Capital Asset Advisory Services LLC Sells in Q4 2025

Capital Asset Advisory Services LLC

  • $2.41 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-189K
- 25.85%
$91.46 - $91.76 $17.3M - $17.4M
544K $49.8M
TFLO
Ishares Treasury Floating Rate

ETFs
-333K
- 24.87%
$50.42 - $50.61 $16.8M - $16.9M
1.01M $50.9M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-436K
- 96.24%
$35.32 - $36.19 $15.4M - $15.8M
17K $610K
IAU
Ishares Gold Trust

ETFs
-77.5K
- 9.31%
$72.65 - $82.5 $5.63M - $6.39M
755K $58.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.69K
- 63.19%
$589.5 - $635.77 $2.17M - $2.34M
2.15K $1.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.67K
- 14.13%
$401.99 - $468.37 $1.07M - $1.25M
16.2K $6.63M
ITB
Ishares Tr

ETFs
-4.64K
- 8.99%
$97.11 - $109.24 $451K - $507K
47K $4.56M
ORCL
Oracle Corp

Technology
-807
- 10.54%
$217.57 - $313.0 $176K - $253K
6.85K $1.51M
JPM
Jpmorgan Chase & CO

Financial Services
-482
- 1.46%
$294.11 - $320.41 $142K - $154K
32.6K $9.79M
GOOGL
Alphabet Inc.

Communication Services
-9.46K
- 15.91%
$236.57 - $291.31 $2.24M - $2.76M
50K $13.8M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-15.3K
- 18.21%
$38.05 - $43.23 $581K - $661K
68.6K $2.77M
DD
Du Pont De Nemours, Inc.

Basic Materials
-122
- 1.1%
$34.69 - $82.16 $4.23K - $10K
11K $436K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.42K
- 43.27%
$293.81 - $310.11 $417K - $440K
1.86K $567K
BA
Boeing CO

Industrials
-1.65K
- 51.13%
$191.81 - $225.32 $317K - $373K
1.58K $303K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.47K
- 1.84%
$26.44 - $27.53 $250K - $261K
506K $13.8M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-2.84K
- 2.32%
$88.14 - $92.61 $250K - $263K
119K $10.8M
VCR
Vanguard Consumer Discretionar

ETFs
-497
- 5.67%
$376.54 - $399.33 $187K - $198K
8.26K $3.14M
WFC
Wells Fargo & Company

Financial Services
-3.53K
- 8.75%
$77.62 - $87.3 $274K - $308K
36.8K $3.07M
QDPL
Pacer Fds Tr Metaurus Us Large
-8.47K
- 9.08%
$41.18 - $43.1 $349K - $365K
84.8K $3.57M
IVV
Ishares Core S&P 500 ETF

ETFs
-442
- 19.49%
$656.2 - $690.71 $290K - $305K
1.83K $1.23M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.85K
- 55.18%
$96.34 - $98.02 $275K - $280K
2.32K $223K
C
Citigroup Inc

Financial Services
-1.41K
- 3.72%
$93.93 - $102.87 $133K - $145K
36.5K $3.59M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-6.1K
- 9.97%
$40.28 - $40.85 $246K - $249K
55.1K $2.22M
MO
Altria Group, Inc.

Consumer Defensive
-3.12K
- 32.36%
$56.38 - $66.65 $176K - $208K
6.52K $379K
NVDA
Nvidia Corp

Technology
-1.32K
- 0.67%
$179.83 - $207.04 $238K - $274K
195K $36.4M
EW
Edwards Lifesciences Corp

Healthcare
-3.37K
- 57.51%
$72.65 - $86.3 $244K - $290K
2.49K $214K
UNH
Unitedhealth Group Inc

Healthcare
-184
- 2.69%
$320.52 - $369.92 $59K - $68.1K
6.66K $2.14M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-2.29K
- 3.22%
$85.35 - $86.81 $196K - $199K
68.9K $5.91M
CAT
Caterpillar Inc

Industrials
-1.79K
- 17.2%
$480.82 - $585.49 $859K - $1.05M
8.6K $4.75M
AMAT
Applied Materials Inc

Technology
-3.8K
- 13.78%
$209.95 - $240.89 $798K - $915K
23.8K $5.44M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-957
- 0.32%
$74.09 - $75.1 $70.9K - $71.9K
294K $21.8M
LDSF
First Tr ETF Viii Low Duration

ETFs
-8.54K
- 3.01%
$19.1 - $19.22 $163K - $164K
275K $5.26M
T
At&T Inc.

Communication Services
-3.36K
- 10.35%
$24.44 - $27.55 $82K - $92.5K
29.1K $740K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-893
- 40.79%
$191.01 - $199.18 $171K - $178K
1.3K $251K
SPY
Spdr S&P 500 ETF Trust

ETFs
-237
- 2.57%
$653.02 - $687.39 $155K - $163K
9K $5.99M
MS
Morgan Stanley

Financial Services
-1.05K
- 4.09%
$151.86 - $169.92 $159K - $178K
24.6K $3.92M
LMT
Lockheed Martin Corp

Industrials
-19
- 0.38%
$452.1 - $514.24 $8.59K - $9.77K
4.92K $2.32M
GRMN
Garmin LTD

Technology
-2
- 0.07%
$194.13 - $259.77 $388 - $520
2.73K $530K
RDVY
First Trust Rising Dividend Ac

ETFs
-1.83K
- 3.39%
$65.02 - $68.31 $119K - $125K
52.2K $3.49M
EBAY
Ebay Inc

Consumer Cyclical
-1.22K
- 23.84%
$80.85 - $99.58 $98.9K - $122K
3.91K $327K
COF
Capital One Financial Corp

Financial Services
-505
- 16.51%
$201.01 - $225.01 $102K - $114K
2.55K $513K
ADP
Automatic Data Processing Inc

Industrials
-210
- 12.06%
$250.9 - $292.94 $52.7K - $61.5K
1.53K $384K
MAS
Masco Corp

Industrials
-1.19K
- 24.05%
$59.36 - $71.0 $70.4K - $84.2K
3.75K $222K
IEF
Ishares Barclays

ETFs
-1.24K
- 9.53%
$96.12 - $97.72 $119K - $121K
11.8K $1.13M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.32K
- 20.52%
$61.89 - $76.13 $81.8K - $101K
5.12K $316K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.55K
- 12.45%
$72.21 - $75.0 $112K - $116K
10.9K $801K
FV
First Trust Dorsey Wright Focu

ETFs
-1.69K
- 32.7%
$60.63 - $62.78 $102K - $106K
3.47K $211K
SHV
Ishares Tr

ETFs
-964
- 20.93%
$110.15 - $110.49 $106K - $107K
3.64K $401K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-2.01K
- 16.68%
$58.76 - $62.27 $118K - $125K
10K $610K
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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