Capital Investment Advisors, LLC Incresed Positions in Q1 2025

Capital Investment Advisors, LLC

  • $4.94 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.13M
+ 1105.0%
$39.18 - $43.52 $44.4M - $49.3M
1.23M $51.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
110K
+ 3623.42%
$208.48 - $244.03 $23M - $26.9M
113K $27.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
207K
+ 4.41%
$36.91 - $41.03 $7.64M - $8.49M
4.9M $196M
ASML
Asml Holding Nv

Technology
33K
+ 1988.92%
$662.63 - $776.99 $21.9M - $25.7M
34.7K $23M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
314K
+ 165.94%
$49.22 - $51.73 $15.5M - $16.2M
503K $25.2M
XLV
Select Sector Spdr Fund Health

ETFs
53.2K
+ 9.47%
$137.61 - $149.68 $7.32M - $7.96M
614K $88.8M
JNJ
Johnson & Johnson

Healthcare
16.6K
+ 4.07%
$142.06 - $167.7 $2.36M - $2.79M
425K $70.5M
NEM
Newmont Corp

Basic Materials
96.9K
+ 16.07%
$37.79 - $48.39 $3.66M - $4.69M
699K $33.8M
DGRO
Ishares Core Dividend Growth E

ETFs
208K
+ 2.77%
$60.46 - $64.42 $12.6M - $13.4M
7.7M $471M
CLOI
Vaneck ETF Tr

ETFs
196K
+ 21.16%
$52.68 - $53.16 $10.3M - $10.4M
1.12M $59.3M
O
Realty Income Corp

Real Estate
155K
+ 1965.47%
$51.67 - $58.49 $8.03M - $9.09M
163K $9.48M
EMLP
First Tr Exchange Traded Iv

ETFs
59.5K
+ 1.63%
$35.79 - $38.28 $2.13M - $2.28M
3.71M $139M
SO
Southern CO

Utilities
16.4K
+ 2.85%
$80.96 - $92.96 $1.33M - $1.53M
593K $54.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.24K
+ 11.91%
$442.66 - $534.52 $2.76M - $3.33M
58.6K $30.8M
KO
Coca Cola CO

Consumer Defensive
29.3K
+ 5.86%
$60.81 - $72.32 $1.78M - $2.12M
530K $37.9M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
254K
+ 9.39%
$22.61 - $23.14 $5.74M - $5.87M
2.95M $68.3M
IBDV
Ishares Tr

Technology
259K
+ 8.98%
$21.11 - $21.73 $5.48M - $5.64M
3.15M $68.4M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
275K
+ 10.76%
$20.1 - $20.8 $5.52M - $5.72M
2.83M $58.7M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
203K
+ 7.27%
$24.79 - $25.26 $5.02M - $5.12M
2.99M $75.5M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
207K
+ 9.1%
$24.21 - $25.09 $5.02M - $5.2M
2.49M $62.1M
MO
Altria Group, Inc.

Consumer Defensive
21.2K
+ 3.61%
$50.81 - $60.02 $1.08M - $1.27M
607K $36.4M
VZ
Verizon Communications Inc

Communication Services
20.4K
+ 3.23%
$37.81 - $46.49 $773K - $950K
653K $29.6M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
121K
+ 4.14%
$28.55 - $29.09 $3.45M - $3.52M
3.05M $87.8M
V
Visa Inc.

Financial Services
6.79K
+ 15.42%
$306.92 - $362.71 $2.08M - $2.46M
50.8K $17.8M
XOM
Exxon Mobil Corp

Energy
9.34K
+ 4.46%
$105.44 - $118.93 $984K - $1.11M
219K $26M
XLF
Financial Sector Spdr

ETFs
33.9K
+ 1.67%
$47.32 - $52.19 $1.61M - $1.77M
2.06M $101M
VNQ
Vanguard Specialized Funds Van

ETFs
34.7K
+ 8.77%
$85.55 - $94.34 $2.97M - $3.27M
431K $38.6M
CCI
Crown Castle International Corp

Real Estate
19.8K
+ 23.31%
$84.33 - $106.39 $1.67M - $2.11M
105K $10.9M
PM
Philip Morris International Inc.

Consumer Defensive
1.82K
+ 2.56%
$117.15 - $158.79 $213K - $289K
72.9K $11.6M
XLP
Consumer Staples Sector Spdr

ETFs
38.1K
+ 6.17%
N/A
656K $49.9M
MA
Mastercard Inc

Financial Services
4.69K
+ 44.93%
$504.67 - $576.31 $2.37M - $2.71M
15.1K $8.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.81K
+ 16.93%
$551.42 - $612.93 $3.75M - $4.17M
47K $26.3M
JPM
Jpmorgan Chase & CO

Financial Services
5.82K
+ 2.67%
$225.19 - $279.95 $1.31M - $1.63M
224K $55M
RTX
Raytheon Technologies Corp

Industrials
2.08K
+ 1.57%
$114.1 - $135.66 $237K - $282K
135K $17.9M
LLY
Eli Lilly & CO

Healthcare
1.08K
+ 4.06%
$725.72 - $929.72 $781K - $1M
27.6K $22.8M
WMB
Williams Companies, Inc.

Energy
18.3K
+ 8.85%
$54.02 - $61.09 $988K - $1.12M
225K $13.4M
IBM
International Business Machines Corp

Technology
160
+ 0.25%
$217.4 - $264.74 $34.8K - $42.4K
64.2K $16M
VICI
Vici Properties Inc.

Real Estate
21.4K
+ 6.31%
$28.21 - $32.68 $604K - $699K
360K $11.8M
QCOM
Qualcomm Inc

Technology
12.1K
+ 4.56%
$151.94 - $175.86 $1.83M - $2.12M
277K $42.5M
EPD
Enterprise Products Partners L.P.

Energy
6.23K
+ 1.06%
$31.75 - $34.14 $198K - $213K
593K $20.3M
MCD
Mcdonalds Corp

Consumer Cyclical
3.72K
+ 12.57%
$279.74 - $321.29 $1.04M - $1.19M
33.3K $10.4M
KMI
Kinder Morgan, Inc.

Energy
44.6K
+ 9.21%
$26.1 - $31.22 $1.16M - $1.39M
528K $15.1M
LMT
Lockheed Martin Corp

Industrials
12.1K
+ 13.14%
$423.19 - $506.29 $5.12M - $6.13M
104K $46.6M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
56.5K
+ 2.79%
$23.9 - $24.18 $1.35M - $1.37M
2.08M $50.4M
NFLX
Netflix Inc

Communication Services
1.71K
+ 77.54%
$828.4 - $1058.6 $1.41M - $1.8M
3.9K $3.64M
AMAT
Applied Materials Inc

Technology
13.7K
+ 66.66%
$145.06 - $195.51 $1.98M - $2.67M
34.2K $4.96M
ES
Eversource Energy

Utilities
22.6K
+ 623.93%
$55.63 - $63.8 $1.26M - $1.44M
26.3K $1.63M
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
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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