Capital Investment Advisors, LLC New Holdings in Q1 2025

Capital Investment Advisors, LLC

  • $4.94 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRO
Brown & Brown, Inc.

Financial Services
15.5K
New
$100.54 - $124.4 $1.56M - $1.93M
15.5K $1.93M
URTH
Ishares Msci World ETF

ETFs
11.3K
New
$151.24 - $164.09 $1.71M - $1.86M
11.3K $1.73M
USXF
Ishares Esg Advanced Msci Usa

Technology
23.3K
New
$46.38 - $52.65 $1.08M - $1.23M
23.3K $1.08M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9K
New
$96.93 - $109.51 $872K - $985K
9K $877K
PCAR
Paccar Inc

Industrials
8.49K
New
$96.91 - $112.51 $823K - $955K
8.49K $826K
IGM
Ishares Expanded Tech Sector E

ETFs
6.76K
New
$90.67 - $108.46 $613K - $733K
6.76K $614K
UBSI
United Bankshares Inc

Financial Services
17.4K
New
$34.03 - $39.27 $593K - $684K
17.4K $598K
VGLT
Vanguard Long Term Treasury Et

ETFs
8.57K
New
$53.99 - $58.43 $462K - $501K
8.57K $489K
VOX
Vanguard Communication Service

ETFs
3.07K
New
$147.73 - $169.24 $453K - $519K
3.07K $454K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.17K
New
$192.82 - $222.1 $419K - $483K
2.17K $419K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.01K
New
$120.24 - $134.3 $362K - $404K
3.01K $364K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11K
New
$32.42 - $36.13 $357K - $398K
11K $360K
OHI
Omega Healthcare Investors Inc

Real Estate
8.57K
New
$35.7 - $38.33 $306K - $328K
8.57K $326K
UBER
Uber Technologies, Inc

Technology
4.43K
New
$63.17 - $81.49 $280K - $361K
4.43K $322K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
3.51K
New
$85.24 - $94.86 $299K - $333K
3.51K $318K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.04K
New
$97.38 - $104.52 $296K - $317K
3.04K $306K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.36K
New
$79.66 - $108.41 $188K - $256K
2.36K $255K
NXPI
Nxp Semiconductors N.V.

Technology
1.34K
New
$189.99 - $245.86 $254K - $328K
1.34K $253K
WY
Weyerhaeuser CO

Real Estate
8.07K
New
$27.29 - $31.39 $220K - $253K
8.07K $236K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
11.8K
New
$19.0 - $19.66 $224K - $231K
11.8K $231K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.26K
New
$25.81 - $28.52 $213K - $236K
8.26K $228K
CHKP
Check Point Software Technologies LTD

Technology
982
New
$179.88 - $231.31 $177K - $227K
982 $223K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.37K
New
$35.35 - $42.74 $190K - $229K
5.37K $221K
MELI
Mercadolibre Inc

Consumer Cyclical
113
New
$1739.0 - $2260.0 $197K - $255K
113 $220K
WPC
W. P. Carey Inc.

Real Estate
3.48K
New
$53.5 - $65.05 $186K - $226K
3.48K $219K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.05K
New
$180.02 - $208.56 $189K - $219K
1.05K $218K
HESM
Hess Midstream LP

Energy
5.14K
New
$37.59 - $43.88 $193K - $225K
5.14K $218K
EXC
Exelon Corp

Utilities
4.69K
New
$37.3 - $46.08 $175K - $216K
4.69K $216K
HWM
Howmet Aerospace Inc.

Industrials
1.65K
New
$110.79 - $139.39 $183K - $230K
1.65K $214K
ASTS
Ast Space Mobile, Inc.

Communication Services
8.85K
New
$17.72 - $33.8 $157K - $299K
8.85K $212K
AZN
Astrazeneca PLC

Healthcare
2.89K
New
$65.37 - $77.96 $189K - $225K
2.89K $212K
ATO
Atmos Energy Corp

Utilities
1.37K
New
$136.51 - $154.58 $186K - $211K
1.37K $211K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
9.26K
New
$21.77 - $22.56 $202K - $209K
9.26K $207K
AEE
Ameren Corp

Utilities
2.07K
New
$86.87 - $103.67 $180K - $214K
2.07K $207K
VGSH
Vanguard

ETFs
3.52K
New
$58.07 - $58.69 $204K - $206K
3.52K $206K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.21K
New
$87.68 - $94.52 $194K - $209K
2.21K $204K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.6K
New
$76.77 - $82.22 $200K - $214K
2.6K $204K
AB
Alliancebernstein Holding L.P.

Financial Services
5.26K
New
$35.0 - $40.73 $184K - $214K
5.26K $201K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2.94K
New
$68.07 - $78.99 $200K - $232K
2.94K $200K
VPU
Vanguard Utilities ETF

ETFs
1.17K
New
$161.24 - $173.33 $189K - $203K
1.17K $198K
HBAN
Huntington Bancshares Inc

Financial Services
10.1K
New
$14.28 - $17.39 $144K - $176K
10.1K $151K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
10.5K
New
$10.44 - $10.89 $110K - $115K
10.5K $110K
AGNC
Agnc Investment Corp.

Real Estate
10.3K
New
$9.12 - $10.54 $94.1K - $109K
10.3K $98K
RGP
Resources Connection, Inc.

Industrials
13.8K
New
$6.54 - $9.08 $90.1K - $125K
13.8K $90K
QUBT
Quantum Computing Inc.

Technology
10.5K
New
$4.46 - $18.76 $46.7K - $197K
10.5K $88K
Capital Group International
17.6K
New
N/A
17.6K $0
Invesco Exch Trd Slf Idx Fd
9.62K
New
N/A
9.62K $0
Global X Fds
207K
New
N/A
207K $0
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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