Capital Advantage, Inc. Portfolio Holdings by Sector
Capital Advantage, Inc.
- $520 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VCIT FNDF VIGI VYMI VHT MGV SCHD VIG 32 stocks |
$471,155
90.66% of portfolio
|
  20  
|
  12  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12,240
2.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AMD NVDA INTC 3 stocks |
$7,088
1.36% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$6,829
1.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
EXTR LITE CSCO 3 stocks |
$5,411
1.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
UPST 1 stocks |
$4,766
0.92% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
WDAY 1 stocks |
$4,309
0.83% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$3,522
0.68% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,290
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1,048
0.2% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$587
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
CVGW 1 stocks |
$443
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|