Capital Advisory Group Advisory Services, LLC Purchases in Q4 2024

Capital Advisory Group Advisory Services, LLC

  • $276 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AB
Alliancebernstein Holding L.P.

Financial Services
43.6K
New
$34.59 - $38.68 $1.51M - $1.69M
43.6K $1.62M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
16.1K
+ 17.91%
$55.58 - $62.6 $892K - $1M
106K $6.35M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
32.4K
+ 58.89%
$40.26 - $42.88 $1.31M - $1.39M
87.5K $3.54M
VCIT
Vanguard Intermediate Term Cor

ETFs
15.8K
+ 109.01%
$80.13 - $83.77 $1.27M - $1.32M
30.3K $2.43M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.72K
+ 35.96%
$417.69 - $450.94 $1.14M - $1.23M
10.3K $4.37M
SPYG
Spdr Portfolio

ETFs
9.25K
+ 14.44%
$81.74 - $91.38 $756K - $845K
73.3K $6.44M
IAK
Ishares Tr

ETFs
8.66K
+ 51.88%
$123.78 - $138.16 $1.07M - $1.2M
25.3K $3.21M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
22.4K
+ 23.48%
$51.09 - $55.27 $1.14M - $1.24M
118K $6.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32.1K
New
$26.93 - $84.95 $864K - $2.73M
32.1K $876K
FLRN
Spdr Bloomberg Investment Grad

ETFs
28.6K
+ 15.3%
$30.67 - $30.84 $877K - $882K
215K $6.62M
FDVV
Fidelity High Dividend ETF

ETFs
15.3K
+ 154.75%
$49.66 - $52.63 $759K - $804K
25.2K $1.26M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
13K
+ 136.41%
$55.86 - $60.21 $726K - $783K
22.5K $1.29M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
14.7K
New
$50.53 - $55.55 $743K - $817K
14.7K $749K
ET
Energy Transfer LP

Energy
24.6K
+ 38.96%
$16.05 - $19.86 $394K - $488K
87.6K $1.72M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.58K
New
$241.48 - $274.89 $623K - $709K
2.58K $654K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.57K
+ 2.42%
$69.3 - $74.3 $317K - $340K
193K $13.8M
NVDA
Nvidia Corp

Technology
272
+ 0.65%
$117.0 - $148.88 $31.8K - $40.5K
41.9K $5.63M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
6.47K
+ 113.17%
$85.41 - $87.1 $553K - $563K
12.2K $1.05M
ENFR
Alerian Energy Infrastructure

ETFs
15.7K
+ 82.41%
$28.52 - $33.11 $448K - $520K
34.8K $1.08M
AXP
American Express CO

Financial Services
1.79K
New
$267.35 - $305.57 $480K - $548K
1.79K $532K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.05K
+ 22.11%
$74.5 - $78.37 $674K - $709K
50K $3.74M
AMZN
Amazon Com Inc

Consumer Cyclical
503
+ 4.09%
$180.88 - $232.93 $91K - $117K
12.8K $2.81M
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.81K
New
$72.97 - $96.75 $497K - $659K
6.81K $505K
XLE
Energy Sector Spdr

ETFs
6.13K
+ 28.7%
$83.32 - $97.27 $511K - $596K
27.5K $2.35M
PAA
Plains All American Pipeline LP

Energy
27.8K
New
$16.27 - $18.67 $452K - $518K
27.8K $474K
CSB
Victory Portf Ii Shs Us Small

ETFs
7.92K
New
$57.75 - $64.78 $457K - $513K
7.92K $470K
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.02K
+ 101.19%
$94.77 - $97.36 $476K - $489K
9.99K $953K
TSLA
Tesla, Inc.

Consumer Cyclical
266
+ 10.61%
$213.65 - $479.86 $56.8K - $128K
2.77K $1.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
57
+ 0.18%
$567.81 - $607.81 $32.4K - $34.6K
32.5K $19.1M
BA
Boeing CO

Industrials
2.41K
New
$138.14 - $180.72 $332K - $435K
2.41K $425K
JPM
Jpmorgan Chase & CO

Financial Services
1.14K
+ 22.64%
$205.18 - $250.29 $234K - $286K
6.18K $1.48M
IYW
Ishares Dj Us Tech ETF

ETFs
1.73K
+ 9.99%
$148.14 - $166.23 $256K - $288K
19.1K $3.04M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.01K
+ 14.68%
$442.29 - $483.08 $448K - $489K
7.91K $3.59M
KEX
Kirby Corp

Industrials
3.87K
New
$104.14 - $130.55 $403K - $505K
3.87K $409K
MU
Micron Technology Inc

Technology
4.72K
New
$84.16 - $113.41 $397K - $535K
4.72K $396K
FDUS
Fidus Investment Corp

Financial Services
14.4K
+ 22.86%
$19.1 - $21.49 $274K - $309K
77.2K $1.62M
TCOM
Trip.Com Group LTD

Consumer Cyclical
5.55K
New
$58.0 - $75.06 $322K - $416K
5.55K $380K
IWL
Ishares Tr Russell 200 ETF

ETFs
2.51K
+ 65.1%
$138.92 - $149.97 $348K - $376K
6.35K $919K
MO
Altria Group, Inc.

Consumer Defensive
6.22K
+ 18.47%
$49.06 - $57.74 $305K - $359K
39.9K $2.09M
AVGO
Broadcom Inc.

Technology
1.54K
New
$159.67 - $250.0 $246K - $385K
1.54K $357K
AAPL
Apple Inc.

Technology
392
+ 2.7%
$221.69 - $259.02 $86.9K - $102K
14.9K $3.74M
BMY
Bristol Myers Squibb CO

Healthcare
5.63K
+ 86.65%
$51.92 - $59.94 $292K - $337K
12.1K $685K
VZ
Verizon Communications Inc

Communication Services
12.1K
+ 40.45%
$39.6 - $45.21 $480K - $548K
42.1K $1.68M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.58K
+ 17.51%
$77.86 - $79.27 $356K - $363K
30.7K $2.4M
GOOG
Alphabet Inc.

Communication Services
1.08K
+ 25.07%
$163.08 - $198.16 $176K - $214K
5.38K $1.02M
PFE
Pfizer Inc

Healthcare
11K
New
$24.8 - $30.19 $273K - $332K
11K $291K
SILV
Silver Crest Metals Inc.

Basic Materials
29.8K
New
$8.92 - $11.65 $266K - $347K
29.8K $271K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.38K
New
$72.18 - $81.41 $244K - $275K
3.38K $255K
HEFA
Ishares Currency Hedged Msci E

ETFs
7.02K
New
$34.42 - $35.88 $242K - $252K
7.02K $243K
Activity Summary
Buys All Purchases 119 New Holdings 28 Increased Positions 91 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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