Capital Advantage, Inc. has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $496 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $61.4M, Blackrock Ultra Short Term Bon with a value of $39.3M, Proshares Investment Grade Int with a value of $36.6M, Schwab Fundamental Intl Large with a value of $34.6M, and Vanguard Whitehall Fds Intl Di with a value of $34.1M.

Examining the 13F form we can see an increase of $3.56M in the current position value, from $493M to 496M.

Below you can find more details about Capital Advantage, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $496 Million
ETFs: $452 Million
Technology: $31.5 Million
Financial Services: $4.56 Million
Energy: $3.64 Million
Consumer Cyclical: $2.36 Million
Communication Services: $943,000
Healthcare: $610,000
Consumer Defensive: $432,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 48
  • Current Value $496 Million
  • Prior Value $493 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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