| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 9.7% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 4.6% |
| DIREXION SHS ETF TR | 3 | Q2 2024 | 4.4% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 3.7% |
| J P MORGAN EXCHANGE TRADED F | 3 | Q2 2024 | 3.7% |
| APPLE INC | 3 | Q2 2024 | 3.7% |
| TESLA INC | 3 | Q2 2024 | 3.7% |
| NVIDIA CORPORATION | 3 | Q2 2024 | 4.0% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 3.3% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 3.2% |
View CAP Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-12 |
View CAP Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.