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
XEL
Xcel Energy Inc

Utilities
406
+ 4.03%
$63.37 - $72.1 $25.7K - $29.3K
10.5K $742K
COST
Costco Wholesale Corp

Consumer Defensive
48
+ 8.7%
$890.62 - $1076.86 $42.7K - $51.7K
600 $567K
PG
Procter & Gamble CO

Consumer Defensive
311
+ 10.35%
$158.56 - $176.26 $49.3K - $54.8K
3.32K $564K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.14K
+ 16.68%
$69.82 - $78.67 $79.3K - $89.4K
7.95K $559K
MCD
Mcdonalds Corp

Consumer Cyclical
57
+ 3.74%
$279.74 - $321.29 $15.9K - $18.3K
1.58K $494K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
175
+ 0.57%
$77.7 - $78.94 $13.6K - $13.8K
30.9K $2.44M
PFE
Pfizer Inc

Healthcare
2.16K
+ 19.6%
$25.01 - $27.13 $53.9K - $58.5K
13.2K $333K
HEFA
Ishares Currency Hedged Msci E

ETFs
688
+ 9.8%
$34.83 - $37.52 $24K - $25.8K
7.71K $281K
AVGO
Broadcom Inc.

Technology
825
+ 53.57%
$167.43 - $244.7 $138K - $202K
2.37K $395K
AXP
American Express CO

Financial Services
272
+ 15.16%
$255.39 - $325.87 $69.5K - $88.6K
2.07K $555K
IYH
Ishares Tr

ETFs
41
+ 0.48%
$58.32 - $62.76 $2.39K - $2.57K
8.55K $516K
RDVY
First Trust Rising Dividend Ac

ETFs
855
+ 2.89%
$57.22 - $63.39 $48.9K - $54.2K
30.4K $1.76M
SENS
Senseonics Holdings, Inc.

Healthcare
15K
+ 50.0%
$0.43 - $1.31 $6.45K - $19.7K
45K $29K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
40
+ 1.64%
$87.68 - $94.52 $3.51K - $3.78K
2.49K $230K
QBTS
D Wave Quantum Inc.

Technology
3.49K
+ 19.36%
$3.83 - $11.18 $13.4K - $39K
21.5K $163K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
469
+ 1.29%
$14.22 - $14.83 $6.67K - $6.96K
36.7K $530K
APP
App Lovin Corp

Technology
152
+ 23.07%
$238.08 - $510.13 $36.2K - $77.5K
811 $214K
JEPI
J P Morgan Exchange Traded Fd

ETFs
500
+ 1.49%
$56.17 - $59.71 $28.1K - $29.9K
34.2K $1.94M
DIVD
Ea Ser Tr
515
+ 8.09%
N/A
6.88K $0
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
569
+ 2.97%
$53.6 - $58.97 $30.5K - $33.6K
19.7K $1.07M
ADI
Analog Devices Inc

Technology
13
+ 0.92%
$201.56 - $243.82 $2.62K - $3.17K
1.42K $287K
KEX
Kirby Corp

Industrials
70
+ 1.81%
$95.1 - $112.81 $6.66K - $7.9K
3.94K $397K
LPX
Louisiana Pacific Corp

Industrials
173
+ 7.3%
$89.37 - $118.15 $15.5K - $20.4K
2.54K $233K
FNGS
Bank Of Montreal

ETFs
505
+ 6.77%
$49.78 - $61.24 $25.1K - $30.9K
7.96K $397K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
168
+ 0.41%
$29.34 - $31.31 $4.93K - $5.26K
41.1K $1.22M
DMLP
Dorchester Minerals, L.P.

Energy
1.41K
+ 5.59%
$29.17 - $34.68 $41K - $48.7K
26.5K $797K
META
Meta Platforms, Inc.

Communication Services
42
+ 0.87%
$576.36 - $736.67 $24.2K - $30.9K
4.88K $2.81M
IWL
Ishares Tr Russell 200 ETF

ETFs
48
+ 0.76%
$135.83 - $151.73 $6.52K - $7.28K
6.4K $874K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
22
+ 0.21%
$408.78 - $448.82 $8.99K - $9.87K
10.3K $4.32M
AGM
Federal Agricultural Mortgage Corp

Financial Services
29
+ 0.36%
$182.78 - $209.07 $5.3K - $6.06K
8.01K $1.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
18
+ 0.75%
$165.25 - $224.62 $2.97K - $4.04K
2.41K $399K
ADBE
Adobe Inc.

Technology
9
+ 0.64%
$377.84 - $464.11 $3.4K - $4.18K
1.41K $541K
MSFT
Microsoft Corp

Technology
127
+ 1.53%
$375.39 - $447.2 $47.7K - $56.8K
8.44K $3.17M
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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