CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Q2 2025 13F Holdings
- Locationphoenix, AZ
- Num holdings
173
- Value ($000)
$278,049
- Date Filed07/10/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $18.49M | 7 % | 29,932 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.91M | 5 % | 27,024 | ||
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | $14.73M | 5 % | 196,626 | ||
KRE SPDR SERIES TRUST | BLOOMBERG INVT | 78468R200 | $7.59M | 3 % | 246,292 | ||
FLOT ISHARES TR | FLTG RATE NT ETF | 46429B655 | $7.06M | 3 % | 138,293 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $6.97M | 3 % | 133,154 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $6.60M | 2 % | 69,265 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.90M | 2 % | 30,997 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $4.84M | 2 % | 10,989 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $4.76M | 2 % | 76,810 |
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