Capital Investment Advisors, LLC Purchases in Q1 2025

Capital Investment Advisors, LLC

  • $4.94 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TRGP
Targa Resources Corp.

Energy
5.58K
+ 67.54%
$178.44 - $217.22 $996K - $1.21M
13.9K $2.78M
ACN
Accenture PLC

Technology
4.96K
+ 70.22%
$300.91 - $398.25 $1.49M - $1.97M
12K $3.75M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
43.9K
+ 6.38%
$22.11 - $22.43 $970K - $984K
732K $16.4M
XLE
Energy Sector Spdr

ETFs
5.32K
+ 5.64%
$85.7 - $93.96 $456K - $500K
99.7K $9.21M
USXF
Ishares Esg Advanced Msci Usa

Technology
23.3K
New
$46.38 - $52.65 $1.08M - $1.23M
23.3K $1.08M
PSA
Public Storage

Real Estate
3.45K
+ 12.07%
$288.99 - $313.98 $998K - $1.08M
32.1K $9.6M
PGR
Progressive Corp

Financial Services
3.31K
+ 213.34%
$235.61 - $291.22 $780K - $964K
4.86K $1.38M
BSX
Boston Scientific Corp

Healthcare
9.62K
+ 331.74%
$89.38 - $106.18 $860K - $1.02M
12.5K $1.26M
DUK
Duke Energy Corp

Utilities
1.38K
+ 2.39%
$105.87 - $121.97 $146K - $168K
58.9K $7.19M
META
Meta Platforms, Inc.

Communication Services
2.27K
+ 9.11%
$576.36 - $736.67 $1.31M - $1.67M
27.2K $15.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.47K
+ 22.01%
$468.34 - $539.52 $1.63M - $1.87M
19.3K $9.03M
PG
Procter & Gamble CO

Consumer Defensive
1.76K
+ 0.84%
$158.56 - $176.26 $278K - $309K
211K $36M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9K
New
$96.93 - $109.51 $872K - $985K
9K $877K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
11K
+ 35.48%
$91.68 - $109.93 $1.01M - $1.21M
42K $3.93M
ED
Consolidated Edison Inc

Utilities
1.2K
+ 3.61%
$88.0 - $110.59 $105K - $132K
34.4K $3.8M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
35.2K
+ 4.61%
N/A
799K $19M
PCAR
Paccar Inc

Industrials
8.49K
New
$96.91 - $112.51 $823K - $955K
8.49K $826K
COST
Costco Wholesale Corp

Consumer Defensive
411
+ 2.89%
$890.62 - $1076.86 $366K - $443K
14.6K $13.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.29K
+ 169.25%
$165.25 - $224.62 $874K - $1.19M
8.41K $1.4M
GE
General Electric CO

Industrials
2.1K
+ 19.76%
$168.59 - $212.13 $354K - $445K
12.7K $2.55M
ISRG
Intuitive Surgical Inc

Healthcare
1.61K
+ 178.98%
$476.63 - $610.45 $767K - $982K
2.51K $1.24M
HON
Honeywell International Inc

Industrials
11.8K
+ 9.63%
$202.75 - $226.52 $2.39M - $2.67M
134K $28.4M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
22.3K
+ 0.96%
$22.77 - $22.94 $508K - $512K
2.35M $53.9M
GLD
Spdr Gold Trust

ETFs
838
+ 7.42%
$243.19 - $288.14 $204K - $241K
12.1K $3.5M
OKE
Oneok Inc

Energy
11K
+ 3.93%
$89.57 - $109.85 $981K - $1.2M
290K $28.8M
LOW
Lowes Companies Inc

Consumer Cyclical
3.5K
+ 47.0%
$222.66 - $268.42 $778K - $938K
10.9K $2.55M
NSC
Norfolk Southern Corp

Industrials
2.7K
+ 10.33%
$227.69 - $259.76 $615K - $702K
28.8K $6.83M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.16K
+ 22.63%
$168.16 - $186.21 $867K - $960K
28K $4.74M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
126
+ 6.79%
$1187.71 - $1432.58 $150K - $181K
1.98K $2.84M
PLTR
Palantir Technologies Inc.

Technology
5.78K
+ 35.56%
$64.98 - $124.62 $376K - $721K
22K $1.86M
IGM
Ishares Expanded Tech Sector E

ETFs
6.76K
New
$90.67 - $108.46 $613K - $733K
6.76K $614K
UBSI
United Bankshares Inc

Financial Services
17.4K
New
$34.03 - $39.27 $593K - $684K
17.4K $598K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
20.5K
+ 2.81%
$25.05 - $25.16 $512K - $515K
748K $18.8M
WMT
Walmart Inc.

Consumer Defensive
10.3K
+ 8.04%
$84.5 - $105.05 $873K - $1.09M
139K $12.2M
ABT
Abbott Laboratories

Healthcare
1.14K
+ 5.26%
$111.1 - $140.22 $126K - $159K
22.7K $3.02M
WM
Waste Management Inc

Industrials
1.21K
+ 12.99%
$200.54 - $233.78 $243K - $283K
10.5K $2.44M
SYK
Stryker Corp

Healthcare
1.4K
+ 75.99%
$355.18 - $399.9 $497K - $559K
3.24K $1.21M
ET
Energy Transfer LP

Energy
43K
+ 16.07%
$17.26 - $21.08 $741K - $905K
310K $5.77M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
25.2K
+ 38.25%
$20.08 - $21.07 $505K - $530K
90.9K $1.85M
SCHX
Schwab Strategic Tr Us Large C

ETFs
25.6K
+ 56.49%
$21.75 - $24.28 $558K - $623K
71.1K $1.56M
VGLT
Vanguard Long Term Treasury Et

ETFs
8.57K
New
$53.99 - $58.43 $462K - $501K
8.57K $489K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
24.4K
+ 2.71%
$9.83 - $10.34 $240K - $253K
924K $9.28M
CGDV
Capital Group Divid Value ETF

ETFs
13.1K
+ 45.31%
$34.95 - $37.36 $459K - $491K
42.2K $1.49M
VB
Vanguard Small Cap ETF

ETFs
2.57K
+ 46.9%
$217.89 - $252.64 $560K - $649K
8.05K $1.78M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.8K
+ 14.31%
$27.01 - $28.54 $426K - $450K
126K $3.48M
VOX
Vanguard Communication Service

ETFs
3.07K
New
$147.73 - $169.24 $453K - $519K
3.07K $454K
MCK
Mckesson Corp

Healthcare
293
+ 12.32%
$566.21 - $672.99 $166K - $197K
2.67K $1.8M
RSG
Republic Services, Inc.

Industrials
169
+ 1.72%
$200.09 - $242.16 $33.8K - $40.9K
10K $2.42M
MGC
Vanguard Mega Cap ETF

ETFs
6.14K
+ 9.61%
$199.2 - $222.69 $1.22M - $1.37M
70K $14M
Activity Summary
Buys All Purchases 383 New Holdings 49 Increased Positions 334 Sells All Sells 260 Reductions 260 Sold out 0 Options Calls 0 Puts 0
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