Capital Advisory Group Advisory Services, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $259 Million distributed in 174 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 $15.6M, Spdr Portfolio S&P 1500 Compos with a value of $13M, Invesco Qqq Trust, Series 1 with a value of $12.5M, Spdr Bloomberg Investment Grad with a value of $7.48M, and Ishares Tr Fltg Rate Nt ETF with a value of $6.61M.
Examining the 13F form we can see an decrease of $16.6M in the current position value, from $276M to 259M.
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
$259 Million
ETFs: $174 Million
Financial Services: $19.4 Million
Technology: $18.6 Million
Healthcare: $9.19 Million
Consumer Defensive: $8.82 Million
Energy: $7.88 Million
Communication Services: $6.92 Million
Consumer Cyclical: $6.48 Million
Other: $8.08 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
