Cape Investment Advisory

Latest statistics and disclosures from Cape Investment Advisory's latest quarterly 13F-HR filing:

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Positions held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cape Investment Advisory

Cape Investment Advisory holds 935 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Cape Investment Advisory has 935 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 14.6 $31M 511k 61.05
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 7.2 $15M 203k 75.98
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.2 $6.9M -2% 75k 92.72
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Microsoft Corporation (MSFT) 2.8 $5.9M 14k 420.73
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.7 $5.7M 70k 81.43
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Apple (AAPL) 2.3 $4.9M 29k 171.48
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Amazon (AMZN) 1.7 $3.7M -12% 20k 180.38
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Chevron Corporation (CVX) 1.6 $3.5M +5% 22k 157.74
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.6 $3.4M +14% 43k 80.63
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Alphabet Cap Stk Cl A (GOOGL) 1.6 $3.4M -8% 23k 150.93
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.5 $3.2M 128k 25.25
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 1.4 $3.0M 62k 48.50
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.9M +23% 5.6k 523.09
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $2.7M 70k 39.02
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Unified Ser Tr Ballast Smlmd Cp (MGMT) 1.1 $2.3M +26% 62k 37.92
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Meta Platforms Cl A (META) 1.1 $2.3M -11% 4.8k 485.62
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Iqvia Holdings (IQV) 1.0 $2.1M 8.4k 252.89
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Alphabet Cap Stk Cl C (GOOG) 1.0 $2.1M -17% 14k 152.26
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.9 $1.9M -2% 51k 37.49
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Metrocity Bankshares (MCBS) 0.9 $1.9M 76k 24.96
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Booking Holdings (BKNG) 0.9 $1.9M 516.00 3627.93
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.9 $1.9M 37k 50.74
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Charles Schwab Corporation (SCHW) 0.9 $1.8M 25k 72.34
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Ishares Tr Morningstar Grwt (ILCG) 0.8 $1.7M 23k 75.48
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $1.7M 13k 136.05
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Mastercard Incorporated Cl A (MA) 0.8 $1.7M -12% 3.6k 481.51
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Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.8 $1.7M -4% 47k 36.50
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $1.6M +180% 9.7k 169.37
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $1.6M -2% 32k 49.24
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Walt Disney Company (DIS) 0.7 $1.6M -3% 13k 122.36
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Visa Com Cl A (V) 0.7 $1.6M 5.6k 279.09
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.7 $1.5M 43k 34.52
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Anthem (ELV) 0.7 $1.5M 2.8k 518.58
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.4M +17% 3.2k 443.95
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.6 $1.3M -5% 36k 35.55
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Chipotle Mexican Grill (CMG) 0.6 $1.2M -14% 428.00 2906.77
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Home Depot (HD) 0.5 $1.2M +52% 3.0k 383.59
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $1.1M +4% 12k 99.43
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AmerisourceBergen (COR) 0.5 $1.1M 4.7k 243.01
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Southern Company (SO) 0.5 $1.1M +10% 16k 71.74
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Qualcomm (QCOM) 0.5 $1.1M 6.5k 169.30
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CarMax (KMX) 0.5 $1.1M 12k 87.11
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Check Point Software Tech Lt Ord (CHKP) 0.5 $1.1M +2% 6.5k 164.01
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Coca-Cola Company (KO) 0.5 $1.0M +47% 17k 61.18
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Starbucks Corporation (SBUX) 0.5 $1.0M +73% 11k 91.39
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Diageo Spon Adr New (DEO) 0.5 $1.0M +4015% 6.9k 148.74
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Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.5 $1.0M 46k 22.08
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Blackrock Etf Trust Ii Flexible Income (BINC) 0.4 $944k +592% 18k 52.46
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.4 $922k 12k 76.00
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $917k 6.2k 147.73
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Air Products & Chemicals (APD) 0.4 $906k 3.7k 242.27
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Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.4 $885k -9% 26k 34.16
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.4 $878k 12k 70.68
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Autodesk (ADSK) 0.4 $869k 3.3k 260.42
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JPMorgan Chase & Co. (JPM) 0.4 $866k +2% 4.3k 200.29
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Fiserv (FI) 0.4 $814k -30% 5.1k 159.82
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International Business Machines (IBM) 0.4 $802k +90% 4.2k 190.94
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UnitedHealth (UNH) 0.4 $798k 1.6k 494.64
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Verizon Communications (VZ) 0.4 $792k +20% 19k 41.96
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Duke Energy Corp Com New (DUK) 0.4 $787k 8.1k 96.71
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $780k -41% 1.5k 525.75
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.4 $776k +14% 28k 27.76
