Capital Advantage, Inc. Sells in Q2 2025

Capital Advantage, Inc.

  • $570 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-87K
- 66.23%
$90.56 - $109.49 $7.88M - $9.52M
44.4K $4.85M
FNDF
Schwab Fundamental Intl Large

ETFs
-305K
- 22.52%
$32.25 - $40.02 $9.84M - $12.2M
1.05M $42M
VOE
Vanguard Mid Cap Value Index F

ETFs
-41.7K
- 49.76%
$141.87 - $164.49 $5.92M - $6.86M
42.1K $6.93M
VBR
Vanguard Small Cap Value ETF

ETFs
-30.1K
- 38.12%
$162.76 - $195.77 $4.89M - $5.89M
48.8K $9.52M
VCIT
Vanguard Intermediate Term Cor

ETFs
-65.2K
- 5.92%
$79.56 - $82.92 $5.19M - $5.41M
1.04M $85.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-151K
- 76.03%
$22.92 - $28.05 $3.46M - $4.24M
47.7K $1.34M
MGC
Vanguard Mega Cap ETF

ETFs
-25.7K
- 30.29%
$179.23 - $224.92 $4.6M - $5.77M
59K $13.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-34.5K
- 74.68%
$82.96 - $110.1 $2.86M - $3.8M
11.7K $1.29M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-4.54K
- 71.68%
$468.22 - $566.51 $2.12M - $2.57M
1.79K $1.02M
VO
Vanguard Mid Cap ETF

ETFs
-9.39K
- 40.49%
$228.54 - $279.83 $2.15M - $2.63M
13.8K $3.86M
VB
Vanguard Small Cap ETF

ETFs
-8.51K
- 28.81%
$193.73 - $237.37 $1.65M - $2.02M
21K $4.98M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-21.2K
- 19.29%
$50.48 - $50.71 $1.07M - $1.07M
88.5K $4.49M
VIG
Vanguard Dividend Appreciation

ETFs
-5.42K
- 4.56%
N/A
114K $20.7M
WDAY
Workday, Inc.

Technology
-2.45K
- 14.18%
$210.47 - $274.71 $516K - $673K
14.8K $3.56M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-49.6K
- 13.64%
$17.76 - $22.1 $882K - $1.1M
314K $6.95M
HD
Home Depot, Inc.

Consumer Cyclical
-735
- 27.33%
$335.24 - $380.78 $246K - $280K
1.95K $716K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-11.6K
- 54.27%
$20.42 - $25.3 $237K - $293K
9.77K $247K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-880
- 36.74%
$320.42 - $421.7 $282K - $371K
1.52K $638K
MRK
Merck & Co., Inc.

Healthcare
-1.3K
- 13.6%
$73.47 - $87.12 $95.2K - $113K
8.23K $651K
XOM
Exxon Mobil Corp

Energy
-240
- 1.56%
$99.93 - $119.04 $24K - $28.6K
15.1K $1.63M
VUG
Vanguard Growth ETF

ETFs
-689
- 43.22%
$329.49 - $438.4 $227K - $302K
905 $396K
AXP
American Express CO

Financial Services
-965
- 32.55%
$231.39 - $318.98 $223K - $308K
2K $637K
PFE
Pfizer Inc

Healthcare
-5.55K
- 37.26%
$21.59 - $24.84 $120K - $138K
9.35K $226K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-488
- 29.68%
$416.06 - $551.64 $203K - $269K
1.16K $637K
IWN
Ishares Russell2000 Val ETF

ETFs
-922
- 37.15%
$131.84 - $157.76 $122K - $145K
1.56K $246K
ADP
Automatic Data Processing Inc

Industrials
-451
- 11.53%
$276.76 - $326.81 $125K - $147K
3.46K $1.07M
AMGN
Amgen Inc

Healthcare
-47
- 1.52%
$262.28 - $309.85 $12.3K - $14.6K
3.05K $850K
IVV
Ishares Core S&P 500 ETF

ETFs
-740
- 13.2%
$498.8 - $620.9 $369K - $459K
4.87K $3.02M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.24K
- 37.34%
$91.62 - $116.16 $114K - $144K
2.08K $241K
PG
Procter & Gamble CO

Consumer Defensive
-351
- 9.69%
$157.66 - $172.39 $55.3K - $60.5K
3.27K $521K
KO
Coca Cola CO

Consumer Defensive
-1.2K
- 14.05%
$68.37 - $73.9 $81.8K - $88.5K
7.32K $517K
JNJ
Johnson & Johnson

Healthcare
-148
- 3.01%
$146.36 - $159.82 $21.7K - $23.7K
4.76K $727K
MCD
Mcdonalds Corp

Consumer Cyclical
-79
- 3.67%
$285.55 - $321.23 $22.6K - $25.4K
2.07K $605K
XLP
Consumer Staples Sector Spdr

ETFs
-854
- 1.83%
N/A
45.8K $3.48M
DVY
Ishares Tr

ETFs
-487
- 6.24%
$118.37 - $134.86 $57.6K - $65.7K
7.32K $972K
UPS
United Parcel Service Inc

Industrials
-311
- 12.52%
$91.92 - $110.2 $28.6K - $34.3K
2.17K $219K
XLK
Technology Sector Spdr

ETFs
-475
- 33.08%
$179.73 - $253.23 $85.4K - $120K
961 $243K
IWD
Ishares Russell 1000 Val ETF

ETFs
-504
- 7.85%
$166.82 - $194.23 $84.1K - $97.9K
5.92K $1.15M
COP
Conocophillips

Energy
-51
- 1.94%
$82.66 - $106.1 $4.22K - $5.41K
2.58K $231K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-441
- 14.53%
$85.42 - $94.39 $37.7K - $41.6K
2.6K $243K
LMT
Lockheed Martin Corp

Industrials
-57
- 8.61%
$430.82 - $486.45 $24.6K - $27.7K
605 $280K
UNP
Union Pacific Corp

Industrials
-26
- 2.62%
$208.27 - $238.46 $5.42K - $6.2K
967 $222K
OTIS
Otis Worldwide Corp

Industrials
-20
- 0.84%
$90.88 - $104.3 $1.82K - $2.09K
2.35K $233K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-127
- 4.3%
$77.94 - $79.5 $9.9K - $10.1K
2.83K $224K
INTC
Intel Corp

Technology
-161
- 1.47%
$18.13 - $22.69 $2.92K - $3.65K
10.8K $242K
VTV
Vanguard Value ETF

ETFs
-80
- 4.16%
$153.67 - $176.74 $12.3K - $14.1K
1.84K $325K
CRM
Salesforce, Inc.

Technology
-35
- 1.72%
$236.26 - $291.15 $8.27K - $10.2K
2K $546K
V
Visa Inc.

Financial Services
-36
- 1.06%
$308.27 - $373.31 $11.1K - $13.4K
3.36K $1.19M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-77
- 3.92%
$152.93 - $181.74 $11.8K - $14K
1.89K $343K
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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