Capital Advisory Group Advisory Services, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationphoenix, AZ
- CIK0001803229
- Alternate namesCAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
180 | $321.17 M | SPY, NDQ, SPDR SER TR, FLOT | 13F-HR | Oct 29, 2025 | 000180322925000003 | ||
173 | $278.05 M | SPY, NDQ, SPDR SER TR, KRE | 13F-HR | Jul 10, 2025 | 000108514625003713 | ||
174 | $262.01 M | SPY, SPDR SER TR, NDQ, KRE | 13F-HR | Apr 15, 2025 | 000108514625002111 | ||
173 | $278.60 M | SPY, NDQ, SPDR SER TR, KRE | 13F-HR | Feb 3, 2025 | 000108514625000706 | ||
152 | $251.39 M | SPY, NDQ, SPDR SER TR, FLOT | 13F-HR | Oct 15, 2024 | 000108514624004855 | ||
149 | $234.02 M | SPY, NDQ, SPDR SER TR, HTGC | 13F-HR | Jul 22, 2024 | 000108514624003154 | ||
145 | $210.88 M | SPY, NDQ, SPDR SER TR, HTGC | 13F-HR | Apr 18, 2024 | 000108514624001902 | ||
143 | $186.55 M | SPY, NDQ, SPDR SER TR, KRE | 13F-HR | Jan 10, 2024 | 000108514624000128 | ||
149 | $176.20 M | NDQ, SPY, SPDR SER TR, KRE | 13F-HR | Oct 18, 2023 | 000108514623003776 | ||
79 | $140.00 K | SPY, NDQ, SPDR SER TR, FLOT | 13F-HR | Jul 14, 2023 | 000108514623002673 | ||
147 | $166.29 M | SPY, NDQ, SPDR SER TR, FLOT | 13F-HR | Apr 20, 2023 | 000108514623001752 | ||
131 | $147.21 M | SPY, NDQ, SPDR SER TR, FLOT | 13F-HR | Feb 14, 2023 | 000139834423003353 | ||
141 | $143.98 M | SPY, NDQ, SPDR SER TR, FLOT | 13F-HR | Nov 7, 2022 | 000139834422021512 | ||
203 | $167.63 M | SPY, NDQ, SPDR SER TR, HTGC | 13F-HR | Aug 12, 2022 | 000139834422015398 | ||
521 | $215.49 M | SPY, NDQ, SPDR SER TR, HTGC | 13F-HR | Apr 29, 2022 | 000139834422008351 | ||
167 | $230.08 M | NDQ, SPY, SPDR SER TR, DIA | 13F-HR | Feb 15, 2022 | 000139834422003397 | ||
555 | $275.56 M | NDQ, SPY, SPDR SER TR, VCSH | 13F-HR | Nov 12, 2021 | 000139834421021376 | ||
557 | $275.49 M | NDQ, SPY, SPDR SER TR, VCSH | 13F-HR | Nov 12, 2021 | 000139834421021374 | ||
527 | $257.33 M | NDQ, SPY, SPDR SER TR, VCSH | 13F-HR | May 14, 2021 | 000139834421010720 | ||
542 | $238.44 M | NDQ, SPY, VCSH, VTI | 13F-HR | Feb 18, 2021 | 000139834421003707 | ||
519 | $193.00 M | NDQ, VCSH, SPY, FLOT | 13F-HR | Nov 16, 2020 | 000139834420022750 | ||
476 | $178.97 M | NDQ, VCSH, FLOT, AGG | 13F-HR | Aug 14, 2020 | 000139834420015884 | ||
457 | $80.69 M | NDQ, SPY, IJH, PBND | 13F-HR | May 18, 2020 | 000139834420010785 | ||
195 | $189.52 M | SPY, IJH, RSP, NDQ | 13F-HR | Feb 14, 2020 | 000139834420003601 | ||
457 | $150.29 M | VCSH, SPY, IJH, KRE | 13F-HR | May 28, 2020 | 000139834420011576 | ||
437 | $149.91 M | SPY, IJH, VCSH, FLOT | 13F-HR | May 28, 2020 | 000139834420011574 | ||
433 | $139.53 M | SPY, IJH, FLOT, VCSH | 13F-HR | May 28, 2020 | 000139834420011572 | ||
416 | $128.66 M | SPY, FLOT, IJH, NDQ | 13F-HR | May 28, 2020 | 000139834420011568 | ||
388 | $149.74 M | SPY, IJH, FLOT, IWM | 13F-HR | May 28, 2020 | 000139834420011567 | ||
367 | $138.28 M | FLOT, SPY, IJH, IWM | 13F-HR | May 28, 2020 | 000139834420011563 | ||
352 | $136.75 M | SPY, IJH, IWM, QQQ | 13F-HR | May 28, 2020 | 000139834420011570 |