Capital Performance Advisors LLP Sells in Q2 2025

Capital Performance Advisors LLP

  • $504 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-190
- 0.19%
$172.42 - $223.89 $32.8K - $42.5K
102K $20.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-160
- 0.9%
$483.48 - $539.8 $77.4K - $86.4K
17.7K $8.59M
JNJ
Johnson & Johnson

Healthcare
-3.09K
- 39.28%
$146.36 - $159.82 $452K - $493K
4.77K $728K
LLY
Eli Lilly & CO

Healthcare
-437
- 16.25%
$713.71 - $898.95 $312K - $393K
2.25K $1.76M
IWM
Ishares Russell 2000 ETF

ETFs
-2.25K
- 53.54%
$174.82 - $215.79 $394K - $486K
1.96K $421K
RTX
Raytheon Technologies Corp

Industrials
-2.03K
- 55.34%
$113.75 - $148.48 $231K - $301K
1.64K $239K
UNH
Unitedhealth Group Inc

Healthcare
-17
- 1.52%
$274.35 - $599.47 $4.66K - $10.2K
1.1K $343K
TMUS
T Mobile Us, Inc.

Communication Services
-732
- 40.24%
$220.99 - $268.54 $162K - $197K
1.09K $258K
QCOM
Qualcomm Inc

Technology
-1.46K
- 44.46%
$124.66 - $159.48 $182K - $233K
1.83K $290K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.85K
- 12.49%
$77.74 - $78.78 $222K - $225K
20K $1.57M
CMCSA
Comcast Corp

Communication Services
-5.51K
- 44.71%
$32.84 - $36.72 $181K - $202K
6.82K $243K
RGLD
Royal Gold Inc

Basic Materials
-1.39K
- 45.32%
$155.48 - $186.71 $216K - $260K
1.68K $298K
MSCI
Msci Inc.

Financial Services
-359
- 47.36%
$506.56 - $576.74 $182K - $207K
399 $230K
GM
General Motors CO

Consumer Cyclical
-4.54K
- 38.56%
$42.48 - $50.46 $193K - $229K
7.24K $356K
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.81K
- 50.81%
$105.69 - $140.64 $192K - $255K
1.75K $232K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.15K
- 8.97%
$49.57 - $50.27 $206K - $209K
42.1K $2.12M
PCG
Pg&E Corp

Utilities
-8.44K
- 40.64%
$13.55 - $17.87 $114K - $151K
12.3K $171K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-12.3K
- 23.0%
$19.6 - $24.44 $242K - $302K
41.3K $1.01M
AXP
American Express CO

Financial Services
-759
- 53.04%
$231.39 - $318.98 $176K - $242K
672 $214K
PANW
Palo Alto Networks Inc

Technology
-1.17K
- 53.06%
$152.44 - $204.64 $179K - $240K
1.04K $212K
HYLS
First Tr Tactical High Yield L

ETFs
-4.1K
- 39.41%
$39.8 - $41.84 $163K - $172K
6.3K $263K
XOM
Exxon Mobil Corp

Energy
-548
- 7.31%
$99.93 - $119.04 $54.8K - $65.2K
6.95K $749K
KO
Coca Cola CO

Consumer Defensive
-1.79K
- 25.33%
$68.37 - $73.9 $123K - $133K
5.29K $374K
MDT
Medtronic PLC

Healthcare
-1.25K
- 19.17%
$80.68 - $88.86 $101K - $111K
5.26K $458K
C
Citigroup Inc

Financial Services
-2.4K
- 42.03%
$58.13 - $85.12 $139K - $204K
3.31K $281K
CVS
Cvs Health Corp

Healthcare
-1.54K
- 34.2%
$60.04 - $70.18 $92.2K - $108K
2.96K $203K
TRMB
Trimble Inc.

Technology
-2.05K
- 37.34%
$55.12 - $75.98 $113K - $156K
3.44K $261K
DIS
Walt Disney CO

Communication Services
-1.99K
- 33.0%
$81.72 - $124.01 $163K - $247K
4.04K $501K
TRV
Travelers Companies, Inc.

Financial Services
-345
- 26.18%
$233.83 - $276.34 $80.7K - $95.3K
973 $260K
LOW
Lowes Companies Inc

Consumer Cyclical
-281
- 23.15%
$210.83 - $235.28 $59.2K - $66.1K
933 $207K
AVEM
American Centy ETF Tr Avantis

ETFs
-2.79K
- 18.63%
$53.08 - $68.54 $148K - $191K
12.2K $833K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-2.74K
- 19.45%
$29.36 - $35.56 $80.3K - $97.3K
11.3K $402K
PFE
Pfizer Inc

Healthcare
-2.08K
- 15.85%
$21.59 - $24.84 $45K - $51.7K
11.1K $268K
AIG
American International Group, Inc.

Financial Services
-644
- 14.7%
$77.56 - $87.72 $49.9K - $56.5K
3.74K $319K
V
Visa Inc.

Financial Services
-229
- 5.01%
$308.27 - $373.31 $70.6K - $85.5K
4.34K $1.54M
CRM
Salesforce, Inc.

Technology
-258
- 5.4%
$236.26 - $291.15 $61K - $75.1K
4.52K $1.23M
HBAN
Huntington Bancshares Inc

Financial Services
-4.58K
- 30.69%
$12.49 - $16.76 $57.1K - $76.7K
10.3K $173K
NEE
Nextera Energy Inc

Utilities
-624
- 17.27%
$64.11 - $75.0 $40K - $46.8K
2.99K $207K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-837
- 3.33%
$75.05 - $77.34 $62.8K - $64.7K
24.3K $1.88M
IWD
Ishares Russell 1000 Val ETF

ETFs
-460
- 6.13%
$166.82 - $194.23 $76.7K - $89.3K
7.05K $1.37M
MMM
3 M CO

Industrials
-341
- 13.54%
$126.09 - $154.15 $43K - $52.6K
2.18K $331K
XEL
Xcel Energy Inc

Utilities
-306
- 5.3%
$65.65 - $72.39 $20.1K - $22.2K
5.47K $372K
USB
Us Bancorp \De\

Financial Services
-1.3K
- 15.1%
$36.4 - $45.76 $47.3K - $59.4K
7.31K $330K
VNQ
Vanguard Specialized Funds Van

ETFs
-249
- 4.84%
$79.79 - $91.42 $19.9K - $22.8K
4.9K $436K
INCY
Incyte Corp

Healthcare
-962
- 18.94%
$55.17 - $71.22 $53.1K - $68.5K
4.12K $280K
DLR
Digital Realty Trust, Inc.

Real Estate
-512
- 24.93%
$136.11 - $177.69 $69.7K - $91K
1.54K $268K
CINF
Cincinnati Financial Corp

Financial Services
-164
- 9.45%
$126.6 - $151.6 $20.8K - $24.9K
1.57K $233K
GILD
Gilead Sciences, Inc.

Healthcare
-44
- 0.85%
$96.91 - $113.0 $4.26K - $4.97K
5.14K $570K
IAU
Ishares Gold Trust

ETFs
-387
- 8.6%
$56.1 - $64.74 $21.7K - $25.1K
4.11K $256K
Activity Summary
Buys All Purchases 164 New Holdings 62 Increased Positions 102 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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