Capital Advantage, Inc. Portfolio Holdings
Capital Advantage, Inc.
- $483 Million
- Q2 2024
Capital Advantage, Inc. has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $483 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 $64.6M, Schwab Fundamental Intl Large with a value of $47.1M, Blackrock Ultra Short Term Bon with a value of $47M, Vanguard Whitehall Fds Intl Di with a value of $33.7M, and Vanguard Whitehall Fds Intl Hi with a value of $28.4M.
Examining the 13F form we can see an decrease of $13M in the current position value, from $496M to 483M.
Below you can find more details about Capital Advantage, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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