Capital Investment Advisors, LLC Incresed Positions in Q4 2024

Capital Investment Advisors, LLC

  • $4.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CLOI
Vaneck ETF Tr

ETFs
322K
+ 53.21%
$52.7 - $53.15 $17M - $17.1M
926K $48.9M
GOOGL
Alphabet Inc.

Communication Services
9.22K
+ 2.37%
$161.86 - $196.66 $1.49M - $1.81M
398K $75.3M
EMLP
First Tr Exchange Traded Iv

ETFs
66.6K
+ 1.86%
$33.69 - $38.24 $2.24M - $2.55M
3.65M $130M
AMZN
Amazon Com Inc

Consumer Cyclical
10.8K
+ 4.96%
$180.88 - $232.93 $1.96M - $2.53M
230K $50.4M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
407K
+ 17.01%
$23.25 - $23.37 $9.46M - $9.51M
2.8M $65.3M
AAPL
Apple Inc.

Technology
5.83K
+ 1.33%
$221.69 - $259.02 $1.29M - $1.51M
445K $111M
XLY
Select Sector Spdr Consumer Di

ETFs
9.04K
+ 3.54%
$194.8 - $239.43 $1.76M - $2.16M
264K $59.3M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
267K
+ 8.25%
$35.45 - $40.33 $9.48M - $10.8M
3.51M $126M
XLF
Financial Sector Spdr

ETFs
31.2K
+ 1.56%
$44.89 - $51.34 $1.4M - $1.6M
2.03M $98M
NVDA
Nvidia Corp

Technology
21.9K
+ 6.26%
$117.0 - $148.88 $2.56M - $3.26M
371K $49.8M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
331K
+ 17.0%
$24.5 - $25.72 $8.12M - $8.52M
2.28M $56M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
324K
+ 13.61%
$22.71 - $23.47 $7.35M - $7.59M
2.7M $61.6M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
360K
+ 1604.32%
$14.65 - $15.8 $5.28M - $5.69M
383K $5.76M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
354K
+ 16.06%
$20.28 - $21.2 $7.17M - $7.5M
2.55M $52M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.48K
+ 42.29%
$521.84 - $558.82 $4.43M - $4.74M
28.5K $15.4M
IVV
Ishares Core S&P 500 ETF

ETFs
6.8K
+ 11.1%
$570.51 - $610.59 $3.88M - $4.15M
68.1K $40.1M
GILD
Gilead Sciences, Inc.

Healthcare
9.79K
+ 2.59%
$83.95 - $97.9 $822K - $959K
387K $35.8M
KMI
Kinder Morgan, Inc.

Energy
65.8K
+ 15.74%
$22.59 - $28.54 $1.49M - $1.88M
484K $13.3M
AVGO
Broadcom Inc.

Technology
1.45K
+ 2.39%
$159.67 - $250.0 $231K - $362K
62K $14.4M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
216K
+ 8.41%
$24.82 - $25.48 $5.36M - $5.5M
2.78M $69.3M
HON
Honeywell International Inc

Industrials
6.58K
+ 5.68%
$202.84 - $236.0 $1.34M - $1.55M
122K $27.7M
AXP
American Express CO

Financial Services
3.22K
+ 3.02%
$267.35 - $305.57 $862K - $985K
110K $32.6M
IBDV
Ishares Tr

Technology
267K
+ 10.19%
$21.24 - $22.15 $5.68M - $5.92M
2.89M $61.7M
CMI
Cummins Inc

Industrials
2.21K
+ 2.04%
$324.93 - $383.42 $718K - $848K
110K $38.5M
OKE
Oneok Inc

Energy
9.39K
+ 3.48%
$92.28 - $117.05 $866K - $1.1M
279K $28M
V
Visa Inc.

Financial Services
5.66K
+ 14.75%
$273.87 - $320.91 $1.55M - $1.82M
44K $13.9M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
144K
+ 26.46%
$22.1 - $22.59 $3.18M - $3.25M
688K $15.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.28K
+ 11.9%
$567.81 - $607.81 $2.43M - $2.6M
40.2K $23.6M
WMB
Williams Companies, Inc.

Energy
25K
+ 13.79%
$46.37 - $59.74 $1.16M - $1.5M
207K $11.2M
META
Meta Platforms, Inc.

Communication Services
3.95K
+ 18.81%
$554.08 - $632.68 $2.19M - $2.5M
24.9K $14.7M
DLR
Digital Realty Trust, Inc.

Real Estate
11.4K
+ 26.4%
$156.46 - $195.69 $1.78M - $2.23M
54.6K $9.68M
XLK
Technology Sector Spdr

ETFs
1.95K
+ 0.72%
$220.26 - $241.44 $430K - $472K
272K $63.2M
CUZ
Cousins Properties Inc

Real Estate
57.7K
+ 17.63%
$28.63 - $31.94 $1.65M - $1.84M
385K $11.8M
XLP
Consumer Staples Sector Spdr

ETFs
28K
+ 4.75%
N/A
618K $47M
VTI
Vanguard Total Stock Market Et

ETFs
6.65K
+ 36.85%
$280.04 - $302.45 $1.86M - $2.01M
24.7K $7.16M
QUAL
Ishares Msci Usa Quality Facto

ETFs
10.9K
+ 90.99%
$176.42 - $186.91 $1.92M - $2.03M
22.8K $4.06M
AMAT
Applied Materials Inc

Technology
12.6K
+ 159.98%
$161.44 - $213.89 $2.04M - $2.7M
20.5K $3.34M
MAA
Mid America Apartment Communities Inc.

Real Estate
12.5K
+ 27.06%
$149.17 - $165.2 $1.86M - $2.06M
58.5K $9.04M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.66K
+ 20.23%
$481.22 - $538.17 $1.28M - $1.43M
15.8K $8.07M
DE
Deere & CO

Industrials
2.53K
+ 3.78%
$389.45 - $466.0 $983K - $1.18M
69.2K $29.3M
ACN
Accenture PLC

Technology
4.14K
+ 141.96%
$343.9 - $376.86 $1.42M - $1.56M
7.06K $2.48M
MGC
Vanguard Mega Cap ETF

ETFs
4.98K
+ 8.45%
$204.21 - $220.18 $1.02M - $1.1M
63.9K $13.6M
WMT
Walmart Inc.

Consumer Defensive
1.67K
+ 1.32%
$79.1 - $95.7 $132K - $160K
128K $11.6M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
87.8K
+ 4.53%
$23.88 - $24.32 $2.1M - $2.14M
2.03M $48.6M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
116K
+ 4.14%
$28.6 - $29.27 $3.32M - $3.4M
2.93M $83.9M
DGRO
Ishares Core Dividend Growth E

ETFs
180K
+ 2.47%
$60.73 - $64.94 $11M - $11.7M
7.5M $460M
MA
Mastercard Inc

Financial Services
1.7K
+ 19.38%
$491.3 - $536.15 $833K - $909K
10.4K $5.5M
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
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
Track This Portfolio

Track Capital Investment Advisors, LLC Portfolio

Follow Capital Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email