Capital Advisory Group Advisory Services, LLC Incresed Positions in Q3 2025

Capital Advisory Group Advisory Services, LLC

  • $315 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.38K
+ 19.91%
$546.99 - $602.2 $2.94M - $3.24M
32.4K $19.5M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
29.7K
+ 48.67%
$63.92 - $70.83 $1.9M - $2.1M
90.7K $6.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.45K
+ 4.84%
$617.65 - $666.84 $894K - $966K
31.4K $20.9M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
37.8K
+ 27.32%
$50.82 - $51.09 $1.92M - $1.93M
176K $9M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
31.4K
+ 28.79%
$42.39 - $44.63 $1.33M - $1.4M
140K $6.26M
BAR
Granite Shares Gold Trust

ETFs
27.8K
+ 35.66%
$32.23 - $38.06 $894K - $1.06M
106K $4.02M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.33K
+ 21.18%
$435.72 - $463.74 $1.01M - $1.08M
13.3K $6.18M
SPIB
Spdr Portfolio Intermediate Te

ETFs
37.4K
+ 182.56%
$33.26 - $34.01 $1.24M - $1.27M
57.9K $1.96M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.5K
+ 10.17%
$52.12 - $55.33 $706K - $749K
147K $8.12M
GS
Goldman Sachs Group Inc

Financial Services
795
+ 39.41%
$696.56 - $806.32 $554K - $641K
2.81K $2.24M
RTX
Raytheon Technologies Corp

Industrials
85
+ 0.29%
$144.19 - $167.33 $12.3K - $14.2K
29.4K $4.91M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.04K
+ 21.61%
$81.75 - $84.54 $575K - $595K
39.6K $3.33M
GOOG
Alphabet Inc.

Communication Services
1.49K
+ 39.43%
$175.16 - $255.24 $260K - $380K
5.26K $1.28M
SGOL
Abrdn Gold ETF Trust

ETFs
3.34K
+ 3.67%
$31.18 - $36.81 $104K - $123K
94.4K $3.47M
IWM
Ishares Russell 2000 ETF

ETFs
56
+ 0.31%
$214.92 - $244.84 $12K - $13.7K
18K $4.37M
FDVV
Fidelity High Dividend ETF

ETFs
6.75K
+ 27.58%
$52.42 - $55.71 $354K - $376K
31.2K $1.74M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.47K
+ 23.9%
$82.38 - $83.0 $450K - $454K
28.3K $2.35M
ASML
Asml Holding Nv

Technology
275
+ 24.38%
$689.63 - $968.09 $190K - $266K
1.4K $1.36M
TSLA
Tesla, Inc.

Consumer Cyclical
280
+ 10.89%
$293.94 - $444.72 $82.3K - $125K
2.85K $1.27M
APP
App Lovin Corp

Technology
83
+ 9.4%
$335.1 - $718.54 $27.8K - $59.6K
966 $694K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.44K
+ 13.44%
$78.96 - $80.04 $350K - $355K
37.4K $2.99M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.1K
+ 7.89%
$76.16 - $78.59 $312K - $322K
56.1K $4.38M
MO
Altria Group, Inc.

Consumer Defensive
239
+ 0.58%
$57.75 - $67.68 $13.8K - $16.2K
41.6K $2.75M
GSL
Global Ship Lease, Inc.

Industrials
3.69K
+ 7.82%
$26.17 - $33.06 $96.6K - $122K
50.9K $1.56M
XLE
Energy Sector Spdr

ETFs
2.75K
+ 17.71%
$84.25 - $91.99 $232K - $253K
18.3K $1.63M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.55K
+ 14.41%
$59.61 - $63.09 $212K - $224K
28.2K $1.77M
QBTS
D Wave Quantum Inc.

Technology
2.01K
+ 9.05%
$14.81 - $27.72 $29.7K - $55.6K
24.2K $597K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.62K
+ 19.91%
$26.38 - $27.95 $227K - $241K
51.9K $1.42M
MU
Micron Technology Inc

Technology
329
+ 6.78%
$104.88 - $168.89 $34.5K - $55.6K
5.18K $866K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1.34K
+ 4.24%
$79.83 - $84.0 $107K - $112K
32.9K $2.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
191
+ 2.32%
$459.11 - $506.91 $87.7K - $96.8K
8.42K $4.23M
PLTR
Palantir Technologies Inc.

Technology
544
+ 19.13%
$130.68 - $186.97 $71.1K - $102K
3.39K $617K
MSFT
Microsoft Corp

Technology
212
+ 3.84%
$491.09 - $535.64 $104K - $114K
5.74K $2.97M
AXP
American Express CO

Financial Services
497
+ 22.9%
$294.27 - $342.31 $146K - $170K
2.67K $885K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.82K
+ 55.32%
$53.81 - $57.52 $152K - $162K
7.91K $455K
PEY
Invesco Exchange Traded Fd Tr

ETFs
3.01K
+ 1.81%
$20.38 - $21.7 $61.2K - $65.2K
169K $3.56M
QLD
Proshares Ultra Qqq

ETFs
185
+ 2.61%
$115.66 - $138.31 $21.4K - $25.6K
7.29K $999K
XEL
Xcel Energy Inc

Utilities
288
+ 2.71%
$67.56 - $80.65 $19.5K - $23.2K
10.9K $878K
FDUS
Fidus Investment Corp

Financial Services
7.41K
+ 9.55%
$20.18 - $21.99 $150K - $163K
85K $1.72M
AVGO
Broadcom Inc.

Technology
67
+ 2.9%
$264.74 - $369.57 $17.7K - $24.8K
2.38K $783K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
44
+ 1.83%
$224.68 - $282.71 $9.89K - $12.4K
2.44K $682K
AMZN
Amazon Com Inc

Consumer Cyclical
606
+ 5.85%
$211.65 - $238.24 $128K - $144K
11K $2.41M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
6.99K
+ 17.75%
$13.77 - $14.45 $96.2K - $101K
46.4K $669K
DUK
Duke Energy Corp

Utilities
886
+ 47.2%
$116.31 - $125.93 $103K - $112K
2.76K $341K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.45K
+ 3.48%
$31.79 - $33.42 $46K - $48.3K
43K $1.44M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
135
+ 2.47%
$89.32 - $107.82 $12.1K - $14.6K
5.6K $603K
XOM
Exxon Mobil Corp

Energy
680
+ 10.18%
$105.83 - $117.22 $72K - $79.7K
7.36K $830K
CSB
Victory Portf Ii Shs Us Small

ETFs
1.04K
+ 9.44%
$55.33 - $60.22 $57.3K - $62.4K
12K $710K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2K
+ 31.87%
$39.8 - $42.86 $79.6K - $85.7K
8.28K $354K
Activity Summary
Buys All Purchases 96 New Holdings 13 Increased Positions 83 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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