Capital Advisory Group Advisory Services, LLC Purchases in Q4 2025

Capital Advisory Group Advisory Services, LLC

  • $330 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
18.8K
+ 141.42%
$454.87 - $482.76 $8.57M - $9.09M
32.1K $15.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
11.7K
+ 37.36%
$653.02 - $687.39 $7.66M - $8.06M
43.1K $28.7M
BAR
Granite Shares Gold Trust

ETFs
48.3K
+ 45.72%
$38.0 - $43.17 $1.83M - $2.08M
154K $6.2M
SGOL
Abrdn Gold ETF Trust

ETFs
48.2K
+ 51.08%
$36.75 - $41.74 $1.77M - $2.01M
143K $5.55M
XLE
Energy Sector Spdr

ETFs
18.8K
+ 102.61%
$85.22 - $92.02 $1.6M - $1.73M
37.1K $3.41M
IAU
Ishares Gold Trust

ETFs
21K
+ 62.02%
$72.65 - $82.5 $1.52M - $1.73M
54.8K $4.22M
QLD
Proshares Ultra Qqq

ETFs
7.29K
+ 100.0%
$131.81 - $152.77 $960K - $1.11M
14.6K $2.03M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.5K
New
$50.55 - $50.74 $329K - $330K
6.5K $329K
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.55K
+ 14.76%
$33.69 - $34.08 $288K - $291K
66.5K $2.24M
AMD
Advanced Micro Devices Inc

Technology
18
+ 0.6%
$164.01 - $264.33 $2.95K - $4.76K
3.03K $728K
GSL
Global Ship Lease, Inc.

Industrials
1.02K
+ 2.0%
$27.41 - $34.66 $27.9K - $35.3K
51.9K $1.79M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.51K
+ 0.77%
$78.97 - $83.03 $119K - $125K
197K $16M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.5K
+ 54.38%
$42.26 - $44.28 $190K - $199K
12.8K $559K
AMZN
Amazon Com Inc

Consumer Cyclical
76
+ 0.69%
$213.04 - $254.0 $16.2K - $19.3K
11K $2.59M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.03K
+ 0.7%
$54.27 - $56.85 $55.6K - $58.3K
148K $8.3M
EGO
Eldorado Gold Corp

Basic Materials
5.85K
New
$24.93 - $30.85 $146K - $180K
5.85K $163K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.63K
+ 1.16%
$43.6 - $45.68 $71.2K - $74.6K
142K $6.41M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1.44K
+ 1.59%
$69.11 - $73.37 $99.7K - $106K
92.2K $6.53M
AAPL
Apple Inc.

Technology
125
+ 1.58%
$245.27 - $275.25 $30.7K - $34.4K
8.03K $2.15M
SPYG
Spdr Portfolio

ETFs
1.09K
+ 1.56%
$102.4 - $109.39 $112K - $119K
70.8K $7.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
53
+ 0.63%
$475.68 - $513.11 $25.2K - $27.2K
8.47K $4.31M
MCD
Mcdonalds Corp

Consumer Cyclical
238
+ 14.76%
$293.81 - $310.11 $69.9K - $73.8K
1.85K $564K
XOM
Exxon Mobil Corp

Energy
284
+ 3.86%
$110.64 - $119.78 $31.4K - $34K
7.65K $899K
FPX
First Trust Us Equity Opportun

ETFs
600
+ 19.31%
$156.44 - $170.2 $93.9K - $102K
3.71K $582K
EFA
Ishares Tr Msci Eafe ETF

ETFs
525
+ 11.18%
$92.24 - $96.56 $48.4K - $50.7K
5.22K $497K
FDVV
Fidelity High Dividend ETF

ETFs
745
+ 2.39%
$54.66 - $56.68 $40.7K - $42.2K
32K $1.79M
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.06K
+ 0.91%
$30.72 - $30.86 $63.1K - $63.4K
228K $7.03M
MSFT
Microsoft Corp

Technology
221
+ 3.85%
$496.82 - $542.07 $110K - $120K
5.96K $3.02M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.38K
+ 0.78%
$50.83 - $51.07 $70.2K - $70.5K
177K $9.04M
AVGO
Broadcom Inc.

Technology
44
+ 1.85%
$324.63 - $385.98 $14.3K - $17K
2.42K $828K
VCIT
Vanguard Intermediate Term Cor

ETFs
752
+ 1.9%
$83.45 - $84.82 $62.8K - $63.8K
40.4K $3.37M
VTV
Vanguard Value ETF

ETFs
192
+ 11.0%
$182.87 - $189.72 $35.1K - $36.4K
1.94K $362K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
494
+ 1.74%
$82.69 - $83.12 $40.8K - $41.1K
28.8K $2.39M
ZS
Zscaler, Inc.

Technology
121
+ 9.6%
$292.75 - $336.27 $35.4K - $40.7K
1.38K $413K
NVDA
Nvidia Corp

Technology
185
+ 0.64%
$179.83 - $207.04 $33.3K - $38.3K
29.1K $5.43M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
539
+ 6.81%
$56.33 - $59.22 $30.4K - $31.9K
8.45K $488K
MNST
Monster Beverage Corp

Consumer Defensive
133
+ 2.82%
$66.31 - $71.91 $8.82K - $9.56K
4.84K $345K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
635
+ 1.48%
$33.05 - $33.87 $21K - $21.5K
43.6K $1.47M
DUK
Duke Energy Corp

Utilities
189
+ 6.84%
$121.57 - $129.03 $23K - $24.4K
2.95K $369K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
959
+ 3.7%
$44.53 - $47.25 $42.7K - $45.3K
26.9K $1.22M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
439
+ 0.78%
$77.73 - $78.84 $34.1K - $34.6K
56.5K $4.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
85
+ 12.23%
$279.76 - $298.12 $23.8K - $25.3K
780 $218K
FNGS
Bank Of Montreal

ETFs
144
+ 1.79%
$68.4 - $73.88 $9.85K - $10.6K
8.18K $575K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
160
+ 3.69%
$92.34 - $95.43 $14.8K - $15.3K
4.5K $423K
GORO
Gold Resource Corp

Basic Materials
14K
New
$0.65 - $1.07 $9.1K - $15K
14K $9K
DGRO
Ishares Core Dividend Growth E

ETFs
82
+ 1.09%
$66.93 - $69.17 $5.49K - $5.67K
7.59K $519K
VBK
Vanguard Small Cap Growth ETF

ETFs
35
+ 3.27%
$291.71 - $309.36 $10.2K - $10.8K
1.11K $322K
WMT
Walmart Inc.

Consumer Defensive
62
+ 0.26%
$101.18 - $109.03 $6.27K - $6.76K
23.6K $2.43M
ET
Energy Transfer LP

Energy
500
+ 1.15%
$16.29 - $17.01 $8.15K - $8.51K
43.9K $746K
Activity Summary
Buys All Purchases 76 New Holdings 6 Increased Positions 70 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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