Portfolio (Quarterly)
Guide ↗
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
· CIK 0001803229| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | FPX | FIRST TR EXCHANGE-TRADED FD | — | 3,708 | $607K | 0.18% | SOLD |
| 102 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,823 | $584K | 0.17% | SOLD |
| 103 | COWZ | PACER FDS TR | — | 9,613 | $578K | 0.17% | SOLD |
| 104 | V | VISA INC | Financial Services | 1,645 | $577K | 0.17% | SOLD |
| 105 | SPDW | SPDR INDEX SHS FDS | — | 12,775 | $567K | 0.17% | SOLD |
| 106 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,851 | $566K | 0.17% | SOLD |
| 107 | FNGS | BANK MONTREAL MEDIUM | Financial Services | 8,178 | $557K | 0.16% | SOLD |
| 108 | ABT | ABBOTT LABS | Healthcare | 4,211 | $528K | 0.15% | SOLD |
| 109 | DGRO | ISHARES TR | — | 7,590 | $527K | 0.15% | SOLD |
| 110 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 607 | $523K | 0.15% | SOLD |
| 111 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 5,702 | $520K | 0.15% | SOLD |
| 112 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 3,497 | $501K | 0.15% | SOLD |
| 113 | EFA | ISHARES TR | — | 5,220 | $501K | 0.15% | SOLD |
| 114 | BA | BOEING CO | Industrials | 2,302 | $500K | 0.15% | SOLD |
| 115 | SPYD | SPDR SERIES TRUST | — | 11,546 | $499K | 0.15% | SOLD |
| 116 | CPSM | CALAMOS ETF TR | — | 17,419 | $499K | 0.15% | SOLD |
| 117 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 8,451 | $491K | 0.14% | SOLD |
| 118 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,432 | $473K | 0.14% | SOLD |
| 119 | HD | HOME DEPOT INC | Consumer Cyclical | 1,353 | $466K | 0.14% | SOLD |
| 120 | IYH | ISHARES TR | — | 6,641 | $432K | 0.13% | SOLD |