CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CA CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | Institutional Filer | ▼ 99.34% | $2.3M | 6 |
Current Portfolio Holdings
Showing all 6 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FLRN | SPDR SERIES TRUST | — | 22K | $664K | 29.50% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 640 | $416K | 18.49% |
| 3 | DIA | SPDR Dow Jones Industrial Average ETF Trust | — | 819 | $379K | 16.85% |
| 4 | SPTM | SPDR SERIES TRUST | — | 5K | $363K | 16.11% |
| 5 | IJH | ISHARES TR | — | 3K | $221K | 9.80% |
| 6 | DVY | ISHARES TR | — | 1K | $208K | 9.25% |
Showing 1 to 6 of 6 holdings