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
CTAS
Cintas Corp

Industrials
203
+ 1.84%
$182.7 - $226.47 $37.1K - $46K
11.2K $2.05M
MRK
Merck & Co., Inc.

Healthcare
548
+ 2.67%
$96.31 - $114.76 $52.8K - $62.9K
21.1K $2.1M
CMCSA
Comcast Corp

Communication Services
1.37K
+ 1.97%
$37.39 - $45.14 $51.1K - $61.7K
70.7K $2.65M
ABBV
Abb Vie Inc.

Healthcare
473
+ 2.63%
$164.99 - $203.87 $78K - $96.4K
18.4K $3.28M
HD
Home Depot, Inc.

Consumer Cyclical
118
+ 0.57%
$385.02 - $431.37 $45.4K - $50.9K
20.8K $8.09M
MDLZ
Mondelez International, Inc.

Consumer Defensive
202
+ 0.92%
$59.25 - $72.99 $12K - $14.7K
22.3K $1.33M
NEE
Nextera Energy Inc

Utilities
798
+ 2.84%
$69.77 - $85.43 $55.7K - $68.2K
28.9K $2.07M
XOM
Exxon Mobil Corp

Energy
2.18K
+ 3.69%
$105.51 - $125.37 $229K - $273K
61.2K $6.58M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
341K
+ 202.07%
$26.93 - $84.95 $9.19M - $29M
510K $13.9M
AMAT
Applied Materials Inc

Technology
1.85K
+ 10.5%
$161.44 - $213.89 $298K - $395K
19.5K $3.16M
JNJ
Johnson & Johnson

Healthcare
631
+ 2.13%
$143.34 - $165.86 $90.4K - $105K
30.3K $4.38M
PEP
Pepsico Inc

Consumer Defensive
232
+ 0.89%
$151.29 - $176.1 $35.1K - $40.9K
26.3K $3.99M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.8K
+ 0.97%
$36.54 - $37.53 $322K - $330K
913K $33.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.4K
+ 4.94%
$38.37 - $42.82 $860K - $960K
476K $18.3M
KO
Coca Cola CO

Consumer Defensive
2.33K
+ 3.66%
$61.74 - $71.71 $144K - $167K
66K $4.11M
GOLD
Barrick Gold Corp

Basic Materials
1.61K
+ 1.32%
$15.23 - $21.19 $24.5K - $34K
123K $1.91M
TMO
Thermo Fisher Scientific Inc.

Healthcare
127
+ 2.14%
$501.29 - $612.85 $63.7K - $77.8K
6.08K $3.16M
DOW
Dow Inc.

Basic Materials
5.31K
+ 7.88%
$39.1 - $55.34 $208K - $294K
72.6K $2.92M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
728
+ 0.15%
$42.84 - $45.38 $31.2K - $33K
495K $21.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
82.8K
+ 5.93%
$34.13 - $37.35 $2.83M - $3.09M
1.48M $50.5M
VTC
Vanguard Scottsdale Fds Total

ETFs
6.98K
+ 0.98%
$75.59 - $79.31 $528K - $554K
723K $54.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.5K
+ 0.8%
$44.04 - $49.49 $242K - $272K
693K $30.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.5K
+ 0.71%
$96.64 - $101.23 $1.11M - $1.17M
1.62M $157M
IDEV
Ishares Core Msci Intl Develop

ETFs
17.9K
+ 1.41%
$64.18 - $70.42 $1.15M - $1.26M
1.29M $82.9M
ITB
Ishares Tr

ETFs
9.93K
+ 2.78%
$103.31 - $129.34 $1.03M - $1.28M
367K $38M
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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