Capital Asset Advisory Services LLC Sells in Q4 2024

Capital Asset Advisory Services LLC

  • $2.01 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IT
Gartner Inc

Technology
-34
- 5.45%
$481.22 - $551.8 $16.4K - $18.8K
590 $285K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-123
- 2.96%
$115.08 - $119.55 $14.2K - $14.7K
4.03K $466K
SPY
Spdr S&P 500 ETF Trust

ETFs
-171
- 3.0%
$567.81 - $607.81 $97.1K - $104K
5.53K $3.24M
RGA
Reinsurance Group Of America Inc

Financial Services
-109
- 8.69%
$201.26 - $231.95 $21.9K - $25.3K
1.15K $244K
LOW
Lowes Companies Inc

Consumer Cyclical
-8
- 0.71%
$244.52 - $284.07 $1.96K - $2.27K
1.11K $274K
XLE
Energy Sector Spdr

ETFs
-220
- 5.51%
$83.32 - $97.27 $18.3K - $21.4K
3.77K $323K
ARES
Ares Management Corp

Financial Services
-571
- 16.3%
$153.38 - $183.7 $87.6K - $105K
2.93K $519K
SRLN
Ssga Active Trust

ETFs
-594
- 3.86%
$41.48 - $42.08 $24.6K - $25K
14.8K $617K
F
Ford Motor CO

Consumer Cyclical
-102
- 0.3%
$9.69 - $11.4 $988 - $1.16K
34.4K $340K
EBAY
Ebay Inc

Consumer Cyclical
-141
- 2.81%
$57.51 - $67.17 $8.11K - $9.47K
4.88K $302K
ADI
Analog Devices Inc

Technology
-12
- 1.19%
$206.35 - $236.48 $2.48K - $2.84K
998 $212K
BX
Blackstone Inc.

Financial Services
-322
- 17.07%
$148.45 - $199.05 $47.8K - $64.1K
1.56K $269K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-105
- 3.02%
$521.84 - $558.82 $54.8K - $58.7K
3.38K $1.82M
MET
Metlife Inc

Financial Services
-137
- 1.37%
$78.15 - $88.25 $10.7K - $12.1K
9.86K $807K
VIG
Vanguard Dividend Appreciation

ETFs
-90
- 1.58%
N/A
5.6K $1.02M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-182
- 2.58%
$51.54 - $52.55 $9.38K - $9.56K
6.88K $355K
VTI
Vanguard Total Stock Market Et

ETFs
-148
- 3.37%
$280.04 - $302.45 $41.4K - $44.8K
4.24K $1.23M
PRU
Prudential Financial Inc

Financial Services
-16
- 0.37%
$114.59 - $129.52 $1.83K - $2.07K
4.36K $517K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-139
- 1.04%
$65.67 - $69.79 $9.13K - $9.7K
13.2K $882K
IRT
Independence Realty Trust, Inc.

Real Estate
-201
- 1.56%
$18.78 - $22.01 $3.77K - $4.42K
12.6K $250K
AJG
Arthur J. Gallagher & Co.

Financial Services
-66
- 2.73%
$278.49 - $315.16 $18.4K - $20.8K
2.36K $668K
IWM
Ishares Russell 2000 ETF

ETFs
-54
- 1.71%
$216.13 - $242.4 $11.7K - $13.1K
3.11K $686K
LYG
Lloyds Banking Group PLC

Financial Services
-1.78K
- 9.65%
$2.67 - $3.23 $4.74K - $5.74K
16.6K $45K
CBOE
Cboe Global Markets, Inc.

Financial Services
-5
- 0.39%
$191.61 - $217.84 $958 - $1.09K
1.29K $252K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-96
- 12.21%
$344.56 - $435.0 $33.1K - $41.8K
690 $290K
PECO
Phillips Edison & Company, Inc.

Real Estate
-206
- 1.54%
$35.96 - $39.8 $7.41K - $8.2K
13.2K $494K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-25
- 0.2%
$19.99 - $20.7 $500 - $518
12.6K $251K
VT
Vanguard Total World Stk Index

ETFs
-9
- 0.28%
$117.09 - $123.07 $1.05K - $1.11K
3.2K $376K
PM
Philip Morris International Inc.

Consumer Defensive
-5
- 0.1%
$118.38 - $133.06 $592 - $665
4.79K $576K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-29
- 0.54%
$44.33 - $49.55 $1.29K - $1.44K
5.34K $239K
VEEV
Veeva Systems Inc

Healthcare
-26
- 1.99%
$201.81 - $250.45 $5.25K - $6.51K
1.28K $268K
TXN
Texas Instruments Inc

Technology
-21
- 1.49%
N/A
1.39K $270K
FITB
Fifth Third Bancorp

Financial Services
-36
- 0.61%
$41.76 - $48.44 $1.5K - $1.74K
5.82K $246K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-139
- 3.03%
$62.07 - $66.61 $8.63K - $9.26K
4.45K $284K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-581
- 1.86%
$52.0 - $55.66 $30.2K - $32.3K
30.7K $1.64M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-462
- 3.25%
$51.31 - $55.61 $23.7K - $25.7K
13.7K $734K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2
- 0.09%
$126.68 - $134.74 $253 - $269
2.22K $283K
American Healthcare Reit Inc
-10.6K
- 57.19%
N/A
7.97K $0
XLK
Technology Sector Spdr

ETFs
-665
- 2.92%
$220.26 - $241.44 $146K - $161K
22.1K $5.15M
Thomson Reuters Corp.
-60
- 3.83%
N/A
1.51K $0
Sila Realty Trust Inc
-1.32K
- 10.83%
N/A
10.9K $0
ROK
Rockwell Automation, Inc

Industrials
-193
- 5.86%
$264.65 - $302.92 $51.1K - $58.5K
3.1K $885K
VRSK
Verisk Analytics, Inc.

Industrials
-18
- 1.49%
$262.86 - $294.75 $4.73K - $5.31K
1.19K $327K
ADP
Automatic Data Processing Inc

Industrials
-82
- 4.19%
$280.08 - $307.97 $23K - $25.3K
1.88K $549K
TJX
Tjx Companies Inc

Consumer Cyclical
-86
- 1.46%
$112.15 - $127.2 $9.64K - $10.9K
5.81K $702K
APH
Amphenol Corp

Technology
-85
- 1.43%
$62.07 - $75.35 $5.28K - $6.4K
5.86K $407K
CRWD
Crowd Strike Holdings, Inc.

Technology
-61
- 7.8%
$275.15 - $388.2 $16.8K - $23.7K
721 $246K
VO
Vanguard Mid Cap ETF

ETFs
-164
- 0.07%
$261.5 - $284.63 $42.9K - $46.7K
236K $62.4M
AXP
American Express CO

Financial Services
-17
- 1.19%
$267.35 - $305.57 $4.54K - $5.19K
1.42K $420K
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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