CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Q1 2025 13F Holdings
- Locationbloomington, MN
- Num holdings
174
- Value ($000)
$262,011
- Date Filed04/15/2025
- Form type13F-HR
- CIK0001803229
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $15.56M | 6 % | 27,812 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $13.04M | 5 % | 191,677 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $12.52M | 5 % | 26,696 | ||
KRE SPDR SER TR | BLOOMBERG INVT | 78468R200 | $7.48M | 3 % | 242,592 | ||
FLOT ISHARES TR | FLTG RATE NT ETF | 46429B655 | $6.61M | 3 % | 129,393 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $6.24M | 2 % | 122,126 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $4.76M | 2 % | 59,241 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $4.48M | 2 % | 76,730 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.34M | 2 % | 8,157 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $4.32M | 2 % | 10,299 |
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