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Procter & Gamble Company (PG) 0.4 $755k +44% 4.7k 162.25
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Schwab Strategic Tr Internl Divid (SCHY) 0.4 $751k +16% 31k 24.26
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Adobe Systems Incorporated (ADBE) 0.3 $739k 1.5k 504.60
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Johnson & Johnson (JNJ) 0.3 $730k -3% 4.6k 158.18
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.3 $727k -9% 21k 35.38
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $685k -12% 11k 62.06
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Ishares Bitcoin Tr SHS (IBIT) 0.3 $681k NEW 17k 40.47
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CVS Caremark Corporation (CVS) 0.3 $643k 8.1k 79.76
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $638k +56% 10k 61.53
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $600k -2% 8.3k 72.63
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salesforce (CRM) 0.3 $588k 2.0k 301.18
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.3 $586k 18k 32.47
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NVIDIA Corporation (NVDA) 0.3 $538k -12% 596.00 903.21
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Veeva Sys Cl A Com (VEEV) 0.2 $526k 2.3k 231.69
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Pepsi (PEP) 0.2 $500k 2.9k 174.99
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United Parcel Service CL B (UPS) 0.2 $487k -10% 3.3k 148.64
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Bank of America Corporation (BAC) 0.2 $486k 13k 37.92
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Ishares Tr Core Total Usd (IUSB) 0.2 $485k -13% 11k 45.59
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Altria (MO) 0.2 $478k +20% 11k 43.62
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Ecolab (ECL) 0.2 $448k -16% 1.9k 230.90
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Ishares Tr Aggres Alloc Etf (AOA) 0.2 $444k 6.0k 73.46
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Comcast Corp Cl A (CMCSA) 0.2 $423k 9.8k 43.35
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Select Sector Spdr Tr Technology (XLK) 0.2 $421k 2.0k 208.26
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $416k +210% 2.3k 182.65
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $415k -8% 986.00 420.52
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Deere & Company (DE) 0.2 $403k +23% 982.00 410.74
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $403k +2% 8.0k 50.10
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Vanguard World Mega Grwth Ind (MGK) 0.2 $398k +265% 1.4k 286.69
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Exxon Mobil Corporation (XOM) 0.2 $386k 3.3k 116.25
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $382k -8% 7.6k 50.17
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Wells Fargo & Company (WFC) 0.2 $381k -2% 6.6k 57.96
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Ishares Tr Morningstr Us Eq (ILCB) 0.2 $381k 5.3k 72.47
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McDonald's Corporation (MCD) 0.2 $369k -28% 1.3k 281.98
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Enbridge (ENB) 0.2 $361k 10k 36.18
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Vanguard World Consum Dis Etf (VCR) 0.2 $361k +31% 1.1k 317.73
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $357k +17% 6.3k 56.98
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Ishares Tr Global 100 Etf (IOO) 0.2 $355k +7% 4.0k 89.41
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Vanguard World Consum Stp Etf (VDC) 0.2 $353k +58% 1.7k 204.16
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $349k +44% 1.3k 259.97
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Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.2 $343k 8.5k 40.50
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Realty Income (O) 0.2 $343k +82% 6.3k 54.10
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Pfizer (PFE) 0.2 $342k +43% 12k 27.75
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Ishares Tr Core Msci Total (IXUS) 0.2 $324k +76% 4.8k 67.86
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Edison International (EIX) 0.2 $322k +2% 4.5k 70.73
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $311k 1.7k 182.59
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Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $308k 4.3k 72.56
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $308k 4.2k 73.14
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Lamar Advertising Cl A (LAMR) 0.1 $305k +2% 2.6k 119.41
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $295k +12% 8.0k 36.81
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Tesla Motors (TSLA) 0.1 $294k 1.7k 175.86
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Nextera Energy (NEE) 0.1 $291k 4.6k 63.91
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GSK Sponsored Adr (GSK) 0.1 $287k 6.7k 42.87
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BlackRock (BLK) 0.1 $285k +4% 342.00 833.70
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $283k +13% 589.00 480.65
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Medtronic SHS (MDT) 0.1 $282k 3.2k 87.15
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $282k +193% 3.3k 86.67
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Abbvie (ABBV) 0.1 $279k -4% 1.5k 182.05
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BP Sponsored Adr (BP) 0.1 $279k +73% 7.4k 37.68
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $279k 1.8k 155.84
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $262k +2% 2.1k 125.32
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Philip Morris International (PM) 0.1 $261k -21% 2.8k 91.61
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Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $254k 5.3k 48.33
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $254k +34% 7.1k 35.84
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Innovator Etfs Trust Emrgng Mkt July (EJUL) 0.1 $253k 11k 23.80
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Innovator Etfs Trust Power Buffer Set (PSTP) 0.1 $251k -28% 8.5k 29.50
