Capital Asset Advisory Services LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.01 Billion distributed in 309 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $292M, Ishares Core U.S. Aggregate Bo with a value of $157M, Ishares Core Msci Intl Develop with a value of $82.9M, Spdr Bloomberg 1 3 Month T Bil with a value of $71.3M, and Vanguard Mid Cap ETF with a value of $62.4M.
Examining the 13F form we can see an increase of $8.55M in the current position value, from $2.01B to 2.01B.
Capital Asset Advisory Services LLC is based out at Haslett, MI
Below you can find more details about Capital Asset Advisory Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.01 Billion
ETFs: $1.62 Billion
Technology: $118 Million
Financial Services: $60.6 Million
Communication Services: $40.5 Million
Healthcare: $39.2 Million
Consumer Cyclical: $36.2 Million
Consumer Defensive: $30.4 Million
Industrials: $28.3 Million
Other: $37 Million
Stock Holdings Table Market Cap. of $200 Billions or more
