Capital Advantage, Inc. Portfolio Holdings
Capital Advantage, Inc.
- $547 Million
- Q1 2025
Capital Advantage, Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $547 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $89.9M, Schwab Fundamental Intl Large with a value of $49.4M, Vanguard Whitehall Fds Intl Di with a value of $32.9M, Vanguard Whitehall Fds Intl Hi with a value of $27.9M, and Vanguard Mega Cap Value with a value of $25.4M.
Examining the 13F form we can see an increase of $806K in the current position value, from $547M to 547M.
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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