StockDriftsStockDriftsTop 50 Capital Asset Advisory Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 12.97% | 1.04M | $338.0M | -5.78%(-63.68K) | $189.43(+80.16%) | 2026-03-31 | |
| AGG | ISHARES TR | 6.2% | 1.62M | $161.5M | -8.74%(-155.00K) | $102.74(-3.96%) | 2026-03-31 | |
| IDEV | ISHARES TR | 4.46% | 1.30M | $116.3M | -4.31%(-58.48K) | $62.01(+44.39%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.81% | 2.01M | $99.3M | +1.57%(+31.06K) | $32.37(+55.31%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.02% | 1.02M | $78.7M | +296.25%(+763.45K) | $67.89(+13.48%) | 2026-03-31 | |
| GSY | INVESCO ACTIVELY MANAGED EXC | 2.82% | 1.47M | $73.6M | +17.51%(+218.74K) | $50.03(+0.40%) | 2026-03-31 | |
| PBUS | INVESCO EXCH TRADED FD TR II | 2.65% | 973.0K | $69.1M | +8.13%(+73.12K) | $57.27(+29.76%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.52% | 894.5K | $65.6M | +2.56%(+22.36K) | $50.47(+44.91%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 2.3% | 950.0K | $60.0M | -2.65%(-25.81K) | $46.35(+35.84%) | 2026-03-31 | |
| TFLO | ISHARES TR | 2.3% | 1.18M | $59.8M | +17.39%(+175.26K) | $50.60(-0.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.61% | +35.33% |
| Top 20 Holdings Unweighted | +11.13% | +37.25% |
Sign up free to track Capital Asset Advisory Services LLC, compare funds side by side, and get alerts the moment positions change.