Capital Advisory Group Advisory Services, LLC Purchases in Q1 2025

Capital Advisory Group Advisory Services, LLC

  • $259 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BAR
Granite Shares Gold Trust

ETFs
74.6K
New
$26.01 - $30.84 $1.94M - $2.3M
74.6K $2.3M
FLRN
Spdr Bloomberg Investment Grad

ETFs
27.1K
+ 12.58%
$30.71 - $30.87 $832K - $837K
243K $7.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
244
+ 3.08%
$442.66 - $534.52 $108K - $130K
8.16K $4.28M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
11.8K
+ 10.0%
$50.87 - $51.09 $599K - $601K
129K $6.61M
AB
Alliancebernstein Holding L.P.

Financial Services
12.2K
+ 28.02%
$35.0 - $40.73 $428K - $498K
55.9K $2.14M
RTX
Raytheon Technologies Corp

Industrials
175
+ 0.6%
$114.1 - $135.66 $20K - $23.7K
29.5K $3.9M
SGOL
Abrdn Gold ETF Trust

ETFs
665
+ 0.74%
$25.14 - $29.82 $16.7K - $19.8K
90.3K $2.69M
XLE
Energy Sector Spdr

ETFs
2.42K
+ 8.81%
$85.7 - $93.96 $207K - $227K
29.9K $2.76M
VZ
Verizon Communications Inc

Communication Services
3.8K
+ 9.02%
$37.81 - $46.49 $144K - $177K
45.9K $2.08M
IBM
International Business Machines Corp

Technology
378
+ 3.74%
$217.4 - $264.74 $82.2K - $100K
10.5K $2.61M
IAK
Ishares Tr

ETFs
808
+ 3.19%
$121.85 - $137.9 $98.5K - $111K
26.2K $3.56M
MPLX
Mplx LP

Energy
6.46K
New
$47.88 - $54.65 $309K - $353K
6.46K $345K
FBMS
First Bancshares Inc

Financial Services
8.79K
New
$32.86 - $38.98 $289K - $343K
8.79K $297K
ABBV
Abb Vie Inc.

Healthcare
89
+ 1.06%
$169.2 - $216.66 $15.1K - $19.3K
8.45K $1.77M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
7.02K
+ 8.03%
$39.61 - $42.65 $278K - $300K
94.5K $3.81M
PLTR
Palantir Technologies Inc.

Technology
2.92K
New
$64.98 - $124.62 $190K - $364K
2.92K $246K
VNQ
Vanguard Specialized Funds Van

ETFs
2.58K
New
$85.55 - $94.34 $221K - $244K
2.58K $231K
WPC
W. P. Carey Inc.

Real Estate
3.63K
New
$53.5 - $65.05 $194K - $236K
3.63K $229K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.9K
New
$32.5 - $33.3 $224K - $230K
6.9K $229K
VBK
Vanguard Small Cap Growth ETF

ETFs
875
New
$247.97 - $296.33 $217K - $259K
875 $221K
ENFR
Alerian Energy Infrastructure

ETFs
5K
+ 14.39%
$30.27 - $34.12 $151K - $171K
39.8K $1.3M
ZS
Zscaler, Inc.

Technology
1.07K
New
$181.66 - $216.87 $195K - $233K
1.07K $212K
KO
Coca Cola CO

Consumer Defensive
756
+ 4.52%
$60.81 - $72.32 $46K - $54.7K
17.5K $1.25M
DUK
Duke Energy Corp

Utilities
1.69K
New
$105.87 - $121.97 $179K - $207K
1.69K $206K
XLF
Financial Sector Spdr

ETFs
4.06K
New
$47.32 - $52.19 $192K - $212K
4.06K $199K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.13K
+ 2.27%
$65.44 - $70.64 $73.8K - $79.6K
50.9K $3.45M
DVY
Ishares Tr

ETFs
1.07K
+ 5.09%
$128.58 - $138.1 $137K - $147K
22K $2.92M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.06K
+ 2.12%
$73.78 - $76.59 $78.2K - $81.2K
51K $3.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.38K
+ 3.72%
$49.78 - $53.19 $218K - $233K
122K $6.18M
CSB
Victory Portf Ii Shs Us Small

ETFs
3.06K
+ 38.6%
$55.62 - $62.03 $170K - $190K
11K $627K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.38K
+ 16.76%
$27.01 - $28.54 $145K - $154K
37.5K $1.03M
JNJ
Johnson & Johnson

Healthcare
148
+ 2.73%
$142.06 - $167.7 $21K - $24.8K
5.57K $924K
EPD
Enterprise Products Partners L.P.

Energy
2.42K
+ 11.67%
$31.75 - $34.14 $76.7K - $82.4K
23.1K $789K
VCIT
Vanguard Intermediate Term Cor

ETFs
960
+ 3.17%
$79.17 - $82.04 $76K - $78.8K
31.2K $2.55M
ASML
Asml Holding Nv

Technology
217
+ 25.59%
$662.63 - $776.99 $144K - $169K
1.07K $705K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.63K
+ 17.86%
$48.02 - $53.02 $126K - $139K
17.3K $852K
XOM
Exxon Mobil Corp

Energy
260
+ 4.17%
$105.44 - $118.93 $27.4K - $30.9K
6.49K $771K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
394
+ 1.25%
$95.85 - $99.25 $37.8K - $39.1K
31.9K $3.15M
PAA
Plains All American Pipeline LP

Energy
685
+ 2.47%
$17.32 - $20.96 $11.9K - $14.4K
28.5K $569K
ABT
Abbott Laboratories

Healthcare
95
+ 2.29%
$111.1 - $140.22 $10.6K - $13.3K
4.24K $562K
BMY
Bristol Myers Squibb CO

Healthcare
614
+ 5.07%
$53.9 - $63.11 $33.1K - $38.7K
12.7K $776K
VOT
Vanguard Mid Cap Growth Index

ETFs
464
+ 18.0%
$237.72 - $276.98 $110K - $129K
3.04K $742K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.03K
+ 9.02%
$55.41 - $60.74 $113K - $123K
24.6K $1.38M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
14
+ 0.02%
$28.37 - $29.61 $397 - $415
84.4K $2.47M
AFL
Aflac Inc

Financial Services
469
+ 16.42%
$100.99 - $111.19 $47.4K - $52.1K
3.33K $369K
JPM
Jpmorgan Chase & CO

Financial Services
152
+ 2.46%
$225.19 - $279.95 $34.2K - $42.6K
6.33K $1.55M
EFA
Ishares Tr Msci Eafe ETF

ETFs
500
+ 13.91%
$74.85 - $84.89 $37.4K - $42.4K
4.1K $337K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.56K
+ 41.19%
$51.45 - $58.51 $80.2K - $91.2K
5.34K $276K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.87K
+ 7.07%
$29.82 - $30.1 $55.6K - $56.1K
28.2K $849K
Activity Summary
Buys All Purchases 84 New Holdings 11 Increased Positions 73 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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