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $250k 6.4k 39.11
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Regions Financial Corporation (RF) 0.1 $249k 12k 21.04
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Genuine Parts Company (GPC) 0.1 $249k +2% 1.6k 154.93
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Select Sector Spdr Tr Financial (XLF) 0.1 $247k +8% 5.9k 42.12
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $245k +360% 806.00 304.51
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Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $243k +7% 11k 21.48
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General Electric Com New (GE) 0.1 $242k -24% 1.4k 175.53
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Omni (OMC) 0.1 $240k 2.5k 96.76
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $227k -7% 2.4k 94.66
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Intel Corporation (INTC) 0.1 $217k -5% 4.9k 44.17
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Entergy Corporation (ETR) 0.1 $213k NEW 2.0k 105.68
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Amgen (AMGN) 0.1 $211k 741.00 284.40
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Truist Financial Corp equities (TFC) 0.1 $209k +8% 5.4k 38.98
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Paramount Global Class B Com (PARA) 0.1 $205k -3% 17k 11.77
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Williams Companies (WMB) 0.1 $202k -5% 5.2k 38.97
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Raytheon Technologies Corp (RTX) 0.1 $198k -43% 2.0k 97.54
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Kraneshares Trust Csi Chi Internet (KWEB) 0.1 $197k +6775% 7.5k 26.25
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $193k 5.1k 37.98
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Cummins (CMI) 0.1 $192k 650.00 294.65
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ConocoPhillips (COP) 0.1 $190k +505% 1.5k 127.28
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Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $190k -16% 5.2k 36.60
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Federated Hermes CL B (FHI) 0.1 $190k -10% 5.3k 36.12
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $188k +2% 9.3k 20.30
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Vanguard World Utilities Etf (VPU) 0.1 $187k +338% 1.3k 142.58
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $185k +12% 4.4k 41.77
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $185k -87% 2.0k 91.81
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Mgp Ingredients Inc Common Sto (MGPI) 0.1 $184k -6% 2.1k 86.13
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Kellogg Company (K) 0.1 $184k -12% 3.2k 57.30
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Royal Caribbean Cruises (RCL) 0.1 $181k 1.3k 139.01
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Vanguard World Inf Tech Etf (VGT) 0.1 $179k +78% 342.00 524.34
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Texas Instruments Incorporated (TXN) 0.1 $178k +12% 1.0k 174.21
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Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $177k 2.4k 72.82
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Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $175k 2.9k 59.68
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Honeywell International (HON) 0.1 $174k -2% 848.00 205.20
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Green Plains Renewable Energy (GPRE) 0.1 $173k -3% 7.5k 23.12
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Cion Invt Corp (CION) 0.1 $173k -61% 16k 11.00
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At&t (T) 0.1 $172k -50% 9.8k 17.60
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Caterpillar (CAT) 0.1 $162k 443.00 366.43
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Cisco Systems (CSCO) 0.1 $159k +67% 3.2k 49.92
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Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $159k 3.4k 46.57
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Spdr Ser Tr S&p Telecom (XTL) 0.1 $159k +29% 2.1k 74.26
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Lloyds Banking Group Sponsored Adr (LYG) 0.1 $158k +5% 61k 2.59
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Blackrock Etf Trust Us Eqt Factor (DYNF) 0.1 $156k NEW 3.5k 44.40
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $154k -43% 939.00 164.35
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Barings Bdc (BBDC) 0.1 $152k -25% 16k 9.30
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Vanguard World Comm Srvc Etf (VOX) 0.1 $149k +194% 1.1k 131.22
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $148k -7% 2.1k 68.80
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $143k +14% 3.0k 48.22
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $141k -18% 672.00 210.38
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Fidelity National Information Services (FIS) 0.1 $141k -89% 1.9k 74.17
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Eli Lilly & Co. (LLY) 0.1 $141k -16% 181.00 778.26
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $140k 561.00 249.81
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Baidu Spon Adr Rep A (BIDU) 0.1 $140k +16537% 1.3k 105.28
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Vanguard World Energy Etf (VDE) 0.1 $139k +249% 1.1k 131.70
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Vanguard World Financials Etf (VFH) 0.1 $138k +178% 1.3k 102.39
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Vanguard World Materials Etf (VAW) 0.1 $137k +255% 672.00 204.43
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Goldman Sachs (GS) 0.1 $133k +3% 318.00 417.69
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Apollo Global Mgmt (APO) 0.1 $133k 1.2k 112.45
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Greystone Housing Impact Inv Ben Unit Ctf (GHI) 0.1 $132k +60% 8.1k 16.29
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Vanguard World Health Car Etf (VHT) 0.1 $132k +48700% 488.00 270.52
