Capital Asset Advisory Services LLC Purchases in Q4 2024

Capital Asset Advisory Services LLC

  • $2.01 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
31.1K
+ 5.65%
$58.39 - $67.04 $1.82M - $2.09M
582K $36.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
74.3K
+ 150.58%
$50.67 - $50.9 $3.77M - $3.78M
124K $6.27M
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
+ 1.64%
$180.88 - $232.93 $217K - $279K
74.2K $16.3M
TSLA
Tesla, Inc.

Consumer Cyclical
72
+ 0.41%
$213.65 - $479.86 $15.4K - $34.5K
17.7K $7.16M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
49K
+ 7.92%
$50.0 - $50.27 $2.45M - $2.46M
668K $33.5M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
64.8K
+ 15.62%
$31.36 - $32.75 $2.03M - $2.12M
480K $15.5M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
37.8K
+ 151.65%
$49.74 - $50.43 $1.88M - $1.91M
62.8K $3.13M
GBIL
Goldman Sachs Access Treasury

ETFs
17.8K
New
$99.85 - $100.22 $1.78M - $1.79M
17.8K $1.78M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
18.4K
+ 4.49%
$56.81 - $61.22 $1.05M - $1.13M
429K $25.2M
VB
Vanguard Small Cap ETF

ETFs
4.79K
+ 5.69%
$233.76 - $261.58 $1.12M - $1.25M
89.1K $21.4M
GOOGL
Alphabet Inc.

Communication Services
324
+ 0.62%
$161.86 - $196.66 $52.4K - $63.7K
52.6K $9.95M
MSFT
Microsoft Corp

Technology
3.98K
+ 7.52%
$406.35 - $454.46 $1.62M - $1.81M
56.9K $24M
JPM
Jpmorgan Chase & CO

Financial Services
157
+ 0.4%
$205.18 - $250.29 $32.2K - $39.3K
39.6K $9.48M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15.5K
+ 2.03%
$91.29 - $91.8 $1.42M - $1.43M
780K $71.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
24.7K
+ 15.79%
$48.33 - $49.08 $1.19M - $1.21M
181K $8.75M
PPA
Invesco Exchange Traded Fd Tr

ETFs
7.01K
+ 2.06%
$113.79 - $124.5 $797K - $872K
348K $39.9M
PAVE
Global X Fds Us Infrastructure

ETFs
29.7K
+ 4.62%
$40.41 - $45.95 $1.2M - $1.37M
673K $27.2M
V
Visa Inc.

Financial Services
148
+ 0.91%
$273.87 - $320.91 $40.5K - $47.5K
16.4K $5.18M
EMR
Emerson Electric CO

Industrials
652
+ 1.5%
$108.13 - $134.33 $70.5K - $87.6K
44K $5.45M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
40.5K
+ 8.48%
$25.3 - $26.31 $1.03M - $1.07M
518K $13.3M
AVGO
Broadcom Inc.

Technology
164
+ 1.47%
$159.67 - $250.0 $26.2K - $41K
11.3K $2.62M
DIS
Walt Disney CO

Communication Services
809
+ 2.02%
$92.39 - $117.6 $74.7K - $95.1K
40.8K $4.54M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.04%
$486.1 - $608.57 $1.46K - $1.83K
8.11K $4.64M
FTGC
First Trust Global Tactical CO

ETFs
24.3K
+ 11.73%
$23.23 - $24.25 $563K - $588K
231K $5.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.89K
+ 1.5%
$61.68 - $67.87 $610K - $671K
671K $41.8M
META
Meta Platforms, Inc.

Communication Services
590
+ 4.65%
$554.08 - $632.68 $327K - $373K
13.3K $7.83M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.8K
+ 1.25%
$24.94 - $25.74 $219K - $226K
713K $18.2M
CSCO
Cisco Systems, Inc.

Technology
2.74K
+ 4.46%
$52.45 - $60.02 $144K - $165K
64.3K $3.81M
BAC
Bank Of America Corp

Financial Services
3.31K
+ 3.83%
$39.22 - $47.77 $130K - $158K
89.7K $3.94M
MS
Morgan Stanley

Financial Services
113
+ 0.5%
$104.42 - $134.99 $11.8K - $15.3K
22.6K $2.84M
HON
Honeywell International Inc

Industrials
643
+ 4.31%
$202.84 - $236.0 $130K - $152K
15.5K $3.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
514
+ 7.61%
$481.22 - $538.17 $247K - $277K
7.27K $3.71M
IAU
Ishares Gold Trust

ETFs
12.3K
+ 1.21%
$48.37 - $52.65 $597K - $650K
1.03M $51.2M
C
Citigroup Inc

Financial Services
730
+ 1.58%
$61.31 - $72.5 $44.8K - $52.9K
47K $3.31M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.62K
New
$42.33 - $43.3 $407K - $416K
9.62K $409K
TFLO
Ishares Treasury Floating Rate

ETFs
10.9K
+ 0.92%
$50.37 - $50.63 $549K - $552K
1.2M $60.5M
PLTR
Palantir Technologies Inc.

Technology
4.84K
New
$36.46 - $82.38 $176K - $399K
4.84K $365K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.64K
New
$94.77 - $97.36 $345K - $354K
3.64K $347K
NKE
Nike, Inc.

Consumer Cyclical
4.39K
New
$73.36 - $89.13 $322K - $391K
4.39K $331K
JBBB
Janus Detroit Str Tr Henderson

ETFs
6.7K
New
$48.59 - $49.45 $326K - $331K
6.7K $329K
MA
Mastercard Inc

Financial Services
29
+ 0.33%
$491.3 - $536.15 $14.2K - $15.5K
8.8K $4.64M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
26.8K
+ 2.97%
$56.06 - $61.35 $1.51M - $1.65M
929K $52.5M
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
13.3K
New
$18.17 - $23.45 $242K - $313K
13.3K $244K
BMY
Bristol Myers Squibb CO

Healthcare
83
+ 0.17%
$51.92 - $59.94 $4.31K - $4.98K
48.3K $2.73M
NET
Cloudflare, Inc.

Technology
2.17K
New
$78.11 - $117.56 $170K - $255K
2.17K $233K
COST
Costco Wholesale Corp

Consumer Defensive
118
+ 2.81%
$873.59 - $994.69 $103K - $117K
4.32K $3.96M
DTM
Dt Midstream, Inc.

Energy
2.34K
New
$78.85 - $108.56 $185K - $254K
2.34K $232K
RGTI
Rigetti Computing, Inc.

Technology
15K
New
$0.74 - $17.08 $11.1K - $256K
15K $230K
LDOS
Leidos Holdings, Inc.

Technology
1.56K
New
$143.17 - $201.39 $223K - $313K
1.56K $224K
Activity Summary
Buys All Purchases 176 New Holdings 15 Increased Positions 161 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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