CAP Partners, LLC
Q4 2024 13F Holdings
- Locationfranklin, TN
- Num holdings
133
- Value ($000)
$141,866
- Date Filed01/29/2025
- Form type13F-HR
- CIK0002006870
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $7.48M | 5 % | 322,844 | ||
TSLA TESLA INC | COM | 88160R101 | $7.20M | 5 % | 17,826 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $6.02M | 4 % | 22,792 | ||
QQQE DIREXION SHS ETF TR | NAS100 EQL WGT | 25459Y207 | $4.97M | 4 % | 55,323 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.76M | 3 % | 35,427 | ||
AVSC AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | $4.70M | 3 % | 86,376 | ||
AAPL APPLE INC | COM | 037833100 | $4.64M | 3 % | 18,526 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $3.89M | 3 % | 56,445 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $3.78M | 3 % | 65,722 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $3.62M | 3 % | 195,732 |
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