Capital Performance Advisors LLP Incresed Positions in Q3 2025

Capital Performance Advisors LLP

  • $597 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
11.8K
+ 18.71%
$620.67 - $670.08 $7.34M - $7.92M
75K $50.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
60.8K
+ 27.65%
$97.75 - $100.75 $5.94M - $6.12M
281K $28.1M
AAPL
Apple Inc.

Technology
2.32K
+ 2.28%
$202.38 - $256.87 $470K - $596K
104K $26.5M
IEFA
Ishares Tr

ETFs
33.1K
+ 28.02%
$81.7 - $87.53 $2.7M - $2.89M
151K $13.2M
NVDA
Nvidia Corp

Technology
6.92K
+ 12.14%
$153.3 - $186.58 $1.06M - $1.29M
64K $11.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
48K
+ 22.06%
$48.5 - $50.19 $2.33M - $2.41M
265K $13.3M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
96.7K
+ 29.92%
$24.73 - $25.29 $2.39M - $2.45M
420K $10.6M
VB
Vanguard Small Cap ETF

ETFs
6.03K
+ 21.07%
$237.58 - $259.17 $1.43M - $1.56M
34.6K $8.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24.1K
+ 27.68%
$49.43 - $54.52 $1.19M - $1.31M
111K $6.02M
RLY
Ssga Active ETF Tr

ETFs
39.8K
+ 17.4%
$29.22 - $30.91 $1.16M - $1.23M
268K $8.29M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.84K
+ 1.56%
$67.01 - $72.84 $191K - $207K
185K $13.4M
GOOGL
Alphabet Inc.

Communication Services
1.09K
+ 9.14%
$174.36 - $254.72 $190K - $277K
13K $3.15M
TSLA
Tesla, Inc.

Consumer Cyclical
577
+ 9.38%
$293.94 - $444.72 $170K - $257K
6.73K $2.99M
USRT
Ishares Core U.S. Reit ETF

ETFs
13.7K
+ 19.97%
$55.64 - $59.37 $761K - $812K
82.2K $4.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.19K
+ 6.73%
$459.11 - $506.91 $546K - $603K
18.9K $9.49M
VGIT
Vanguard Intermediate Term Tre

ETFs
14.3K
+ 31.84%
$58.97 - $60.36 $842K - $862K
59.1K $3.55M
AVUV
American Centy ETF Tr Avantis

ETFs
2.54K
+ 3.68%
$90.37 - $102.12 $229K - $259K
71.6K $7.12M
AVGO
Broadcom Inc.

Technology
670
+ 6.97%
$264.74 - $369.57 $177K - $248K
10.3K $3.39M
GOOG
Alphabet Inc.

Communication Services
935
+ 13.02%
$175.16 - $255.24 $164K - $239K
8.12K $1.98M
BX
Blackstone Inc.

Financial Services
3.44K
+ 110.15%
$152.77 - $188.68 $526K - $649K
6.57K $1.12M
PLTR
Palantir Technologies Inc.

Technology
1.78K
+ 28.69%
$130.68 - $186.97 $232K - $332K
7.97K $1.45M
PHYL
Pgim ETF Tr

ETFs
13.5K
+ 26.02%
$35.14 - $35.8 $475K - $484K
65.5K $2.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
261
+ 3.99%
$617.65 - $666.84 $161K - $174K
6.8K $4.53M
WMT
Walmart Inc.

Consumer Defensive
4.04K
+ 31.96%
$94.4 - $104.27 $382K - $422K
16.7K $1.72M
PEP
Pepsico Inc

Consumer Defensive
3K
+ 75.63%
$133.81 - $152.16 $401K - $456K
6.96K $977K
INTC
Intel Corp

Technology
8.25K
+ 52.72%
$19.31 - $35.5 $159K - $293K
23.9K $802K
VUG
Vanguard Growth ETF

ETFs
53
+ 0.53%
$433.97 - $484.08 $23K - $25.7K
10.1K $4.86M
AVDV
American Centy ETF Tr Avantis

ETFs
746
+ 2.03%
$79.24 - $89.03 $59.1K - $66.4K
37.5K $3.34M
PCG
Pg&E Corp

Utilities
27.1K
+ 220.1%
$13.0 - $15.73 $353K - $427K
39.5K $594K
JPM
Jpmorgan Chase & CO

Financial Services
538
+ 5.55%
$282.78 - $316.06 $152K - $170K
10.2K $3.23M
ORCL
Oracle Corp

Technology
542
+ 14.81%
$218.96 - $328.33 $119K - $178K
4.2K $1.18M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.1K
+ 4.86%
$108.97 - $121.65 $119K - $133K
23.6K $2.85M
NEM
Newmont Corp

Basic Materials
2.96K
+ 80.27%
$57.35 - $85.25 $170K - $253K
6.65K $560K
INTU
Intuit Inc

Technology
564
+ 145.36%
$646.03 - $807.39 $364K - $455K
952 $650K
DFAI
Dimensional ETF Tr

ETFs
8.26K
+ 34.89%
$34.05 - $36.55 $281K - $302K
31.9K $1.16M
LLY
Eli Lilly & CO

Healthcare
494
+ 21.94%
$625.65 - $812.69 $309K - $401K
2.75K $2.1M
C
Citigroup Inc

Financial Services
2.73K
+ 82.49%
$85.57 - $103.49 $233K - $282K
6.04K $612K
RBLX
Roblox Corp

Communication Services
506
+ 6.88%
$100.65 - $141.56 $50.9K - $71.6K
7.86K $1.09M
APH
Amphenol Corp

Technology
1.84K
+ 57.03%
$97.39 - $125.4 $179K - $231K
5.07K $627K
GE
General Electric CO

Industrials
396
+ 9.08%
$244.75 - $305.63 $96.9K - $121K
4.76K $1.43M
PG
Procter & Gamble CO

Consumer Defensive
2.08K
+ 49.18%
$150.47 - $161.22 $313K - $335K
6.31K $969K
HOOD
Robinhood Markets, Inc.

Technology
7
+ 0.12%
$91.27 - $143.18 $639 - $1K
5.82K $833K
ABBV
Abb Vie Inc.

Healthcare
610
+ 19.48%
$184.85 - $231.54 $113K - $141K
3.74K $866K
FDX
Fedex Corp

Industrials
1.15K
+ 110.74%
$217.1 - $243.2 $249K - $278K
2.18K $513K
WDC
Western Digital Corp

Technology
560
+ 15.11%
$63.84 - $120.06 $35.8K - $67.2K
4.27K $512K
ACN
Accenture PLC

Technology
1.25K
+ 175.67%
$232.56 - $304.78 $290K - $381K
1.96K $483K
FIX
Comfort Systems Usa Inc

Industrials
51
+ 6.66%
$521.66 - $825.18 $26.6K - $42.1K
817 $674K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.33K
+ 132.61%
$118.3 - $142.16 $275K - $331K
4.08K $495K
DISV
Dimensional ETF Tr Dimensional

ETFs
4.69K
+ 14.6%
$32.78 - $35.79 $154K - $168K
36.8K $1.31M
Activity Summary
Buys All Purchases 284 New Holdings 93 Increased Positions 191 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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