Portfolio (Quarterly)
Guide ↗
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
· CIK 0001803229| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IYW | ISHARES TR | — | 17,990 | $3.6M | 1.06% | SOLD |
| 22 | IAK | ISHARES TR | — | 26,370 | $3.6M | 1.06% | SOLD |
| 23 | LLY | ELI LILLY & CO | Healthcare | 3,250 | $3.5M | 1.03% | SOLD |
| 24 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 45,480 | $3.4M | 1.00% | SOLD |
| 25 | PEY | INVESCO EXCHANGE TRADED FD T | — | 166,745 | $3.4M | 1.00% | SOLD |
| 26 | VCIT | VANGUARD SCOTTSDALE FDS | — | 40,360 | $3.4M | 0.99% | SOLD |
| 27 | META | META PLATFORMS INC | Communication Services | 4,972 | $3.3M | 0.96% | SOLD |
| 28 | DVY | ISHARES TR | — | 21,837 | $3.1M | 0.91% | SOLD |
| 29 | AGG | ISHARES TR | — | 30,071 | $3.0M | 0.88% | SOLD |
| 30 | VCSH | VANGUARD SCOTTSDALE FDS | — | 36,938 | $2.9M | 0.87% | SOLD |
| 31 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 9,916 | $2.9M | 0.86% | SOLD |
| 32 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 4,803 | $2.9M | 0.85% | SOLD |
| 33 | NVO | NOVO-NORDISK A S | Healthcare | 56,916 | $2.9M | 0.85% | SOLD |
| 34 | MSFT | MICROSOFT CORP | Technology | 5,956 | $2.9M | 0.85% | SOLD |
| 35 | DTD | WISDOMTREE TR | — | 32,971 | $2.8M | 0.82% | SOLD |
| 36 | CVX | CHEVRON CORP NEW | Energy | 18,016 | $2.7M | 0.81% | SOLD |
| 37 | PFM | INVESCO EXCHANGE TRADED FD T | — | 53,169 | $2.7M | 0.81% | SOLD |
| 38 | WMT | WALMART INC | Consumer Defensive | 23,605 | $2.6M | 0.77% | SOLD |
| 39 | AMZN | AMAZON COM INC | Consumer Cyclical | 11,036 | $2.5M | 0.75% | SOLD |
| 40 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 2,793 | $2.5M | 0.72% | SOLD |