Capital Asset Advisory Services LLC Incresed Positions 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
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
GOOG
Alphabet Inc.

Communication Services
371
+ 0.68%
$163.08 - $198.16 $60.5K - $73.5K
55.2K $10.5M
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
TFLO
Ishares Treasury Floating Rate

ETFs
10.9K
+ 0.92%
$50.37 - $50.63 $549K - $552K
1.2M $60.5M
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
BMY
Bristol Myers Squibb CO

Healthcare
83
+ 0.17%
$51.92 - $59.94 $4.31K - $4.98K
48.3K $2.73M
COST
Costco Wholesale Corp

Consumer Defensive
118
+ 2.81%
$873.59 - $994.69 $103K - $117K
4.32K $3.96M
INTU
Intuit Inc

Technology
252
+ 5.03%
$602.01 - $706.25 $152K - $178K
5.26K $3.31M
IEMG
Ishares Inc

ETFs
3.65K
+ 11.92%
N/A
34.2K $1.84M
MUB
Ishares National Muni Bond ETF

ETFs
5.22K
+ 3.01%
$105.78 - $108.7 $552K - $567K
179K $19M
HEFA
Ishares Currency Hedged Msci E

ETFs
6.41K
+ 10.85%
$34.42 - $35.88 $221K - $230K
65.5K $2.28M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.96K
+ 17.22%
$85.41 - $87.1 $167K - $170K
13.3K $1.15M
SHV
Ishares Tr

ETFs
1.56K
+ 21.53%
$109.92 - $110.57 $171K - $172K
8.79K $968K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.93K
+ 1.4%
$50.37 - $50.6 $349K - $351K
500K $25.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.37K
+ 1.94%
$113.92 - $127.38 $726K - $811K
334K $38.5M
T
At&T Inc.

Communication Services
2.77K
+ 2.18%
$21.22 - $23.88 $58.7K - $66.1K
130K $2.96M
PNC
Pnc Financial Services Group, Inc.

Financial Services
213
+ 1.46%
$178.39 - $215.0 $38K - $45.8K
14.8K $2.85M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.84K
+ 10.07%
$44.87 - $46.86 $217K - $227K
52.9K $2.38M
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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