CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

Q3 2025 13F Holdings

  • Location
    phoenix, AZ
  • Num holdings

    180

  • Value ($000)

    $321,166

  • Date Filed
    10/29/2025
  • Form type
    13F-HR
  • CIK
    0001803229
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$20.90M
7 %

31,380

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$19.45M
6 %

32,405

---

SPDR SERIES TRUST

PORTFOLI S&P1500
78464A805
$15.74M
5 %

195,196

FLOT
FLOT

ISHARES TR

FLTG RATE NT ETF
46429B655
$8.99M
3 %

176,076

SPYV
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$8.12M
3 %

146,694

KRE
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
78464A409
$7.29M
2 %

69,723

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG INVT
78468R200
$6.98M
2 %

226,242

TMFC
TMFC

RBB FD INC

MOTLEY FOL ETF
74933W601
$6.40M
2 %

90,708

DIVO
DIVO

AMPLIFY ETF TR

CWP ENHANCED DIV
032108409
$6.26M
2 %

140,479

DIA
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
78467X109
$6.18M
2 %

13,316

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