Portfolio (Quarterly)
Guide ↗
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
· CIK 0001803229| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | VYM | VANGUARD WHITEHALL FDS | — | 2,127 | $305K | 0.09% | SOLD |
| 142 | ANET | ARISTA NETWORKS INC | Technology | 2,299 | $301K | 0.09% | SOLD |
| 143 | DAL | DELTA AIR LINES INC DEL | Industrials | 4,333 | $301K | 0.09% | SOLD |
| 144 | GPIQ | GOLDMAN SACHS ETF TR | — | 5,678 | $300K | 0.09% | SOLD |
| 145 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,033 | $300K | 0.09% | SOLD |
| 146 | RNST | RENASANT CORP | Financial Services | 8,082 | $285K | 0.08% | SOLD |
| 147 | PSX | PHILLIPS 66 | Energy | 2,201 | $284K | 0.08% | SOLD |
| 148 | EBAY | EBAY INC. | Consumer Cyclical | 3,124 | $272K | 0.08% | SOLD |
| 149 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 3,307 | $261K | 0.08% | SOLD |
| 150 | GDX | VANECK ETF TRUST | — | 2,960 | $254K | 0.07% | SOLD |
| 151 | ECL | ECOLAB INC | Basic Materials | 961 | $252K | 0.07% | SOLD |
| 152 | VNQ | VANGUARD INDEX FDS | — | 2,781 | $246K | 0.07% | SOLD |
| 153 | SRE | SEMPRA | Utilities | 2,767 | $244K | 0.07% | SOLD |
| 154 | WPC | WP CAREY INC | Real Estate | 3,707 | $239K | 0.07% | SOLD |
| 155 | — | FORTINET INC | — | 2,978 | $236K | 0.07% | SOLD |
| 156 | MTUM | ISHARES TR | — | 937 | $235K | 0.07% | SOLD |
| 157 | SGOV | ISHARES TR | — | 2,330 | $234K | 0.07% | SOLD |
| 158 | B | BARRICK MNG CORP | Basic Materials | 5,240 | $228K | 0.07% | SOLD |
| 159 | T | AT&T INC | Communication Services | 9,064 | $225K | 0.07% | SOLD |
| 160 | AHR | AMERICAN HEALTHCARE REIT INC | Real Estate | 4,649 | $219K | 0.06% | SOLD |