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
BIZDVANECK ETF TRUST
$34K
FDNFIRST TR EXCHANGE-TRADED FD
$33K
AGNCAGNC INVT CORP
$33K
IYRISHARES TR
$33K
KMBKIMBERLY-CLARK CORP
$32K
SRLNSSGA ACTIVE ETF TR
$32K
FFORD MTR CO
$32K
LHLABCORP HOLDINGS INC
$32K
IYHISHARES TR
$31K
PRUPRUDENTIAL FINL INC
$31K
CVYINVESCO EXCHANGE TRADED FD T
$30K
ICVTISHARES TR
$30K
URAGLOBAL X FDS
$30K
AEEAMEREN CORP
$29K
USBUS BANCORP DEL
$29K
ECCEAGLE POINT CREDIT COMPANY I
$29K
LITGLOBAL X FDS
$29K
GEHCGE HEALTHCARE TECHNOLOGIES I
$29K
SPHYSPDR SER TR
$29K
METMETLIFE INC
$29K
ARKKARK ETF TR
$29K
ABALLIANCEBERNSTEIN HLDG L P
$28K
CRLCHARLES RIV LABS INTL INC
$28K
USHYISHARES TR
$28K
TJXTJX COS INC NEW
$28K
SUSBISHARES TR
$27K
LQDHISHARES U S ETF TR
$27K
PNCPNC FINL SVCS GROUP INC
$27K
EMREMERSON ELEC CO
$27K
TMOTHERMO FISHER SCIENTIFIC INC
$26K
GLGLOBE LIFE INC
$26K
DFSEURDISCOVER FINL SVCS
$26K
EMLCVANECK ETF TRUST
$26K
BBAIBIGBEAR AI HLDGS INC
$26K
G3VGREEN PLAINS INC
$25K
APPAPPLOVIN CORP
$25K
SCCOSOUTHERN COPPER CORP
$25K
GMGENERAL MTRS CO
$25K
BMYBRISTOL-MYERS SQUIBB CO
$25K
BOCTINNOVATOR ETFS TRUST
$25K
PDBCINVESCO ACTVELY MNGD ETC FD
$25K
CRTCDBX ETF TR
$24K
SPHBINVESCO EXCH TRADED FD TR II
$24K
ALNYALNYLAM PHARMACEUTICALS INC
$24K
INCYINCYTE CORP
$24K
KFEBINNOVATOR ETFS TRUST
$24K
FEZSPDR INDEX SHS FDS
$24K
USOUNITED STS OIL FD LP
$24K
DDOMINION ENERGY INC
$23K
KDKYNDRYL HLDGS INC
$23K
VBKVANGUARD INDEX FDS
$23K
HESHESS CORP
$23K
TIPISHARES TR
$23K
MFICMIDCAP FINANCIAL INVSTMNT CO
$23K
VRTXVERTEX PHARMACEUTICALS INC
$23K
CLCOLGATE PALMOLIVE CO
$23K
PSCPRINCIPAL EXCHANGE TRADED FD
$23K
BABOEING CO
$23K
AMDADVANCED MICRO DEVICES INC
$22K
LTBRLIGHTBRIDGE CORP
$22K
BONDPIMCO ETF TR
$22K
IWYISHARES TR
$22K
HN9HANESBRANDS INC
$22K
LULULULULEMON ATHLETICA INC
$22K
PRIVSSGA ACTIVE TR
$22K
LDEMISHARES TR
$22K
OKLOOKLO INC
$22K
VTWGVANGUARD SCOTTSDALE FDS
$22K
LQDISHARES TR
$21K
ESMLISHARES TR
$21K
OREUROSISKO GOLD ROYALTIES LTD
$21K
XYLXYLEM INC
$21K
IRINGERSOLL RAND INC
$21K
QQQINEOS ETF TRUST
$21K
IVOVVANGUARD ADMIRAL FDS INC
$21K
FIWFIRST TR EXCHANGE-TRADED FD
$21K
GNLGLOBAL NET LEASE INC
$21K
AXONAXON ENTERPRISE INC
$21K
VXUSVANGUARD STAR FDS
$20K
ESGUISHARES TR
$20K
PEOEXELON CORP
$20K
SPGSIMON PPTY GROUP INC NEW
$20K
HALHALLIBURTON CO
$20K
ALLYALLY FINL INC
$20K
TLTISHARES TR
$20K
UBERUBER TECHNOLOGIES INC
$20K
REGLPROSHARES TR
$19K
FDRRFIDELITY COVINGTON TRUST
$19K
FNDXSCHWAB STRATEGIC TR
$19K
BMTABRITISH AMERN TOB PLC
$19K
RIORIO TINTO PLC
$19K
PSXPHILLIPS 66
$19K
SCHCSCHWAB STRATEGIC TR
$19K
PYPRINCIPAL EXCHANGE TRADED FD
$18K
IVOGVANGUARD ADMIRAL FDS INC
$18K
PAYXPAYCHEX INC
$18K
VMCVULCAN MATLS CO
$18K
BHPBHP GROUP LTD
$18K
CAHCARDINAL HEALTH INC
$18K
EPDENTERPRISE PRODS PARTNERS L
$18K
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