Capital Advisory Group Advisory Services, LLC New Holdings 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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32.1K
New
$26.93 - $84.95 $864K - $2.73M
32.1K $876K
DMLP
Dorchester Minerals, L.P.

Energy
25.1K
New
$30.69 - $34.41 $771K - $864K
25.1K $837K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
14.7K
New
$50.53 - $55.55 $743K - $817K
14.7K $749K
VOT
Vanguard Mid Cap Growth Index

ETFs
2.58K
New
$241.48 - $274.89 $623K - $709K
2.58K $654K
AXP
American Express CO

Financial Services
1.79K
New
$267.35 - $305.57 $480K - $548K
1.79K $532K
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.81K
New
$72.97 - $96.75 $497K - $659K
6.81K $505K
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
BA
Boeing CO

Industrials
2.41K
New
$138.14 - $180.72 $332K - $435K
2.41K $425K
MU
Micron Technology Inc

Technology
4.72K
New
$84.16 - $113.41 $397K - $535K
4.72K $396K
TCOM
Trip.Com Group LTD

Consumer Cyclical
5.55K
New
$58.0 - $75.06 $322K - $416K
5.55K $380K
AVGO
Broadcom Inc.

Technology
1.54K
New
$159.67 - $250.0 $246K - $385K
1.54K $357K
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
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
14.4K
New
$15.9 - $17.05 $229K - $246K
14.4K $239K
ACA
Arcosa, Inc.

Industrials
2.45K
New
$91.1 - $111.57 $223K - $273K
2.45K $237K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1.48K
New
$131.26 - $163.78 $194K - $242K
1.48K $221K
APP
App Lovin Corp

Technology
659
New
$130.67 - $401.5 $86.1K - $265K
659 $213K
QBTS
D Wave Quantum Inc.

Technology
18K
New
$0.89 - $9.91 $16K - $179K
18K $151K
SENS
Senseonics Holdings, Inc.

Healthcare
30K
New
$0.25 - $0.59 $7.5K - $17.7K
30K $15K
USAS
Americas Gold & Silver Corp

Basic Materials
10K
New
$0.32 - $0.53 $3.2K - $5.3K
10K $3K
Arista Networks Inc
2.9K
New
N/A
2.9K $0
New Amer High Income Fd Inc
52.7K
New
N/A
52.7K $0
DIVD
Ea Ser Tr
6.37K
New
N/A
6.37K $0
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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