Capital Advisory Group Advisory Services, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $274 Million distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $18.5M, Invesco Qqq Trust, Series 1 with a value of $14.9M, Spdr Portfolio S&P 1500 Compos with a value of $14.7M, Spdr Bloomberg Investment Grad with a value of $7.59M, and Ishares Tr Fltg Rate Nt ETF with a value of $7.06M.
Examining the 13F form we can see an increase of $14.7M in the current position value, from $259M to 274M.
Capital Advisory Group Advisory Services, LLC is based out at Bloomington, MN
Below you can find more details about Capital Advisory Group Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$274 Million
ETFs: $185 Million
Technology: $21.4 Million
Financial Services: $17.7 Million
Consumer Defensive: $9.4 Million
Communication Services: $8.86 Million
Industrials: $8.54 Million
Healthcare: $8.02 Million
Consumer Cyclical: $7.1 Million
Other: $7.73 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
