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
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
IWB
Ishares Tr Russell 1000 ETF

ETFs
908
+ 23.55%
$272.36 - $339.57 $247K - $308K
4.76K $1.62M
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
SNPS
Synopsys Inc

Technology
152
+ 4.73%
$380.9 - $517.66 $57.9K - $78.7K
3.37K $1.73M
VUG
Vanguard Growth ETF

ETFs
425
+ 28.52%
$329.49 - $438.4 $140K - $186K
1.92K $839K
ABT
Abbott Laboratories

Healthcare
1.15K
+ 3.87%
$123.95 - $138.08 $142K - $159K
30.9K $4.2M
HD
Home Depot, Inc.

Consumer Cyclical
683
+ 3.58%
$335.24 - $380.78 $229K - $260K
19.8K $7.24M
FTGC
First Trust Global Tactical CO

ETFs
15.9K
+ 6.34%
$23.09 - $25.91 $367K - $412K
267K $6.58M
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
QCOM
Qualcomm Inc

Technology
1.02K
+ 13.61%
$124.66 - $159.48 $128K - $163K
8.55K $1.36M
AMD
Advanced Micro Devices Inc

Technology
913
+ 46.39%
$78.21 - $143.81 $71.4K - $131K
2.88K $408K
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
NET
Cloudflare, Inc.

Technology
50
+ 2.36%
$97.08 - $195.83 $4.85K - $9.79K
2.17K $424K
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
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
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
CMCSA
Comcast Corp

Communication Services
4.29K
+ 5.67%
$32.84 - $36.72 $141K - $158K
79.9K $2.85M
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
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.19%
$376.48 - $440.65 $376 - $441
523 $230K
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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