Capital Advisory Group Advisory Services, LLC Purchases in Q3 2024

Capital Advisory Group Advisory Services, LLC

  • $250 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HRB
H&R Block Inc

Consumer Cyclical
373
+ 4.1%
$52.99 - $66.6 $19.8K - $24.8K
9.48K $602K
XEL
Xcel Energy Inc

Utilities
29
+ 0.37%
$52.11 - $65.3 $1.51K - $1.89K
7.9K $515K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
783
+ 5.6%
$53.41 - $57.9 $41.8K - $45.3K
14.8K $853K
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.5%
$459.02 - $510.25 $4.59K - $5.1K
2.01K $996K
CSCO
Cisco Systems, Inc.

Technology
108
+ 0.79%
$44.74 - $53.22 $4.83K - $5.75K
13.8K $731K
GD
General Dynamics Corp

Industrials
119
+ 3.15%
$279.51 - $308.09 $33.3K - $36.7K
3.9K $1.18M
ACN
Accenture PLC

Technology
49
+ 3.9%
$295.44 - $355.81 $14.5K - $17.4K
1.31K $461K
JPM
Jpmorgan Chase & CO

Financial Services
181
+ 3.73%
$194.9 - $224.8 $35.3K - $40.7K
5.04K $1.06M
IYW
Ishares Dj Us Tech ETF

ETFs
376
+ 2.22%
$133.16 - $158.73 $50.1K - $59.7K
17.3K $2.63M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.07%
$245.82 - $304.51 $246 - $305
1.52K $464K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.02%
$145.48 - $167.38 $145 - $167
4.19K $678K
DGRO
Ishares Core Dividend Growth E

ETFs
632
+ 15.16%
$57.47 - $62.76 $36.3K - $39.7K
4.8K $301K
EPD
Enterprise Products Partners L.P.

Energy
1.85K
+ 10.15%
$27.88 - $30.0 $51.6K - $55.5K
20.1K $584K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
345
+ 8.43%
$71.9 - $79.86 $24.8K - $27.6K
4.44K $352K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
120
+ 0.47%
$81.31 - $83.29 $9.76K - $9.99K
25.8K $2.14M
IYH
Ishares Tr

ETFs
193
+ 2.33%
$60.29 - $66.38 $11.6K - $12.8K
8.47K $550K
AMD
Advanced Micro Devices Inc

Technology
150
+ 3.2%
$128.67 - $183.96 $19.3K - $27.6K
4.84K $794K
SJNK
Spdr Bloomberg Short Term High

ETFs
580
+ 2.38%
$24.8 - $25.75 $14.4K - $14.9K
25K $643K
PG
Procter & Gamble CO

Consumer Defensive
60
+ 2.31%
$160.76 - $177.82 $9.65K - $10.7K
2.66K $460K
JNK
Spdr Bloomberg High Yield Bond

ETFs
137
+ 2.84%
$93.65 - $97.81 $12.8K - $13.4K
4.96K $485K
AMGN
Amgen Inc

Healthcare
15
+ 0.58%
$309.38 - $337.38 $4.64K - $5.06K
2.58K $832K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
567
+ 0.48%
$50.63 - $51.11 $28.7K - $29K
118K $6.01M
SRE
Sempra Energy

Utilities
20
+ 0.73%
$74.97 - $84.04 $1.5K - $1.68K
2.77K $231K
VXRT
Vaxart, Inc.

Healthcare
15K
New
$0.58 - $0.99 $8.7K - $14.9K
15K $12K
Calamos ETF Tr
7.55K
+ 50.68%
N/A
22.4K $0
COM
Direxion Shs ETF Tr Auspice Br

ETFs
245
+ 0.3%
$28.26 - $29.46 $6.92K - $7.22K
82.8K $2.38M
ADBE
Adobe Inc.

Technology
31
+ 2.61%
$508.13 - $586.55 $15.8K - $18.2K
1.22K $631K
AMZN
Amazon Com Inc

Consumer Cyclical
15
+ 0.12%
$161.02 - $200.0 $2.42K - $3K
12.3K $2.29M
CVX
Chevron Corp

Energy
309
+ 1.75%
$137.88 - $161.97 $42.6K - $50K
18K $2.64M
MSFT
Microsoft Corp

Technology
36
+ 0.42%
$395.15 - $467.56 $14.2K - $16.8K
8.63K $3.71M
Activity Summary
Buys All Purchases 81 New Holdings 9 Increased Positions 72 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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