Capital Advisory Group Advisory Services, LLC Sells in Q4 2025

Capital Advisory Group Advisory Services, LLC

  • $330 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
-30.2K
- 52.41%
$38.4 - $43.83 $1.16M - $1.32M
27.4K $1.12M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-33K
- 52.87%
$28.6 - $29.64 $944K - $978K
29.4K $868K
JPM
Jpmorgan Chase & CO

Financial Services
-2.68K
- 44.25%
$294.11 - $320.41 $789K - $859K
3.38K $1.01M
META
Meta Platforms, Inc.

Communication Services
-58
- 1.15%
$609.01 - $751.67 $35.3K - $43.6K
4.97K $3.03M
NVO
Novo Nordisk A S

Healthcare
-490
- 0.85%
$45.68 - $59.65 $22.4K - $29.2K
56.9K $2.76M
AGM
Federal Agricultural Mortgage Corp

Financial Services
-2.11K
- 27.39%
$155.25 - $170.22 $327K - $359K
5.59K $917K
MO
Altria Group, Inc.

Consumer Defensive
-279
- 0.67%
$56.38 - $66.65 $15.7K - $18.6K
41.3K $2.4M
FDUS
Fidus Investment Corp

Financial Services
-14.5K
- 17.04%
$19.31 - $21.07 $280K - $305K
70.5K $1.39M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-2.15K
- 1.28%
$20.16 - $21.33 $43.4K - $45.9K
167K $3.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.43K
- 1.96%
$63.25 - $66.24 $90.3K - $94.5K
71.5K $4.59M
HTGC
Hercules Capital, Inc.

Financial Services
-1.36K
- 1.47%
$16.7 - $18.75 $22.7K - $25.5K
91.1K $1.6M
FTNT
Fortinet, Inc.

Technology
-1.38K
- 31.73%
$80.54 - $87.52 $111K - $121K
2.98K $245K
TSLA
Tesla, Inc.

Consumer Cyclical
-31
- 1.09%
$401.99 - $468.37 $12.5K - $14.5K
2.82K $1.15M
UNH
Unitedhealth Group Inc

Healthcare
-214
- 13.0%
$320.52 - $369.92 $68.6K - $79.2K
1.43K $458K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.71K
- 5.24%
$56.0 - $57.6 $95.9K - $98.6K
31K $1.76M
JNJ
Johnson & Johnson

Healthcare
-700
- 19.87%
$185.98 - $199.58 $130K - $140K
2.82K $563K
DVY
Ishares Tr

ETFs
-309
- 1.4%
$138.1 - $143.11 $42.7K - $44.2K
21.8K $3.07M
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 2.1%
$358.03 - $397.02 $10.4K - $11.5K
1.35K $484K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-334
- 2.29%
$136.06 - $140.64 $45.4K - $47K
14.3K $1.97M
GS
Goldman Sachs Group Inc

Financial Services
-19
- 0.68%
$744.6 - $838.97 $14.1K - $15.9K
2.79K $2.17M
HRB
H&R Block Inc

Consumer Cyclical
-68
- 0.68%
$44.27 - $52.59 $3.01K - $3.58K
9.92K $439K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-955
- 2.06%
$72.21 - $75.0 $69K - $71.6K
45.5K $3.34M
RDVY
First Trust Rising Dividend Ac

ETFs
-769
- 2.48%
$65.02 - $68.31 $50K - $52.5K
30.2K $2.02M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-975
- 7.79%
$42.11 - $44.28 $41.1K - $43.2K
11.5K $496K
MET
Metlife Inc

Financial Services
-183
- 1.92%
$75.97 - $82.89 $13.9K - $15.2K
9.37K $737K
CVX
Chevron Corp

Energy
-271
- 1.48%
$148.9 - $157.72 $40.4K - $42.7K
18K $2.79M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-488
- 1.3%
$79.55 - $80.13 $38.8K - $39.1K
36.9K $2.94M
PG
Procter & Gamble CO

Consumer Defensive
-124
- 3.42%
$145.5 - $153.18 $18K - $19K
3.5K $509K
BBDC
Barings Bdc, Inc.

Financial Services
-4.7K
- 31.76%
$8.41 - $9.15 $39.5K - $43K
10.1K $90K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.07K
- 2.07%
$26.44 - $27.53 $28.4K - $29.5K
50.8K $1.38M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-272
- 10.03%
$80.59 - $84.32 $21.9K - $22.9K
2.44K $199K
ABBV
Abb Vie Inc.

Healthcare
-167
- 3.2%
$211.96 - $244.38 $35.4K - $40.8K
5.06K $1.18M
ALL
Allstate Corp

Financial Services
-107
- 1.82%
$190.0 - $214.3 $20.3K - $22.9K
5.79K $1.24M
EMLP
First Tr Exchange Traded Iv

ETFs
-830
- 1.96%
$37.38 - $38.54 $31K - $32K
41.6K $1.6M
ABT
Abbott Laboratories

Healthcare
-26
- 0.61%
$123.62 - $134.59 $3.21K - $3.5K
4.21K $547K
CRM
Salesforce, Inc.

Technology
-81
- 6.02%
$235.69 - $263.41 $19.1K - $21.3K
1.27K $299K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-41
- 4.19%
$245.79 - $258.02 $10.1K - $10.6K
937 $230K
ECL
Ecolab Inc.

Basic Materials
-21
- 2.14%
$253.06 - $281.35 $5.31K - $5.91K
961 $248K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-123
- 0.41%
$99.87 - $101.27 $12.3K - $12.5K
30.1K $3.01M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-49
- 1.07%
$69.81 - $75.18 $3.42K - $3.68K
4.55K $327K
CSB
Victory Portf Ii Shs Us Small

ETFs
-12
- 0.1%
$56.45 - $59.2 $677 - $710
12K $693K
PFM
Invesco Exchange Traded Fd Tr

ETFs
-457
- 0.85%
$49.99 - $51.56 $22.8K - $23.6K
53.2K $2.7M
WPC
W. P. Carey Inc.

Real Estate
-200
- 5.12%
$65.26 - $69.2 $13.1K - $13.8K
3.71K $250K
IYE
Ishares Tr

ETFs
-920
- 3.7%
$45.39 - $48.8 $41.8K - $44.9K
24K $1.17M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-18
- 0.52%
$110.02 - $115.23 $1.98K - $2.07K
3.42K $378K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-2.06K
- 8.67%
$68.19 - $73.27 $140K - $151K
21.7K $1.58M
XLF
Financial Sector Spdr

ETFs
-87
- 2.26%
$51.76 - $53.77 $4.5K - $4.68K
3.77K $197K
TRV
Travelers Companies, Inc.

Financial Services
-62
- 5.66%
$261.57 - $287.42 $16.2K - $17.8K
1.03K $296K
DAL
Delta Air Lines, Inc.

Industrials
-300
- 6.48%
$55.65 - $62.32 $16.7K - $18.7K
4.33K $253K
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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