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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 5 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 COM DIREXION SHS ETF TR 29,431 $871K 0.26% SOLD
82 AMGN AMGEN INC Healthcare 2,577 $843K 0.25% SOLD
83 AVGO BROADCOM INC Technology 2,419 $837K 0.25% SOLD
84 FICO FAIR ISAAC CORP Technology 481 $813K 0.24% SOLD
85 XEL XCEL ENERGY INC Utilities 10,919 $807K 0.24% SOLD
86 ORCL ORACLE CORP Technology 4,043 $788K 0.23% SOLD
87 MET METLIFE INC Financial Services 9,373 $740K 0.22% SOLD
88 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,427 $738K 0.22% SOLD
89 ET ENERGY TRANSFER L P Energy 43,886 $724K 0.21% SOLD
90 AZO AUTOZONE INC Consumer Cyclical 210 $712K 0.21% SOLD
91 CSB VICTORY PORTFOLIOS II 12,004 $704K 0.21% SOLD
92 AMD ADVANCED MICRO DEVICES INC Technology 3,028 $648K 0.19% SOLD
93 APP APPLOVIN CORP Technology 956 $644K 0.19% SOLD
94 NEAR ISHARES U S ETF TR 12,475 $637K 0.19% SOLD
95 VT VANGUARD INTL EQUITY INDEX F 4,515 $637K 0.19% SOLD
96 QBTS D-WAVE QUANTUM INC Technology 24,314 $636K 0.19% SOLD
97 ESG FLEXSHARES TR 4,000 $633K 0.19% SOLD
98 PLTR PALANTIR TECHNOLOGIES INC Technology 3,537 $629K 0.18% SOLD
99 IWL ISHARES TR 3,575 $610K 0.18% SOLD
100 XMMO INVESCO EXCHANGE TRADED FD T 4,402 $610K 0.18% SOLD
Page 5 of 9  ·  170 positions