$466 Million is the total value of Capital Asset Advisory Services LLC's 576 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 10.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $11,382,000 | +19.3% | 263,053 | -0.5% | 2.44% | -3.5% |
| AMZN | Sell | AMAZON COM INC | $6,879,000 | +26.2% | 2,233 | -3.0% | 1.48% | +2.1% |
| LDSF | Sell | FIRST TR EXCHNG TRADED FD VIlow dur strtgc | $6,348,000 | -27.4% | 310,513 | -28.7% | 1.36% | -41.2% |
| PYPL | Sell | PAYPAL HLDGS INC | $3,397,000 | +24.1% | 17,970 | -5.7% | 0.73% | +0.3% |
| SHV | Sell | ISHARES TRshort treas bd | $2,841,000 | -15.4% | 25,660 | -15.3% | 0.61% | -31.5% |
| DIS | Sell | DISNEY WALT CO | $2,738,000 | +26.6% | 20,983 | -0.1% | 0.59% | +2.4% |
| SDY | Sell | SPDR SER TRs&p divid etf | $2,583,000 | +19.1% | 26,411 | -1.0% | 0.56% | -3.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,402,000 | +15.8% | 7,217 | -2.0% | 0.52% | -6.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,072,000 | -4.0% | 1,400 | -12.4% | 0.44% | -22.3% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,981,000 | +10.1% | 52,658 | -3.7% | 0.42% | -11.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,922,000 | -2.2% | 1,298 | -11.0% | 0.41% | -20.9% |
| CSCO | Sell | CISCO SYS INC | $1,802,000 | +10.6% | 38,193 | -1.7% | 0.39% | -10.6% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,776,000 | +0.6% | 16,066 | -18.4% | 0.38% | -18.8% |
| MBB | Sell | ISHARES TRmbs etf | $1,542,000 | -41.6% | 13,939 | -41.4% | 0.33% | -52.7% |
| XLSR | Sell | SSGA ACTIVE TRspdr ssga us sct | $1,391,000 | +16.4% | 39,443 | -0.7% | 0.30% | -5.7% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $1,190,000 | +13.4% | 40,639 | -2.7% | 0.26% | -8.3% |
| QUAL | Sell | ISHARES TRusa quality fctr | $1,081,000 | +14.3% | 10,494 | -1.5% | 0.23% | -7.6% |
| C | Sell | CITIGROUP INC | $1,075,000 | +30.3% | 19,815 | -1.3% | 0.23% | +5.5% |
| SLV | Sell | ISHARES SILVER TRishares | $1,036,000 | -73.1% | 44,408 | -83.2% | 0.22% | -78.3% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,023,000 | +15.3% | 4,687 | -4.9% | 0.22% | -6.4% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $1,001,000 | -6.9% | 6,190 | -11.8% | 0.22% | -24.6% |
| LAZY | Sell | LAZYDAYS HLDGS INC | $984,000 | +282.9% | 69,779 | -0.3% | 0.21% | +210.3% |
| DD | Sell | DUPONT DE NEMOURS INC | $980,000 | +24.2% | 17,020 | -5.3% | 0.21% | +0.5% |
| NVDA | Sell | NVIDIA CORPORATION | $973,000 | +23.0% | 2,241 | -11.9% | 0.21% | -0.5% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $905,000 | +10.5% | 2,707 | -6.6% | 0.19% | -10.6% |
| SHOP | Sell | SHOPIFY INCcl a | $847,000 | +1.2% | 871 | -21.5% | 0.18% | -18.0% |
| VOO | Sell | VANGUARD INDEX FDS | $816,000 | +15.3% | 2,668 | -2.4% | 0.18% | -6.9% |
| MAS | Sell | MASCO CORP | $808,000 | +40.0% | 14,132 | -2.4% | 0.17% | +13.1% |
| MSCI | Sell | MSCI INC | $782,000 | -12.1% | 2,232 | -15.8% | 0.17% | -28.8% |
| DOW | Sell | DOW INC | $771,000 | +23.4% | 17,333 | -10.3% | 0.17% | 0.0% |
| ROSC | Sell | LATTICE STRATEGIES TRhartford mlt sml | $762,000 | +21.3% | 28,003 | -4.2% | 0.16% | -1.8% |
