Capital Asset Advisory Services LLC Sells in Q2 2025

Capital Asset Advisory Services LLC

  • $2.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LDSF
First Tr ETF Viii Low Duration

ETFs
-6.47K
- 2.25%
$18.64 - $19.01 $121K - $123K
280K $5.33M
AMGN
Amgen Inc

Healthcare
-76
- 4.66%
$262.28 - $309.85 $19.9K - $23.5K
1.56K $434K
CTVA
Corteva, Inc.

Basic Materials
-2.91K
- 21.87%
$55.52 - $74.53 $161K - $217K
10.4K $773K
FISV
Fiserv Inc

Technology
-496
- 25.41%
N/A
1.46K $182K
PCG
Pg&E Corp

Utilities
-50
- 0.28%
$13.55 - $17.87 $678 - $894
17.6K $245K
CMI
Cummins Inc

Industrials
-209
- 24.11%
$267.12 - $336.65 $55.8K - $70.4K
658 $215K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-2.07K
- 14.37%
$44.58 - $54.92 $92.3K - $114K
12.3K $677K
PRU
Prudential Financial Inc

Financial Services
-298
- 6.99%
$95.12 - $112.71 $28.3K - $33.6K
3.97K $426K
GILD
Gilead Sciences, Inc.

Healthcare
-384
- 10.68%
$96.91 - $113.0 $37.2K - $43.4K
3.21K $355K
XLE
Energy Sector Spdr

ETFs
-205
- 5.72%
$76.44 - $94.13 $15.7K - $19.3K
3.38K $286K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.19K
- 16.04%
$416.06 - $551.64 $493K - $654K
6.2K $3.42M
IWM
Ishares Russell 2000 ETF

ETFs
-351
- 15.12%
$174.82 - $215.79 $61.4K - $75.7K
1.97K $425K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-362
- 1.44%
$63.54 - $68.5 $23K - $24.8K
24.8K $1.67M
TER
Teradyne, Inc

Technology
-622
- 20.29%
$67.96 - $91.05 $42.3K - $56.6K
2.44K $219K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-373
- 14.15%
$152.42 - $182.82 $56.9K - $68.2K
2.26K $413K
VGSH
Vanguard

ETFs
-532
- 6.66%
$58.32 - $58.95 $31K - $31.4K
7.46K $438K
GD
General Dynamics Corp

Industrials
-250
- 10.32%
$247.68 - $291.66 $61.9K - $72.9K
2.17K $633K
MA
Mastercard Inc

Financial Services
-233
- 3.09%
$479.92 - $590.74 $112K - $138K
7.3K $4.1M
SLV
I Shares Silver Trust

ETFs
-1.38K
- 12.74%
$27.08 - $33.74 $37.3K - $46.5K
9.43K $309K
GRMN
Garmin LTD

Technology
-9
- 0.33%
$173.63 - $218.07 $1.56K - $1.96K
2.73K $570K
LMT
Lockheed Martin Corp

Industrials
-85
- 7.71%
$430.82 - $486.45 $36.6K - $41.3K
1.02K $471K
RGA
Reinsurance Group Of America Inc

Financial Services
-108
- 9.47%
$168.32 - $209.71 $18.2K - $22.6K
1.03K $204K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-500
- 5.65%
$24.96 - $25.5 $12.5K - $12.8K
8.35K $212K
IEF
Ishares Barclays

ETFs
-245
- 1.71%
$93.15 - $96.56 $22.8K - $23.7K
14.1K $1.35M
NVS
Novartis Ag

Healthcare
-292
- 11.76%
$101.96 - $121.01 $29.8K - $35.3K
2.19K $265K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-125
- 2.82%
$121.58 - $136.74 $15.2K - $17.1K
4.31K $585K
VIG
Vanguard Dividend Appreciation

ETFs
-55
- 1.62%
N/A
3.35K $609K
VNQ
Vanguard Specialized Funds Van

ETFs
-81
- 2.49%
$79.79 - $91.42 $6.46K - $7.41K
3.18K $283K
CBOE
Cboe Global Markets, Inc.

Financial Services
-74
- 5.76%
$205.81 - $234.23 $15.2K - $17.3K
1.21K $282K
ENB
Enbridge Inc

Energy
-233
- 4.5%
$41.09 - $47.16 $9.57K - $11K
4.95K $224K
ADP
Automatic Data Processing Inc

Industrials
-36
- 1.97%
$276.76 - $326.81 $9.96K - $11.8K
1.79K $552K
DVY
Ishares Tr

ETFs
-33
- 0.47%
$118.37 - $134.86 $3.91K - $4.45K
7.05K $936K
FV
First Trust Dorsey Wright Focu

ETFs
-467
- 8.5%
$48.43 - $59.26 $22.6K - $27.7K
5.03K $298K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-94
- 14.53%
$372.3 - $448.86 $35K - $42.2K
553 $241K
Blackrock Inc
-119
- 21.21%
N/A
442 $0
Linde PLC
-481
- 6.04%
N/A
7.49K $0
CI
Cigna Corp

Healthcare
-2
- 0.19%
$301.89 - $340.04 $604 - $680
1.07K $353K
VT
Vanguard Total World Stk Index

ETFs
-289
- 8.88%
$103.16 - $128.52 $29.8K - $37.1K
2.96K $380K
EBAY
Ebay Inc

Consumer Cyclical
-369
- 6.95%
$59.52 - $79.36 $22K - $29.3K
4.94K $367K
MKL
Markel Corp

Financial Services
-6
- 3.3%
$1678.5 - $1997.36 $10.1K - $12K
176 $351K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-882
- 6.7%
$59.24 - $71.39 $52.2K - $63K
12.3K $875K
GLD
Spdr Gold Trust

ETFs
-45
- 2.95%
$273.71 - $316.29 $12.3K - $14.2K
1.48K $450K
MAR
Marriott International Inc

Consumer Cyclical
-149
- 9.14%
$211.12 - $274.14 $31.5K - $40.8K
1.48K $404K
HBAN
Huntington Bancshares Inc

Financial Services
-1.33K
- 4.79%
$12.49 - $16.76 $16.5K - $22.2K
26.4K $441K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-106
- 1.78%
$58.41 - $72.69 $6.19K - $7.71K
5.86K $425K
ARES
Ares Management Corp

Financial Services
-96
- 4.48%
$118.04 - $175.83 $11.3K - $16.9K
2.05K $354K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-243
- 3.66%
$57.41 - $74.81 $14K - $18.2K
6.4K $475K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-153
- 0.78%
$83.8 - $101.39 $12.8K - $15.5K
19.4K $1.96M
NOW
Service Now, Inc.

Technology
-6
- 1.37%
$721.65 - $1040.18 $4.33K - $6.24K
432 $444K
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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