Capital Advisory Group Advisory Services, LLC Top Holdings and 13F Report (2026) About Capital Advisory Group Advisory Services, LLCInvestment ActivityCapital Advisory Group Advisory Services, LLC has $2.25 million in total holdings as of March 31, 2026.Capital Advisory Group Advisory Services, LLC owns shares of 6 different stocks, but just 4 companies or ETFs make up 80% of its holdings.About 14,901.43% of the portfolio was sold this quarter.This quarter, Capital Advisory Group Advisory Services, LLC has purchased 171 new stocks and bought additional shares in 0 stocks.Capital Advisory Group Advisory Services, LLC sold shares of 6 stocks and completely divested from 165 stocks this quarter.Largest Holdings SPDR Bloomberg Investment Grade Floating Rate ETF $664,202SPDR S&P 500 ETF Trust $416,218SPDR Dow Jones Industrial Average ETF Trust $379,353SPDR Portfolio S&P 1500 Composite Stock Market ETF $362,727iShares Core S&P Mid-Cap ETF $220,621 Largest Sales this Quarter SPDR S&P 500 ETF Trust 42,465 shares (about $27.62M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 192,118 shares (about $15.19M)SPDR Dow Jones Industrial Average ETF Trust 31,328 shares (about $14.51M)SPDR Bloomberg Investment Grade Floating Rate ETF 206,718 shares (about $6.36M)iShares Core S&P Mid-Cap ETF 68,188 shares (about $4.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCapital Advisory Group Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$664,202$6,362,784 ▼-90.5%21,57929.5%ETFSPYSPDR S&P 500 ETF Trust$416,218$27,616,715 ▼-98.5%64018.5%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$379,353$14,510,831 ▼-97.5%81916.9%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$362,727$15,188,837 ▼-97.7%4,58816.1%ETFIJHiShares Core S&P Mid-Cap ETF$220,621$4,604,746 ▼-95.4%3,2679.8%ETFDVYiShares Select Dividend ETF$208,189$3,098,155 ▼-93.7%1,3759.2%ETFQQQInvesco QQQ$0$19,858,799 ▼-100.0%00.0%FinanceFLOTiShares Floating Rate Bond ETF$0$9,025,463 ▼-100.0%00.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$0$8,391,916 ▼-100.0%00.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$0$7,555,747 ▼-100.0%00.0%ETFTMFCMotley Fool 100 Index ETF$0$6,613,606 ▼-100.0%00.0%ETFBARGraniteShares Gold Trust$0$6,536,789 ▼-100.0%00.0%FinanceDIVOAmplify CWP Enhanced Dividend Income ETF$0$6,324,029 ▼-100.0%00.0%ETFSGOLabrdn Physical Gold Shares ETF$0$5,856,159 ▼-100.0%00.0%ETFNVDANVIDIA$0$5,429,575 ▼-100.0%00.0%Computer and TechnologyRTXRTX$0$5,370,813 ▼-100.0%00.0%AerospaceGLDSPDR Gold Shares$0$5,270,527 ▼-100.0%00.0%FinanceIWMiShares Russell 2000 ETF$0$4,459,435 ▼-100.0%00.0%FinanceIAUiShares Gold Trust$0$4,450,064 ▼-100.0%00.0%FinanceBIVVanguard Intermediate-Term Bond ETF$0$4,401,544 ▼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$4,259,456 ▼-100.0%00.0%FinanceSPYINEOS S&P 500 High Income ETF$0$3,930,715 ▼-100.0%00.0%ETFIYWiShares U.S. Technology ETF$0$3,592,243 ▼-100.0%00.0%ManufacturingIAKiShares U.S. Insurance ETF$0$3,590,276 ▼-100.0%00.0%ETFLLYEli Lilly and Company$0$3,492,710 ▼-100.0%00.0%MedicalSPHQInvesco S&P 500 Quality ETF$0$3,413,312 ▼-100.0%00.0%ETFPEYInvesco High Yield Equity Dividend Achievers ETF$0$3,399,197 ▼-100.0%00.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$0$3,380,150 ▼-100.0%00.0%ETFMETAMeta Platforms$0$3,281,967 ▼-100.0%00.