CIK 1666024
Capital Asset Advisory Services LLC
Institutional 13F holdings & portfolio
Holdings
289
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 251–289 of 289
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 382 | $100K–$500K | SH |
| ESGE | ISHARES INC | 6K | $100K–$500K | SH |
| MBB | ISHARES TR | 3K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 524 | $100K–$500K | SH |
| CRM | SALESFORCE INC | 979 | $100K–$500K | SH |
| COO | COOPER COS INC | 3K | $100K–$500K | SH |
| MAS | MASCO CORP | 4K | $100K–$500K | SH |
| KLAC | KLA CORP | 177 | $100K–$500K | SH |
| DFIC | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| MINT | PIMCO ETF TR | 2K | $100K–$500K | SH |
| TBIL | RBB FD INC | 5K | $100K–$500K | SH |
| USB | US BANCORP DEL | 4K | $100K–$500K | SH |
| STLD | STEEL DYNAMICS INC | 1K | $100K–$500K | SH |
| BGLD | FIRST TR EXCHANGE-TRADED FD | 13K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 929 | $100K–$500K | SH |
| MCK | MCKESSON CORP | 279 | $100K–$500K | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| JNK | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| CNH | CNH INDL N V | 22K | $100K–$500K | SH |
| EFA | ISHARES TR | 2K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 755 | $100K–$500K | SH |
| DHI | D R HORTON INC | 2K | $100K–$500K | SH |
| FLTR | VANECK ETF TRUST | 8K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 396 | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 2K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 168 | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 1K | $100K–$500K | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 3K | $100K–$500K | SH |
| DXCM | DEXCOM INC | 3K | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC | 503 | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 1K | $100K–$500K | SH |
| HBNC | HORIZON BANCORP INC | 11K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 24K | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 17K | $50K–$100K | SH |
| AEG | AEGON LTD | 11K | $50K–$100K | SH |
| SPRO | SPERO THERAPEUTICS INC | 33K | $50K–$100K | SH |