Capital Advisory Group Advisory Services, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $250 Million distributed in 152 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 $18.6M, Invesco Qqq Trust, Series 1 with a value of $15.7M, Spdr Portfolio S&P 1500 Compos with a value of $13.2M, Ishares Tr Fltg Rate Nt ETF with a value of $6.01M, and Spdr Bloomberg Investment Grad with a value of $5.77M.
Examining the 13F form we can see an increase of $17.1M in the current position value, from $233M to 250M.
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
$250 Million
ETFs: $167 Million
Technology: $20.4 Million
Financial Services: $17.5 Million
Healthcare: $9.01 Million
Consumer Defensive: $7.66 Million
Consumer Cyclical: $6.75 Million
Communication Services: $6.11 Million
Industrials: $5.71 Million
Other: $9.18 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
