Cape Investment Advisory, Inc. Q1 2025 Filing

Filed May 16, 2025

Portfolio Value

$251.1M

Holdings

1,135

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,135 positions)

StockValue
ABTABBOTT LABS
$154K
COSTCOSTCO WHSL CORP NEW
$154K
VISVANGUARD WORLD FD
$153K
VTIPVANGUARD MALVERN FDS
$150K
VFHVANGUARD WORLD FD
$148K
CATCATERPILLAR INC
$148K
FEMRFIDELITY COVINGTON TRUST
$147K
BPBP PLC
$147K
EAGGISHARES TR
$143K
TLHISHARES TR
$143K
IYWISHARES TR
$141K
LLYELI LILLY & CO
$141K
APOAPOLLO GLOBAL MGMT INC
$139K
LRCXLAM RESEARCH CORP
$135K
HIIHUNTINGTON INGALLS INDS INC
$134K
AXPAMERICAN EXPRESS CO
$134K
FISFIDELITY NATL INFORMATION SV
$133K
IMCBISHARES TR
$132K
ISCGISHARES TR
$132K
FHIFEDERATED HERMES INC
$131K
EMXCISHARES INC
$126K
IDV*ISHARES TR
$125K
RDIVINVESCO EXCH TRADED FD TR II
$124K
TXNTEXAS INSTRS INC
$124K
MTUMISHARES TR
$122K
BXBLACKSTONE INC
$122K
SONYSONY GROUP CORP
$117K
ORCLORACLE CORP
$115K
EBAEBAY INC.
$114K
MRKMERCK & CO INC
$113K
BIVVANGUARD BD INDEX FDS
$112K
VHTVANGUARD WORLD FD
$111K
ILCVISHARES TR
$110K
BKBANK NEW YORK MELLON CORP
$109K
RSPGINVESCO EXCHANGE TRADED FD T
$108K
COPCONOCOPHILLIPS
$106K
NULVNUSHARES ETF TR
$105K
VAWVANGUARD WORLD FD
$104K
CSCOCISCO SYS INC
$101K
MDLZMONDELEZ INTL INC
$100K
VDEVANGUARD WORLD FD
$99K
MGCVANGUARD WORLD FD
$99K
YUMYUM BRANDS INC
$99K
UTFCOHEN & STEERS INFRASTRUCTUR
$98K
HIOWESTERN ASSET HIGH INCOME OP
$98K
OEFISHARES TR
$97K
TTTRANE TECHNOLOGIES PLC
$97K
IXNISHARES TR
$96K
IWVISHARES TR
$96K
AQLTISHARES TR
$95K
NVIRLISTED FD TR
$95K
ADIANALOG DEVICES INC
$95K
PSNPARSONS CORP DEL
$94K
AQLTISHARES TR
$94K
NULGNUSHARES ETF TR
$93K
SPIBSPDR SER TR
$93K
AESAES CORP
$93K
EMBISHARES TR
$92K
EEMISHARES TR
$92K
LOWLOWES COS INC
$91K
NVSNNOVARTIS AG
$90K
EDCONSOLIDATED EDISON INC
$90K
BSEPINNOVATOR ETFS TRUST
$89K
VMBSVANGUARD SCOTTSDALE FDS
$89K
ALLEALLEGION PLC
$89K
CVSCVS HEALTH CORP
$87K
SNYSANOFI
$86K
YUMCYUM CHINA HLDGS INC
$85K
EENI S P A
$84K
SPTISPDR SER TR
$83K
FBTCFIDELITY WISE ORIGIN BITCOIN
$83K
AEPAMERICAN ELEC PWR CO INC
$83K
MCKMCKESSON CORP
$82K
PAGPPLAINS GP HLDGS L P
$81K
PECOPHILLIPS EDISON & CO INC
$81K
IDEVISHARES TR
$80K
BDJBLACKROCK ENHANCED EQUITY DI
$80K
ACWVISHARES INC
$80K
TRVCCITIGROUP INC
$80K
JEPQJ P MORGAN EXCHANGE TRADED F
$79K
GDGENERAL DYNAMICS CORP
$79K
SNDXSYNDAX PHARMACEUTICALS INC
$79K
PTYPIMCO CORPORATE & INCOME OPP
$78K
XLBSELECT SECTOR SPDR TR
$78K
JPSTJ P MORGAN EXCHANGE TRADED F
$77K
GFLGFL ENVIRONMENTAL INC
$76K
GILDGILEAD SCIENCES INC
$75K
CGGRCAPITAL GROUP GROWTH ETF
$74K
TRYBARINGS BDC INC
$74K
VGITVANGUARD SCOTTSDALE FDS
$73K
PPAINVESCO EXCHANGE TRADED FD T
$72K
BKLNINVESCO EXCH TRADED FD TR II
$72K
QEFASPDR INDEX SHS FDS
$71K
CITHE CIGNA GROUP
$71K
XEVVXEATON VANCE LIMITED DURATION
$71K
PANWPALO ALTO NETWORKS INC
$70K
CARRCARRIER GLOBAL CORPORATION
$69K
ADPAUTOMATIC DATA PROCESSING IN
$69K
SMHVANECK ETF TRUST
$68K
JEPIJ P MORGAN EXCHANGE TRADED F
$68K
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