Cape Investment Advisory, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $247 Billion distributed in 957 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $34.8B, Schwab Strategic Tr Us Large C with a value of $16.4B, Schwab Strategic Tr Us Large C with a value of $7.64B, Microsoft Corp with a value of $6.2B, and Schwab Strategic U.S. Mid Cap with a value of $5.97B.
Examining the 13F form we can see an increase of $24.1B in the current position value, from $223B to 247B.
Cape Investment Advisory, Inc. is based out at Mcdonough, GA
Below you can find more details about Cape Investment Advisory, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$247 Billion
ETFs: $140 Billion
Technology: $23.1 Billion
Consumer Cyclical: $12.7 Billion
Financial Services: $12.1 Billion
Communication Services: $11.9 Billion
Healthcare: $9.27 Billion
Consumer Defensive: $7.94 Billion
Energy: $5.26 Billion
Other: $12.1 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
