Capital Investment Advisors, LLC New Holdings in Q2 2025

Capital Investment Advisors, LLC

  • $5.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
160K
New
$231.39 - $318.98 $37M - $51M
160K $51M
LMT
Lockheed Martin Corp

Industrials
108K
New
$430.82 - $486.45 $46.4M - $52.4M
108K $49.9M
IVV
Ishares Core S&P 500 ETF

ETFs
75.5K
New
$498.8 - $620.9 $37.7M - $46.9M
75.5K $46.9M
ASML
Asml Holding Nv

Technology
52.7K
New
$595.37 - $815.24 $31.4M - $43M
52.7K $42.3M
CMI
Cummins Inc

Industrials
124K
New
$267.12 - $336.65 $33.2M - $41.9M
124K $40.7M
ABBV
Abb Vie Inc.

Healthcare
192K
New
$170.16 - $206.27 $32.6M - $39.6M
192K $35.6M
HON
Honeywell International Inc

Industrials
142K
New
$182.86 - $232.88 $25.9M - $33M
142K $33M
GS
Goldman Sachs Group Inc

Financial Services
43.7K
New
$462.22 - $707.75 $20.2M - $30.9M
43.7K $30.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
49.1K
New
$496.48 - $617.85 $24.4M - $30.3M
49.1K $30.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60.3K
New
$483.48 - $539.8 $29.2M - $32.6M
60.3K $29.3M
LLY
Eli Lilly & CO

Healthcare
27.9K
New
$713.71 - $898.95 $19.9M - $25M
27.9K $21.7M
META
Meta Platforms, Inc.

Communication Services
28.1K
New
$484.66 - $738.09 $13.6M - $20.7M
28.1K $20.7M
V
Visa Inc.

Financial Services
56.3K
New
$308.27 - $373.31 $17.3M - $21M
56.3K $20M
RTX
Raytheon Technologies Corp

Industrials
132K
New
$113.75 - $148.48 $15M - $19.6M
132K $19.3M
IYW
Ishares Dj Us Tech ETF

ETFs
110K
New
$122.57 - $173.27 $13.5M - $19.1M
110K $19.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
33.6K
New
$456.74 - $568.03 $15.4M - $19.1M
33.6K $19.1M
IBM
International Business Machines Corp

Technology
63.5K
New
$221.03 - $294.78 $14M - $18.7M
63.5K $18.7M
AVGO
Broadcom Inc.

Technology
62.6K
New
$146.29 - $275.65 $9.16M - $17.3M
62.6K $17.3M
MGC
Vanguard Mega Cap ETF

ETFs
75.2K
New
$179.23 - $224.92 $13.5M - $16.9M
75.2K $16.9M
DVY
Ishares Tr

ETFs
122K
New
$118.37 - $134.86 $14.5M - $16.5M
122K $16.2M
UPS
United Parcel Service Inc

Industrials
156K
New
$91.92 - $110.2 $14.4M - $17.2M
156K $15.8M
ORCL
Oracle Corp

Technology
69.9K
New
$122.82 - $218.63 $8.58M - $15.3M
69.9K $15.3M
CAT
Caterpillar Inc

Industrials
38K
New
$273.94 - $388.21 $10.4M - $14.8M
38K $14.8M
COST
Costco Wholesale Corp

Consumer Defensive
14.8K
New
$908.13 - $1056.85 $13.4M - $15.6M
14.8K $14.7M
WMT
Walmart Inc.

Consumer Defensive
143K
New
$81.79 - $99.98 $11.7M - $14.3M
143K $14M
XLI
Industrial Sector Spdr

ETFs
89.3K
New
$116.42 - $147.52 $10.4M - $13.2M
89.3K $13.2M
PM
Philip Morris International Inc.

Consumer Defensive
71.9K
New
$149.23 - $184.95 $10.7M - $13.3M
71.9K $13.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
23K
New
$416.06 - $551.64 $9.58M - $12.7M
23K $12.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
66.6K
New
$152.93 - $181.74 $10.2M - $12.1M
66.6K $12.1M
CCI
Crown Castle International Corp

Real Estate
113K
New
$94.83 - $107.06 $10.7M - $12.1M
113K $11.6M
DLR
Digital Realty Trust, Inc.

Real Estate
65.2K
New
$136.11 - $177.69 $8.87M - $11.6M
65.2K $11.4M
CAH
Cardinal Health Inc

Healthcare
65.6K
New
$125.0 - $168.0 $8.2M - $11M
65.6K $11M
TSLA
Tesla, Inc.

Consumer Cyclical
32.9K
New
$221.86 - $362.89 $7.3M - $11.9M
32.9K $10.4M
MMM
3 M CO

Industrials
67K
New
$126.09 - $154.15 $8.44M - $10.3M
67K $10.2M
O
Realty Income Corp

Real Estate
176K
New
$52.27 - $58.52 $9.21M - $10.3M
176K $10.2M
PSA
Public Storage

Real Estate
34.3K
New
$266.31 - $309.77 $9.15M - $10.6M
34.3K $10.1M
VIG
Vanguard Dividend Appreciation

ETFs
55K
New
N/A
55K $10M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
99.4K
New
$100.35 - $100.71 $9.97M - $10M
99.4K $10M
MCD
Mcdonalds Corp

Consumer Cyclical
33.1K
New
$285.55 - $321.23 $9.45M - $10.6M
33.1K $9.67M
AMGN
Amgen Inc

Healthcare
30.9K
New
$262.28 - $309.85 $8.11M - $9.59M
30.9K $8.64M
XLU
Utilities Sector Spdr

ETFs
101K
New
$73.09 - $82.77 $7.41M - $8.39M
101K $8.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
166K
New
$39.89 - $49.46 $6.62M - $8.21M
166K $8.21M
MA
Mastercard Inc

Financial Services
14.6K
New
$479.92 - $590.74 $6.99M - $8.61M
14.6K $8.19M
AMAT
Applied Materials Inc

Technology
43.6K
New
$126.95 - $183.52 $5.53M - $8M
43.6K $7.98M
XLE
Energy Sector Spdr

ETFs
93.4K
New
$76.44 - $94.13 $7.14M - $8.79M
93.4K $7.92M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
69.4K
New
$83.67 - $109.12 $5.81M - $7.58M
69.4K $7.58M
DUK
Duke Energy Corp

Utilities
62.1K
New
$112.46 - $124.05 $6.98M - $7.7M
62.1K $7.33M
NSC
Norfolk Southern Corp

Industrials
28.3K
New
$206.34 - $257.46 $5.83M - $7.28M
28.3K $7.24M
DE
Deere & CO

Industrials
13.6K
New
$412.99 - $531.48 $5.61M - $7.22M
13.6K $6.91M
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
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