| DOCU | Sell | DOCUSIGN INC | $746,000 | -6.8% | 3,891 | -42.1% | 0.16% | -24.5% |
| HON | Sell | HONEYWELL INTL INC | $726,000 | +7.1% | 4,532 | -17.7% | 0.16% | -13.3% |
| SNY | Sell | SANOFIsponsored adr | $690,000 | -1.0% | 13,577 | -2.5% | 0.15% | -20.0% |
| EBS | Sell | EMERGENT BIOSOLUTIONS INC | $646,000 | +33.5% | 5,277 | -11.4% | 0.14% | +8.6% |
| CTVA | Sell | CORTEVA INC | $626,000 | +13.0% | 23,365 | -1.9% | 0.13% | -8.8% |
| DVY | Sell | ISHARES TRselect divid etf | $615,000 | +15.2% | 7,105 | -0.7% | 0.13% | -7.0% |
| LOGI | Sell | LOGITECH INTL S A | $608,000 | +20.4% | 8,461 | -10.9% | 0.13% | -2.2% |
| COLD | Sell | AMERICOLD RLTY TR | $593,000 | -3.3% | 15,343 | -17.5% | 0.13% | -22.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $566,000 | +20.7% | 3,606 | -5.7% | 0.12% | -1.6% |
| LOW | Sell | LOWES COS INC | $563,000 | +36.7% | 3,657 | -2.0% | 0.12% | +11.0% |
| SITE | Sell | SITEONE LANDSCAPE SUPPLY INC | $525,000 | +42.3% | 4,274 | -1.0% | 0.11% | +15.3% |
| CLX | Sell | CLOROX CO DEL | $519,000 | +2.8% | 2,321 | -5.0% | 0.11% | -17.2% |
| YNDX | Sell | YANDEX N V | $494,000 | +40.3% | 8,673 | -4.5% | 0.11% | +14.0% |
| SONY | Sell | SONY CORPsponsored adr | $491,000 | +25.9% | 6,184 | -0.5% | 0.10% | +1.0% |
| ENB | Sell | ENBRIDGE INC | $479,000 | +5.3% | 14,280 | -2.0% | 0.10% | -14.9% |
| RSG | Sell | REPUBLIC SVCS INC | $473,000 | +10.3% | 5,205 | -4.0% | 0.10% | -10.5% |
| MELI | Sell | MERCADOLIBRE INC | $472,000 | +14.8% | 429 | -19.8% | 0.10% | -7.3% |
| COST | Sell | COSTCO WHSL CORP NEW | $446,000 | -5.3% | 1,340 | -13.9% | 0.10% | -23.2% |
| CSM | Sell | PROSHARES TRlarge cap cre | $430,000 | +10.8% | 5,654 | -6.2% | 0.09% | -10.7% |
| TWLO | Sell | TWILIO INCcl a | $423,000 | +25.5% | 1,731 | -3.8% | 0.09% | +2.2% |
| NEOG | Sell | NEOGEN CORP | $416,000 | +20.6% | 5,332 | -0.1% | 0.09% | -3.3% |
| CLLS | Sell | CELLECTIS S Aspon ads | $383,000 | +22.0% | 22,230 | -3.0% | 0.08% | -1.2% |
| BP | Sell | BP PLCsponsored adr | $368,000 | -1.6% | 15,449 | -5.5% | 0.08% | -20.2% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $351,000 | +4.5% | 3,555 | -1.1% | 0.08% | -15.7% |
| K | Sell | KELLOGG CO | $351,000 | +4.2% | 5,156 | -1.9% | 0.08% | -15.7% |
| DUK | Sell | DUKE ENERGY CORP NEW | $346,000 | -2.8% | 4,130 | -5.1% | 0.07% | -21.3% |
| GDS | Sell | GDS HLDGS LTDsponsored ads | $339,000 | +10.8% | 4,357 | -11.1% | 0.07% | -9.9% |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $331,000 | -0.9% | 5,702 | -2.3% | 0.07% | -20.2% |
| ANSS | Sell | ANSYS INC | $326,000 | +17.7% | 1,079 | -1.6% | 0.07% | -5.4% |
| ITA | Sell | ISHARES TRus aer def etf | $326,000 | +16.0% | 1,891 | -4.6% | 0.07% | -6.7% |
| EFA | Sell | ISHARES TRmsci eafe etf | $306,000 | -1.3% | 4,771 | -14.5% | 0.07% | -19.5% |
| MNA | Sell | INDEXIQ ETF TRiq mrgr arb etf | $297,000 | -22.9% | 9,314 | -24.4% | 0.06% | -37.3% |
| SPLB | Sell | SPDR SER TRportfolio ln cor | $295,000 | +2.1% | 8,942 | -8.9% | 0.06% | -18.2% |
| UNP | Sell | UNION PAC CORP | $294,000 | +23.5% | 1,544 | -0.7% | 0.06% | 0.0% |
