Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capital Advisory Group Advisory Services, LLC (CIK 1803229) reported $2.3M across 6 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FLRN ($664,202, 29.50%), SPY ($416,218, 18.49%), DIA ($379,353, 16.85%), SPTM ($362,727, 16.11%), IJH ($220,621, 9.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FLRN | SPDR SERIES TRUST | $664,202 | 29.50% | 21,579 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $416,218 | 18.49% | 640 | Trimmed |
| 3 | DIA | STATE STR SPDR DOW JONES IND | $379,353 | 16.85% | 819 | Trimmed |
| 4 | SPTM | SPDR SERIES TRUST | $362,727 | 16.11% | 4,588 | Trimmed |
| 5 | IJH | ISHARES TR | $220,621 | 9.80% | 3,267 | Trimmed |
| 6 | DVY | ISHARES TR | $208,189 | 9.25% | 1,375 | Trimmed |
| 7 | USMV | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 8 | MDYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | Exited |
| 9 | XOM | EXXON MOBIL CORP | $0 | 0.00% | 0 | Exited |
| 10 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 11 | ABBV | ABBVIE INC | $0 | 0.00% | 0 | Exited |
| 12 | SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | Exited |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | Exited |
| 14 | ALL | ALLSTATE CORP | $0 | 0.00% | 0 | Exited |
| 15 | DIVD | EA SERIES TRUST | $0 | 0.00% | 0 | Exited |
| 16 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 17 | MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | Exited |
| 18 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 19 | AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | Exited |
| 20 | AMGN | AMGEN INC | $0 | 0.00% | 0 | Exited |
| 21 | DIVO | AMPLIFY ETF TR | $0 | 0.00% | 0 | Exited |
| 22 | ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | Exited |
| 23 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
| 24 | APP | APPLOVIN CORP | $0 | 0.00% | 0 | Exited |
| 25 | ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31