Capital Asset Advisory Services LLC - Q12026 Holdings
Capital Asset Advisory Services LLC holds 299 stocks with a total portfolio value of $ 2.61B as of Q12026. In Q12026, Capital Asset Advisory Services LLC added 38 new positions, increased stakes in 112 stocks, reduced 135 holdings, and fully exited 28 positions. The largest holding is Vanguard Index Fds (VV), representing 12.97% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options