Capital Advisory Group Advisory Services, LLC Diversified Active

CIK: 0001803229 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 3, 2025

Total Value ($000): $278,599 (100.0% shares, 0.0% debt)

Holdings (173)

SPY SPDR S&P 500 ETF TR 6.8%
Value ($000) $19,056 Shares 32,514 Est. Cost $345.07 Unrealized
QQQ INVESCO QQQ TR 5.7%
Value ($000) $15,768 Shares 30,843 Est. Cost $220.33 Unrealized
SPTM SPDR SER TR 5.0%
Value ($000) $13,801 Shares 193,205 Est. Cost $46.01 Unrealized
FLRN SPDR SER TR 2.4%
Value ($000) $6,622 Shares 215,487 Est. Cost $26.60 Unrealized
SPYG SPDR SER TR 2.3%
Value ($000) $6,442 Shares 73,293 Est. Cost $57.01 Unrealized
TMFC RBB FD INC 2.3%
Value ($000) $6,354 Shares 105,695 Est. Cost $37.71 Unrealized
SPYV SPDR SER TR 2.2%
Value ($000) $6,022 Shares 117,750 Est. Cost $39.80 Unrealized
FLOT ISHARES TR 2.1%
Value ($000) $5,985 Shares 117,625 Est. Cost $46.29 Unrealized
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $5,631 Shares 41,932 Est. Cost $94.71 Unrealized +45.5%
GLD SPDR GOLD TR 1.8%
Value ($000) $5,123 Shares 21,159 Est. Cost $174.46 Unrealized
IJH ISHARES TR 1.7%
Value ($000) $4,786 Shares 76,805 Est. Cost $88.50 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.6%
Value ($000) $4,373 Shares 10,277 Est. Cost $369.42 Unrealized
IWM ISHARES TR 1.5%
Value ($000) $4,084 Shares 18,484 Est. Cost $166.31 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $3,735 Shares 14,916 Est. Cost $111.93 Unrealized +109.5%
BIV VANGUARD BD INDEX FDS 1.3%
Value ($000) $3,735 Shares 49,980 Est. Cost $74.85 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $3,635 Shares 170,988 Est. Cost $16.60 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $3,587 Shares 7,913 Est. Cost $378.40 Unrealized +22.0%
DIVO AMPLIFY ETF TR 1.3%
Value ($000) $3,542 Shares 87,500 Est. Cost $36.10 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $3,505 Shares 8,316 Est. Cost $329.38 Unrealized +28.2%
RTX RTX CORPORATION 1.2%
Value ($000) $3,390 Shares 29,297 Est. Cost $59.77 Unrealized +97.9%
FHLC FIDELITY COVINGTON TRUST 1.2%
Value ($000) $3,252 Shares 49,757 Est. Cost $59.33 Unrealized
IAK ISHARES TR 1.2%
Value ($000) $3,205 Shares 25,342 Est. Cost $92.54 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 1.1%
Value ($000) $3,169 Shares 47,284 Est. Cost $41.09 Unrealized
AGG ISHARES TR 1.1%
Value ($000) $3,051 Shares 31,482 Est. Cost $101.10 Unrealized
IYW ISHARES TR 1.1%
Value ($000) $3,039 Shares 19,051 Est. Cost $110.90 Unrealized
HTGC HERCULES CAPITAL INC 1.0%
Value ($000) $2,925 Shares 145,582 Est. Cost $13.47 Unrealized +44.9%
META META PLATFORMS INC 1.0%
Value ($000) $2,833 Shares 4,839 Est. Cost $333.04 Unrealized +75.6%
MDY SPDR S&P MIDCAP 400 ETF TR 1.0%
Value ($000) $2,817 Shares 4,945 Est. Cost $465.01 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $2,809 Shares 12,803 Est. Cost $128.70 Unrealized +59.0%
DVY ISHARES TR 1.0%
Value ($000) $2,748 Shares 20,931 Est. Cost $105.80 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $2,712 Shares 18,727 Est. Cost $104.13 Unrealized +39.7%
LLY ELI LILLY & CO 0.9%
Value ($000) $2,629 Shares 3,406 Est. Cost $515.02 Unrealized +59.4%
WMT WALMART INC 0.9%
Value ($000) $2,585 Shares 28,612 Est. Cost $51.10 Unrealized +67.9%
