Capital Asset Advisory Services LLC Purchases in Q2 2025

Capital Asset Advisory Services LLC

  • $2.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
1.46K
+ 2.27%
$53.19 - $69.38 $77.8K - $101K
65.9K $4.57M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5
+ 0.05%
$320.42 - $421.7 $1.6K - $2.11K
9.61K $4.05M
ISRG
Intuitive Surgical Inc

Healthcare
452
+ 6.64%
$451.58 - $565.94 $204K - $256K
7.26K $3.94M
IEMG
Ishares Inc

ETFs
9.9K
+ 27.58%
N/A
45.8K $2.46M
GE
General Electric CO

Industrials
1.14K
+ 34.56%
$166.81 - $257.39 $190K - $293K
4.44K $1.14M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.95K
+ 11.26%
$105.69 - $140.64 $206K - $274K
19.3K $2.55M
COST
Costco Wholesale Corp

Consumer Defensive
281
+ 6.38%
$908.13 - $1056.85 $255K - $297K
4.69K $4.64M
WFC
Wells Fargo & Company

Financial Services
2.05K
+ 5.62%
$60.98 - $80.12 $125K - $164K
38.4K $3.08M
HON
Honeywell International Inc

Industrials
639
+ 4.25%
$182.86 - $232.88 $117K - $149K
15.7K $3.65M
EW
Edwards Lifesciences Corp

Healthcare
5.85K
New
$67.07 - $78.22 $393K - $458K
5.85K $457K
RTX
Raytheon Technologies Corp

Industrials
280
+ 0.95%
$113.75 - $148.48 $31.9K - $41.6K
29.6K $4.33M
IBM
International Business Machines Corp

Technology
339
+ 4.79%
$221.03 - $294.78 $74.9K - $99.9K
7.42K $2.19M
DE
Deere & CO

Industrials
687
+ 41.06%
$412.99 - $531.48 $284K - $365K
2.36K $1.2M
CTAS
Cintas Corp

Industrials
710
+ 4.89%
$190.11 - $227.66 $135K - $162K
15.2K $3.39M
BA
Boeing CO

Industrials
1.68K
+ 126.68%
$136.59 - $217.51 $230K - $366K
3.01K $630K
PLTR
Palantir Technologies Inc.

Technology
734
+ 13.34%
$74.01 - $144.25 $54.3K - $106K
6.24K $850K
NFLX
Netflix Inc

Communication Services
97
+ 16.14%
$855.86 - $1339.13 $83K - $130K
698 $934K
SNPS
Synopsys Inc

Technology
152
+ 4.73%
$380.9 - $517.66 $57.9K - $78.7K
3.37K $1.73M
SNOW
Snowflake Inc.

Technology
1.38K
New
$130.53 - $223.77 $180K - $308K
1.38K $308K
VUG
Vanguard Growth ETF

ETFs
425
+ 28.52%
$329.49 - $438.4 $140K - $186K
1.92K $839K
GTLS
Chart Industries Inc

Industrials
1.63K
New
$115.08 - $175.5 $187K - $286K
1.63K $267K
ABT
Abbott Laboratories

Healthcare
1.15K
+ 3.87%
$123.95 - $138.08 $142K - $159K
30.9K $4.2M
HYMU
Blackrock ETF Tr Ii High Yield
11.1K
New
N/A
11.1K $253K
HD
Home Depot, Inc.

Consumer Cyclical
683
+ 3.58%
$335.24 - $380.78 $229K - $260K
19.8K $7.24M
MELI
Mercadolibre Inc

Consumer Cyclical
94
New
$1794.73 - $2613.63 $169K - $246K
94 $245K
VLO
Valero Energy Corp

Energy
1.79K
New
$104.69 - $141.77 $188K - $254K
1.79K $241K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.96K
New
$46.41 - $47.7 $230K - $237K
4.96K $235K
FTGC
First Trust Global Tactical CO

ETFs
15.9K
+ 6.34%
$23.09 - $25.91 $367K - $412K
267K $6.58M
ASML
Asml Holding Nv

Technology
282
New
$595.37 - $815.24 $168K - $230K
282 $225K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
9.58K
New
$22.43 - $23.23 $215K - $223K
9.58K $222K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.04K
New
$35.35 - $42.68 $178K - $215K
5.04K $214K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.22K
New
$22.27 - $29.21 $161K - $211K
7.22K $210K
ACN
Accenture PLC

Technology
1.26K
+ 9.93%
$279.23 - $323.21 $352K - $408K
14K $4.17M
TXN
Texas Instruments Inc

Technology
1.08K
+ 86.98%
N/A
2.33K $452K
AMD
Advanced Micro Devices Inc

Technology
913
+ 46.39%
$78.21 - $143.81 $71.4K - $131K
2.88K $408K
QCOM
Qualcomm Inc

Technology
1.02K
+ 13.61%
$124.66 - $159.48 $128K - $163K
8.55K $1.36M
SLB
Schlumberger Limited

Energy
6.06K
New
$31.95 - $42.2 $194K - $256K
6.06K $204K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.28K
New
$72.96 - $90.39 $166K - $206K
2.28K $203K
PGR
Progressive Corp

Financial Services
759
New
$255.27 - $288.74 $194K - $219K
759 $202K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
534
+ 40.7%
$141.37 - $228.57 $75.5K - $122K
1.85K $418K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.51K
+ 57.5%
$53.69 - $67.27 $135K - $169K
6.88K $462K
EXAS
Exact Sciences Corp

Healthcare
3.76K
New
$40.31 - $58.08 $152K - $218K
3.76K $199K
URI
United Rentals, Inc.

Industrials
264
New
$551.94 - $753.4 $146K - $199K
264 $198K
NET
Cloudflare, Inc.

Technology
50
+ 2.36%
$97.08 - $195.83 $4.85K - $9.79K
2.17K $424K
CNHI
Cnh Industrial N.V.

Industrials
15.7K
New
N/A
15.7K $163K
CRWD
Crowd Strike Holdings, Inc.

Technology
65
+ 8.95%
$321.63 - $509.31 $20.9K - $33.1K
791 $402K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.92K
+ 5.14%
$44.68 - $45.96 $130K - $134K
59.7K $2.73M
DSI
Ishares Msci Kld 400 Social Et

ETFs
951
+ 44.84%
$91.62 - $116.16 $87.1K - $110K
3.07K $356K
AMT
American Tower Corp

Real Estate
572
+ 42.43%
$203.96 - $228.19 $117K - $131K
1.92K $424K
Activity Summary
Buys All Purchases 148 New Holdings 25 Increased Positions 123 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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