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
SCHA
Schwab Strategic Tr Us Small C

ETFs
15.1K
New
$20.42 - $25.3 $307K - $381K
15.1K $380K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
28.7K
New
$11.29 - $13.14 $324K - $377K
28.7K $376K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
38.7K
New
$9.33 - $10.06 $361K - $390K
38.7K $374K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
17K
New
$21.57 - $21.99 $366K - $373K
17K $371K
HGLB
Highland Global Allocation Fund

N/A
42.3K
New
$7.03 - $9.05 $297K - $383K
42.3K $367K
LNT
Alliant Energy Corp

Utilities
6.04K
New
$58.79 - $64.85 $355K - $392K
6.04K $365K
HYLS
First Tr Tactical High Yield L

ETFs
8.73K
New
$39.8 - $41.84 $347K - $365K
8.73K $364K
PRF
Invesco Exchange Traded Fd Tr

ETFs
8.61K
New
$35.77 - $42.27 $308K - $364K
8.61K $363K
BP
Bp PLC

Energy
12.1K
New
$26.11 - $33.81 $317K - $410K
12.1K $363K
ROL
Rollins Inc

Consumer Cyclical
6.43K
New
$50.65 - $58.58 $326K - $377K
6.43K $362K
A
Agilent Technologies, Inc.

Healthcare
3.03K
New
$99.29 - $120.52 $301K - $365K
3.03K $357K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.82K
New
$45.11 - $52.34 $308K - $357K
6.82K $357K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.95K
New
$151.62 - $183.47 $296K - $358K
1.95K $357K
USB
Us Bancorp \De\

Financial Services
7.87K
New
$36.4 - $45.76 $286K - $360K
7.87K $356K
XEL
Xcel Energy Inc

Utilities
5.2K
New
$65.65 - $72.39 $342K - $377K
5.2K $354K
HUBB
Hubbell Inc

Industrials
866
New
$315.94 - $408.41 $274K - $354K
866 $353K
DFIV
Dimensional ETF Tr

ETFs
8.22K
New
$34.67 - $43.21 $285K - $355K
8.22K $351K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
18.8K
New
$18.28 - $18.7 $344K - $352K
18.8K $351K
FE
Firstenergy Corp

Utilities
8.74K
New
$38.31 - $43.17 $335K - $377K
8.74K $351K
VRTS
Virtus Investment Partners, Inc.

Financial Services
1.93K
New
$143.2 - $185.33 $276K - $357K
1.93K $349K
VHT
Vanguard Health Care ETF

ETFs
1.41K
New
$236.71 - $261.92 $334K - $369K
1.41K $349K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
31.1K
New
$10.78 - $11.28 $335K - $351K
31.1K $346K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.62K
New
$60.34 - $74.89 $279K - $346K
4.62K $346K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.23K
New
$219.76 - $276.94 $271K - $341K
1.23K $341K
PHM
Pultegroup Inc

Consumer Cyclical
3.23K
New
$92.02 - $106.54 $297K - $344K
3.23K $340K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
16.2K
New
$20.12 - $21.0 $326K - $341K
16.2K $339K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
32.7K
New
$9.75 - $10.96 $318K - $358K
32.7K $338K
EIG
Employers Holdings, Inc.

Financial Services
7.17K
New
$46.08 - $51.35 $330K - $368K
7.17K $338K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
3.91K
New
$68.32 - $85.57 $267K - $335K
3.91K $334K
IYE
Ishares Tr

ETFs
7.36K
New
$40.36 - $49.67 $297K - $366K
7.36K $332K
KEYS
Keysight Technologies, Inc.

Technology
2.02K
New
$127.02 - $165.4 $257K - $334K
2.02K $331K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
38.9K
New
$7.2 - $8.64 $280K - $336K
38.9K $329K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
32K
New
$9.65 - $10.68 $309K - $342K
32K $327K
TT
Trane Technologies PLC

Industrials
748
New
$315.21 - $437.41 $236K - $327K
748 $327K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.73K
New
$55.54 - $69.09 $263K - $327K
4.73K $326K
SCHR
Schwab Intermediate Term Us Tr

ETFs
13K
New
$24.54 - $25.07 $320K - $327K
13K $326K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.6K
New
$19.1 - $23.83 $260K - $324K
13.6K $323K
VBR
Vanguard Small Cap Value ETF

ETFs
1.64K
New
$162.76 - $195.77 $266K - $320K
1.64K $318K
RY
Royal Bank Of Canada

Financial Services
2.41K
New
$108.36 - $131.55 $261K - $317K
2.41K $317K
FAST
Fastenal CO

Industrials
7.52K
New
$40.65 - $83.16 $306K - $626K
7.52K $316K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
34.5K
New
$8.83 - $9.85 $305K - $340K
34.5K $316K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
31.4K
New
$9.61 - $10.53 $302K - $330K
31.4K $315K
NXPI
Nxp Semiconductors N.V.

Technology
1.44K
New
$153.5 - $218.72 $221K - $315K
1.44K $314K
AVY
Avery Dennison Corp

Industrials
1.79K
New
$159.58 - $183.97 $286K - $329K
1.79K $314K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
3.4K
New
$81.84 - $93.53 $278K - $318K
3.4K $314K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
10.9K
New
$28.21 - $28.85 $308K - $315K
10.9K $313K
MCHP
Microchip Technology Inc

Technology
4.45K
New
$35.34 - $71.6 $157K - $319K
4.45K $313K
OHI
Omega Healthcare Investors Inc

Real Estate
8.57K
New
$35.55 - $39.05 $304K - $334K
8.57K $313K
BSCU
Invesco Exc Self Ind Tr

ETFs
18.6K
New
$16.31 - $16.78 $303K - $312K
18.6K $312K
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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