PFM INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $2,584 Shares 56,346 Est. Cost $34.00 Unrealized
DTD WISDOMTREE TR 0.9%
Value ($000) $2,520 Shares 33,222 Est. Cost $76.64 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $2,430 Shares 30,271 Est. Cost $80.92 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $2,397 Shares 30,726 Est. Cost $75.09 Unrealized
COM DIREXION SHS ETF TR 0.9%
Value ($000) $2,390 Shares 84,408 Est. Cost $28.28 Unrealized
XLE SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,355 Shares 27,490 Est. Cost $89.64 Unrealized
SGOL ETFS GOLD TR 0.8%
Value ($000) $2,245 Shares 89,622 Est. Cost $17.67 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $2,222 Shares 10,106 Est. Cost $149.29 Unrealized +44.9%
IYE ISHARES TR 0.8%
Value ($000) $2,200 Shares 48,274 Est. Cost $46.52 Unrealized
SHY ISHARES TR 0.8%
Value ($000) $2,154 Shares 26,277 Est. Cost $60.95 Unrealized
MO ALTRIA GROUP INC 0.7%
Value ($000) $2,085 Shares 39,874 Est. Cost $35.14 Unrealized +38.9%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,051 Shares 4,054 Est. Cost $506.74 Unrealized +9.1%
SDY SPDR SER TR 0.7%
Value ($000) $1,942 Shares 14,699 Est. Cost $93.31 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $1,937 Shares 33,665 Est. Cost $42.67 Unrealized
VO VANGUARD INDEX FDS 0.7%
Value ($000) $1,868 Shares 7,074 Est. Cost $218.08 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,747 Shares 29,547 Est. Cost $37.50 Unrealized
ET ENERGY TRANSFER L P 0.6%
Value ($000) $1,716 Shares 87,609 Est. Cost $15.33 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,683 Shares 42,084 Est. Cost $35.39 Unrealized +11.3%
FDUS FIDUS INVT CORP 0.6%
Value ($000) $1,622 Shares 77,177 Est. Cost $13.25 Unrealized +34.2%
AB ALLIANCEBERNSTEIN HLDG L P 0.6%
Value ($000) $1,618 Shares 43,631 Est. Cost $37.09 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,581 Shares 44,349 Est. Cost $20.63 Unrealized
AGM FEDERAL AGRIC MTG CORP 0.6%
Value ($000) $1,572 Shares 7,982 Est. Cost $150.44 Unrealized +27.0%
SPSM SPDR SER TR 0.5%
Value ($000) $1,520 Shares 33,846 Est. Cost $31.75 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,486 Shares 8,362 Est. Cost $139.38 Unrealized +27.3%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $1,482 Shares 6,180 Est. Cost $180.44 Unrealized +26.4%
NFLX NETFLIX INC 0.5%
Value ($000) $1,464 Shares 1,643 Est. Cost $42.56 Unrealized +93.4%
JQUA J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,290 Shares 22,532 Est. Cost $55.98 Unrealized
SPYD SPDR SER TR 0.5%
Value ($000) $1,283 Shares 29,673 Est. Cost $34.81 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.5%
Value ($000) $1,256 Shares 25,154 Est. Cost $49.44 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,248 Shares 40,964 Est. Cost $23.77 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,195 Shares 9,677 Est. Cost $86.35 Unrealized
ALL ALLSTATE CORP 0.4%
Value ($000) $1,168 Shares 6,059 Est. Cost $121.57 Unrealized +56.2%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,149 Shares 2,006 Est. Cost $347.55 Unrealized +56.8%
TSLA TESLA INC 0.4%
