Capital Advisory Group Advisory Services, LLC Purchases in Q2 2025

Capital Advisory Group Advisory Services, LLC

  • $274 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
295
+ 1.34%
$118.37 - $134.86 $34.9K - $39.8K
22.3K $2.96M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
420
+ 1.87%
$82.21 - $83.12 $34.5K - $34.9K
22.9K $1.9M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.33%
$908.13 - $1056.85 $1.82K - $2.11K
602 $595K
VBK
Vanguard Small Cap Growth ETF

ETFs
19
+ 2.17%
$219.76 - $276.94 $4.18K - $5.26K
894 $247K
EBAY
Ebay Inc

Consumer Cyclical
28
+ 0.9%
$59.52 - $79.36 $1.67K - $2.22K
3.12K $232K
PG
Procter & Gamble CO

Consumer Defensive
373
+ 11.25%
$157.66 - $172.39 $58.8K - $64.3K
3.69K $587K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
75
+ 3.65%
$114.78 - $133.31 $8.61K - $10K
2.13K $283K
ENFR
Alerian Energy Infrastructure

ETFs
1.15K
+ 2.89%
$28.49 - $33.44 $32.7K - $38.4K
40.9K $1.32M
HEFA
Ishares Currency Hedged Msci E

ETFs
184
+ 2.39%
$32.11 - $38.21 $5.91K - $7.03K
7.89K $299K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
2.67K
+ 7.26%
$12.71 - $14.52 $33.9K - $38.7K
39.4K $547K
ADBE
Adobe Inc.

Technology
31
+ 2.2%
$340.0 - $420.68 $10.5K - $13K
1.44K $557K
MA
Mastercard Inc

Financial Services
11
+ 1.77%
$479.92 - $590.74 $5.28K - $6.5K
634 $356K
DUK
Duke Energy Corp

Utilities
183
+ 10.8%
$112.46 - $124.05 $20.6K - $22.7K
1.88K $221K
WPC
W. P. Carey Inc.

Real Estate
275
+ 7.57%
$56.12 - $64.53 $15.4K - $17.7K
3.91K $243K
CRBU
Caribou Biosciences, Inc.

Healthcare
11.5K
New
$0.73 - $1.42 $8.4K - $16.3K
11.5K $14K
VNQ
Vanguard Specialized Funds Van

ETFs
34
+ 1.32%
$79.79 - $91.42 $2.71K - $3.11K
2.62K $233K
PFF
Ishares Trust Ishares Pfd And

ETFs
129
+ 1.23%
$29.0 - $30.68 $3.74K - $3.96K
10.6K $324K
Listed Fds Tr
14K
New
N/A
14K $0
Arista Networks Inc
2.29K
New
N/A
2.29K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
4.8K
New
N/A
4.8K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
20K
New
N/A
20K $0
SENS
Senseonics Holdings, Inc.

Healthcare
15K
+ 33.33%
$0.48 - $0.77 $7.2K - $11.6K
60K $28K
BBDC
Barings Bdc, Inc.

Financial Services
600
+ 3.7%
$7.89 - $9.51 $4.73K - $5.71K
16.8K $153K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
331
+ 2.35%
$13.96 - $16.51 $4.62K - $5.46K
14.4K $234K
PSA
Public Storage

Real Estate
46
+ 1.51%
$266.31 - $309.77 $12.3K - $14.2K
3.1K $908K
PFE
Pfizer Inc

Healthcare
388
+ 2.95%
$21.59 - $24.84 $8.38K - $9.64K
13.5K $328K
LPX
Louisiana Pacific Corp

Industrials
60
+ 2.36%
$81.16 - $95.48 $4.87K - $5.73K
2.6K $223K
HTGC
Hercules Capital, Inc.

Financial Services
3.85K
+ 4.42%
$16.24 - $19.1 $62.5K - $73.6K
90.9K $1.66M
IAK
Ishares Tr

ETFs
256
+ 0.98%
$122.44 - $138.47 $31.3K - $35.4K
26.4K $3.55M
AFL
Aflac Inc

Financial Services
48
+ 1.44%
$99.77 - $112.45 $4.79K - $5.4K
3.37K $355K
CSB
Victory Portf Ii Shs Us Small

ETFs
10
+ 0.09%
$49.98 - $58.24 $500 - $582
11K $608K
XEL
Xcel Energy Inc

Utilities
127
+ 1.21%
$65.65 - $72.39 $8.34K - $9.19K
10.6K $722K
IYH
Ishares Tr

ETFs
90
+ 1.05%
$53.97 - $60.17 $4.86K - $5.42K
8.64K $487K
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.51%
$285.55 - $321.23 $2.28K - $2.57K
1.59K $464K
MO
Altria Group, Inc.

Consumer Defensive
355
+ 0.87%
$55.56 - $60.91 $19.7K - $21.6K
41.3K $2.42M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.09K
+ 1359.89%
$87.84 - $1441.89 $447K - $7.33M
5.46K $492K
XOM
Exxon Mobil Corp

Energy
194
+ 2.99%
$99.93 - $119.04 $19.4K - $23.1K
6.68K $720K
JNJ
Johnson & Johnson

Healthcare
129
+ 2.31%
$146.36 - $159.82 $18.9K - $20.6K
5.7K $871K
AMGN
Amgen Inc

Healthcare
38
+ 1.41%
$262.28 - $309.85 $9.97K - $11.8K
2.73K $763K
LYB
Lyondell Basell Industries N.V.

Basic Materials
214
+ 2.69%
$53.23 - $70.65 $11.4K - $15.1K
8.16K $472K
BMY
Bristol Myers Squibb CO

Healthcare
646
+ 5.07%
$44.12 - $59.6 $28.5K - $38.5K
13.4K $619K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
137
+ 0.27%
$61.03 - $67.59 $8.36K - $9.26K
51K $3.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
73
+ 0.89%
$483.48 - $539.8 $35.3K - $39.4K
8.23K $4M
CVX
Chevron Corp

Energy
28
+ 0.15%
$133.73 - $168.51 $3.74K - $4.72K
18.6K $2.67M
Activity Summary
Buys All Purchases 95 New Holdings 11 Increased Positions 84 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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