Capital Advantage, Inc. Purchases in Q3 2025

Capital Advantage, Inc.

  • $600 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
12.2K
+ 1.17%
$39.84 - $43.15 $488K - $528K
1.06M $45.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
13.7K
+ 3.59%
$79.76 - $85.78 $1.09M - $1.17M
394K $33.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.53K
+ 4.82%
$72.65 - $78.68 $693K - $750K
207K $16.2M
CGDV
Capital Group Divid Value ETF

ETFs
9.11K
+ 1.76%
$39.59 - $42.21 $361K - $384K
527K $22.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
52.4K
+ 16.67%
$21.69 - $23.34 $1.14M - $1.22M
367K $8.54M
VB
Vanguard Small Cap ETF

ETFs
2.32K
+ 11.02%
$237.58 - $259.17 $551K - $601K
23.4K $5.94M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.41K
+ 54.81%
$108.97 - $121.65 $698K - $780K
18.1K $2.19M
VBR
Vanguard Small Cap Value ETF

ETFs
913
+ 1.87%
$195.41 - $212.37 $178K - $194K
49.7K $10.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.14K
+ 6.55%
$182.33 - $194.5 $391K - $417K
34.9K $6.78M
PAVE
Global X Fds Us Infrastructure

ETFs
7.57K
+ 7.22%
$44.02 - $47.63 $333K - $361K
112K $5.36M
VO
Vanguard Mid Cap ETF

ETFs
1.93K
+ 13.99%
$279.83 - $293.74 $540K - $567K
15.7K $4.62M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
9.91K
+ 2.43%
$86.07 - $90.74 $853K - $899K
418K $37.4M
FNDX
Schwab Fundamental U S Large C

ETFs
15.5K
+ 18.25%
$24.38 - $26.34 $379K - $409K
101K $2.65M
FNDA
Schwab Fundamental U S Small C

ETFs
9.81K
+ 9.87%
$28.75 - $31.93 $282K - $313K
109K $3.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10.7K
+ 24.21%
$35.42 - $38.65 $379K - $414K
55K $2.09M
VOE
Vanguard Mid Cap Value Index F

ETFs
236
+ 0.56%
$164.63 - $174.58 $38.9K - $41.2K
42.4K $7.4M
NVDA
Nvidia Corp

Technology
291
+ 2.02%
$153.3 - $186.58 $44.6K - $54.3K
14.7K $2.74M
MSFT
Microsoft Corp

Technology
37
+ 0.23%
$491.09 - $535.64 $18.2K - $19.8K
15.9K $8.22M
CVX
Chevron Corp

Energy
279
+ 1.17%
$145.57 - $161.83 $40.6K - $45.2K
24.1K $3.74M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.82K
+ 25.51%
$62.54 - $68.42 $239K - $261K
18.8K $1.27M
APP
App Lovin Corp

Technology
405
New
$335.1 - $718.54 $136K - $291K
405 $291K
NUSC
Nuveen Esg Small Cap ETF

ETFs
5.45K
New
$40.43 - $44.52 $221K - $243K
5.45K $240K
GOOG
Alphabet Inc.

Communication Services
63
+ 1.89%
$175.16 - $255.24 $11K - $16.1K
3.39K $826K
AVGO
Broadcom Inc.

Technology
674
New
$264.74 - $369.57 $178K - $249K
674 $222K
CAT
Caterpillar Inc

Industrials
4
+ 0.18%
$390.92 - $477.15 $1.56K - $1.91K
2.27K $1.08M
VIG
Vanguard Dividend Appreciation

ETFs
1.12K
+ 0.98%
N/A
115K $20.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.17%
$567.77 - $614.76 $3.97K - $4.3K
4.01K $2.46M
SCHX
Schwab Strategic Tr Us Large C

ETFs
222
+ 0.25%
$24.46 - $26.5 $5.43K - $5.88K
90K $2.37M
GLD
Spdr Gold Trust

ETFs
163
+ 7.81%
$300.96 - $355.47 $49.1K - $57.9K
2.25K $800K
JNJ
Johnson & Johnson

Healthcare
7
+ 0.15%
$155.17 - $185.42 $1.09K - $1.3K
4.77K $884K
VTI
Vanguard Total Stock Market Et

ETFs
176
+ 6.44%
$303.93 - $329.86 $53.5K - $58.1K
2.91K $953K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8
+ 0.37%
$224.68 - $282.71 $1.8K - $2.26K
2.19K $612K
HD
Home Depot, Inc.

Consumer Cyclical
39
+ 2.0%
$357.4 - $423.42 $13.9K - $16.5K
1.99K $807K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.05%
$617.65 - $666.84 $618 - $667
1.85K $1.23M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.03%
$282.78 - $316.06 $283 - $316
3.21K $1.01M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
401
+ 3.63%
$39.06 - $43.42 $15.7K - $17.4K
11.4K $496K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
326
+ 5.74%
$87.05 - $93.19 $28.4K - $30.4K
6K $558K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
65
+ 0.56%
$64.58 - $69.94 $4.2K - $4.55K
11.6K $805K
DSI
Ishares Msci Kld 400 Social Et

ETFs
103
+ 4.95%
$115.96 - $125.95 $11.9K - $13K
2.18K $275K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
314
+ 4.64%
$98.41 - $98.89 $30.9K - $31.1K
7.08K $699K
DGRO
Ishares Core Dividend Growth E

ETFs
30
+ 0.42%
$64.12 - $68.08 $1.92K - $2.04K
7.19K $489K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.02%
$94.4 - $104.27 $94.4 - $104
5.62K $579K
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.19%
$157.1 - $178.94 $471 - $537
1.56K $276K
SCHA
Schwab Strategic Tr Us Small C

ETFs
43
+ 0.44%
$25.29 - $28.33 $1.09K - $1.22K
9.81K $273K
AMZN
Amazon Com Inc

Consumer Cyclical
95
+ 0.76%
$211.65 - $238.24 $20.1K - $22.6K
12.7K $2.78M
IDV
Ishares Tr

ETFs
47
+ 0.55%
$34.54 - $37.28 $1.62K - $1.75K
8.61K $314K
QCOM
Qualcomm Inc

Technology
2
+ 0.08%
$145.84 - $173.55 $292 - $347
2.36K $391K
VDE
Vanguard Energy ETF

ETFs
8
+ 0.33%
$118.37 - $129.65 $947 - $1.04K
2.45K $308K
COP
Conocophillips

Energy
5
+ 0.19%
$91.0 - $98.99 $455 - $495
2.59K $244K
Activity Summary
Buys All Purchases 61 New Holdings 3 Increased Positions 58 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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