Cape Investment Advisory, Inc. Q4 2024 Filing

Filed February 5, 2025

Portfolio Value

$255.7B

Holdings

1,140

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,140 positions)

StockValue
PFEPFIZER INC
$431K
ENBENBRIDGE INC
$431K
EJULINNOVATOR ETFS TRUST
$427K
4I1PHILIP MORRIS INTL INC
$420K
ILCBISHARES TR
$418K
DEDEERE & CO
$418K
DYNFBLACKROCK ETF TRUST
$405K
VCRVANGUARD WORLD FD
$405K
IOOISHARES TR
$401K
VOOGVANGUARD ADMIRAL FDS INC
$399K
XLVSELECT SECTOR SPDR TR
$390K
PEPPEPSICO INC
$387K
BDXBECTON DICKINSON & CO
$364K
UPSUNITED PARCEL SERVICE INC
$364K
QUALISHARES TR
$362K
VOVANGUARD INDEX FDS
$359K
SPYVSPDR SER TR
$357K
AVGOBROADCOM INC
$351K
VONGVANGUARD SCOTTSDALE FDS
$342K
NEENEXTERA ENERGY INC
$338K
BILSPDR SER TR
$338K
SILASILA REALTY TRUST INC
$337K
FTECFIDELITY COVINGTON TRUST
$336K
OREALTY INCOME CORP
$335K
CMGCHIPOTLE MEXICAN GRILL INC
$330K
EFGISHARES TR
$330K
BLKBLACKROCK INC
$329K
VGTVANGUARD WORLD FD
$328K
SPYGSPDR SER TR
$326K
PMARINNOVATOR ETFS TRUST
$318K
IMCVISHARES TR
$316K
ETRENTERGY CORP NEW
$312K
SPDWSPDR INDEX SHS FDS
$302K
IGMISHARES TR
$299K
LAMRLAMAR ADVERTISING CO NEW
$294K
EFVISHARES TR
$291K
ABBVABBVIE INC
$286K
XLFSELECT SECTOR SPDR TR
$284K
IWSISHARES TR
$283K
MDTMEDTRONIC PLC
$282K
RFREGIONS FINANCIAL CORP NEW
$278K
VEAVANGUARD TAX-MANAGED FDS
$276K
VPUVANGUARD WORLD FD
$272K
IEFISHARES TR
$272K
EJANINNOVATOR ETFS TRUST
$271K
MUMICRON TECHNOLOGY INC
$271K
PJANINNOVATOR ETFS TRUST
$270K
ULSTSSGA ACTIVE ETF TR
$267K
OUNZVANECK MERK GOLD ETF
$261K
PSTPINNOVATOR ETFS TRUST
$260K
CSCOCISCO SYS INC
$252K
RTXRTX CORPORATION
$249K
VSSVANGUARD INTL EQUITY INDEX F
$246K
KELKELLANOVA
$245K
GSKGSK PLC
$243K
VYMVANGUARD WHITEHALL FDS
$239K
PJULINNOVATOR ETFS TRUST
$235K
TFCTRUIST FINL CORP
$232K
SPGMSPDR INDEX SHS FDS
$229K
BSVVANGUARD BD INDEX FDS
$228K
MCDMCDONALDS CORP
$227K
CMICUMMINS INC
$227K
IVEISHARES TR
$224K
EIXEDISON INTL
$218K
IPINTERNATIONAL PAPER CO
$211K
OMCOMNICOM GROUP INC
$207K
PAPRINNOVATOR ETFS TRUST
$205K
GEGE AEROSPACE
$201K
PYLDPIMCO ETF TR
$201K
PDECINNOVATOR ETFS TRUST
$200K
VUGVANGUARD INDEX FDS
$199K
XTLSPDR SER TR
$195K
AMTAMERICAN TOWER CORP NEW
$194K
VNQVANGUARD INDEX FDS
$193K
AMGNAMGEN INC
$192K
TXNTEXAS INSTRS INC
$190K
TAT&T INC
$184K
HONHONEYWELL INTL INC
$180K
VOXVANGUARD WORLD FD
$174K
GPCGENUINE PARTS CO
$173K
CIONCION INVT CORP
$172K
CATCATERPILLAR INC
$171K
NFLXNETFLIX INC
$169K
APOAPOLLO GLOBAL MGMT INC
$168K
ISCGISHARES TR
$168K
0VVBPARAMOUNT GLOBAL
$167K
GSGOLDMAN SACHS GROUP INC
$166K
ETHAISHARES ETHEREUM TR
$164K
VYMIVANGUARD WHITEHALL FDS
$163K
SCHOSCHWAB STRATEGIC TR
$162K
KWEBKRANESHARES TRUST
$161K
WECWEC ENERGY GROUP INC
$161K
LYGLLOYDS BANKING GROUP PLC
$160K
MBBISHARES TR
$159K
VWOVANGUARD INTL EQUITY INDEX F
$158K
VISVANGUARD WORLD FD
$157K
COSTCOSTCO WHSL CORP NEW
$152K
IYWISHARES TR
$152K
SMHVANECK ETF TRUST
$151K
VFHVANGUARD WORLD FD
$151K
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