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 |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 171 | $339,980,288 | +$29,725,046 | -$14,416,661 | +$15,308,385 | SPY, QQQ, SPTM, DIA, FLOT | 13F-HR | 21 Jan 2026, 15:16 |
| Q3 2025 | 180 | $321,165,819 | +$34,325,385 | -$8,826,863 | +$25,498,522 | SPY, QQQ, SPTM, FLOT, SPYV | 13F-HR | 29 Oct 2025, 09:43 |
| Q2 2025 | 173 | $278,048,728 | +$16,473,132 | -$15,105,758 | +$1,367,374 | 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 | +$10,959,592 | -$6,516,727 | +$4,442,865 | SPY, QQQ, SPTM, FLOT, FLRN | 13F-HR | 15 Oct 2024, 09:14 |
| Q2 2024 | 149 | $234,016,073 | +$28,244,371 | -$5,483,983 | +$22,760,388 | SPY, QQQ, SPTM, HTGC, FLOT | 13F-HR | 22 Jul 2024, 17:19 |
| Q1 2024 | 145 | $210,876,600 | +$16,986,949 | -$4,198,922 | +$12,788,027 | SPY, QQQ, SPTM, HTGC, FLRN | 13F-HR | 18 Apr 2024, 10:41 |
| Q4 2023 | 143 | $186,548,168 | +$7,648,777 | -$12,765,094 | -$5,116,317 | SPY, QQQ, SPTM, FLRN, FLOT | 13F-HR | 09 Jan 2024, 18:39 |
| Q3 2023 | 149 | $176,197,144 | +$44,972,374 | -$4,709,490 | +$40,262,884 | QQQ, SPY, SPTM, FLRN, FLOT | 13F-HR | 18 Oct 2023, 11:30 |
| Q2 2023 | 79 | $139,828,000 | +$8,310,137 | -$40,664,220 | -$32,354,083 | SPY, QQQ, SPTM, FLOT, FLRN | 13F-HR | 13 Jul 2023, 17:57 |
| Q1 2023 | 147 | $166,292,741 | +$14,270,569 | -$1,358,517 | +$12,912,052 | SPY, QQQ, SPTM, FLOT, IJH | 13F-HR | 19 Apr 2023, 18:31 |
| Q4 2022 | 131 | $147,209,486 | +$3,687,181 | -$10,459,439 | -$6,772,258 | SPY, QQQ, SPTM, FLOT, IJH | 13F-HR | 14 Feb 2023, 14:53 |
| Q3 2022 | 141 | $143,982,000 | +$5,769,013 | -$11,804,928 | -$6,035,915 | SPY, QQQ, SPTM, FLOT, IJH | 13F-HR | 07 Nov 2022, 11:42 |
| Q2 2022 | 202 | $159,886,000 | +$989,077 | -$29,350,814 | -$28,361,737 | SPY, QQQ, SPTM, HTGC, FLOT | 13F-HR | 11 Aug 2022, 20:50 |
| Q1 2022 | 507 | $215,465,000 | +$35,551,155 | -$25,709,833 | +$9,841,322 | SPY, QQQ, SPTM, HTGC, AGG | 13F-HR | 29 Apr 2022, 14:50 |
| Q4 2021 | 167 | $214,160,000 | +$12,911,575 | -$87,059,238 | -$74,147,663 | QQQ, SPY, SPTM, DIA, IJH | 13F-HR | 14 Feb 2022, 17:45 |
| Q3 2021 | 542 | $275,525,000 | +$22,284,271 | -$17,764,247 | +$4,520,024 | QQQ, SPY, SPTM, VCSH, DIA | 13F-HR | 12 Nov 2021, 15:38 |
| Q2 2021 | 534 | $275,464,000 | +$24,041,403 | -$20,293,216 | +$3,748,187 | QQQ, SPY, SPTM, VCSH, DIA | 13F-HR | 12 Nov 2021, 15:34 |
| Q1 2021 | 511 | $257,310,000 | +$32,266,221 | -$22,780,542 | +$9,485,679 | QQQ, SPY, SPTM, VCSH, IJH | 13F-HR | 14 May 2021, 09:56 |
| Q4 2020 | 524 | $238,419,000 | +$39,967,720 | -$14,112,910 | +$25,854,810 | QQQ, SPY, VCSH, VTI, FLOT | 13F-HR | 18 Feb 2021, 15:41 |
| Q3 2020 | 489 | $192,974,000 | +$17,108,256 | -$10,914,425 | +$6,193,831 | QQQ, VCSH, SPY, FLOT, AGG | 13F-HR | 16 Nov 2020, 17:11 |
| Q2 2020 | 459 | $178,951,000 | +$97,813,863 | -$12,585,704 | +$85,228,159 | QQQ, VCSH, FLOT, AGG, SPY | 13F-HR | 14 Aug 2020, 16:05 |
| Q1 2020 | 501 | $80,405,000 | +$15,088,721 | -$92,138,597 | -$77,049,876 | QQQ, SPY, IJH, PBND, VIG | 13F-HR | 18 May 2020, 08:37 |
| Q4 2019 | 249 | $189,231,000 | +$24,644,330 | -$7,855,277 | +$16,789,053 | SPY, IJH, RSP, QQQ, IWM | 13F-HR | 14 Feb 2020, 16:31 |
| Q3 2019 | 511 | $149,968,000 | +$17,501,166 | -$17,629,117 | -$127,951 | VCSH, SPY, IJH, FLRN, RSP | 13F-HR | 28 May 2020, 12:05 |
| Q2 2019 | 489 | $149,662,000 | +$16,663,534 | -$9,547,809 | +$7,115,725 | SPY, IJH, VCSH, FLOT, IWM | 13F-HR | 28 May 2020, 12:03 |
| Q1 2019 | 483 | $139,263,000 | +$10,333,261 | -$13,537,481 | -$3,204,220 | SPY, IJH, FLOT, VCSH, IWM | 13F-HR | 28 May 2020, 11:57 |
| Q4 2018 | 471 | $128,329,000 | +$21,773,549 | -$23,876,360 | -$2,102,811 | SPY, FLOT, IJH, QQQ, VTI | 13F-HR | 28 May 2020, 11:49 |
| Q3 2018 | 432 | $149,540,000 | +$18,160,757 | -$13,009,267 | +$5,151,490 | SPY, IJH, FLOT, IWM, VCSH | 13F-HR | 28 May 2020, 11:48 |
| Q2 2018 | 415 | $138,072,000 | +$17,552,583 | -$21,811,763 | -$4,259,180 | FLOT, SPY, IJH, IWM, VCSH | 13F-HR | 28 May 2020, 11:42 |
| Q1 2018 | 394 | $136,461,000 | $0 | $0 | $0 | SPY, IJH, IWM, QQQ, VCSH | 13F-HR | 28 May 2020, 11:54 |