Cape Investment Advisory, Inc. Portfolio Holdings
Cape Investment Advisory, Inc.
- $214 Billion
- Q1 2024
Cape Investment Advisory, Inc. has filed its 13F form on June 21, 2024 for Q1 2024 where it was disclosed a total value porftolio of $214 Billion distributed in 935 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 $31.2B, Schwab Strategic Tr Us Large C with a value of $15.4B, Schwab Strategic Tr Us Large C with a value of $6.95B, Microsoft Corp with a value of $5.93B, and Schwab Strategic U.S. Mid Cap with a value of $5.73B.
Examining the 13F form we can see an increase of $9.38B in the current position value, from $205B to 214B.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 935
- Current Value $214 Billion
- Prior Value $205 Billion
- Filing
- Period Q1 2024
- Filing Date June 21, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 84 stocks
- Additional Purchases 239 stocks
- Sold out of 0 stocks
- Reduced holdings in 319 stocks