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
VIG
Vanguard Dividend Appreciation

ETFs
1.06K
+ 5.24%
N/A
21.3K $3.88M
AMD
Advanced Micro Devices Inc

Technology
1.91K
+ 326.54%
$96.63 - $129.55 $184K - $247K
2.49K $255K
AVEM
American Centy ETF Tr Avantis

ETFs
2.77K
+ 22.78%
$57.11 - $62.4 $158K - $173K
14.9K $899K
RBLX
Roblox Corp

Communication Services
3.04K
+ 70.0%
$53.77 - $75.47 $163K - $229K
7.38K $430K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.52K
+ 6.93%
$18.36 - $20.51 $83.1K - $92.8K
69.8K $1.38M
PANW
Palo Alto Networks Inc

Technology
1.04K
+ 89.61%
$167.82 - $208.28 $175K - $217K
2.21K $376K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.2K
+ 18.96%
$21.23 - $23.75 $216K - $242K
63.9K $1.38M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.62K
+ 3.74%
$57.44 - $59.4 $92.8K - $96K
44.8K $2.66M
AEM
Agnico Eagle Mines LTD

Basic Materials
639
+ 24.4%
$79.66 - $108.41 $50.9K - $69.3K
3.26K $353K
ORCL
Oracle Corp

Technology
1.5K
+ 65.16%
$139.81 - $186.47 $210K - $280K
3.81K $532K
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.35K
+ 44.76%
$32.57 - $35.82 $142K - $156K
14.1K $466K
TRMB
Trimble Inc.

Technology
2.23K
+ 68.51%
$65.52 - $77.49 $146K - $173K
5.49K $360K
MCK
Mckesson Corp

Healthcare
136
+ 37.36%
$566.21 - $672.99 $77K - $91.5K
500 $336K
HWM
Howmet Aerospace Inc.

Industrials
289
+ 6.56%
$110.79 - $139.39 $32K - $40.3K
4.69K $608K
CME
Cme Group Inc.

Financial Services
231
+ 11.57%
$225.82 - $266.54 $52.2K - $61.6K
2.23K $590K
RGLD
Royal Gold Inc

Basic Materials
158
+ 5.43%
$132.55 - $163.51 $20.9K - $25.8K
3.07K $501K
DFAI
Dimensional ETF Tr

ETFs
2.73K
+ 21.23%
$28.88 - $32.4 $79K - $88.6K
15.6K $487K
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.97K
+ 17.16%
$25.1 - $27.85 $74.5K - $82.6K
20.3K $545K
IWD
Ishares Russell 1000 Val ETF

ETFs
460
+ 6.53%
$182.82 - $196.21 $84.1K - $90.3K
7.51K $1.41M
CMCSA
Comcast Corp

Communication Services
2.87K
+ 30.41%
$33.19 - $38.23 $95.4K - $110K
12.3K $454K
XEL
Xcel Energy Inc

Utilities
1.13K
+ 24.28%
$63.37 - $72.1 $71.5K - $81.3K
5.77K $408K
PCG
Pg&E Corp

Utilities
7.63K
+ 58.13%
$15.16 - $20.4 $116K - $156K
20.8K $356K
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.02K
+ 20.54%
$33.57 - $37.22 $67.6K - $75K
11.8K $424K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.87K
+ 17.54%
$25.35 - $27.46 $72.8K - $78.9K
19.3K $509K
FTNT
Fortinet, Inc.

Technology
734
+ 14.16%
$92.49 - $114.57 $67.9K - $84.1K
5.92K $569K
BMY
Bristol Myers Squibb CO

Healthcare
812
+ 13.13%
$53.9 - $63.11 $43.8K - $51.2K
7K $426K
ADBE
Adobe Inc.

Technology
319
+ 41.92%
$377.84 - $464.11 $121K - $148K
1.08K $414K
TPR
Tapestry, Inc.

Consumer Cyclical
567
+ 8.56%
$65.63 - $89.21 $37.2K - $50.6K
7.19K $506K
DE
Deere & CO

Industrials
88
+ 17.25%
$408.57 - $509.27 $36K - $44.8K
598 $280K
AMAT
Applied Materials Inc

Technology
598
+ 40.41%
$145.06 - $195.51 $86.7K - $117K
2.08K $301K
ITOT
Ishares Core S&P Total U.S. St

ETFs
910
+ 11.32%
$120.29 - $134.6 $109K - $122K
8.95K $1.09M
INCY
Incyte Corp

Healthcare
1.46K
+ 40.27%
$60.0 - $75.26 $87.5K - $110K
5.08K $307K
NTNX
Nutanix, Inc.

Technology
378
+ 11.13%
$61.28 - $77.44 $23.2K - $29.3K
3.77K $263K
IEMG
Ishares Inc

ETFs
938
+ 9.37%
N/A
11K $587K
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.13K
+ 16.32%
$27.56 - $32.1 $114K - $133K
29.4K $828K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
103
+ 0.73%
$26.71 - $31.58 $2.75K - $3.25K
14.3K $433K
REET
Ishares Global Reit ETF

ETFs
1.28K
+ 3.23%
$23.24 - $25.16 $29.8K - $32.3K
41K $994K
INTC
Intel Corp

Technology
279
+ 2.83%
$19.1 - $27.39 $5.33K - $7.64K
10.1K $230K
DFAE
Dimensional ETF Tr

ETFs
1.01K
+ 8.86%
$24.64 - $26.86 $25K - $27.2K
12.4K $322K
MSTR
Microstrategy Inc

Technology
110
+ 12.64%
$239.27 - $396.5 $26.3K - $43.6K
980 $282K
DHT
Dht Holdings, Inc.

Energy
1.13K
+ 11.29%
$9.33 - $11.85 $10.5K - $13.4K
11.1K $116K
HBAN
Huntington Bancshares Inc

Financial Services
2.53K
+ 20.47%
$14.28 - $17.39 $36.2K - $44K
14.9K $223K
VNQ
Vanguard Specialized Funds Van

ETFs
133
+ 2.65%
$85.55 - $94.34 $11.4K - $12.5K
5.15K $466K
RSP
Invesco S&P 500 Equal Weight E

ETFs
113
+ 9.59%
$169.43 - $182.84 $19.1K - $20.7K
1.29K $223K
ETN
Eaton Corp PLC

Industrials
216
+ 30.17%
$271.83 - $371.23 $58.7K - $80.2K
932 $253K
VO
Vanguard Mid Cap ETF

ETFs
69
+ 7.5%
$251.87 - $277.95 $17.4K - $19.2K
989 $255K
ABNB
Airbnb, Inc.

Consumer Cyclical
395
+ 12.46%
$119.38 - $161.42 $47.2K - $63.8K
3.57K $425K
HUBS
Hubspot Inc

Technology
82
+ 23.36%
$571.29 - $819.71 $46.8K - $67.2K
433 $247K
Arista Networks Inc
2.61K
+ 124.98%
N/A
4.7K $0
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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