| FCAU | Sell | FIAT CHRYSLER AUTOMOBILES N | $285,000 | +42.5% | 24,748 | -2.5% | 0.06% | +15.1% |
| GRMN | Sell | GARMIN LTD | $270,000 | -15.6% | 2,659 | -35.1% | 0.06% | -31.8% |
| RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $254,000 | +0.4% | 8,356 | -2.3% | 0.06% | -17.9% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $253,000 | +22.8% | 3,025 | -1.2% | 0.05% | -1.8% |
| LIN | Sell | LINDE PLC | $253,000 | -13.9% | 1,034 | -37.1% | 0.05% | -30.8% |
| DAL | Sell | DELTA AIR LINES INC DEL | $249,000 | +24.5% | 8,384 | -18.8% | 0.05% | 0.0% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSftse dev mkt etf | $243,000 | +1.7% | 5,884 | -13.5% | 0.05% | -17.5% |
| EFX | Sell | EQUIFAX INC | $240,000 | +14.3% | 1,458 | -0.8% | 0.05% | -7.1% |
| GIB | Sell | CGI INCcl a sub vtg | $223,000 | -35.4% | 3,179 | -44.1% | 0.05% | -47.8% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $221,000 | +5.7% | 5,796 | -0.7% | 0.05% | -14.5% |
| ILF | Sell | ISHARES TRlatn amer 40 etf | $213,000 | -13.4% | 9,308 | -33.2% | 0.05% | -29.2% |
| FCG | Sell | FIRST TR NASDAQ-100 TECH INDnat gas etf | $190,000 | -16.7% | 23,180 | -31.5% | 0.04% | -32.8% |
| MTUM | Sell | ISHARES TRusa momentum fct | $187,000 | -7.0% | 1,356 | -19.2% | 0.04% | -24.5% |
| GE | Sell | GENERAL ELECTRIC CO | $180,000 | +11.8% | 26,809 | -3.8% | 0.04% | -9.3% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $180,000 | +20.8% | 6,119 | -8.0% | 0.04% | -2.5% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $177,000 | +23.8% | 5,183 | -1.2% | 0.04% | 0.0% |
| PXH | Sell | INVESCO EXCH TRADED FD TR IIftse rafi emng | $164,000 | -20.4% | 8,858 | -30.9% | 0.04% | -36.4% |
| IWR | Sell | ISHARES TRrus mid cap etf | $156,000 | +12.2% | 2,695 | -8.9% | 0.03% | -10.8% |
| SPHY | Sell | SPDR SER TRportfli high yld | $149,000 | -28.7% | 5,867 | -34.5% | 0.03% | -41.8% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $148,000 | +13.8% | 2,379 | -7.9% | 0.03% | -8.6% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $149,000 | +15.5% | 5,073 | -0.8% | 0.03% | -5.9% |
| TAN | Sell | INVESCO EXCHANGE-TRADED FD Tsolar etf | $144,000 | +9.1% | 2,901 | -31.5% | 0.03% | -11.4% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $146,000 | -32.7% | 3,006 | -44.1% | 0.03% | -46.6% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $125,000 | -14.4% | 1,184 | -20.1% | 0.03% | -30.8% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $110,000 | -97.4% | 2,135 | -97.3% | 0.02% | -97.8% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $109,000 | -10.7% | 2,030 | -21.7% | 0.02% | -28.1% |
| ILTB | Sell | ISHARES TRcore lt usdb etf | $101,000 | -9.0% | 1,301 | -15.4% | 0.02% | -24.1% |
| XSLV | Sell | INVESCO EXCHANGE-TRADED FD Ts&p smlcp low | $94,000 | -80.9% | 2,594 | -84.2% | 0.02% | -84.6% |
| AOM | Sell | ISHARES TRmodert alloc etf | $80,000 | -14.9% | 1,944 | -22.1% | 0.02% | -32.0% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $71,000 | -10.1% | 609 | -22.5% | 0.02% | -28.6% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $70,000 | -61.3% | 329 | -68.3% | 0.02% | -68.8% |
| ARCO | Sell | ARCOS DORADOS HOLDINGS INC | $62,000 | +34.8% | 12,678 | -7.7% | 0.01% | +8.3% |