Value ($000) $1,120 Shares 2,774 Est. Cost $253.73 Unrealized +26.8%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,104 Shares 4,191 Est. Cost $221.89 Unrealized +27.1%
ENFR ALPS ETF TR 0.4%
Value ($000) $1,083 Shares 34,764 Est. Cost $29.18 Unrealized
COWZ PACER FDS TR 0.4%
Value ($000) $1,081 Shares 19,143 Est. Cost $52.90 Unrealized
HYGH ISHARES U S ETF TR 0.4%
Value ($000) $1,052 Shares 12,185 Est. Cost $86.03 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,042 Shares 16,731 Est. Cost $58.35 Unrealized +8.1%
GOOG ALPHABET INC 0.4%
Value ($000) $1,024 Shares 5,378 Est. Cost $127.95 Unrealized +37.3%
FICO FAIR ISAAC CORP 0.4%
Value ($000) $986 Shares 495 Est. Cost $862.19 Unrealized +147.7%
JNK SPDR SER TR 0.3%
Value ($000) $953 Shares 9,985 Est. Cost $94.92 Unrealized
PSA PUBLIC STORAGE OPER CO 0.3%
Value ($000) $944 Shares 3,151 Est. Cost $261.77 Unrealized +20.7%
KR KROGER CO 0.3%
Value ($000) $920 Shares 15,043 Est. Cost $33.73 Unrealized +70.0%
IWL ISHARES TR 0.3%
Value ($000) $919 Shares 6,353 Est. Cost $140.06 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $877 Shares 32,092 Est. Cost $27.32 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $844 Shares 14,262 Est. Cost $48.02 Unrealized +15.3%
DMLP DORCHESTER MINERALS LP 0.3%
Value ($000) $837 Shares 25,115 Est. Cost $33.33 Unrealized
MET METLIFE INC 0.3%
Value ($000) $792 Shares 9,674 Est. Cost $58.88 Unrealized +37.0%
SPSB SPDR SER TR 0.3%
Value ($000) $787 Shares 26,363 Est. Cost $23.86 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $785 Shares 5,426 Est. Cost $152.37 Unrealized -1.8%
QLD PROSHARES TR 0.3%
Value ($000) $769 Shares 7,100 Est. Cost $59.35 Unrealized
DON WISDOMTREE TR 0.3%
Value ($000) $750 Shares 14,709 Est. Cost $50.97 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $724 Shares 1,860 Est. Cost $302.97 Unrealized +31.1%
AMGN AMGEN INC 0.3%
Value ($000) $704 Shares 2,702 Est. Cost $261.38 Unrealized +9.4%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $686 Shares 12,121 Est. Cost $47.80 Unrealized +10.0%
XEL XCEL ENERGY INC 0.2%
Value ($000) $680 Shares 10,077 Est. Cost $56.38 Unrealized +14.3%
AZO AUTOZONE INC 0.2%
Value ($000) $672 Shares 210 Est. Cost $2509.45 Unrealized +26.2%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $670 Shares 6,228 Est. Cost $105.53 Unrealized +6.5%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $654 Shares 2,578 Est. Cost $253.75 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $649 Shares 20,699 Est. Cost $25.65 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $646 Shares 3,877 Est. Cost $112.74 Unrealized +56.0%
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $630 Shares 12,475 Est. Cost $50.09 Unrealized
CPSM CALAMOS ETF TR 0.2%
Value ($000) $627 Shares 23,477 Est. Cost $25.95 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $623 Shares 1,402 Est. Cost $521.33 Unrealized -5.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $599 Shares 4,958 Est. Cost $112.08 Unrealized +28.4%
ASML ASML HOLDING N V 0.2%
Value ($000) $588 Shares 848 Est. Cost $634.50 Unrealized
ESG FLEXSHARES TR 0.2%
Value ($000) $551 Shares 4,000 Est. Cost $112.09 Unrealized
HRB BLOCK H & R INC 0.2%
