Capital Investment Advisors, LLC Purchases in Q2 2025

Capital Investment Advisors, LLC

  • $5.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PAVE
Global X Fds Us Infrastructure

ETFs
5.7K
New
$33.78 - $43.68 $192K - $249K
5.7K $248K
BK
Bank Of New York Mellon Corp

Financial Services
2.72K
New
$73.31 - $91.62 $200K - $250K
2.72K $248K
DXCM
Dexcom Inc

Healthcare
2.84K
New
$59.83 - $87.57 $170K - $249K
2.84K $247K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.94K
New
$109.83 - $131.67 $213K - $255K
1.94K $245K
PPL
Ppl Corp

Utilities
7.21K
New
$33.45 - $36.5 $241K - $263K
7.21K $244K
IYG
Ishares Tr

ETFs
2.84K
New
$68.9 - $85.6 $195K - $243K
2.84K $242K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.11K
New
$62.73 - $78.42 $195K - $244K
3.11K $240K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
4.18K
New
$46.22 - $57.51 $193K - $241K
4.18K $240K
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.94K
New
$26.18 - $26.93 $234K - $241K
8.94K $238K
CLX
Clorox CO

Consumer Defensive
1.99K
New
$118.01 - $148.69 $235K - $296K
1.99K $238K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.08K
New
$186.58 - $225.78 $201K - $244K
1.08K $235K
HCA
Hca Healthcare, Inc.

Healthcare
611
New
$317.61 - $387.52 $194K - $237K
611 $234K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.42K
New
$141.87 - $164.49 $202K - $234K
1.42K $234K
OXY
Occidental Petroleum Corp

Energy
5.59K
New
$36.11 - $49.33 $202K - $276K
5.59K $234K
MRVL
Marvell Technology, Inc.

Technology
2.98K
New
$49.38 - $79.97 $147K - $238K
2.98K $230K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.21K
New
$89.02 - $104.29 $196K - $230K
2.21K $230K
PBT
Permian Basin Royalty Trust

Energy
18.4K
New
$8.81 - $12.46 $162K - $229K
18.4K $228K
DSL
Double Line Income Solutions Fund

Financial Services
18.7K
New
$11.15 - $12.57 $209K - $235K
18.7K $228K
MSTR
Microstrategy Inc

Technology
566
New
$237.95 - $421.61 $135K - $239K
566 $228K
TD
Toronto Dominion Bank

Financial Services
3.11K
New
$55.71 - $73.45 $173K - $229K
3.11K $228K
CXH
Mfs Investment Grade Municipal Trust

Financial Services
29.7K
New
$7.47 - $7.99 $222K - $237K
29.7K $226K
VLUE
Ishares Msci Usa Value Factor

ETFs
2K
New
$93.5 - $113.21 $187K - $227K
2K $226K
PDI
Pimco Dynamic Income Fund

Financial Services
11.9K
New
$17.02 - $19.87 $202K - $236K
11.9K $225K
APP
App Lovin Corp

Technology
645
New
$219.37 - $417.89 $141K - $270K
645 $225K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.56K
New
$50.08 - $63.14 $178K - $225K
3.56K $224K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
26.9K
New
$7.7 - $8.45 $207K - $227K
26.9K $223K
ZS
Zscaler, Inc.

Technology
712
New
$174.67 - $315.32 $124K - $225K
712 $223K
WPC
W. P. Carey Inc.

Real Estate
3.56K
New
$56.12 - $64.53 $200K - $230K
3.56K $222K
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
15.8K
New
$13.58 - $14.89 $214K - $235K
15.8K $219K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.46K
New
$113.67 - $150.4 $166K - $220K
1.46K $219K
DOW
Dow Inc.

Basic Materials
8.24K
New
$25.81 - $34.89 $213K - $288K
8.24K $218K
CHKP
Check Point Software Technologies LTD

Technology
982
New
$204.26 - $233.47 $201K - $229K
982 $217K
PWR
Quanta Services, Inc.

Industrials
574
New
$239.47 - $381.26 $137K - $219K
574 $217K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
15.2K
New
$13.7 - $14.3 $208K - $217K
15.2K $217K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
414
New
$483.07 - $625.6 $200K - $259K
414 $217K
TRP
Tc Energy Corp

Energy
4.46K
New
$44.48 - $51.4 $198K - $229K
4.46K $217K
MET
Metlife Inc

Financial Services
2.68K
New
$68.42 - $82.49 $183K - $221K
2.68K $215K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.1K
New
$18.94 - $21.67 $191K - $219K
10.1K $213K
CME
Cme Group Inc.

Financial Services
766
New
$252.37 - $290.71 $193K - $223K
766 $211K
AB
Alliancebernstein Holding L.P.

Financial Services
5.19K
New
$33.0 - $41.77 $171K - $217K
5.19K $211K
APH
Amphenol Corp

Technology
2.12K
New
$59.09 - $98.75 $125K - $209K
2.12K $209K
SWK
Stanley Black & Decker, Inc.

Industrials
3.07K
New
$55.86 - $76.98 $172K - $237K
3.07K $208K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.3K
New
$70.56 - $92.75 $162K - $213K
2.3K $206K
EIX
Edison International

Utilities
3.98K
New
$48.32 - $59.92 $192K - $238K
3.98K $205K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.19K
New
$85.42 - $94.39 $187K - $207K
2.19K $205K
UHS
Universal Health Services Inc

Healthcare
1.12K
New
$157.05 - $197.94 $177K - $222K
1.12K $203K
VOT
Vanguard Mid Cap Growth Index

ETFs
714
New
$216.28 - $284.39 $154K - $203K
714 $203K
DELL
Dell Technologies Inc.

Technology
1.65K
New
$71.63 - $125.98 $118K - $208K
1.65K $202K
IP
International Paper CO

Consumer Cyclical
4.27K
New
$43.89 - $54.46 $188K - $233K
4.27K $200K
Activity Summary
Buys All Purchases 701 New Holdings 701 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
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