Capital Advantage, Inc. Purchases in Q2 2025

Capital Advantage, Inc.

  • $570 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
402K
+ 2856.69%
$43.92 - $52.37 $17.7M - $21.1M
416K $21.8M
CGDV
Capital Group Divid Value ETF

ETFs
518K
New
$31.93 - $39.49 $16.5M - $20.5M
518K $20.5M
TWLO
Twilio Inc

Communication Services
46.5K
New
$81.34 - $124.36 $3.78M - $5.78M
46.5K $5.78M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
12.7K
+ 3.2%
$75.29 - $91.16 $953K - $1.15M
408K $36.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
18.1K
+ 10.07%
$58.41 - $72.69 $1.06M - $1.31M
198K $14.4M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.34K
+ 0.88%
$65.84 - $80.81 $220K - $270K
381K $30.5M
MSFT
Microsoft Corp

Technology
27
+ 0.17%
$354.56 - $497.45 $9.57K - $13.4K
15.8K $7.88M
CVX
Chevron Corp

Energy
13K
+ 120.06%
$133.73 - $168.51 $1.74M - $2.19M
23.8K $3.41M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$725400.0 - $809350.0 $1.45M - $1.62M
2 $1.46M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.03K
+ 18.18%
$152.42 - $182.82 $767K - $920K
32.7K $5.98M
PAVE
Global X Fds Us Infrastructure

ETFs
12.8K
+ 13.96%
$33.78 - $43.68 $434K - $561K
105K $4.57M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
15K
New
$50.08 - $63.14 $750K - $946K
15K $945K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.36K
+ 1.45%
$72.96 - $90.39 $99.2K - $123K
95.1K $8.5M
FNDX
Schwab Fundamental U S Large C

ETFs
23.4K
+ 38.03%
$20.84 - $24.54 $488K - $575K
85.1K $2.09M
EEM
Ishares Msci Emerging Markets

ETFs
5K
+ 6.83%
$38.52 - $48.28 $192K - $241K
78.2K $3.77M
AMZN
Amazon Com Inc

Consumer Cyclical
649
+ 5.44%
$167.32 - $223.3 $109K - $145K
12.6K $2.76M
SCHW
Schwab Charles Corp

Financial Services
2.98K
+ 36.74%
$69.06 - $91.24 $206K - $272K
11.1K $1.01M
IEFA
Ishares Tr

ETFs
1.13K
+ 2.93%
$67.83 - $84.09 $76.7K - $95.1K
39.7K $3.31M
SNOW
Snowflake Inc.

Technology
48
+ 1.1%
$130.53 - $223.77 $6.27K - $10.7K
4.41K $987K
SPY
Spdr S&P 500 ETF Trust

ETFs
311
+ 20.18%
$496.48 - $617.85 $154K - $192K
1.85K $1.14M
GOOG
Alphabet Inc.

Communication Services
1.29K
+ 63.4%
$146.58 - $180.01 $189K - $233K
3.33K $590K
SBUX
Starbucks Corp

Consumer Cyclical
2.86K
New
$79.69 - $99.41 $228K - $284K
2.86K $261K
FNDA
Schwab Fundamental U S Small C

ETFs
4.18K
+ 4.39%
$23.85 - $28.69 $99.7K - $120K
99.4K $2.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30
+ 0.75%
$456.74 - $568.03 $13.7K - $17K
4K $2.27M
NVS
Novartis Ag

Healthcare
1.76K
New
$101.96 - $121.01 $179K - $213K
1.76K $212K
DIS
Walt Disney CO

Communication Services
1.64K
New
$81.72 - $124.01 $134K - $203K
1.64K $203K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.89K
+ 6.98%
$29.52 - $35.31 $85.3K - $102K
44.2K $1.56M
OEF
Ishares S&P 100 ETF

ETFs
665
New
N/A
665 $176K
WFC
Wells Fargo & Company

Financial Services
1.4K
+ 19.34%
$60.98 - $80.12 $85.3K - $112K
8.63K $691K
COST
Costco Wholesale Corp

Consumer Defensive
116
+ 11.68%
$908.13 - $1056.85 $105K - $123K
1.11K $1.1M
VTI
Vanguard Total Stock Market Et

ETFs
234
+ 9.37%
$243.75 - $303.93 $57K - $71.1K
2.73K $830K
PCG
Pg&E Corp

Utilities
10.2K
New
$13.55 - $17.87 $139K - $183K
10.2K $142K
NFLX
Netflix Inc

Communication Services
14
+ 4.75%
$855.86 - $1339.13 $12K - $18.7K
309 $413K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
1.18K
+ 21.11%
$98.34 - $98.77 $116K - $116K
6.76K $667K
CVGW
Calavo Growers Inc

Consumer Defensive
2.22K
+ 10.84%
$22.74 - $28.18 $50.5K - $62.6K
22.7K $603K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
576
+ 5.25%
$52.84 - $65.52 $30.4K - $37.7K
11.5K $756K
VEA
Vanguard Ftse Developed Market

ETFs
366
+ 2.58%
$45.65 - $57.01 $16.7K - $20.9K
14.6K $830K
TSLA
Tesla, Inc.

Consumer Cyclical
94
+ 11.14%
$221.86 - $362.89 $20.9K - $34.1K
938 $297K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
675
+ 6.52%
$30.87 - $39.17 $20.8K - $26.4K
11K $432K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
353
+ 6.63%
$73.02 - $90.22 $25.8K - $31.8K
5.68K $506K
DJCO
Daily Journal Corp

Technology
19
+ 1.35%
$365.66 - $435.19 $6.95K - $8.27K
1.43K $602K
CARR
Carrier Global Corp

Industrials
2
+ 0.05%
$55.55 - $75.83 $111 - $152
4.28K $313K
BAC
Bank Of America Corp

Financial Services
146
+ 2.42%
$34.39 - $47.46 $5.02K - $6.93K
6.18K $292K
IDV
Ishares Tr

ETFs
130
+ 1.54%
$27.79 - $34.84 $3.61K - $4.53K
8.56K $295K
DGRO
Ishares Core Dividend Growth E

ETFs
57
+ 0.8%
$55.22 - $63.94 $3.15K - $3.64K
7.16K $457K
QCOM
Qualcomm Inc

Technology
64
+ 2.8%
$124.66 - $159.48 $7.98K - $10.2K
2.35K $374K
ABT
Abbott Laboratories

Healthcare
21
+ 0.41%
$123.95 - $138.08 $2.6K - $2.9K
5.11K $694K
T
At&T Inc.

Communication Services
257
+ 1.56%
$26.33 - $28.94 $6.77K - $7.44K
16.8K $484K
FISV
Fiserv Inc

Technology
93
+ 7.74%
N/A
1.3K $162K
Activity Summary
Buys All Purchases 62 New Holdings 10 Increased Positions 52 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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