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Abbott Laboratories (ABT) 0.1 $132k 1.2k 113.66
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Vanguard World Industrial Etf (VIS) 0.1 $131k +223% 537.00 244.15
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Mondelez Intl Cl A (MDLZ) 0.1 $130k 1.9k 70.00
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Ishares Tr Mbs Etf (MBB) 0.1 $129k -29% 1.4k 92.42
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $129k +2% 562.00 228.61
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American Tower Reit (AMT) 0.1 $128k +100% 648.00 197.59
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Merck & Co (MRK) 0.1 $123k -11% 934.00 132.01
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $122k +193% 1.4k 86.48
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $120k -7% 1.7k 72.36
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Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.1 $120k 1.4k 83.08
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Boeing Company (BA) 0.1 $119k -16% 615.00 192.99
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Lockheed Martin Corporation (LMT) 0.1 $118k -2% 259.00 455.56
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $117k +58% 1.4k 84.45
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American Express Company (AXP) 0.1 $117k -20% 512.00 227.58
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $116k -28% 3.5k 33.59
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $116k +184% 1.1k 110.50
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $116k +7% 1.2k 93.71
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $116k +291% 622.00 186.81
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Ishares Tr Eafe Value Etf (EFV) 0.1 $115k -46% 2.1k 54.40
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Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) 0.1 $115k -14% 4.0k 28.47
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Innovative Industria A (IIPR) 0.1 $114k +11% 1.1k 103.52
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Netflix (NFLX) 0.1 $114k -35% 187.00 607.33
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Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.1 $110k -11% 1.7k 65.96
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $109k 1.1k 100.52
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Ishares Tr Morningstar Valu (ILCV) 0.0 $104k 1.4k 76.86
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $101k 2.5k 41.08
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Ishares Tr National Mun Etf (MUB) 0.0 $101k 937.00 107.60
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Yum! Brands (YUM) 0.0 $100k 721.00 138.65
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $100k -9% 1.3k 77.70
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.0 $100k 1.3k 76.08
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Ishares Tr China Lg-cap Etf (FXI) 0.0 $99k -2% 4.1k 24.07
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Costco Wholesale Corporation (COST) 0.0 $99k -6% 134.00 734.80
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $98k 847.00 115.27
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Consolidated Edison (ED) 0.0 $97k 1.1k 90.84
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $97k 3.5k 28.04
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Lam Research Corporation (LRCX) 0.0 $97k 100.00 971.64
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Vanguard World Mega Cap Index (MGC) 0.0 $97k NEW 519.00 186.69
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $96k -25% 926.00 103.79
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Ishares Tr Global Tech Etf (IXN) 0.0 $95k 1.3k 74.81
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Lowe's Companies (LOW) 0.0 $95k 373.00 254.68
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $93k -17% 1.2k 76.37
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Nvent Electric SHS (NVT) 0.0 $92k -7% 1.2k 75.37
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AES Corporation (AES) 0.0 $91k NEW 5.1k 17.93
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $91k -4% 889.00 102.71
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Spdr Gold Tr Gold Shs (GLD) 0.0 $90k -66% 436.00 205.72
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Coinbase Global Com Cl A (COIN) 0.0 $89k -3% 337.00 265.12
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Ishares Tr Core Msci Intl (IDEV) 0.0 $87k +2% 1.3k 67.13
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Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.0 $86k 1.9k 45.83
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $86k 288.00 299.63
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $84k -16% 937.00 89.71
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BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $84k 10k 8.25
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Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.0 $84k 2.1k 39.28
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Unilever Spon Adr New (UL) 0.0 $84k -3% 1.7k 50.21
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $83k -15% 1.1k 76.64
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $83k +1320% 966.00 86.18
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $83k -19% 1.7k 47.89
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Ares Capital Corporation (ARCC) 0.0 $81k -50% 3.9k 20.82
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Citigroup Com New (C) 0.0 $81k -8% 1.3k 63.24
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Phillips Edison & Co Common Stock (PECO) 0.0 $79k 2.2k 35.87
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MetLife (MET) 0.0 $79k +354% 1.1k 74.09
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Exelon Corporation (EXC) 0.0 $75k -43% 2.0k 37.57
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Madison Square Grdn Sprt Cor Cl A (MSGS) 0.0 $74k -20% 400.00 184.52
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $73k 4.0k 18.25
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Past Filings by Cape Investment Advisory

SEC 13F filings are viewable for Cape Investment Advisory going back to 2023