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
GLW
Corning Inc

Technology
2
+ 0.04%
$44.11 - $49.76 $88.2 - $99.5
4.87K $231K
MCD
Mcdonalds Corp

Consumer Cyclical
251
+ 6.08%
$288.47 - $316.54 $72.4K - $79.5K
4.38K $1.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
295
+ 1.69%
$442.29 - $483.08 $130K - $143K
17.8K $8.05M
KNSL
Kinsale Capital Group, Inc.

Financial Services
20
+ 4.16%
$424.05 - $524.22 $8.48K - $10.5K
501 $233K
RDVY
First Trust Rising Dividend Ac

ETFs
217
+ 0.35%
$58.65 - $64.37 $12.7K - $14K
61.7K $3.65M
PCG
Pg&E Corp

Utilities
3
+ 0.02%
$19.2 - $21.63 $57.6 - $64.9
17.7K $356K
FDX
Fedex Corp

Industrials
3
+ 0.36%
$260.5 - $305.15 $782 - $915
838 $235K
ICE
Intercontinental Exchange, Inc.

Financial Services
220
+ 9.18%
$148.29 - $166.93 $32.6K - $36.7K
2.62K $389K
VEA
Vanguard Ftse Developed Market

ETFs
9.79K
+ 10.54%
$47.57 - $52.44 $466K - $513K
103K $4.91M
QUAL
Ishares Msci Usa Quality Facto

ETFs
28
+ 1.16%
$176.42 - $186.91 $4.94K - $5.23K
2.45K $436K
Linde PLC
350
+ 4.41%
N/A
8.28K $0
SPGI
S&P Global Inc.

Financial Services
29
+ 3.58%
$480.36 - $529.17 $13.9K - $15.3K
838 $417K
ICF
Ishares Tr

ETFs
566
+ 8.93%
$58.8 - $66.61 $33.3K - $37.7K
6.9K $415K
SYY
Sysco Corp

Consumer Defensive
18
+ 0.65%
$73.63 - $81.77 $1.33K - $1.47K
2.8K $214K
ECL
Ecolab Inc.

Basic Materials
106
+ 6.88%
$234.32 - $261.43 $24.8K - $27.7K
1.65K $385K
SNPS
Synopsys Inc

Technology
125
+ 3.55%
$485.36 - $588.0 $60.7K - $73.5K
3.65K $1.77M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
200
+ 1.05%
$11.09 - $12.09 $2.22K - $2.42K
19.3K $215K
OXY
Occidental Petroleum Corp

Energy
45
+ 0.59%
$45.36 - $55.91 $2.04K - $2.52K
7.62K $376K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1
+ 0.02%
$43.02 - $47.32 $43 - $47.3
6.36K $275K
VCIT
Vanguard Intermediate Term Cor

ETFs
550
+ 3.2%
$80.13 - $83.77 $44.1K - $46.1K
17.7K $1.42M
D
Dominion Energy, Inc

Utilities
393
+ 4.21%
$52.63 - $60.92 $20.7K - $23.9K
9.72K $523K
CTVA
Corteva, Inc.

Basic Materials
2
+ 0.01%
$55.21 - $64.13 $110 - $128
14K $796K
DUK
Duke Energy Corp

Utilities
17
+ 0.45%
$105.76 - $120.76 $1.8K - $2.05K
3.8K $409K
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.12%
$183.23 - $199.79 $1.47K - $1.6K
6.76K $1.25M
HPQ
Hp Inc

Technology
99
+ 0.92%
$32.46 - $39.3 $3.21K - $3.89K
10.8K $352K
EXAS
Exact Sciences Corp

Healthcare
110
+ 3.08%
$49.33 - $71.97 $5.43K - $7.92K
3.68K $206K
UPS
United Parcel Service Inc

Industrials
109
+ 2.23%
$122.65 - $138.35 $13.4K - $15.1K
4.99K $629K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
65
+ 1.41%
$131.66 - $144.0 $8.56K - $9.36K
4.68K $618K
GE
General Electric CO

Industrials
18
+ 0.88%
$159.95 - $194.23 $2.88K - $3.5K
2.05K $342K
SO
Southern CO

Utilities
19
+ 0.34%
$81.5 - $94.15 $1.55K - $1.79K
5.54K $456K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
416
+ 0.63%
$49.79 - $51.14 $20.7K - $21.3K
66.1K $3.32M
INTC
Intel Corp

Technology
12.4K
+ 14.4%
$19.07 - $26.23 $236K - $325K
98.5K $1.98M
PG
Procter & Gamble CO

Consumer Defensive
953
+ 2.5%
$161.05 - $179.7 $153K - $171K
39.1K $6.55M
UBER
Uber Technologies, Inc

Technology
87
+ 1.99%
$59.93 - $86.34 $5.21K - $7.51K
4.46K $269K
SCHO
Schwab Short Term Us Treasury

ETFs
6.41K
+ 74.87%
$24.06 - $48.88 $154K - $313K
15K $359K
PFE
Pfizer Inc

Healthcare
5.63K
+ 6.35%
$24.8 - $30.19 $140K - $170K
94.3K $2.5M
GIS
General Mills Inc

Consumer Defensive
5
+ 0.07%
$62.78 - $74.62 $314 - $373
7.06K $450K
AZN
Astrazeneca PLC

Healthcare
100
+ 1.57%
$63.2 - $79.58 $6.32K - $7.96K
6.48K $424K
RTX
Raytheon Technologies Corp

Industrials
564
+ 2.06%
$114.45 - $127.21 $64.5K - $71.7K
28K $3.24M
GD
General Dynamics Corp

Industrials
70
+ 2.6%
$260.28 - $314.03 $18.2K - $22K
2.77K $728K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
89
+ 0.89%
$209.89 - $233.24 $18.7K - $20.8K
10.1K $2.15M
SLV
I Shares Silver Trust

ETFs
862
+ 1.48%
$26.33 - $31.74 $22.7K - $27.4K
58.9K $1.55M
UNP
Union Pacific Corp

Industrials
348
+ 3.47%
$223.15 - $249.32 $77.7K - $86.8K
10.4K $2.37M
UNH
Unitedhealth Group Inc

Healthcare
760
+ 11.54%
$485.52 - $625.25 $369K - $475K
7.34K $3.71M
CL
Colgate Palmolive CO

Consumer Defensive
398
+ 2.79%
$90.22 - $102.31 $35.9K - $40.7K
14.6K $1.33M
ADBE
Adobe Inc.

Technology
78
+ 2.84%
$437.39 - $552.96 $34.1K - $43.1K
2.83K $1.26M
LLY
Eli Lilly & CO

Healthcare
531
+ 10.14%
$727.2 - $932.06 $386K - $495K
5.77K $4.45M
DD
Du Pont De Nemours, Inc.

Basic Materials
3
+ 0.02%
$75.95 - $88.05 $228 - $264
14.6K $1.11M
VZ
Verizon Communications Inc

Communication Services
467
+ 1.09%
$39.6 - $45.21 $18.5K - $21.1K
43.2K $1.73M
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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