Capital Asset Advisory Services LLC
Top Portfolio Positions
179 positions ·
$508,281,299 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
641,037 | $56,513,821 | 11.12% |
| AAPL |
Apple Inc.
Technology
|
180,657 | $45,848,940 | 9.02% |
| NVDA |
Nvidia Corp
Technology
|
210,440 | $36,700,736 | 7.22% |
| MSFT |
Microsoft Corp
Technology
|
70,940 | $26,259,859 | 5.17% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
107,590 | $22,407,769 | 4.41% |
| GOOGL |
Alphabet Inc.
Communication Services
|
60,518 | $17,402,556 | 3.42% |
| AVGO |
Broadcom Inc.
Technology
|
36,593 | $11,325,899 | 2.23% |
| XOM |
Exxon Mobil Corp
Energy
|
53,590 | $9,092,079 | 1.79% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,336 | $8,923,637 | 1.76% |
| WMT |
Walmart Inc.
Consumer Defensive
|
69,448 | $8,630,997 | 1.70% |
Holdings in CLF
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,049 | 25,213 | Shares | Sole | 2026-04-24 | |
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