Capital Investment Advisors, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.25 Billion distributed in 686 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $410M, Ishares Msci Intl Quality Fact with a value of $155M, Proshares Tr Russell 2000 Divi with a value of $126M, First Tr Exchange Traded Iv with a value of $103M, and Home Depot, Inc. with a value of $89.6M.

Examining the 13F form we can see an increase of $293M in the current position value, from $3.96B to 4.25B.

Below you can find more details about Capital Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.25 Billion
ETFs: $2.15 Billion
Financial Services: $331 Million
Technology: $325 Million
Healthcare: $301 Million
Industrials: $231 Million
Consumer Cyclical: $172 Million
Energy: $172 Million
Consumer Defensive: $162 Million
Other: $329 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 686
  • Current Value $4.25 Billion
  • Prior Value $3.96 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 35 stocks
  • Additional Purchases 245 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 301 stocks
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