| PTMC | Sell | PACER FDS TRtrendp us mid cp | $60,000 | -31.0% | 2,111 | -31.4% | 0.01% | -43.5% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $60,000 | -7.7% | 447 | -8.8% | 0.01% | -23.5% |
| EEMV | Sell | ISHARES INCmin vol emrg mkt | $61,000 | +3.4% | 1,114 | -5.5% | 0.01% | -18.8% |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $56,000 | -21.1% | 489 | -26.0% | 0.01% | -36.8% |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $55,000 | -23.6% | 1,384 | -35.5% | 0.01% | -36.8% |
| EWY | Sell | ISHARES INCmsci sth kor etf | $55,000 | +14.6% | 830 | -12.3% | 0.01% | -7.7% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $50,000 | +19.0% | 356 | -4.8% | 0.01% | 0.0% |
| SMIN | Sell | ISHARES TRmsci india sm cp | $52,000 | +15.6% | 1,589 | -11.1% | 0.01% | -8.3% |
| IMCB | Sell | ISHARES TRmrgstr md cp etf | $43,000 | -4.4% | 214 | -23.6% | 0.01% | -25.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $44,000 | -12.0% | 729 | -24.1% | 0.01% | -30.8% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $41,000 | -4.7% | 698 | -23.0% | 0.01% | -18.2% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $44,000 | +46.7% | 2,787 | -1.5% | 0.01% | +12.5% |
| PDP | Sell | INVESCO EXCHANGE TRADED FD Tdwa momentum | $37,000 | +8.8% | 502 | -8.7% | 0.01% | -11.1% |
| HAP | Sell | VANECK VECTORS ETF TRnat res etf | $36,000 | -5.3% | 1,059 | -23.8% | 0.01% | -20.0% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $38,000 | 0.0% | 360 | -18.2% | 0.01% | -20.0% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $33,000 | +22.2% | 609 | -6.2% | 0.01% | 0.0% |
| EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $26,000 | -50.0% | 596 | -57.7% | 0.01% | -57.1% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $25,000 | -3.8% | 324 | -19.2% | 0.01% | -28.6% |
| USRT | Sell | ISHARES TRcre u s reit etf | $21,000 | -4.5% | 452 | -22.5% | 0.01% | -16.7% |
| RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $25,000 | -77.1% | 825 | -79.5% | 0.01% | -82.8% |
| ZROZ | Sell | PIMCO ETF TR25yr+ zero u s | $22,000 | -54.2% | 125 | -54.5% | 0.01% | -61.5% |
| VRP | Sell | INVESCO EXCHANGE-TRADED FD Tvar rate pfd | $25,000 | -86.1% | 1,000 | -87.2% | 0.01% | -89.6% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $21,000 | -62.5% | 292 | -70.9% | 0.01% | -66.7% |
| EPHE | Sell | ISHARES TRmsci philips etf | $18,000 | -10.0% | 688 | -13.8% | 0.00% | -20.0% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $20,000 | -4.8% | 412 | -15.6% | 0.00% | -33.3% |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $17,000 | -5.6% | 266 | -19.4% | 0.00% | -20.0% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $17,000 | -88.1% | 141 | -91.0% | 0.00% | -89.5% |
| PZA | Sell | INVESCO EXCH TRADED FD TR IInatl amt muni | $16,000 | -48.4% | 583 | -51.5% | 0.00% | -62.5% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $14,000 | -65.0% | 321 | -70.8% | 0.00% | -72.7% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $14,000 | -57.6% | 253 | -65.9% | 0.00% | -66.7% |
