BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

· CIK 0001803229
13F Portfolio $305,415 AUM 1 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1 Reduced 170 Exited
Page 3 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 SHY ISHARES TR 28,838 $2.4M 0.70% SOLD
42 MO ALTRIA GROUP INC Consumer Defensive 41,275 $2.4M 0.70% SOLD
43 SPIB SPDR SERIES TRUST 66,475 $2.2M 0.66% SOLD
44 SBLK STAR BULK CARRIERS CORP. Industrials 116,870 $2.2M 0.66% SOLD
45 AAPL APPLE INC Technology 8,034 $2.2M 0.64% SOLD
46 RDVY FIRST TR EXCHANGE TRADED FD 30,198 $2.1M 0.62% SOLD
47 SDY SPDR SERIES TRUST 14,250 $2.0M 0.58% SOLD
48 VO VANGUARD INDEX FDS 6,674 $1.9M 0.57% SOLD
49 GSL GLOBAL SHIP LEASE INC NEW Industrials 51,902 $1.8M 0.54% SOLD
50 FDVV FIDELITY COVINGTON TRUST 31,955 $1.8M 0.53% SOLD
51 J P MORGAN EXCHANGE TRADED F 28,653 $1.8M 0.53% SOLD
52 JEPI J P MORGAN EXCHANGE TRADED F 30,960 $1.8M 0.52% SOLD
53 HTGC HERCULES CAPITAL INC Financial Services 91,125 $1.7M 0.50% SOLD
54 XLE SELECT SECTOR SPDR TR 37,072 $1.7M 0.49% SOLD
55 GOOG ALPHABET INC Communication Services 5,167 $1.6M 0.48% SOLD
56 FIDELITY COVINGTON TRUST 21,690 $1.6M 0.47% SOLD
57 EMLP FIRST TR EXCHANGE-TRADED FD 41,590 $1.6M 0.46% SOLD
58 BUFR FIRST TR EXCHNG TRADED FD VI 43,643 $1.5M 0.44% SOLD
59 ASML ASML HOLDING N V Technology 1,366 $1.5M 0.43% SOLD
60 SCHD SCHWAB STRATEGIC TR 50,840 $1.4M 0.41% SOLD
Page 3 of 9  ·  170 positions