Capital Advisory Group Advisory Services, LLC Incresed Positions in Q4 2024

Capital Advisory Group Advisory Services, LLC

  • $276 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
16.1K
+ 17.91%
$55.58 - $62.6 $892K - $1M
106K $6.35M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
32.4K
+ 58.89%
$40.26 - $42.88 $1.31M - $1.39M
87.5K $3.54M
VCIT
Vanguard Intermediate Term Cor

ETFs
15.8K
+ 109.01%
$80.13 - $83.77 $1.27M - $1.32M
30.3K $2.43M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.72K
+ 35.96%
$417.69 - $450.94 $1.14M - $1.23M
10.3K $4.37M
SPYG
Spdr Portfolio

ETFs
9.25K
+ 14.44%
$81.74 - $91.38 $756K - $845K
73.3K $6.44M
IAK
Ishares Tr

ETFs
8.66K
+ 51.88%
$123.78 - $138.16 $1.07M - $1.2M
25.3K $3.21M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
22.4K
+ 23.48%
$51.09 - $55.27 $1.14M - $1.24M
118K $6.02M
FLRN
Spdr Bloomberg Investment Grad

ETFs
28.6K
+ 15.3%
$30.67 - $30.84 $877K - $882K
215K $6.62M
FDVV
Fidelity High Dividend ETF

ETFs
15.3K
+ 154.75%
$49.66 - $52.63 $759K - $804K
25.2K $1.26M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
13K
+ 136.41%
$55.86 - $60.21 $726K - $783K
22.5K $1.29M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.57K
+ 2.42%
$69.3 - $74.3 $317K - $340K
193K $13.8M
NVDA
Nvidia Corp

Technology
272
+ 0.65%
$117.0 - $148.88 $31.8K - $40.5K
41.9K $5.63M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
6.47K
+ 113.17%
$85.41 - $87.1 $553K - $563K
12.2K $1.05M
ENFR
Alerian Energy Infrastructure

ETFs
15.7K
+ 82.41%
$28.52 - $33.11 $448K - $520K
34.8K $1.08M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.05K
+ 22.11%
$74.5 - $78.37 $674K - $709K
50K $3.74M
AMZN
Amazon Com Inc

Consumer Cyclical
503
+ 4.09%
$180.88 - $232.93 $91K - $117K
12.8K $2.81M
XLE
Energy Sector Spdr

ETFs
6.13K
+ 28.7%
$83.32 - $97.27 $511K - $596K
27.5K $2.35M
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.02K
+ 101.19%
$94.77 - $97.36 $476K - $489K
9.99K $953K
TSLA
Tesla, Inc.

Consumer Cyclical
266
+ 10.61%
$213.65 - $479.86 $56.8K - $128K
2.77K $1.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
57
+ 0.18%
$567.81 - $607.81 $32.4K - $34.6K
32.5K $19.1M
JPM
Jpmorgan Chase & CO

Financial Services
1.14K
+ 22.64%
$205.18 - $250.29 $234K - $286K
6.18K $1.48M
IYW
Ishares Dj Us Tech ETF

ETFs
1.73K
+ 9.99%
$148.14 - $166.23 $256K - $288K
19.1K $3.04M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.01K
+ 14.68%
$442.29 - $483.08 $448K - $489K
7.91K $3.59M
FDUS
Fidus Investment Corp

Financial Services
14.4K
+ 22.86%
$19.1 - $21.49 $274K - $309K
77.2K $1.62M
IWL
Ishares Tr Russell 200 ETF

ETFs
2.51K
+ 65.1%
$138.92 - $149.97 $348K - $376K
6.35K $919K
MO
Altria Group, Inc.

Consumer Defensive
6.22K
+ 18.47%
$49.06 - $57.74 $305K - $359K
39.9K $2.09M
AAPL
Apple Inc.

Technology
392
+ 2.7%
$221.69 - $259.02 $86.9K - $102K
14.9K $3.74M
BMY
Bristol Myers Squibb CO

Healthcare
5.63K
+ 86.65%
$51.92 - $59.94 $292K - $337K
12.1K $685K
VZ
Verizon Communications Inc

Communication Services
12.1K
+ 40.45%
$39.6 - $45.21 $480K - $548K
42.1K $1.68M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.58K
+ 17.51%
$77.86 - $79.27 $356K - $363K
30.7K $2.4M
GOOG
Alphabet Inc.

Communication Services
1.08K
+ 25.07%
$163.08 - $198.16 $176K - $214K
5.38K $1.02M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
16.3K
+ 81.72%
$14.28 - $14.81 $233K - $241K
36.2K $520K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.38K
+ 29.67%
$56.06 - $61.35 $246K - $269K
19.1K $1.08M
VO
Vanguard Mid Cap ETF

ETFs
799
+ 12.73%
$261.5 - $284.63 $209K - $227K
7.07K $1.87M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.42K
+ 12.2%
$96.64 - $101.23 $331K - $347K
31.5K $3.05M
SGOL
Abrdn Gold ETF Trust

ETFs
7.78K
+ 9.5%
$24.46 - $26.62 $190K - $207K
89.6K $2.24M
GLD
Spdr Gold Trust

ETFs
848
+ 4.18%
$236.59 - $257.5 $201K - $218K
21.2K $5.12M
META
Meta Platforms, Inc.

Communication Services
173
+ 3.71%
$554.08 - $632.68 $95.9K - $109K
4.84K $2.85M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.84K
+ 13.4%
$29.73 - $30.81 $144K - $149K
41K $1.25M
ASML
Asml Holding Nv

Technology
343
+ 67.92%
$658.43 - $872.27 $226K - $299K
848 $587K
XEL
Xcel Energy Inc

Utilities
2.18K
+ 27.61%
$62.16 - $72.92 $136K - $159K
10.1K $680K
KO
Coca Cola CO

Consumer Defensive
4.53K
+ 37.09%
$61.74 - $71.71 $279K - $325K
16.7K $1.04M
IBM
International Business Machines Corp

Technology
780
+ 8.36%
$204.9 - $238.04 $160K - $186K
10.1K $2.22M
AINV
Apollo Investment Corp

Financial Services
14.4K
+ 66.51%
N/A
36K $400K
RDVY
First Trust Rising Dividend Ac

ETFs
2.36K
+ 8.69%
$58.65 - $64.37 $139K - $152K
29.5K $1.75M
PFM
Invesco Exchange Traded Fd Tr

ETFs
3.69K
+ 7.01%
$45.72 - $48.2 $169K - $178K
56.3K $2.58M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
416
+ 21.08%
$172.07 - $207.36 $71.6K - $86.3K
2.39K $471K
DGRO
Ishares Core Dividend Growth E

ETFs
2.22K
+ 46.13%
$60.73 - $64.94 $135K - $144K
7.02K $430K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.06K
+ 4.56%
$65.67 - $69.79 $135K - $144K
47.3K $3.17M
Activity Summary
Buys All Purchases 119 New Holdings 28 Increased Positions 91 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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