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
PHT
Pioneer High Income Fund, Inc.

Financial Services
156K
New
$7.06 - $8.09 $1.1M - $1.27M
156K $1.27M
SCHW
Schwab Charles Corp

Financial Services
13.8K
New
$69.06 - $91.24 $956K - $1.26M
13.8K $1.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.7K
New
$96.84 - $99.46 $1.23M - $1.26M
12.7K $1.26M
USXF
Ishares Esg Advanced Msci Usa

Technology
23.2K
New
$41.54 - $53.93 $965K - $1.25M
23.2K $1.25M
OMC
Omnicom Group Inc.

Communication Services
17.3K
New
$69.22 - $79.77 $1.2M - $1.38M
17.3K $1.25M
MPC
Marathon Petroleum Corp

Energy
7.51K
New
$118.55 - $170.08 $890K - $1.28M
7.51K $1.25M
DAL
Delta Air Lines, Inc.

Industrials
24.8K
New
$35.88 - $52.99 $889K - $1.31M
24.8K $1.22M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
101K
New
$11.35 - $12.45 $1.15M - $1.26M
101K $1.21M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
124K
New
$8.45 - $9.78 $1.05M - $1.21M
124K $1.21M
RJF
Raymond James Financial Inc

Financial Services
7.63K
New
$123.65 - $153.88 $943K - $1.17M
7.63K $1.17M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.01K
New
$166.82 - $194.23 $1M - $1.17M
6.01K $1.17M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
40K
New
$24.63 - $29.39 $985K - $1.17M
40K $1.15M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.15K
New
$273.67 - $366.17 $862K - $1.15M
3.15K $1.15M
EFX
Equifax Inc

Industrials
4.44K
New
$205.5 - $280.54 $913K - $1.25M
4.44K $1.15M
ALGN
Align Technology Inc

Healthcare
6.07K
New
$144.32 - $190.42 $876K - $1.16M
6.07K $1.15M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
50.3K
New
$19.41 - $22.77 $976K - $1.14M
50.3K $1.14M
IBB
Ishares Biotechnology ETF

ETFs
9.03K
New
$112.02 - $129.0 $1.01M - $1.17M
9.03K $1.14M
DPZ
Dominos Pizza Inc

Consumer Cyclical
2.51K
New
$430.72 - $497.52 $1.08M - $1.25M
2.51K $1.13M
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
122K
New
$8.64 - $9.34 $1.05M - $1.14M
122K $1.12M
CEG
Constellation Energy Corp

Utilities
3.43K
New
$170.96 - $322.76 $586K - $1.11M
3.43K $1.11M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.59K
New
$180.84 - $240.32 $831K - $1.1M
4.59K $1.1M
BHK
Blackrock Core Bond Trust

Financial Services
111K
New
$9.5 - $11.0 $1.05M - $1.22M
111K $1.08M
IGM
Ishares Expanded Tech Sector E

ETFs
9.58K
New
$79.8 - $112.34 $765K - $1.08M
9.58K $1.08M
IAU
Ishares Gold Trust

ETFs
17.1K
New
$56.1 - $64.74 $960K - $1.11M
17.1K $1.07M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
49.1K
New
$17.11 - $21.71 $839K - $1.07M
49.1K $1.07M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
11.8K
New
$75.29 - $91.16 $885K - $1.07M
11.8K $1.06M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
12.6K
New
$82.21 - $83.12 $1.04M - $1.05M
12.6K $1.05M
PID
Invesco Exchange Traded Fd Tr

ETFs
58.5K
New
N/A
58.5K $1.04M
AMT
American Tower Corp

Real Estate
4.71K
New
$203.96 - $228.19 $961K - $1.08M
4.71K $1.04M
CAG
Conagra Brands Inc.

Consumer Defensive
50.5K
New
$20.4 - $26.78 $1.03M - $1.35M
50.5K $1.03M
MDLZ
Mondelez International, Inc.

Consumer Defensive
15.3K
New
$63.54 - $68.5 $972K - $1.05M
15.3K $1.03M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
19.5K
New
$51.68 - $52.76 $1.01M - $1.03M
19.5K $1.03M
NOC
Northrop Grumman Corp

Industrials
2.05K
New
$456.3 - $540.39 $935K - $1.11M
2.05K $1.02M
XLB
Select Sector Spdr Fd Material

ETFs
11.6K
New
$74.27 - $88.92 $862K - $1.03M
11.6K $1.02M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
8.9K
New
$86.93 - $109.64 $774K - $976K
8.9K $975K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
18.6K
New
$41.45 - $54.46 $772K - $1.01M
18.6K $969K
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.7K
New
$72.96 - $90.39 $779K - $965K
10.7K $954K
IYC
Ishares U.S. Consumer Discreti

ETFs
9.41K
New
$79.19 - $99.64 $745K - $937K
9.41K $937K
ALL
Allstate Corp

Financial Services
4.65K
New
$180.53 - $212.64 $840K - $990K
4.65K $936K
PMO
Putnam Municipal Opportunities Trust

Financial Services
91K
New
$9.46 - $10.23 $861K - $931K
91K $900K
IWR
Ishares Russell Mid Cap ETF

ETFs
9.67K
New
$74.88 - $91.97 $724K - $889K
9.67K $889K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11.4K
New
$75.05 - $77.34 $856K - $882K
11.4K $882K
VONG
Vanguard Russell 1000 Growth E

ETFs
8.06K
New
$82.51 - $109.2 $665K - $880K
8.06K $879K
GIS
General Mills Inc

Consumer Defensive
16.8K
New
$50.37 - $60.97 $846K - $1.02M
16.8K $870K
DTE
Dte Energy CO

Utilities
6.54K
New
$127.39 - $139.49 $834K - $913K
6.54K $866K
IVW
Ishares S&P 500 Growth ETF

ETFs
7.86K
New
$82.96 - $110.1 $652K - $865K
7.86K $865K
BKNG
Booking Holdings Inc.

Consumer Cyclical
149
New
$4164.15 - $5789.24 $620K - $863K
149 $862K
MDT
Medtronic PLC

Healthcare
9.87K
New
$80.68 - $88.86 $796K - $877K
9.87K $860K
AXON
Axon Enterprise, Inc.

Industrials
1.04K
New
$497.13 - $827.94 $516K - $859K
1.04K $858K
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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