Value ($000) $538 Shares 10,187 Est. Cost $19.03 Unrealized +197.7%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $532 Shares 1,794 Est. Cost $283.58 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $530 Shares 4,515 Est. Cost $93.18 Unrealized
PIMCO CORPORATE & INCOME OPP 0.2%
Value ($000) $521 Shares 36,242 Est. Cost $14.38 Unrealized
V VISA INC 0.2%
Value ($000) $509 Shares 1,611 Est. Cost $236.81 Unrealized +26.0%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $506 Shares 552 Est. Cost $567.58 Unrealized +62.6%
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $506 Shares 6,809 Est. Cost $75.68 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $504 Shares 3,004 Est. Cost $147.02 Unrealized +12.7%
IYH ISHARES TR 0.2%
Value ($000) $496 Shares 8,508 Est. Cost $89.24 Unrealized
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.2%
Value ($000) $486 Shares 35,995 Est. Cost $11.83 Unrealized -0.3%
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $474 Shares 27,765 Est. Cost $17.08 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $472 Shares 2,389 Est. Cost $121.43 Unrealized
CSB VICTORY PORTFOLIOS II 0.2%
Value ($000) $470 Shares 7,915 Est. Cost $59.40 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $469 Shares 4,142 Est. Cost $100.61 Unrealized +12.6%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $454 Shares 1,291 Est. Cost $305.94 Unrealized +16.0%
SPGP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $454 Shares 4,329 Est. Cost $98.04 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $443 Shares 374 Est. Cost $62.73 Unrealized +28.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $442 Shares 1,525 Est. Cost $268.22 Unrealized +8.2%
DGRO ISHARES TR 0.2%
Value ($000) $430 Shares 7,017 Est. Cost $59.25 Unrealized
XXHYBXX NEW AMER HIGH INCOME FD INC 0.2%
Value ($000) $430 Shares 52,650 Est. Cost $8.17 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $429 Shares 4,545 Est. Cost $66.20 Unrealized +34.3%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $428 Shares 7,081 Est. Cost $37.06 Unrealized +57.4%
FNGS BANK MONTREAL MEDIUM 0.2%
Value ($000) $428 Shares 7,457 Est. Cost $35.46 Unrealized
BA BOEING CO 0.2%
Value ($000) $426 Shares 2,405 Est. Cost $156.93 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $417 Shares 7,850 Est. Cost $52.73 Unrealized +5.1%
KEX KIRBY CORP 0.1%
Value ($000) $409 Shares 3,866 Est. Cost $120.50 Unrealized 0.0%
CRM SALESFORCE INC 0.1%
Value ($000) $398 Shares 1,189 Est. Cost $218.61 Unrealized +44.9%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $397 Shares 4,717 Est. Cost $101.25 Unrealized 0.0%
TCOM TRIP COM GROUP LTD 0.1%
Value ($000) $381 Shares 5,546 Est. Cost $68.66 Unrealized
SJNK SPDR SER TR 0.1%
Value ($000) $379 Shares 15,000 Est. Cost $26.56 Unrealized
FPX FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $371 Shares 3,108 Est. Cost $83.98 Unrealized
IYF ISHARES TR 0.1%
Value ($000) $360 Shares 3,260 Est. Cost $74.76 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $357 Shares 1,540 Est. Cost $182.87 Unrealized 0.0%
MDYV SPDR SER TR 0.1%
Value ($000) $355 Shares 4,427 Est. Cost $66.59 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $348 Shares 3,830 Est. Cost $72.02 Unrealized +29.2%
PFF ISHARES TR 0.1%
Value ($000) $335 Shares 10,668 Est. Cost $30.35 Unrealized
