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
ESGU
Ishares Trust Ishares Esg Awar

ETFs
672
+ 35.56%
$108.06 - $135.3 $72.6K - $90.9K
2.56K $346K
VTI
Vanguard Total Stock Market Et

ETFs
17
+ 0.47%
$243.75 - $303.93 $4.14K - $5.17K
3.61K $1.1M
UBER
Uber Technologies, Inc

Technology
38
+ 0.76%
$64.62 - $93.3 $2.46K - $3.55K
5.04K $469K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
4.04K
+ 28.02%
$25.13 - $26.07 $102K - $105K
18.5K $476K
VEEV
Veeva Systems Inc

Healthcare
78
+ 6.09%
$209.39 - $289.94 $16.3K - $22.6K
1.36K $391K
SPRO
Spero Therapeutics, Inc.

Healthcare
32.5K
New
$0.56 - $3.02 $18.2K - $98.3K
32.5K $94K
IWD
Ishares Russell 1000 Val ETF

ETFs
181
+ 2.6%
$166.82 - $194.23 $30.2K - $35.2K
7.15K $1.39M
MPC
Marathon Petroleum Corp

Energy
180
+ 7.19%
$118.55 - $170.08 $21.3K - $30.6K
2.69K $446K
USXF
Ishares Esg Advanced Msci Usa

Technology
558
+ 10.97%
$41.54 - $53.93 $23.2K - $30.1K
5.65K $304K
AXP
American Express CO

Financial Services
32
+ 2.76%
$231.39 - $318.98 $7.4K - $10.2K
1.19K $379K
TFC
Truist Financial Corp

Financial Services
402
+ 1.99%
$34.79 - $42.99 $14K - $17.3K
20.6K $885K
LOW
Lowes Companies Inc

Consumer Cyclical
296
+ 25.81%
$210.83 - $235.28 $62.4K - $69.6K
1.44K $320K
ITW
Illinois Tool Works Inc

Industrials
183
+ 19.64%
$218.41 - $252.43 $40K - $46.2K
1.12K $275K
CSX
Csx Corp

Industrials
138
+ 1.25%
$26.69 - $32.91 $3.68K - $4.54K
11.2K $365K
ADBE
Adobe Inc.

Technology
64
+ 2.32%
$340.0 - $420.68 $21.8K - $26.9K
2.82K $1.09M
SYK
Stryker Corp

Healthcare
3
+ 0.28%
$337.37 - $395.63 $1.01K - $1.19K
1.08K $428K
ICF
Ishares Tr

ETFs
376
+ 5.13%
$54.56 - $62.47 $20.5K - $23.5K
7.71K $471K
UNP
Union Pacific Corp

Industrials
431
+ 3.53%
$208.27 - $238.46 $89.8K - $103K
12.6K $2.91M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
2.7K
+ 8.44%
$10.95 - $11.69 $29.6K - $31.6K
34.7K $383K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
240
+ 4.0%
$82.21 - $83.12 $19.7K - $19.9K
6.24K $517K
INTC
Intel Corp

Technology
1.09K
+ 5.26%
$18.13 - $22.69 $19.7K - $24.6K
21.7K $486K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.04%
$114.78 - $133.31 $115 - $133
2.56K $340K
CRM
Salesforce, Inc.

Technology
26
+ 2.51%
$236.26 - $291.15 $6.14K - $7.57K
1.06K $289K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.19%
$376.48 - $440.65 $376 - $441
523 $230K
LYG
Lloyds Banking Group PLC

Financial Services
17
+ 0.1%
$3.32 - $4.29 $56.4 - $72.9
16.6K $70K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
68
+ 1.94%
$94.78 - $95.97 $6.45K - $6.53K
3.58K $342K
D
Dominion Energy, Inc

Utilities
9
+ 0.08%
$49.66 - $58.0 $447 - $522
10.7K $603K
DUK
Duke Energy Corp

Utilities
156
+ 4.67%
$112.46 - $124.05 $17.5K - $19.4K
3.5K $412K
KNSL
Kinsale Capital Group, Inc.

Financial Services
3
+ 0.6%
$419.99 - $501.97 $1.26K - $1.51K
504 $243K
Veralto Corp
2.59K
New
N/A
2.59K $0
AZN
Astrazeneca PLC

Healthcare
212
+ 3.92%
$64.87 - $75.0 $13.8K - $15.9K
5.62K $392K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
77
+ 1.21%
$38.81 - $44.28 $2.99K - $3.41K
6.44K $273K
NEE
Nextera Energy Inc

Utilities
407
+ 1.69%
$64.11 - $75.0 $26.1K - $30.5K
24.5K $1.7M
WEC
Wec Energy Group, Inc.

Utilities
37
+ 1.36%
$102.24 - $109.76 $3.78K - $4.06K
2.77K $288K
DTE
Dte Energy CO

Utilities
4
+ 0.2%
$127.39 - $139.49 $510 - $558
2.02K $267K
DHR
Danaher Corp

Healthcare
77
+ 0.66%
$174.64 - $205.16 $13.4K - $15.8K
11.8K $2.33M
PFE
Pfizer Inc

Healthcare
14
+ 0.02%
$21.59 - $24.84 $302 - $348
72K $1.75M
EOG
Eog Resources Inc

Energy
431
+ 2.74%
$104.61 - $129.97 $45.1K - $56K
16.1K $1.93M
LLY
Eli Lilly & CO

Healthcare
197
+ 3.33%
$713.71 - $898.95 $141K - $177K
6.12K $4.77M
MRK
Merck & Co., Inc.

Healthcare
440
+ 2.28%
$73.47 - $87.12 $32.3K - $38.3K
19.7K $1.56M
JNJ
Johnson & Johnson

Healthcare
128
+ 0.49%
$146.36 - $159.82 $18.7K - $20.5K
26.3K $4.02M
PEP
Pepsico Inc

Consumer Defensive
728
+ 2.99%
$128.02 - $151.37 $93.2K - $110K
25.1K $3.31M
ABBV
Abb Vie Inc.

Healthcare
37
+ 0.19%
$170.16 - $206.27 $6.3K - $7.63K
19.9K $3.69M
CVX
Chevron Corp

Energy
909
+ 3.4%
$133.73 - $168.51 $122K - $153K
27.6K $3.96M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
390
+ 0.08%
$24.32 - $27.87 $9.48K - $10.9K
510K $13.5M
BMY
Bristol Myers Squibb CO

Healthcare
1.07K
+ 2.32%
$44.12 - $59.6 $47.2K - $63.7K
47.1K $2.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
140
+ 0.79%
$483.48 - $539.8 $67.7K - $75.6K
17.9K $8.7M
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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