Capital Asset Advisory Services LLC Q3 2025 Filing

Filed October 2, 2025

Portfolio Value

$2.3B

Holdings

283

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (283 positions)

StockValue
VVVANGUARD INDEX FDS
$323.0M
AGGISHARES TR
$163.5M
IDEVISHARES TR
$102.7M
SPDWSPDR INDEX SHS FDS
$83.5M
VOVANGUARD INDEX FDS
$70.3M
TFLOISHARES TR
$67.8M
BILSPDR SERIES TRUST
$67.3M
IAU*ISHARES GOLD TR
$60.6M
VTCVANGUARD SCOTTSDALE FDS
$56.9M
COWZPACER FDS TR
$55.1M
IJHISHARES TR
$54.5M
PPAINVESCO EXCHANGE TRADED FD T
$51.7M
CIBRFIRST TR EXCHANGE TRADED FD
$51.2M
DDWMWISDOMTREE TR
$46.5M
IJRISHARES TR
$45.4M
AAPLAPPLE INC
$45.2M
BCCCGLOBAL X FDS
$45.2M
PBUSINVESCO EXCH TRADED FD TR II
$42.5M
GSYINVESCO ACTIVELY MANAGED EXC
$41.9M
VWOVANGUARD INTL EQUITY INDEX F
$37.4M
NVDANVIDIA CORPORATION
$36.6M
USHYISHARES TR
$34.3M
VBVANGUARD INDEX FDS
$31.6M
MSFTMICROSOFT CORP
$30.6M
JPSTJ P MORGAN EXCHANGE TRADED F
$29.4M
SPEMSPDR INDEX SHS FDS
$29.1M
BNDVANGUARD BD INDEX FDS
$21.9M
AMZNAMAZON COM INC
$21.1M
BUFDFIRST TR EXCHNG TRADED FD VI
$20.8M
MUBISHARES TR
$18.8M
BUFBINNOVATOR ETFS TRUST
$16.2M
HYMBSPDR SERIES TRUST
$14.8M
GOOGLALPHABET INC
$14.4M
SCHDSCHWAB STRATEGIC TR
$14.1M
JMSTJ P MORGAN EXCHANGE TRADED F
$12.6M
WTVWISDOMTREE TR
$11.1M
VEAVANGUARD TAX-MANAGED FDS
$10.7M
JPMJPMORGAN CHASE & CO.
$10.4M
METAMETA PLATFORMS INC
$10.3M
HDHOME DEPOT INC
$9.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$9.4M
AVGOBROADCOM INC
$8.8M
TSLATESLA INC
$8.4M
WMTWALMART INC
$7.2M
FTGCFIRST TR EXCHANGE TRAD FD VI
$7.2M
GSGOLDMAN SACHS GROUP INC
$6.8M
XOMEXXON MOBIL CORP
$6.5M
HYGHISHARES U S ETF TR
$6.2M
SPYSPDR S&P 500 ETF TR
$6.2M
GOOGALPHABET INC
$6.1M
SMMUPIMCO ETF TR
$5.9M
IWYISHARES TR
$5.9M
ABTABBOTT LABS
$5.8M
AMATAPPLIED MATLS INC
$5.6M
ITBISHARES TR
$5.5M
LDSFFIRST TR EXCHNG TRADED FD VI
$5.4M
BACBANK AMERICA CORP
$5.3M
DISDISNEY WALT CO
$5.3M
JNJJOHNSON & JOHNSON
$5.1M
RTXRTX CORPORATION
$5.1M
VVISA INC
$5.0M
CATCATERPILLAR INC
$5.0M
LLYELI LILLY & CO
$4.9M
PGPROCTER AND GAMBLE CO
$4.8M
COSTCOSTCO WHSL CORP NEW
$4.7M
CSCOCISCO SYS INC
$4.7M
CVXCHEVRON CORP NEW
$4.5M
ACNACCENTURE PLC IRELAND
$4.5M
MAMASTERCARD INCORPORATED
$4.3M
ABBVABBVIE INC
$4.3M
TMOTHERMO FISHER SCIENTIFIC INC
$4.2M
LINLINDE PLC
$4.2M
DWDMORGAN STANLEY
$4.1M
HEFAISHARES TR
$4.0M
EMREMERSON ELEC CO
$4.0M
IWFISHARES TR
$4.0M
QDPLPACER FDS TR
$3.9M
TRVCCITIGROUP INC
$3.9M
KOCOCA COLA CO
$3.7M
IEMGISHARES INC
$3.7M
PEPPEPSICO INC
$3.7M
RDVYFIRST TR EXCHANGE TRADED FD
$3.6M
XLKSELECT SECTOR SPDR TR
$3.6M
ISRGINTUITIVE SURGICAL INC
$3.6M
NDQINVESCO QQQ TR
$3.5M
UNPUNION PAC CORP
$3.5M
VCRVANGUARD WORLD FD
$3.5M
WFCWELLS FARGO CO NEW
$3.4M
VTEBVANGUARD MUN BD FDS
$3.3M
HTABHARTFORD FDS EXCHANGE TRADED
$3.3M
HONHONEYWELL INTL INC
$3.3M
CITCINTAS CORP
$3.3M
BACVERIZON COMMUNICATIONS INC
$3.2M
AAAUGOLDMAN SACHS PHYSICAL GOLD
$3.2M
IHIISHARES TR
$3.1M
INTUINTUIT
$3.0M
CMCSACOMCAST CORP NEW
$3.0M
DHRDANAHER CORPORATION
$2.9M
FBNDFIDELITY MERRIMACK STR TR
$2.8M
PFEPFIZER INC
$2.8M
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