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Home > Institutional Investor > Capital Advisory Group Advisory Services, Llc > Profile

Instuitional Investor - Capital Advisory Group Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Capital Advisory Group Advisory Services, Llc
Portfolio Value $305,415
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust - ST STR RATE ETF
 9,900 $305,415 100%
2.
Spdr S & P 500 Etf Trust
 SPY 0 $0 0%
3.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 0 $0 0%
4.
Spdr Series Trust
 0 $0 0%
5.
Ishares Trust
 IEF 0 $0 0%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.