Capital Asset Advisory Services LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.13 Billion distributed in 271 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $299M, Ishares Core U.S. Aggregate Bo with a value of $158M, Ishares Core Msci Intl Develop with a value of $96.4M, Spdr Ser Tr Fds Spdr Portfolio with a value of $73.4M, and Vanguard Mid Cap ETF with a value of $66.4M.
Examining the 13F form we can see an increase of $189M in the current position value, from $1.94B to 2.13B.
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
$2.13 Billion
ETFs: $1.73 Billion
Technology: $141 Million
Financial Services: $55.5 Million
Communication Services: $40.3 Million
Consumer Cyclical: $38.8 Million
Healthcare: $36.5 Million
Industrials: $30 Million
Consumer Defensive: $28.6 Million
Other: $23.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
