Capital Asset Advisory Services LLC Portfolio Holdings
Capital Asset Advisory Services LLC
- $2.3 Billion
- Q3 2025
Capital Asset Advisory Services LLC has filed its 13F form on October 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.3 Billion distributed in 283 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $319M, Ishares Core U.S. Aggregate Bo with a value of $164M, Ishares Core Msci Intl Develop with a value of $102M, Spdr Ser Tr Fds Spdr Portfolio with a value of $83M, and Vanguard Mid Cap ETF with a value of $69.8M.
Examining the 13F form we can see an increase of $171M in the current position value, from $2.13B to 2.3B.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 283
- Current Value $2.3 Billion
- Prior Value $2.13 Billion
- Filing
- Period Q3 2025
- Filing Date October 02, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 23 stocks
- Additional Purchases 151 stocks
- Sold out of 0 stocks
- Reduced holdings in 95 stocks