Capital Asset Advisory Services LLC Incresed Positions in Q4 2025

Capital Asset Advisory Services LLC

  • $2.41 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
52.1K
+ 4.96%
$301.9 - $317.98 $15.7M - $16.6M
1.1M $342M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
416K
+ 49.92%
$50.2 - $50.36 $20.9M - $20.9M
1.25M $62.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
380K
+ 65.54%
$50.57 - $50.77 $19.2M - $19.3M
960K $48.6M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
266K
+ 41.96%
$65.7 - $69.18 $17.5M - $18.4M
900K $60.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
142K
+ 8.68%
$99.87 - $101.27 $14.1M - $14.3M
1.77M $177M
VEA
Vanguard Ftse Developed Market

ETFs
159K
+ 88.52%
$59.18 - $62.09 $9.39M - $9.85M
338K $20.7M
IDEV
Ishares Core Msci Intl Develop

ETFs
75.1K
+ 5.86%
$79.1 - $82.39 $5.94M - $6.18M
1.36M $110M
VTC
Vanguard Scottsdale Fds Total

ETFs
79.2K
+ 10.9%
$77.69 - $79.16 $6.15M - $6.27M
806K $62.6M
VO
Vanguard Mid Cap ETF

ETFs
18.5K
+ 7.75%
$286.27 - $296.23 $5.31M - $5.49M
258K $73.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
32K
+ 1.64%
$42.26 - $44.28 $1.35M - $1.42M
1.98M $86.8M
XLK
Technology Sector Spdr

ETFs
11.3K
+ 89.67%
$278.39 - $304.13 $3.15M - $3.44M
23.9K $6.89M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
40.5K
+ 5.87%
$52.54 - $55.77 $2.13M - $2.26M
731K $40.1M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
50K
+ 4.5%
$41.14 - $42.95 $2.06M - $2.15M
1.16M $49.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
29.3K
+ 7.66%
$114.27 - $121.15 $3.34M - $3.54M
411K $48M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
17.9K
+ 1.86%
$55.63 - $58.98 $994K - $1.05M
976K $57.2M
IWY
Ishares Tr Russell 200 Growth

ETFs
6.93K
+ 32.4%
$268.43 - $288.26 $1.86M - $2M
28.3K $7.82M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
34.8K
+ 14.07%
$50.85 - $51.0 $1.77M - $1.77M
282K $14.4M
IEMG
Ishares Inc

ETFs
30.3K
+ 53.76%
N/A
86.7K $4.65M
AMZN
Amazon Com Inc

Consumer Cyclical
752
+ 0.78%
$213.04 - $254.0 $160K - $191K
96.6K $22.7M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
52.2K
+ 6.94%
$27.41 - $27.93 $1.43M - $1.46M
804K $22.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
36.4K
+ 4.35%
$63.25 - $66.24 $2.3M - $2.41M
872K $56M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
50.5K
+ 8.53%
$24.85 - $25.28 $1.25M - $1.28M
642K $16.1M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
27.8K
+ 23.63%
$50.37 - $50.58 $1.4M - $1.41M
145K $7.33M
PAVE
Global X Fds Us Infrastructure

ETFs
41.5K
+ 4.37%
$46.42 - $48.56 $1.93M - $2.02M
990K $46.5M
FTGC
First Trust Global Tactical CO

ETFs
36.4K
+ 13.15%
$25.56 - $27.34 $930K - $995K
313K $8.43M
NOW
Service Now, Inc.

Technology
1.55K
+ 366.51%
$835.79 - $946.29 $1.3M - $1.47M
1.98K $1.65M
ISRG
Intuitive Surgical Inc

Healthcare
104
+ 1.31%
$429.59 - $576.2 $44.7K - $59.9K
8.05K $4.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
22K
+ 3.27%
$74.62 - $78.21 $1.64M - $1.72M
696K $52M
CSCO
Cisco Systems, Inc.

Technology
1.04K
+ 1.5%
$67.46 - $78.0 $70K - $80.9K
70.1K $5.46M
COST
Costco Wholesale Corp

Consumer Defensive
756
+ 14.77%
$910.94 - $954.99 $689K - $722K
5.88K $5.36M
MUB
Ishares National Muni Bond ETF

ETFs
4.37K
+ 2.47%
$106.36 - $107.61 $465K - $470K
181K $19.4M
CMCSA
Comcast Corp

Communication Services
33K
+ 34.57%
$26.98 - $31.09 $891K - $1.03M
129K $3.5M
HTAB
Hartford Fds Exchange Traded

ETFs
21.5K
+ 12.44%
$19.12 - $19.42 $411K - $418K
194K $3.74M
ACN
Accenture PLC

Technology
2.18K
+ 12.05%
$234.02 - $253.35 $510K - $552K
20.2K $4.89M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.41K
+ 44.63%
$79.55 - $80.13 $430K - $433K
17.5K $1.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
651
+ 18.69%
$600.51 - $631.95 $391K - $411K
4.14K $2.55M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8K
+ 11.97%
$49.98 - $50.59 $400K - $405K
74.8K $3.76M
DOW
Dow Inc.

Basic Materials
16.5K
+ 22.03%
$20.65 - $25.73 $341K - $425K
91.6K $2.1M
EOG
Eog Resources Inc

Energy
3.5K
+ 19.22%
$105.0 - $111.92 $367K - $391K
21.7K $2.39M
KO
Coca Cola CO

Consumer Defensive
1.37K
+ 2.43%
$66.1 - $71.61 $90.8K - $98.3K
57.9K $4.09M
VB
Vanguard Small Cap ETF

ETFs
4.15K
+ 3.34%
$248.1 - $260.08 $1.03M - $1.08M
128K $32.1M
NEE
Nextera Energy Inc

Utilities
616
+ 2.3%
$78.18 - $86.03 $48.2K - $53K
27.4K $2.35M
HEFA
Ishares Currency Hedged Msci E

ETFs
3.27K
+ 3.22%
$39.63 - $41.86 $130K - $137K
105K $4.32M
XLE
Energy Sector Spdr

ETFs
3.03K
+ 93.8%
$85.22 - $92.02 $258K - $278K
6.25K $575K
MU
Micron Technology Inc

Technology
288
+ 11.57%
$181.6 - $253.3 $52.3K - $73K
2.78K $685K
PEP
Pepsico Inc

Consumer Defensive
321
+ 1.23%
$138.84 - $153.71 $44.6K - $49.3K
26.4K $3.9M
MRK
Merck & Co., Inc.

Healthcare
413
+ 1.86%
$82.49 - $92.93 $34.1K - $38.4K
22.7K $2.11M
CTAS
Cintas Corp

Industrials
2.82K
+ 17.63%
$182.04 - $203.64 $514K - $575K
18.8K $3.52M
IBM
International Business Machines Corp

Technology
351
+ 4.76%
$275.97 - $314.98 $96.9K - $111K
7.73K $2.3M
Activity Summary
Buys All Purchases 164 New Holdings 19 Increased Positions 145 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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