Capital Asset Advisory Services LLC New Holdings in Q2 2025

Capital Asset Advisory Services LLC

  • $2.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
120K
New
$72.32 - $86.4 $8.67M - $10.4M
120K $10.4M
JNK
Spdr Bloomberg High Yield Bond

ETFs
31.9K
New
$91.23 - $97.27 $2.91M - $3.1M
31.9K $3.1M
VTV
Vanguard Value ETF

ETFs
9.54K
New
$153.67 - $176.74 $1.47M - $1.69M
9.54K $1.69M
IYJ
Ishares Tr

ETFs
5.33K
New
$115.07 - $142.31 $613K - $758K
5.33K $758K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
14K
New
$42.56 - $50.32 $595K - $704K
14K $703K
COF
Capital One Financial Corp

Financial Services
3.05K
New
$150.57 - $212.76 $460K - $649K
3.05K $649K
EW
Edwards Lifesciences Corp

Healthcare
5.85K
New
$67.07 - $78.22 $393K - $458K
5.85K $457K
SNOW
Snowflake Inc.

Technology
1.38K
New
$130.53 - $223.77 $180K - $308K
1.38K $308K
GTLS
Chart Industries Inc

Industrials
1.63K
New
$115.08 - $175.5 $187K - $286K
1.63K $267K
HYMU
Blackrock ETF Tr Ii High Yield
11.1K
New
N/A
11.1K $253K
VLO
Valero Energy Corp

Energy
1.79K
New
$104.69 - $141.77 $188K - $254K
1.79K $241K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.96K
New
$46.41 - $47.7 $230K - $237K
4.96K $235K
ASML
Asml Holding Nv

Technology
282
New
$595.37 - $815.24 $168K - $230K
282 $225K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
9.58K
New
$22.43 - $23.23 $215K - $223K
9.58K $222K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.04K
New
$35.35 - $42.68 $178K - $215K
5.04K $214K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.22K
New
$22.27 - $29.21 $161K - $211K
7.22K $210K
SLB
Schlumberger Limited

Energy
6.06K
New
$31.95 - $42.2 $194K - $256K
6.06K $204K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.28K
New
$72.96 - $90.39 $166K - $206K
2.28K $203K
PGR
Progressive Corp

Financial Services
759
New
$255.27 - $288.74 $194K - $219K
759 $202K
EXAS
Exact Sciences Corp

Healthcare
3.76K
New
$40.31 - $58.08 $152K - $218K
3.76K $199K
URI
United Rentals, Inc.

Industrials
264
New
$551.94 - $753.4 $146K - $199K
264 $198K
CNHI
Cnh Industrial N.V.

Industrials
15.7K
New
N/A
15.7K $163K
SPRO
Spero Therapeutics, Inc.

Healthcare
32.5K
New
$0.56 - $3.02 $18.2K - $98.3K
32.5K $94K
Veralto Corp
2.59K
New
N/A
2.59K $0
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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