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$0$3,003,491 ▼-100.0%00.0%FinanceVCSHVanguard Short-Term Corporate Bond ETF$0$2,945,067 ▼-100.0%00.0%ETFIBMInternational Business Machines$0$2,937,254 ▼-100.0%00.0%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$0$2,897,554 ▼-100.0%00.0%ETFNVONovo Nordisk A/S$0$2,895,886 ▼-100.0%00.0%MedicalMSFTMicrosoft$0$2,880,441 ▼-100.0%00.0%Computer and TechnologyDTDWisdomTree U.S. Total Dividend Fund$0$2,798,578 ▼-100.0%00.0%FinanceCVXChevron$0$2,745,903 ▼-100.0%00.0%EnergyPFMInvesco Dividend Achievers ETF$0$2,738,453 ▼-100.0%00.0%ManufacturingWALMART INC$0$2,629,871 ▼-100.0%00.0%COMAMZNAmazon.com$0$2,547,330 ▼-100.0%00.0%Retail/WholesaleGSThe Goldman Sachs Group$0$2,455,047 ▼-100.0%00.0%FinanceSHYiShares 1-3 Year Treasury Bond ETF$0$2,388,363 ▼-100.0%00.0%ManufacturingMOAltria Group$0$2,379,917 ▼-100.0%00.0%Consumer StaplesSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$0$2,247,520 ▼-100.0%00.0%ETFSBLKStar Bulk Carriers$0$2,246,241 ▼-100.0%00.0%TransportationAAPLApple$0$2,184,137 ▼-100.0%00.0%Computer and TechnologyRDVYFirst Trust Rising Dividend Achievers ETF$0$2,097,855 ▼-100.0%00.0%ManufacturingSDYSPDR S&P Dividend ETF$0$1,983,030 ▼-100.0%00.0%ETFVOVanguard Mid-Cap ETF$0$1,936,928 ▼-100.0%00.0%ETFGSLGlobal Ship Lease$0$1,818,646 ▼-100.0%00.0%TransportationFDVVFidelity High Dividend ETF$0$1,811,529 ▼-100.0%00.0%ETFJQUAJPMorgan U.S. Quality Factor ETF$0$1,810,297 ▼-100.0%00.0%ETFJEPIJPMorgan Equity Premium Income ETF$0$1,772,150 ▼-100.0%00.0%ETFHTGCHercules Capital$0$1,714,973 ▼-100.0%00.0%FinanceXLEEnergy Select Sector SPDR Fund$0$1,657,489 ▼-100.0%00.0%ETFGOOGAlphabet$0$1,621,405 ▼-100.0%00.0%Computer and TechnologyFHLCFidelity MSCI Health Care Index ETF$0$1,611,133 ▼-100.0%00.0%ETFEMLPFirst Trust North American Energy Infrastructure Fund$0$1,575,013 ▼-100.0%00.0%ETFBUFRFT Vest Laddered Buffer ETF$0$1,495,209 ▼-100.0%00.0%ETFASMLASML$0$1,461,429 ▼-100.0%00.0%Computer and TechnologySCHDSchwab US Dividend Equity ETF$0$1,394,541 ▼-100.0%00.0%ETFKOCocaCola$0$1,386,944 ▼-100.0%00.0%Consumer StaplesENFRAlerian Energy Infrastructure ETF$0$1,377,352 ▼-100.0%00.0%ETFFDUSFidus Investment$0$1,361,538 ▼-100.0%00.0%FinanceKRKroger$0$1,359,217 ▼-100.0%00.0%Retail/WholesaleTSLATesla$0$1,267,761 ▼-100.0%00.0%Auto/Tires/TrucksSPSMSPDR Portfolio S&P 600 Small Cap ETF$0$1,258,870 ▼-100.0%00.0%ETFNFLXNetflix$0$1,234,819 ▼-100.0%00.0%Consumer DiscretionaryALLAllstate$0$1,204,356 ▼-100.0%00.0%FinanceABBVAbbVie$0$1,155,253 ▼-100.0%00.0%MedicalIYEiShares U.S. Energy ETF$0$1,138,344 ▼-100.0%00.0%ETFCSCOCisco Systems$0$1,127,103 ▼-100.0%00.0%Computer and TechnologyVZVerizon Communications$0$1,116,193 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$1,088,898 ▼-100.0%00.0%FinanceMUMicron Technology$0$1,069,431 ▼-100.0%00.0%Computer and TechnologyQLDProShares Ultra QQQ$0$1,025,874 ▼-100.0%00.0%ETFAXPAmerican Express$0$982,217 ▼-100.0%00.0%FinanceAGMFederal Agricultural Mortgage$0$981,261 ▼-100.0%00.0%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$0$974,645 ▼-100.0%00.0%ETFLISTED FDS TR$0$939,073 ▼-100.0%00.0%ROUNDHILL MAGNIFXOMExxonMobil$0$920,120 ▼-100.0%00.0%EnergyCOMDirexion Auspice Broad Commodity Strategy ETF$0$870,566 ▼-100.0%00.0%ETFAMGNAmgen$0$843,478 ▼-100.0%00.0%MedicalAVGOBroadcom$0$837,253 ▼-100.0%00.0%Computer and TechnologyFICOFair Isaac$0$813,188 ▼-100.0%00.0%Computer and TechnologyXELXcel Energy$0$806,547 ▼-100.0%00.0%UtilitiesORCLOracle$0$788,021 ▼-100.0%00.0%Computer and TechnologyMETMetLife$0$739,905 ▼-100.0%00.0%FinanceTSMTaiwan Semiconductor Manufacturing$0$737,541 ▼-100.0%00.0%Computer and TechnologyETEnergy Transfer$0$723,680 ▼-100.0%00.0%EnergyAZOAutoZone$0$712,215 ▼-100.0%00.0%Retail/WholesaleCSBVictoryShares US Small Cap High Div Volatility Wtd ETF$0$703,577 ▼-100.0%00.0%ETFAMDAdvanced Micro Devices$0$648,476 ▼-100.0%00.0%Computer and TechnologyAPPLOVIN CORP$0$644,172 ▼-100.0%00.0%COM CL ANEARiShares Short Duration Bond Active ETF$0$637,473 ▼-100.0%00.0%ETFVTVanguard Total World Stock ETF$0$636,886 ▼-100.0%00.0%ETFQBTSD-Wave Quantum$0$635,811 ▼-100.0%00.0%Computer and TechnologyESGFlexShares STOXX US ESG Select Index Fund$0$632,993 ▼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$628,702 ▼-100.0%00.0%CL AIWLiShares Russell Top 200 ETF$0$610,002 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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