Capital Asset Advisory Services LLC Portfolio Holdings
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 309
- Current Value $2.01 Billion
- Prior Value $2.01 Billion
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 15 stocks
- Additional Purchases 161 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks