Capital Investment Advisors, LLC Purchases in Q4 2024

Capital Investment Advisors, LLC

  • $4.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
818
+ 6.1%
$873.59 - $994.69 $715K - $814K
14.2K $13M
NOW
Service Now, Inc.

Technology
607
+ 22.34%
$867.18 - $1148.42 $526K - $697K
3.32K $3.52M
TRGP
Targa Resources Corp.

Energy
5.43K
+ 191.43%
$150.58 - $207.69 $818K - $1.13M
8.27K $1.48M
GOOG
Alphabet Inc.

Communication Services
1.75K
+ 5.66%
$163.08 - $198.16 $285K - $346K
32.6K $6.21M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
8.54K
+ 38.0%
$90.31 - $106.37 $771K - $908K
31K $3.09M
CGDV
Capital Group Divid Value ETF

ETFs
29K
New
$35.16 - $37.12 $1.02M - $1.08M
29K $1.02M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.5K
+ 184.44%
$71.75 - $75.11 $1.04M - $1.09M
22.4K $1.61M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.8K
+ 381.72%
$58.88 - $64.8 $991K - $1.09M
21.2K $1.25M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
47.6K
+ 261.76%
$20.17 - $21.84 $960K - $1.04M
65.8K $1.33M
DHR
Danaher Corp

Healthcare
4.1K
+ 265.52%
$226.16 - $274.52 $927K - $1.12M
5.64K $1.29M
VNQ
Vanguard Specialized Funds Van

ETFs
42.7K
+ 12.08%
$87.85 - $98.6 $3.75M - $4.21M
396K $35.3M
VUG
Vanguard Growth ETF

ETFs
1.62K
+ 22.8%
$378.79 - $428.11 $613K - $693K
8.71K $3.58M
ASML
Asml Holding Nv

Technology
1.25K
+ 306.11%
$658.43 - $872.27 $824K - $1.09M
1.66K $1.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.26K
+ 246.77%
$126.68 - $134.74 $793K - $843K
8.79K $1.12M
PLTR
Palantir Technologies Inc.

Technology
2.53K
+ 18.39%
$36.46 - $82.38 $92.1K - $208K
16.3K $1.23M
NFLX
Netflix Inc

Communication Services
446
+ 25.44%
$687.65 - $936.56 $307K - $418K
2.2K $1.96M
VICI
Vici Properties Inc.

Real Estate
62.3K
+ 22.51%
$28.27 - $33.19 $1.76M - $2.07M
339K $9.9M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
31.1K
+ 331.41%
$21.81 - $22.48 $677K - $698K
40.4K $885K
VONG
Vanguard Russell 1000 Growth E

ETFs
6.5K
New
$95.27 - $107.82 $620K - $701K
6.5K $671K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.1K
New
$49.79 - $51.14 $650K - $668K
13.1K $654K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
26.5K
+ 3.6%
N/A
764K $18.1M
FTNT
Fortinet, Inc.

Technology
6.39K
New
$76.49 - $99.21 $488K - $633K
6.39K $603K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
50.8K
+ 2.23%
$22.72 - $23.0 $1.15M - $1.17M
2.33M $53.1M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
21K
+ 48.16%
$26.55 - $26.67 $556K - $559K
64.5K $1.72M
MS
Morgan Stanley

Financial Services
693
+ 3.29%
$104.42 - $134.99 $72.4K - $93.5K
21.7K $2.73M
NUE
Nucor Corp

Basic Materials
4.76K
+ 339.16%
$115.78 - $167.74 $551K - $798K
6.16K $718K
CB
Chubb LTD

Financial Services
1.76K
+ 84.77%
$271.57 - $301.89 $478K - $531K
3.83K $1.06M
MCK
Mckesson Corp

Healthcare
535
+ 29.01%
$482.27 - $628.5 $258K - $336K
2.38K $1.36M
MSTR
Microstrategy Inc

Technology
1.53K
New
$162.69 - $473.83 $249K - $725K
1.53K $443K
VBR
Vanguard Small Cap Value ETF

ETFs
2.24K
+ 141.78%
$197.36 - $217.3 $443K - $487K
3.83K $758K
CRM
Salesforce, Inc.

Technology
106
+ 1.6%
$270.87 - $367.87 $28.7K - $39K
6.75K $2.26M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
18K
+ 2.54%
$25.0 - $25.11 $450K - $452K
727K $18.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5.19K
+ 108.62%
$79.93 - $88.06 $415K - $457K
9.97K $797K
HYLS
First Tr Tactical High Yield L

ETFs
8.73K
New
$41.29 - $42.03 $360K - $367K
8.73K $360K
IEFA
Ishares Tr

ETFs
7.45K
+ 34.33%
$70.06 - $77.43 $522K - $577K
29.2K $2.05M
EMR
Emerson Electric CO

Industrials
140
+ 0.61%
$108.13 - $134.33 $15.1K - $18.8K
23K $2.86M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.71K
New
$178.39 - $215.0 $305K - $368K
1.71K $330K
DPZ
Dominos Pizza Inc

Consumer Cyclical
820
+ 39.48%
$408.59 - $476.19 $335K - $390K
2.9K $1.22M
CPRT
Copart Inc

Consumer Cyclical
2.85K
+ 9.24%
$51.36 - $63.8 $146K - $182K
33.7K $1.94M
IEMG
Ishares Inc

ETFs
5.92K
New
N/A
5.92K $317K
CDNS
Cadence Design Systems Inc

Technology
461
+ 7.81%
$249.1 - $324.54 $115K - $150K
6.37K $1.91M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.08K
+ 39.33%
$124.26 - $134.12 $258K - $279K
7.37K $947K
SCHG
Schwab Strategic Tr Us Large C

ETFs
38.9K
+ 370.68%
$25.93 - $105.3 $1.01M - $4.09M
49.3K $1.38M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.5K
New
$51.09 - $55.27 $281K - $304K
5.5K $281K
VIG
Vanguard Dividend Appreciation

ETFs
1.5K
+ 2.81%
N/A
55.1K $10M
TJX
Tjx Companies Inc

Consumer Cyclical
2.18K
+ 81.83%
$112.15 - $127.2 $245K - $278K
4.85K $586K
IBMO
Ishares Tr Ibonds December 202

ETFs
10.8K
+ 24.01%
$25.4 - $25.62 $275K - $278K
56K $1.43M
BSCV
Invesco ETF Self Indexed Fd Tr
16.6K
New
$16.02 - $16.72 $266K - $278K
16.6K $266K
PSA
Public Storage

Real Estate
5.79K
+ 25.39%
$289.33 - $360.21 $1.68M - $2.09M
28.6K $8.57M
Activity Summary
Buys All Purchases 346 New Holdings 44 Increased Positions 302 Sells All Sells 286 Reductions 286 Sold out 0 Options Calls 0 Puts 0
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