Notify me when CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 180 | $321,165,819 | +$34,325,385 | -$8,826,862 | +$25,498,523 | SPY, QQQ, SPTM, FLOT, SPYV | 13F-HR | 29 Oct 2025, 09:43 |
| Q2 2025 | 173 | $278,048,728 | +$16,473,134 | -$15,105,755 | +$1,367,379 | SPY, QQQ, SPTM, FLRN, FLOT | 13F-HR | 10 Jul 2025, 10:17 |
| Q1 2025 | 174 | $262,011,015 | +$10,886,539 | -$24,663,378 | -$13,776,839 | SPY, SPTM, QQQ, FLRN, FLOT | 13F-HR | 15 Apr 2025, 15:35 |
| Q4 2024 | 173 | $278,599,289 | +$35,097,113 | -$9,177,326 | +$25,919,787 | SPY, QQQ, SPTM, FLRN, SPYG | 13F-HR | 03 Feb 2025, 13:28 |
| Q3 2024 | 152 | $251,387,665 | +$10,959,593 | -$6,516,727 | +$4,442,866 | SPY, QQQ, SPTM, FLOT, FLRN | 13F-HR | 15 Oct 2024, 09:14 |
| Q2 2024 | 149 | $234,016,073 | +$28,244,370 | -$5,432,905 | +$22,811,465 | SPY, QQQ, SPTM, HTGC, FLOT | 13F-HR | 22 Jul 2024, 17:19 |
| Q1 2024 | 143 | $209,199,578 | +$16,986,948 | -$3,880,949 | +$13,105,999 | SPY, QQQ, SPTM, HTGC, FLRN | 13F-HR | 18 Apr 2024, 10:41 |
| Q4 2023 | 143 | $186,548,168 | +$7,648,777 | -$12,765,095 | -$5,116,318 | SPY, QQQ, SPTM, FLRN, FLOT | 13F-HR | 09 Jan 2024, 18:39 |
| Q3 2023 | 149 | $176,197,144 | +$44,972,375 | -$3,891,491 | +$41,080,884 | QQQ, SPY, SPTM, FLRN, FLOT | 13F-HR | 18 Oct 2023, 11:30 |
| Q2 2023 | 79 | $139,828,000 | +$8,310,135 | -$698,733 | +$7,611,402 | SPY, QQQ, SPTM, FLOT, FLRN | 13F-HR | 13 Jul 2023, 17:57 |
| Q1 2023 | 147 | $166,292,741 | +$14,270,569 | -$729,164 | +$13,541,405 | SPY, QQQ, SPTM, FLOT, IJH | 13F-HR | 19 Apr 2023, 18:31 |
| Q4 2022 | 131 | $147,209,486 | +$3,687,183 | -$8,652,441 | -$4,965,258 | SPY, QQQ, SPTM, FLOT, IJH | 13F-HR | 14 Feb 2023, 13:53 |
| Q3 2022 | 141 | $143,984,000 | +$7,415,783 | -$7,610,106 | -$194,323 | SPY, QQQ, SPTM, FLOT, IJH | 13F-HR | 07 Nov 2022, 10:42 |
| Q2 2022 | 185 | $159,886,000 | +$989,077 | -$13,816,814 | -$12,827,737 | SPY, QQQ, SPTM, HTGC, FLOT | 13F-HR | 11 Aug 2022, 20:50 |
| Q1 2022 | 485 | $215,463,000 | +$35,549,154 | -$34,247,826 | +$1,301,328 | SPY, QQQ, SPTM, HTGC, AGG | 13F-HR | 29 Apr 2022, 14:50 |
| Q4 2021 | 159 | $213,615,000 | +$12,911,577 | -$26,802,049 | -$13,890,472 | QQQ, SPY, SPTM, DIA, IJH | 13F-HR | 14 Feb 2022, 16:45 |
| Q3 2021 | 534 | $275,548,000 | +$22,284,269 | -$17,765,250 | +$4,519,019 | QQQ, SPY, SPTM, VCSH, DIA | 13F-HR | 12 Nov 2021, 15:38 |
| Q2 2021 | 530 | $275,484,000 | +$24,044,402 | -$20,293,214 | +$3,751,188 | QQQ, SPY, SPTM, VCSH, DIA | 13F-HR | 12 Nov 2021, 15:34 |
| Q1 2021 | 505 | $257,322,000 | +$32,267,224 | -$22,783,874 | +$9,483,350 | QQQ, SPY, SPTM, VCSH, IJH | 13F-HR | 14 May 2021, 09:56 |
| Q4 2020 | 511 | $238,419,000 | +$40,766,992 | -$13,596,914 | +$27,170,078 | QQQ, SPY, VCSH, VTI, FLOT | 13F-HR | 18 Feb 2021, 14:41 |
| Q3 2020 | 470 | $192,967,007 | +$17,143,630 | -$8,995,426 | +$8,148,204 | QQQ, VCSH, SPY, FLOT, AGG | 13F-HR | 16 Nov 2020, 16:11 |
| Q2 2020 | 444 | $178,951,000 | $0 | QQQ, VCSH, FLOT, AGG, SPY | 13F-HR | 14 Aug 2020, 16:05 | ||
| Q1 2020 | 327 | $36,427,000 | $0 | QQQ, DIA, SDY, SHY, AGZ | 13F-HR | 18 May 2020, 08:37 | ||
| Q4 2019 | 133 | $74,665,000 | $0 | QQQ, VTI, DIA, XMPT, HDV | 13F-HR | 14 Feb 2020, 15:31 | ||
| Q3 2019 | 340 | $56,127,133 | $0 | DIA, QQQ, VTI, VIG, SDY | 13F-HR | 28 May 2020, 12:05 | ||
| Q2 2019 | 333 | $58,264,132 | $0 | QQQ, VTI, DIA, VIG, SDY | 13F-HR | 28 May 2020, 12:03 | ||
| Q1 2019 | 332 | $53,773,018 | $0 | QQQ, VTI, DIA, VIG, IEI | 13F-HR | 28 May 2020, 11:57 | ||
| Q4 2018 | 303 | $51,804,012 | $0 | QQQ, VTI, IWM, DIA, VIG | 13F-HR | 28 May 2020, 11:49 | ||
| Q3 2018 | 292 | $65,798,000 | $0 | QQQ, DIA, RSP, XLV, SDY | 13F-HR | 28 May 2020, 11:48 | ||
| Q2 2018 | 280 | $52,874,000 | $0 | QQQ, DIA, RSP, SDY, DVY | 13F-HR | 28 May 2020, 11:42 | ||
| Q1 2018 | 265 | $60,661,000 | $0 | IWM, QQQXXXX, DIA, VWO, RSPXXXX | 13F-HR | 28 May 2020, 11:54 |