Capital Performance Advisors LLP Purchases in Q1 2025

Capital Performance Advisors LLP

  • $449 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SNOW
Snowflake Inc.

Technology
3.03K
New
$146.16 - $192.78 $443K - $584K
3.03K $442K
GE
General Electric CO

Industrials
1.72K
+ 67.83%
$168.59 - $212.13 $290K - $365K
4.26K $853K
MSCI
Msci Inc.

Financial Services
758
New
$541.46 - $628.34 $410K - $476K
758 $428K
HYLS
First Tr Tactical High Yield L

ETFs
10.4K
New
$40.95 - $41.77 $426K - $434K
10.4K $426K
MA
Mastercard Inc

Financial Services
725
+ 111.54%
$504.67 - $576.31 $366K - $418K
1.38K $753K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
799
New
$507.05 - $563.67 $405K - $450K
799 $410K
IWM
Ishares Russell 2000 ETF

ETFs
2.26K
+ 115.79%
$198.1 - $229.79 $447K - $519K
4.21K $839K
C
Citigroup Inc

Financial Services
5.71K
New
$67.23 - $84.63 $384K - $483K
5.71K $404K
CSCO
Cisco Systems, Inc.

Technology
6.43K
New
$58.74 - $64.87 $378K - $417K
6.43K $396K
UBER
Uber Technologies, Inc

Technology
5.44K
New
$63.17 - $81.49 $343K - $443K
5.44K $395K
CVX
Chevron Corp

Energy
2.36K
New
$146.71 - $167.97 $346K - $396K
2.36K $394K
WMT
Walmart Inc.

Consumer Defensive
4.63K
+ 67.63%
$84.5 - $105.05 $391K - $486K
11.5K $1.01M
ABBV
Abb Vie Inc.

Healthcare
1.65K
+ 123.0%
$169.2 - $216.66 $279K - $357K
2.99K $625K
DIS
Walt Disney CO

Communication Services
4.17K
+ 223.31%
$96.87 - $114.0 $404K - $475K
6.03K $595K
AXP
American Express CO

Financial Services
1.43K
New
$255.39 - $325.87 $365K - $466K
1.43K $385K
AIG
American International Group, Inc.

Financial Services
4.38K
New
$70.5 - $86.94 $309K - $381K
4.38K $380K
DASH
Door Dash, Inc.

Communication Services
2.06K
New
$168.37 - $213.38 $347K - $440K
2.06K $376K
TT
Trane Technologies PLC

Industrials
1.07K
New
$332.0 - $400.86 $357K - $431K
1.07K $361K
NOW
Service Now, Inc.

Technology
439
New
$783.83 - $1170.39 $344K - $514K
439 $349K
TRV
Travelers Companies, Inc.

Financial Services
1.32K
New
$232.43 - $265.13 $306K - $349K
1.32K $348K
DFAX
Dimensional ETF Tr
5.64K
+ 4.02%
$24.45 - $27.2 $138K - $153K
146K $3.82M
PEP
Pepsico Inc

Consumer Defensive
2.2K
New
$142.64 - $156.42 $313K - $343K
2.2K $329K
HSBC
Hsbc Holdings PLC

Financial Services
5.67K
New
$48.68 - $61.58 $276K - $349K
5.67K $325K
PG
Procter & Gamble CO

Consumer Defensive
1.86K
+ 105.38%
$158.56 - $176.26 $295K - $328K
3.63K $618K
CB
Chubb LTD

Financial Services
1.07K
New
$257.71 - $301.99 $275K - $322K
1.07K $321K
ABT
Abbott Laboratories

Healthcare
2.02K
+ 94.53%
$111.1 - $140.22 $224K - $283K
4.16K $551K
CVS
Cvs Health Corp

Healthcare
4.49K
New
$44.22 - $68.64 $199K - $308K
4.49K $304K
APH
Amphenol Corp

Technology
4.62K
New
$61.62 - $78.55 $285K - $363K
4.62K $303K
PLTR
Palantir Technologies Inc.

Technology
3.23K
+ 95.76%
$64.98 - $124.62 $210K - $403K
6.61K $557K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.03K
New
$68.32 - $75.06 $275K - $302K
4.03K $300K
T
At&T Inc.

Communication Services
7.91K
+ 57.92%
$21.56 - $28.28 $170K - $224K
21.6K $609K
GLD
Spdr Gold Trust

ETFs
1.03K
New
$243.19 - $288.14 $250K - $296K
1.03K $296K
COP
Conocophillips

Energy
2.79K
New
$88.6 - $105.85 $247K - $295K
2.79K $292K
FNDX
Schwab Fundamental U S Large C

ETFs
12.1K
New
$23.03 - $25.01 $279K - $303K
12.1K $285K
JCI
Johnson Controls International PLC

Industrials
3.56K
New
$76.12 - $90.6 $271K - $322K
3.56K $284K
LOW
Lowes Companies Inc

Consumer Cyclical
1.21K
New
$222.66 - $268.42 $270K - $326K
1.21K $283K
BKNG
Booking Holdings Inc.

Consumer Cyclical
65
+ 132.65%
$4295.4 - $5141.88 $279K - $334K
114 $525K
MKL
Markel Corp

Financial Services
149
New
$1660.14 - $2059.83 $247K - $307K
149 $278K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.28K
+ 16.74%
$76.94 - $78.28 $252K - $256K
22.8K $1.79M
MOH
Molina Healthcare, Inc.

Healthcare
839
New
$266.57 - $333.27 $224K - $280K
839 $276K
RL
Ralph Lauren Corp

Consumer Cyclical
1.22K
New
$215.68 - $286.74 $262K - $349K
1.22K $268K
IAU
Ishares Gold Trust

ETFs
4.5K
New
$49.74 - $58.96 $224K - $265K
4.5K $265K
TMO
Thermo Fisher Scientific Inc.

Healthcare
532
New
$497.6 - $606.74 $265K - $323K
532 $264K
GRMN
Garmin LTD

Technology
1.22K
New
$204.55 - $241.93 $249K - $295K
1.22K $264K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.63K
+ 0.49%
$39.96 - $43.3 $105K - $114K
536K $22.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
542
New
$402.49 - $513.76 $218K - $278K
542 $262K
AVDV
American Centy ETF Tr Avantis

ETFs
1.33K
+ 3.69%
$63.74 - $71.96 $84.5K - $95.4K
37.3K $2.6M
INTU
Intuit Inc

Technology
423
New
$555.63 - $630.23 $235K - $267K
423 $259K
WFC
Wells Fargo & Company

Financial Services
3.52K
+ 80.88%
$66.78 - $81.42 $235K - $286K
7.86K $564K
Activity Summary
Buys All Purchases 237 New Holdings 117 Increased Positions 120 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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