Institutions / Capital Advisory Group Advisory Services, LLC
Capital Advisory Group Advisory Services, LLC
CIK 1803229 · Institution · as of Dec 31, 2025
Portfolio value
$339.98M
Positions
171
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 171 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $29.39M | 8.6% |
| Invesco Qqq Tr | $19.86M | 5.8% |
| SPDR Series Trust | $16.23M | 4.8% |
| SPDR Dow Jones Indl Average | $15.45M | 4.5% |
| iShares Tr | $9.03M | 2.7% |
| SPDR Series Trust | $8.39M | 2.5% |
| SPDR Series Trust | $7.56M | 2.2% |
| State Street SPDR S&P Oil & Gas Exploration & Production ETF | $7.02M | 2.1% |
| Rbb Fd Inc | $6.61M | 1.9% |
| Graniteshares Gold Tr | $6.54M | 1.9% |
| Amplify ETF Tr | $6.32M | 1.9% |
| Etfs Gold Tr | $5.86M | 1.7% |
| NVIDIA Corp | $5.43M | 1.6% |
| RTX Corp | $5.37M | 1.6% |
| SPDR Gold Tr | $5.27M | 1.6% |
| iShares Tr | $4.72M | 1.4% |
| iShares Tr | $4.46M | 1.3% |
| iShares Gold Tr | $4.45M | 1.3% |
| Vanguard Bd Index Fds | $4.40M | 1.3% |
| Warren E. Buffett | $4.26M | 1.3% |
| Neos ETF Trust | $3.93M | 1.2% |
| iShares Tr | $3.59M | 1.1% |
| iShares Tr | $3.59M | 1.1% |
| ELI LILLY & Co | $3.49M | 1.0% |
| Invesco Exchange Traded Fd T | $3.41M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.