Capital Advisory Group Advisory Services, LLC Incresed Positions in Q2 2025

Capital Advisory Group Advisory Services, LLC

  • $274 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.12K
+ 7.62%
$496.48 - $617.85 $1.05M - $1.31M
29.9K $18.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
328
+ 1.23%
$416.06 - $551.64 $136K - $181K
27K $14.9M
SPYG
Spdr Portfolio

ETFs
10K
+ 16.92%
$71.83 - $95.32 $720K - $955K
69.3K $6.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.95K
+ 2.58%
$60.34 - $74.89 $299K - $371K
197K $14.7M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
9.05K
+ 17.42%
$49.85 - $64.51 $451K - $584K
61K $3.94M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
14.6K
+ 15.39%
$37.18 - $42.55 $541K - $619K
109K $4.64M
META
Meta Platforms, Inc.

Communication Services
21
+ 0.43%
$484.66 - $738.09 $10.2K - $15.5K
4.9K $3.62M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11K
+ 9.03%
$45.11 - $52.34 $497K - $577K
133K $6.97M
KR
Kroger CO

Consumer Defensive
6.89K
+ 46.08%
$64.62 - $74.0 $445K - $510K
21.8K $1.57M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
690
+ 6.7%
$376.48 - $440.65 $260K - $304K
11K $4.84M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.9K
+ 6.88%
$50.1 - $51.02 $446K - $454K
138K $7.06M
VZ
Verizon Communications Inc

Communication Services
12.1K
+ 26.35%
$41.67 - $45.62 $504K - $552K
58K $2.51M
GS
Goldman Sachs Group Inc

Financial Services
24
+ 1.2%
$462.22 - $707.75 $11.1K - $17K
2.02K $1.43M
AMZN
Amazon Com Inc

Consumer Cyclical
165
+ 1.62%
$167.32 - $223.3 $27.6K - $36.8K
10.4K $2.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
80
+ 0.1%
$51.16 - $62.02 $4.09K - $4.96K
76.8K $4.76M
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.24%
$210.28 - $289.91 $3.15K - $4.35K
6.35K $1.84M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
186
+ 3.82%
$468.22 - $566.51 $87.1K - $105K
5.06K $2.87M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.04%
$59.24 - $71.39 $1.24K - $1.5K
47.1K $3.35M
BAR
Granite Shares Gold Trust

ETFs
3.21K
+ 4.31%
$29.34 - $33.87 $94.3K - $109K
77.8K $2.54M
TSLA
Tesla, Inc.

Consumer Cyclical
283
+ 12.37%
$221.86 - $362.89 $62.8K - $103K
2.57K $816K
ASML
Asml Holding Nv

Technology
63
+ 5.92%
$595.37 - $815.24 $37.5K - $51.4K
1.13K $903K
MU
Micron Technology Inc

Technology
217
+ 4.68%
$64.72 - $127.91 $14K - $27.8K
4.85K $598K
RDVY
First Trust Rising Dividend Ac

ETFs
685
+ 2.25%
$51.6 - $62.74 $35.3K - $43K
31.1K $1.95M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.09K
+ 6.76%
$77.94 - $79.5 $163K - $166K
33K $2.62M
SGOL
Abrdn Gold ETF Trust

ETFs
732
+ 0.81%
$28.39 - $32.75 $20.8K - $24K
91K $2.87M
QBTS
D Wave Quantum Inc.

Technology
646
+ 3.0%
$6.22 - $19.04 $4.02K - $12.3K
22.2K $324K
GOOG
Alphabet Inc.

Communication Services
480
+ 14.59%
$146.58 - $180.01 $70.4K - $86.4K
3.77K $668K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.34K
+ 4.28%
$79.56 - $82.92 $106K - $111K
32.6K $2.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.55K
+ 62.35%
$85.42 - $94.39 $132K - $146K
4.04K $378K
AXP
American Express CO

Financial Services
104
+ 5.03%
$231.39 - $318.98 $24.1K - $33.2K
2.17K $692K
AMD
Advanced Micro Devices Inc

Technology
192
+ 7.08%
$78.21 - $143.81 $15K - $27.6K
2.91K $412K
ZS
Zscaler, Inc.

Technology
22
+ 2.05%
$174.67 - $315.32 $3.84K - $6.94K
1.1K $343K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
935
+ 1.83%
$75.05 - $77.34 $70.2K - $72.3K
52K $4.02M
CSCO
Cisco Systems, Inc.

Technology
159
+ 1.13%
$53.19 - $69.38 $8.46K - $11K
14.3K $991K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.82K
+ 15.53%
$24.32 - $27.87 $142K - $162K
43.3K $1.15M
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.7K
+ 1.53%
$30.29 - $30.83 $112K - $114K
246K $7.59M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
430
+ 1.05%
$27.3 - $31.8 $11.7K - $13.7K
41.6K $1.32M
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.35K
+ 11.88%
$29.82 - $30.19 $100K - $101K
31.6K $953K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
92
+ 0.37%
$50.39 - $60.05 $4.64K - $5.52K
24.7K $1.48M
APP
App Lovin Corp

Technology
72
+ 8.88%
$219.37 - $417.89 $15.8K - $30.1K
883 $309K
BA
Boeing CO

Industrials
1
+ 0.04%
$136.59 - $217.51 $137 - $218
2.26K $473K
EFA
Ishares Tr Msci Eafe ETF

ETFs
600
+ 14.65%
$72.96 - $90.39 $43.8K - $54.2K
4.7K $419K
KO
Coca Cola CO

Consumer Defensive
1.03K
+ 5.9%
$68.37 - $73.9 $70.6K - $76.3K
18.5K $1.31M
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
PG
Procter & Gamble CO

Consumer Defensive
373
+ 11.25%
$157.66 - $172.39 $58.8K - $64.3K
3.69K $587K
EBAY
Ebay Inc

Consumer Cyclical
28
+ 0.9%
$59.52 - $79.36 $1.67K - $2.22K
3.12K $232K
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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