Capital Advisory Group Advisory Services, LLC
6 holdingsFiling period: 2026-03-31Current AUM: $2.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FLRN | SPDR SERIES TRUST | 21.6K | $664K | $666K | 27.11% | -206,718 | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 640 | $416K | $478K | 19.47% | -42,465 | 2026-03-31 |
| 3 | DIA | STATE STR SPDR DOW JONES IND | 819 | $379K | $429K | 17.48% | -31,328 | 2026-03-31 |
| 4 | SPTM | SPDR SERIES TRUST | 4.6K | $362K | $415K | 16.93% | -192,118 | 2026-03-31 |
| 5 | IJH | ISHARES TR | 3.3K | $220K | $245K | 9.99% | -68,188 | 2026-03-31 |
| 6 | DVY | ISHARES TR | 1.4K | $208K | $221K | 9.02% | -20,462 | 2026-03-31 |
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