Capital Asset Advisory Services LLC New Holdings in Q4 2025

Capital Asset Advisory Services LLC

$2.41 Billion
Q4 2025

Stock	Shares change	Price Range	Shares Held	Trade History
HIMS Hims & Hers Health, Inc. Consumer Defensive	28.2K New	$36.05 - $62.76 $1.01M - $1.77M	28.2K $1.04M
ELV Elevance Health, Inc. Healthcare	909 New	$303.78 - $362.34 $276K - $329K	909 $296K
ESGE Ishares, Inc. Ishares Esg Awar ETFs	5.66K New	$42.19 - $45.31 $239K - $256K	5.66K $252K
VRTX Vertex Pharmaceuticals Inc Healthcare	565 New	$402.9 - $437.15 $228K - $247K	565 $245K
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	2.43K New	$100.33 - $100.69 $244K - $245K	2.43K $244K
DFIC Dimensional ETF Tr Dimensional ETFs	7.02K New	$32.24 - $33.72 $226K - $237K	7.02K $234K
FLTR Vaneck ETF Tr Investment Grade ETFs	8.45K New	$25.44 - $25.56 $215K - $216K	8.45K $215K
USB Us Bancorp \De\ Financial Services	4.27K New	$45.28 - $48.26 $193K - $206K	4.27K $194K
SPGI S&P Global Inc. Financial Services	396 New	$472.05 - $502.96 $187K - $199K	396 $193K
CBRE Cbre Group, Inc. Real Estate	1.25K New	$149.99 - $164.2 $187K - $205K	1.25K $191K
ICE Intercontinental Exchange, Inc. Financial Services	1.21K New	$145.59 - $162.64 $175K - $196K	1.21K $183K
ADI Analog Devices Inc Technology	755 New	$225.32 - $246.37 $170K - $186K	755 $173K
ASML Asml Holding Nv Technology	168 New	$936.19 - $1075.45 $157K - $181K	168 $171K
DXCM Dexcom Inc Healthcare	2.91K New	$54.84 - $71.06 $160K - $207K	2.91K $169K
STLD Steel Dynamics Inc Basic Materials	1.37K New	N/A	1.37K $134K
Lam Research Corp	1.4K New	N/A	1.4K $0
Fs Specialty Lending Fd	32.9K New	N/A	32.9K $0
Qnity Electronics Inc	5.54K New	N/A	5.54K $0
Cooper Cos Inc	2.99K New	N/A	2.99K $0

Activity Summary All Purchases 164 New Holdings 19 Increased Positions 145 All Sells 112 Reductions 112 Sold out 0 Calls 0 Puts 0

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