Cape Investment Advisory, Inc. has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $251 Billion distributed in 1135 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 $33.6B, Schwab Strategic Tr Us Large C with a value of $16B, Schwab Strategic Tr Us Large C with a value of $6.57B, Blackrock ETF Trust Ii with a value of $6.31B, and Schwab Strategic U.S. Mid Cap with a value of $5.5B.
Examining the 13F form we can see an decrease of $4.67B in the current position value, from $256B to 251B.
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
$251 Billion
ETFs: $144 Billion
Technology: $22 Billion
Financial Services: $13.4 Billion
Communication Services: $11.7 Billion
Consumer Cyclical: $11.2 Billion
Healthcare: $9.25 Billion
Consumer Defensive: $7.57 Billion
Energy: $5.05 Billion
Other: $11.5 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
