27.85%
$85.92 - $101.48 $9.02K - $10.7K
272 $25.4M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-110
- 31.88%
$78.12 - $83.7 $8.59K - $9.21K
235 $19M
BIDU
Baidu, Inc.

Communication Services
-143
- 25.27%
$77.43 - $102.51 $11.1K - $14.7K
423 $38.9M
OMC
Omnicom Group Inc.

Communication Services
-14
- 0.58%
$79.43 - $88.34 $1.11K - $1.24K
2.39K $198M
SFL
Sfl Corp Ltd.

Industrials
-744
- 65.03%
$8.11 - $11.12 $6.03K - $8.27K
400 $3.28M
SHEL
Shell PLC

Energy
-160
- 50.0%
$62.84 - $73.29 $10.1K - $11.7K
160 $11.7M
IDEV
Ishares Core Msci Intl Develop

ETFs
-208
- 15.13%
$63.77 - $71.36 $13.3K - $14.8K
1.17K $80.4M
IWY
Ishares Tr Russell 200 Growth

ETFs
-24
- 18.6%
$210.19 - $243.33 $5.04K - $5.84K
105 $22.2M
IYR
Ishares Tr

ETFs
-97
- 21.95%
$89.49 - $98.98 $8.68K - $9.6K
345 $33M
DAL
Delta Air Lines, Inc.

Industrials
-20
- 4.85%
$43.6 - $69.06 $872 - $1.38K
392 $17.1M
LLY
Eli Lilly & CO

Healthcare
-22
- 11.46%
$725.72 - $929.72 $16K - $20.5K
170 $141M
INTC
Intel Corp

Technology
-716
- 22.25%
$19.1 - $27.39 $13.7K - $19.6K
2.5K $56.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-152
- 17.92%
$51.52 - $52.37 $7.83K - $7.96K
696 $36.5M
GEVO
Gevo, Inc.

Basic Materials
-2K
- 39.45%
$1.14 - $2.85 $2.28K - $5.7K
3.07K $3.56M
ATFV
Alger ETF Tr 35 ETF

ETFs
-215
- 33.23%
$21.86 - $27.97 $4.7K - $6.01K
432 $9.47M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-24
- 3.85%
$47.25 - $67.02 $1.13K - $1.61K
599 $28.5M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-40
- 19.23%
$120.24 - $134.3 $4.81K - $5.37K
168 $20.5M
PSA
Public Storage

Real Estate
-21
- 84.0%
$288.99 - $313.98 $6.07K - $6.59K
4 $1.2M
Activity Summary
Buys All Purchases 314 New Holdings 69 Increased Positions 245 Sells All Sells 335 Reductions 335 Sold out 0 Options Calls 0 Puts 0
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