Capital Asset Advisory Services LLC Incresed Positions in Q2 2025

Capital Asset Advisory Services LLC

  • $2.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
4.58K
+ 0.44%
$228.25 - $285.3 $1.05M - $1.31M
1.05M $299M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
155K
+ 9.36%
$32.66 - $40.75 $5.07M - $6.33M
1.81M $73.4M
NVDA
Nvidia Corp

Technology
8.23K
+ 3.99%
$94.31 - $157.99 $777K - $1.3M
215K $33.9M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
44.2K
+ 7.2%
$57.46 - $75.58 $2.54M - $3.34M
658K $49.7M
PPA
Invesco Exchange Traded Fd Tr

ETFs
13.4K
+ 3.86%
$105.2 - $141.69 $1.41M - $1.9M
361K $51.1M
IDEV
Ishares Core Msci Intl Develop

ETFs
11.3K
+ 0.9%
$61.79 - $76.67 $699K - $867K
1.27M $96.4M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
95.3K
+ 21.39%
$49.79 - $62.18 $4.75M - $5.93M
541K $33.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
91.8K
+ 13.42%
$51.16 - $62.02 $4.7M - $5.69M
776K $48.1M
MSFT
Microsoft Corp

Technology
2.22K
+ 3.93%
$354.56 - $497.45 $786K - $1.1M
58.7K $29.2M
AAPL
Apple Inc.

Technology
48.1K
+ 35.05%
$172.42 - $223.89 $8.3M - $10.8M
185K $38.1M
PAVE
Global X Fds Us Infrastructure

ETFs
55.2K
+ 7.64%
$33.78 - $43.68 $1.86M - $2.41M
777K $33.9M
VB
Vanguard Small Cap ETF

ETFs
18.2K
+ 18.69%
$193.73 - $237.37 $3.53M - $4.33M
116K $27.5M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
59.2K
+ 427.98%
$79.41 - $86.53 $4.7M - $5.12M
73K $6.31M
AMZN
Amazon Com Inc

Consumer Cyclical
10.3K
+ 12.62%
$167.32 - $223.3 $1.72M - $2.3M
91.8K $20.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
64.3K
+ 6.91%
$47.46 - $55.3 $3.05M - $3.56M
995K $54.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
57.7K
+ 10.7%
$34.72 - $42.74 $2M - $2.47M
597K $25.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
83K
+ 56.42%
$50.52 - $50.92 $4.19M - $4.23M
230K $11.7M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
80K
+ 11.04%
$49.98 - $50.26 $4M - $4.02M
804K $40.3M
ITB
Ishares Tr

ETFs
43.6K
+ 11.54%
$85.52 - $96.61 $3.72M - $4.21M
421K $39.2M
AVGO
Broadcom Inc.

Technology
1.29K
+ 4.57%
$146.29 - $275.65 $189K - $356K
29.6K $8.16M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.08K
+ 1.04%
$39.89 - $49.46 $282K - $350K
688K $34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.5K
+ 2.51%
$90.56 - $109.49 $769K - $930K
347K $37.9M
VEA
Vanguard Ftse Developed Market

ETFs
30.4K
+ 28.02%
$45.65 - $57.01 $1.39M - $1.73M
139K $7.92M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.24K
+ 63.66%
$496.48 - $617.85 $1.61M - $2M
8.32K $5.14M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
30.8K
+ 4.35%
$23.45 - $26.56 $722K - $818K
739K $19.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.8K
+ 0.81%
$96.84 - $99.46 $1.24M - $1.27M
1.6M $158M
GOOGL
Alphabet Inc.

Communication Services
3.94K
+ 7.3%
$144.7 - $178.6 $570K - $703K
57.9K $10.2M
TFLO
Ishares Treasury Floating Rate

ETFs
36.1K
+ 2.83%
$50.47 - $50.66 $1.82M - $1.83M
1.31M $66.5M
GS
Goldman Sachs Group Inc

Financial Services
427
+ 5.62%
$462.22 - $707.75 $197K - $302K
8.03K $5.68M
TSLA
Tesla, Inc.

Consumer Cyclical
1.34K
+ 7.21%
$221.86 - $362.89 $297K - $486K
19.9K $6.33M
DIS
Walt Disney CO

Communication Services
2.57K
+ 6.04%
$81.72 - $124.01 $210K - $319K
45.2K $5.61M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
26.3K
+ 4.94%
$50.36 - $50.68 $1.33M - $1.33M
559K $28.3M
AMAT
Applied Materials Inc

Technology
2.19K
+ 8.87%
$126.95 - $183.52 $278K - $401K
26.9K $4.92M
HEFA
Ishares Currency Hedged Msci E

ETFs
29.2K
+ 42.76%
$32.11 - $38.21 $939K - $1.12M
97.6K $3.71M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.3K
+ 1.75%
$91.43 - $91.74 $1.12M - $1.13M
714K $65.5M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
21.9K
+ 29.4%
$49.18 - $50.16 $1.08M - $1.1M
96.5K $4.84M
GOOG
Alphabet Inc.

Communication Services
454
+ 0.93%
$146.58 - $180.01 $66.5K - $81.7K
49.3K $8.74M
VTC
Vanguard Scottsdale Fds Total

ETFs
5.88K
+ 0.83%
$74.71 - $77.33 $439K - $455K
712K $55.1M
EMR
Emerson Electric CO

Industrials
456
+ 1.27%
$94.15 - $133.33 $42.9K - $60.8K
36.3K $4.84M
MUB
Ishares National Muni Bond ETF

ETFs
9.56K
+ 5.6%
$102.31 - $105.8 $978K - $1.01M
180K $18.8M
MS
Morgan Stanley

Financial Services
1.95K
+ 8.67%
$99.83 - $140.86 $195K - $275K
24.5K $3.45M
BAC
Bank Of America Corp

Financial Services
4.58K
+ 4.89%
$34.39 - $47.46 $157K - $217K
98.2K $4.65M
IVV
Ishares Core S&P 500 ETF

ETFs
816
+ 51.55%
$498.8 - $620.9 $407K - $507K
2.4K $1.49M
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
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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