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
CRM
Salesforce, Inc.

Technology
26
+ 2.51%
$236.26 - $291.15 $6.14K - $7.57K
1.06K $289K
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
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
77
+ 1.21%
$38.81 - $44.28 $2.99K - $3.41K
6.44K $273K
AZN
Astrazeneca PLC

Healthcare
212
+ 3.92%
$64.87 - $75.0 $13.8K - $15.9K
5.62K $392K
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
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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