StockDriftsStockDriftsTop 1 Capital Advisory Group Advisory Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLRN | SPDR SERIES TRUST | 100% | 9.9K | $305K | -54.12%(-11.68K) | $30.59(+0.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.64% | +58.69% | +8.82% | +52.60% |
| Top 20 Holdings Unweighted | +17.68% | +62.99% | +9.17% | +55.10% |
Capital Advisory Group Advisory Services LLC reports $305.42K in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is FLRN (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +58.69% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Capital Advisory Group Advisory Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803229). View Capital Advisory Group Advisory Services LLC’s 13F filings on SEC