HNDL STRATEGY SHS 0.1%
Value ($000) $325 Shares 15,238 Est. Cost $25.43 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $321 Shares 2,900 Est. Cost $102.84 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $320 Shares 607 Est. Cost $412.62 Unrealized +24.7%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $300 Shares 1,411 Est. Cost $178.03 Unrealized +21.8%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $299 Shares 1,353 Est. Cost $249.26 Unrealized -7.2%
AFL AFLAC INC 0.1%
Value ($000) $295 Shares 2,856 Est. Cost $98.98 Unrealized +7.5%
PFE PFIZER INC 0.1%
Value ($000) $292 Shares 10,998 Est. Cost $25.12 Unrealized 0.0%
CPNJ CALAMOS ETF TR 0.1%
Value ($000) $272 Shares 10,925 Est. Cost $24.00 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $272 Shares 3,595 Est. Cost $69.17 Unrealized
SILVERCREST METALS INC 0.1%
Value ($000) $271 Shares 29,791 Est. Cost $9.10 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $269 Shares 1,116 Est. Cost $166.66 Unrealized +46.9%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $262 Shares 2,052 Est. Cost $112.98 Unrealized
EBAY EBAY INC. 0.1%
Value ($000) $261 Shares 4,217 Est. Cost $43.96 Unrealized +41.9%
IMCG ISHARES TR 0.1%
Value ($000) $256 Shares 3,383 Est. Cost $75.53 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $255 Shares 4,844 Est. Cost $56.84 Unrealized -6.7%
PSX PHILLIPS 66 0.1%
Value ($000) $253 Shares 2,222 Est. Cost $103.33 Unrealized +18.1%
LPX LOUISIANA PAC CORP 0.1%
Value ($000) $245 Shares 2,370 Est. Cost $96.22 Unrealized +13.0%
HEFA ISHARES TR 0.1%
Value ($000) $244 Shares 7,021 Est. Cost $34.75 Unrealized
SRE SEMPRA 0.1%
Value ($000) $243 Shares 2,767 Est. Cost $66.61 Unrealized +26.6%
BIZD VANECK ETF TRUST 0.1%
Value ($000) $239 Shares 14,400 Est. Cost $16.63 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $238 Shares 1,014 Est. Cost $175.85 Unrealized +39.6%
ACA ARCOSA INC 0.1%
Value ($000) $237 Shares 2,451 Est. Cost $100.27 Unrealized 0.0%
ANF ABERCROMBIE & FITCH CO 0.1%
Value ($000) $221 Shares 1,479 Est. Cost $146.08 Unrealized 0.0%
USMV ISHARES TR 0.1%
Value ($000) $217 Shares 2,446 Est. Cost $83.96 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $213 Shares 659 Est. Cost $252.97 Unrealized 0.0%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $213 Shares 3,785 Est. Cost $54.93 Unrealized
T AT&T INC 0.1%
Value ($000) $206 Shares 9,064 Est. Cost $18.78 Unrealized +14.5%
DIVD EA SERIES TRUST 0.1%
Value ($000) $200 Shares 6,366 Est. Cost $31.49 Unrealized
BBDC BARINGS BDC INC 0.1%
Value ($000) $175 Shares 18,300 Est. Cost $6.79 Unrealized +24.7%
QBTS D-WAVE QUANTUM INC 0.1%
Value ($000) $151 Shares 18,031 Est. Cost $2.99 Unrealized 0.0%
AMCOR PLC 0.0%
Value ($000) $123 Shares 13,056 Est. Cost $8.56 Unrealized +18.1%
FSM FORTUNA MNG CORP 0.0%
Value ($000) $113 Shares 26,412 Est. Cost $5.04 Unrealized -5.4%
GNW GENWORTH FINL INC 0.0%
Value ($000) $97 Shares 13,850 Est. Cost $5.53 Unrealized +29.9%
SENSEONICS HLDGS INC 0.0%
Value ($000) $16 Shares 30,000 Est. Cost $0.52 Unrealized
VXRT VAXART INC 0.0%
Value ($000) $10 Shares 15,000 Est. Cost $0.77 Unrealized -9.2%
AMERICAS GOLD AND SILVER COR 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.39 Unrealized