Capital Asset Advisory Services LLC Incresed Positions in Q1 2025

Capital Asset Advisory Services LLC

  • $1.94 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
98
+ 1.77%
$80.96 - $92.96 $7.93K - $9.11K
5.64K $518K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
612
+ 5.43%
$106.44 - $113.12 $65.1K - $69.2K
11.9K $1.28M
EBAY
Ebay Inc

Consumer Cyclical
427
+ 8.75%
$61.61 - $70.93 $26.3K - $30.3K
5.31K $359K
SHV
Ishares Tr

ETFs
484
+ 5.5%
$110.11 - $110.51 $53.3K - $53.5K
9.28K $1.02M
CMI
Cummins Inc

Industrials
230
+ 36.11%
$312.92 - $386.07 $72K - $88.8K
867 $271K
IWD
Ishares Russell 1000 Val ETF

ETFs
204
+ 3.02%
$182.82 - $196.21 $37.3K - $40K
6.97K $1.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
336
+ 15.14%
$126.11 - $135.06 $42.4K - $45.4K
2.56K $326K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.04%
$92.12 - $108.98 $92.1 - $109
2.73K $297K
DVY
Ishares Tr

ETFs
164
+ 2.37%
$128.58 - $138.1 $21.1K - $22.6K
7.08K $940K
ICF
Ishares Tr

ETFs
433
+ 6.27%
$57.98 - $63.8 $25.1K - $27.6K
7.34K $446K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
510
+ 3.83%
$85.06 - $87.69 $43.4K - $44.7K
13.8K $1.18M
ISRG
Intuitive Surgical Inc

Healthcare
401
+ 6.26%
$476.63 - $610.45 $191K - $245K
6.81K $3.37M
VEEV
Veeva Systems Inc

Healthcare
2
+ 0.16%
$210.58 - $246.8 $421 - $494
1.28K $296K
OKE
Oneok Inc

Energy
305
+ 6.02%
$89.57 - $109.85 $27.3K - $33.5K
5.37K $532K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
137
+ 4.07%
$94.87 - $96.11 $13K - $13.2K
3.51K $336K
QUAL
Ishares Msci Usa Quality Facto

ETFs
187
+ 7.64%
$168.16 - $186.21 $31.4K - $34.8K
2.64K $447K
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 0.69%
$308.86 - $455.36 $1.54K - $2.28K
726 $255K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
23
+ 0.8%
$100.32 - $100.76 $2.31K - $2.32K
2.89K $290K
VT
Vanguard Total World Stk Index

ETFs
52
+ 1.62%
$115.08 - $123.97 $5.98K - $6.45K
3.25K $376K
USXF
Ishares Esg Advanced Msci Usa

Technology
283
+ 5.89%
$46.38 - $52.65 $13.1K - $14.9K
5.09K $236K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
675
+ 4.91%
$49.85 - $56.22 $33.6K - $37.9K
14.4K $728K
LOW
Lowes Companies Inc

Consumer Cyclical
35
+ 3.15%
$222.66 - $268.42 $7.79K - $9.39K
1.15K $267K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2
+ 0.08%
$169.43 - $182.84 $339 - $366
2.54K $436K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
279
+ 2.7%
$70.83 - $76.62 $19.8K - $21.4K
10.6K $753K
FITB
Fifth Third Bancorp

Financial Services
35
+ 0.6%
$37.48 - $44.96 $1.31K - $1.57K
5.86K $229K
APH
Amphenol Corp

Technology
1
+ 0.02%
$61.62 - $78.55 $61.6 - $78.6
5.86K $384K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
620
+ 3.67%
$69.69 - $79.99 $43.2K - $49.6K
17.5K $1.25M
HBAN
Huntington Bancshares Inc

Financial Services
234
+ 0.85%
$14.28 - $17.39 $3.34K - $4.07K
27.7K $415K
BAC
Bank Of America Corp

Financial Services
3.96K
+ 4.41%
$39.61 - $47.74 $157K - $189K
93.7K $3.91M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
218
+ 0.71%
$50.25 - $55.9 $11K - $12.2K
30.9K $1.58M
PAVE
Global X Fds Us Infrastructure

ETFs
48.6K
+ 7.21%
$37.31 - $43.82 $1.81M - $2.13M
722K $27.2M
NOW
Service Now, Inc.

Technology
50
+ 12.89%
$783.83 - $1170.39 $39.2K - $58.5K
438 $348K
CRM
Salesforce, Inc.

Technology
14
+ 1.37%
$268.36 - $359.95 $3.76K - $5.04K
1.04K $278K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.18K
+ 6.44%
$94.32 - $110.46 $111K - $130K
19.5K $1.88M
DHR
Danaher Corp

Healthcare
736
+ 6.71%
$201.62 - $250.59 $148K - $184K
11.7K $2.4M
ORCL
Oracle Corp

Technology
181
+ 2.55%
$139.81 - $186.47 $25.3K - $33.8K
7.28K $1.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
122
+ 1.68%
$468.34 - $539.52 $57.1K - $65.8K
7.39K $3.46M
ACN
Accenture PLC

Technology
704
+ 5.87%
$300.91 - $398.25 $212K - $280K
12.7K $3.96M
DIS
Walt Disney CO

Communication Services
1.84K
+ 4.5%
$96.87 - $114.0 $178K - $209K
42.6K $4.21M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
16.9K
+ 3.94%
$55.29 - $61.72 $934K - $1.04M
446K $24.8M
AMZN
Amazon Com Inc

Consumer Cyclical
7.26K
+ 9.78%
$190.26 - $242.06 $1.38M - $1.76M
81.5K $15.5M
NVDA
Nvidia Corp

Technology
30.6K
+ 17.39%
$106.98 - $149.43 $3.27M - $4.57M
206K $22.4M
GOOGL
Alphabet Inc.

Communication Services
1.34K
+ 2.54%
$154.33 - $206.19 $206K - $275K
53.9K $8.32M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.62K
+ 0.17%
$53.6 - $58.97 $86.8K - $95.5K
931K $50.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.9K
+ 1.93%
$57.21 - $65.8 $740K - $851K
684K $39.8M
TSLA
Tesla, Inc.

Consumer Cyclical
859
+ 4.85%
$222.15 - $428.22 $191K - $368K
18.6K $4.81M
ITB
Ishares Tr

ETFs
10.1K
+ 2.76%
$93.86 - $111.45 $952K - $1.13M
378K $35.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.54K
+ 1.36%
$102.49 - $119.96 $465K - $544K
338K $35.2M
Activity Summary
Buys All Purchases 114 New Holdings 15 Increased Positions 99 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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