| KBWY | Sell | INVESCO EXCH TRADED FD TR IIkbw prem yield | $14,000 | +27.3% | 707 | -3.4% | 0.00% | 0.0% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $12,000 | -33.3% | 334 | -41.7% | 0.00% | -40.0% |
| KBE | Sell | SPDR SER TRs&p bk etf | $5,000 | -44.4% | 158 | -55.9% | 0.00% | -50.0% |
| IAGG | Sell | ISHARES TRcore intl aggr | $6,000 | -33.3% | 100 | -35.1% | 0.00% | -50.0% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $4,000 | -63.6% | 95 | -64.2% | 0.00% | -66.7% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $4,000 | -84.6% | 35 | -88.6% | 0.00% | -85.7% |
| GCOW | Sell | PACER FDS TRglobl cash etf | $1,000 | -91.7% | 32 | -93.5% | 0.00% | -100.0% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $0 | -100.0% | 4 | -97.3% | 0.00% | -100.0% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $1,000 | 0.0% | 38 | -38.7% | 0.00% | – |
| BMYRT | Sell | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $2,000 | 0.0% | 648 | -1.2% | 0.00% | -100.0% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $1,000 | -97.7% | 8 | -98.1% | 0.00% | -100.0% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $2,000 | -50.0% | 30 | -59.5% | 0.00% | -100.0% |
| PXE | Exit | INVESCO EXCHANGE TRADED FD Tdynmc enrg exp | $0 | – | -352 | -100.0% | -0.00% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -205 | -100.0% | -0.00% | – |
| AMJ | Exit | JPMORGAN CHASE & COalerian ml etn | $0 | – | -860 | -100.0% | -0.00% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -89 | -100.0% | -0.00% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -303 | -100.0% | -0.00% | – |
| RWR | Exit | SPDR SER TRdj reit etf | $0 | – | -318 | -100.0% | -0.01% | – |
| AMN | Exit | AMN HEALTHCARE SVCS INC | $0 | – | -5,674 | -100.0% | -0.06% | – |
| CME | Exit | CME GROUP INC | $0 | – | -1,576 | -100.0% | -0.07% | – |
| ESLT | Exit | ELBIT SYS LTDord | $0 | – | -2,184 | -100.0% | -0.08% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -3,070 | -100.0% | -0.09% | – |
| DISH | Exit | DISH NETWORK CORPORATIONcl a | $0 | – | -14,327 | -100.0% | -0.09% | – |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -4,203 | -100.0% | -0.11% | – |
| BX | Exit | BLACKSTONE GROUP INC | $0 | – | -8,403 | -100.0% | -0.11% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -3,876 | -100.0% | -0.12% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -3,536 | -100.0% | -0.17% | – |
| GVI | Exit | ISHARES TRintrm gov cr etf | $0 | – | -24,848 | -100.0% | -0.77% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 32 | Q3 2023 | 36.6% |
| CHEVRON CORP NEW | 32 | Q3 2023 | 2.2% |
| ALPHABET INC | 32 | Q3 2023 | 2.1% |
| CISCO SYS INC | 32 | Q3 2023 | 2.1% |
| MICROSOFT CORP | 32 | Q3 2023 | 1.2% |
| ISHARES TR | 32 | Q3 2023 | 1.7% |
| PFIZER INC | 32 | Q3 2023 | 1.1% |
| MASTERCARD INCORPORATED | 32 | Q3 2023 | 1.3% |
| WELLS FARGO CO NEW | 32 | Q3 2023 | 1.2% |
| PEPSICO INC | 32 | Q3 2023 | 0.7% |
View Capital Asset Advisory Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-03-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-04 |
View Capital Asset Advisory Services LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.