Capital Performance Advisors LLP Incresed Positions in Q1 2025

Capital Performance Advisors LLP

  • $449 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
30.8K
+ 142.88%
$554.06 - $615.85 $17.1M - $19M
52.4K $29.4M
AAPL
Apple Inc.

Technology
33.3K
+ 48.64%
$209.68 - $247.1 $6.98M - $8.23M
102K $22.6M
VB
Vanguard Small Cap ETF

ETFs
19.6K
+ 2192.63%
$217.89 - $252.64 $4.28M - $4.96M
20.5K $4.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.75K
+ 47.51%
$442.66 - $534.52 $2.54M - $3.07M
17.8K $9.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.16K
+ 443.8%
$551.42 - $612.93 $2.84M - $3.16M
6.32K $3.53M
NVDA
Nvidia Corp

Technology
30.2K
+ 113.26%
$106.98 - $149.43 $3.24M - $4.52M
56.9K $6.17M
MSFT
Microsoft Corp

Technology
8.52K
+ 54.58%
$375.39 - $447.2 $3.2M - $3.81M
24.1K $9.06M
DFIV
Dimensional ETF Tr

ETFs
1.99K
+ 0.35%
$35.33 - $40.77 $70.3K - $81.2K
566K $22.3M
LLY
Eli Lilly & CO

Healthcare
2.1K
+ 356.54%
$725.72 - $929.72 $1.52M - $1.95M
2.69K $2.22M
COST
Costco Wholesale Corp

Consumer Defensive
1.79K
+ 138.0%
$890.62 - $1076.86 $1.6M - $1.93M
3.09K $2.93M
JPM
Jpmorgan Chase & CO

Financial Services
6.24K
+ 208.27%
$225.19 - $279.95 $1.41M - $1.75M
9.24K $2.27M
AMZN
Amazon Com Inc

Consumer Cyclical
11K
+ 56.01%
$190.26 - $242.06 $2.09M - $2.66M
30.6K $5.83M
V
Visa Inc.

Financial Services
2.46K
+ 116.9%
$306.92 - $362.71 $756K - $893K
4.57K $1.6M
GOOGL
Alphabet Inc.

Communication Services
6.48K
+ 191.13%
$154.33 - $206.19 $1M - $1.34M
9.88K $1.53M
NFLX
Netflix Inc

Communication Services
863
+ 219.04%
$828.4 - $1058.6 $715K - $914K
1.26K $1.17M
TSLA
Tesla, Inc.

Consumer Cyclical
4.12K
+ 193.52%
$222.15 - $428.22 $916K - $1.77M
6.25K $1.62M
VUG
Vanguard Growth ETF

ETFs
2.81K
+ 38.28%
$369.1 - $427.61 $1.04M - $1.2M
10.2K $3.77M
HD
Home Depot, Inc.

Consumer Cyclical
1.95K
+ 210.83%
$347.25 - $424.87 $676K - $827K
2.87K $1.05M
VTI
Vanguard Total Stock Market Et

ETFs
3.54K
+ 17.38%
$271.18 - $303.12 $961K - $1.07M
23.9K $6.58M
CRM
Salesforce, Inc.

Technology
2.79K
+ 140.14%
$268.36 - $359.95 $748K - $1M
4.77K $1.28M
XOM
Exxon Mobil Corp

Energy
4.84K
+ 181.56%
$105.44 - $118.93 $510K - $575K
7.5K $891K
AVDE
American Centy ETF Tr Avantis

ETFs
8.2K
+ 69.45%
$60.63 - $68.55 $497K - $562K
20K $1.33M
AVGO
Broadcom Inc.

Technology
4.68K
+ 129.63%
$167.43 - $244.7 $783K - $1.14M
8.29K $1.39M
GOOG
Alphabet Inc.

Communication Services
3.55K
+ 122.71%
$156.06 - $207.71 $554K - $737K
6.44K $1.01M
MCD
Mcdonalds Corp

Consumer Cyclical
1.35K
+ 158.36%
$279.74 - $321.29 $379K - $435K
2.21K $690K
GE
General Electric CO

Industrials
1.72K
+ 67.83%
$168.59 - $212.13 $290K - $365K
4.26K $853K
MA
Mastercard Inc

Financial Services
725
+ 111.54%
$504.67 - $576.31 $366K - $418K
1.38K $753K
IWM
Ishares Russell 2000 ETF

ETFs
2.26K
+ 115.79%
$198.1 - $229.79 $447K - $519K
4.21K $839K
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
DFAX
Dimensional ETF Tr
5.64K
+ 4.02%
$24.45 - $27.2 $138K - $153K
146K $3.82M
PG
Procter & Gamble CO

Consumer Defensive
1.86K
+ 105.38%
$158.56 - $176.26 $295K - $328K
3.63K $618K
ABT
Abbott Laboratories

Healthcare
2.02K
+ 94.53%
$111.1 - $140.22 $224K - $283K
4.16K $551K
PLTR
Palantir Technologies Inc.

Technology
3.23K
+ 95.76%
$64.98 - $124.62 $210K - $403K
6.61K $557K
T
At&T Inc.

Communication Services
7.91K
+ 57.92%
$21.56 - $28.28 $170K - $224K
21.6K $609K
BKNG
Booking Holdings Inc.

Consumer Cyclical
65
+ 132.65%
$4295.4 - $5141.88 $279K - $334K
114 $525K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.28K
+ 16.74%
$76.94 - $78.28 $252K - $256K
22.8K $1.79M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.63K
+ 0.49%
$39.96 - $43.3 $105K - $114K
536K $22.1M
AVDV
American Centy ETF Tr Avantis

ETFs
1.33K
+ 3.69%
$63.74 - $71.96 $84.5K - $95.4K
37.3K $2.6M
WFC
Wells Fargo & Company

Financial Services
3.52K
+ 80.88%
$66.78 - $81.42 $235K - $286K
7.86K $564K
AVUS
American Centy ETF Tr Avantis

ETFs
3.75K
+ 18.36%
$90.7 - $101.57 $340K - $381K
24.2K $2.23M
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.8K
+ 31.16%
$21.75 - $24.28 $277K - $310K
53.7K $1.19M
VRSN
Verisign Inc

Technology
662
+ 45.81%
$205.1 - $254.74 $136K - $169K
2.11K $534K
CNC
Centene Corp

Healthcare
3.85K
+ 108.31%
$55.93 - $65.89 $215K - $253K
7.4K $449K
VGT
Vanguard Information Technolog

ETFs
454
+ 123.71%
$542.38 - $646.34 $246K - $293K
821 $445K
BAC
Bank Of America Corp

Financial Services
5.88K
+ 42.91%
$39.61 - $47.74 $233K - $281K
19.6K $816K
MDT
Medtronic PLC

Healthcare
1.87K
+ 40.34%
$79.84 - $94.5 $149K - $177K
6.51K $584K
DISV
Dimensional ETF Tr Dimensional

ETFs
4.77K
+ 17.97%
$26.09 - $30.21 $124K - $144K
31.3K $911K
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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