Capital Advisory Group Advisory Services

Latest statistics and disclosures from Capital Advisory Group Advisory Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are FLRN, and represent 100.00% of Capital Advisory Group Advisory Services's stock portfolio.
  • Reduced shares in these 6 stocks: , , , FLRN, IJH, DVY.
  • Sold out of its positions in DVY, IJH, SPY, SPTM, DIA.
  • Capital Advisory Group Advisory Services was a net seller of stock by $-1.9M.
  • Capital Advisory Group Advisory Services has $305k in assets under management (AUM), dropping by -86.43%.
  • Central Index Key (CIK): 0001803229

Tip: Access up to 7 years of quarterly data

Positions held by Capital Advisory Group Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Capital Advisory Group Advisory Services

Capital Advisory Group Advisory Services holds 1 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust St Str Rate Etf (FLRN) 100.0 $305k -54% 9.9k 30.85
 View chart

Past Filings by Capital Advisory Group Advisory Services

SEC 13F filings are viewable for Capital Advisory Group Advisory Services going back to 2019

View all past filings