CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Q3 2025 13F Holdings
- Locationphoenix, AZ
- Num holdings
180
- Value ($000)
$321,166
- Date Filed10/29/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $20.90 M | 7 % | 31,380 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $19.45 M | 6 % | 32,405 | ||
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | $15.74 M | 5 % | 195,196 | ||
FLOT ISHARES TR | FLTG RATE NT ETF | 46429B655 | $8.99 M | 3 % | 176,076 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $8.12 M | 3 % | 146,694 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $7.29 M | 2 % | 69,723 | ||
KRE SPDR SERIES TRUST | BLOOMBERG INVT | 78468R200 | $6.98 M | 2 % | 226,242 | ||
TMFC RBB FD INC | MOTLEY FOL ETF | 74933W601 | $6.40 M | 2 % | 90,708 | ||
DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $6.26 M | 2 % | 140,479 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $6.18 M | 2 % | 13,316 |
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