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
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
390K
New
$12.76 - $14.51 $4.98M - $5.66M
390K $5.59M
CUZ
Cousins Properties Inc

Real Estate
397K
New
$25.15 - $30.53 $9.98M - $12.1M
397K $11.9M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
420K
New
$58.95 - $66.19 $24.8M - $27.8M
420K $27.3M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
440K
New
$49.48 - $61.22 $21.8M - $26.9M
440K $26.8M
VNQ
Vanguard Specialized Funds Van

ETFs
461K
New
$79.79 - $91.42 $36.8M - $42.2M
461K $41.1M
Global X Fds
423K
New
N/A
423K $0
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
434K
New
$5.64 - $6.2 $2.45M - $2.69M
434K $2.57M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
515K
New
$121.58 - $136.74 $62.6M - $70.4M
515K $69.8M
PFE
Pfizer Inc

Healthcare
470K
New
$21.59 - $24.84 $10.1M - $11.7M
470K $11.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
510K
New
$51.16 - $62.02 $26.1M - $31.6M
510K $31.6M
BAC
Bank Of America Corp

Financial Services
515K
New
$34.39 - $47.46 $17.7M - $24.5M
515K $24.4M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
521K
New
$45.3 - $50.64 $23.6M - $26.4M
521K $25.6M
XLC
Select Sector Spdr Tr Communic

ETFs
565K
New
$86.13 - $108.53 $48.6M - $61.3M
565K $61.3M
KMI
Kinder Morgan, Inc.

Energy
555K
New
$25.21 - $29.4 $14M - $16.3M
555K $16.3M
SO
Southern CO

Utilities
607K
New
$84.91 - $92.56 $51.5M - $56.2M
607K $55.7M
XLV
Select Sector Spdr Fund Health

ETFs
647K
New
$128.77 - $144.3 $83.3M - $93.4M
647K $87.2M
EPD
Enterprise Products Partners L.P.

Energy
594K
New
$28.95 - $34.22 $17.2M - $20.3M
594K $18.4M
MO
Altria Group, Inc.

Consumer Defensive
622K
New
$55.56 - $60.91 $34.6M - $37.9M
622K $36.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
622K
New
$51.14 - $57.0 $31.8M - $35.5M
622K $35.4M
Healthcare Rlty Tr
598K
New
N/A
598K $0
VZ
Verizon Communications Inc

Communication Services
681K
New
$41.67 - $45.62 $28.4M - $31.1M
681K $29.5M
NEM
Newmont Corp

Basic Materials
712K
New
$44.18 - $59.46 $31.4M - $42.3M
712K $41.5M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
728K
New
$25.04 - $25.18 $18.2M - $18.3M
728K $18.3M
Proshares Tr
731K
New
N/A
731K $0
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
748K
New
$22.3 - $22.57 $16.7M - $16.9M
748K $16.8M
CSCO
Cisco Systems, Inc.

Technology
812K
New
$53.19 - $69.38 $43.2M - $56.4M
812K $56.4M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
882K
New
$9.25 - $10.26 $8.16M - $9.05M
882K $9.05M
T
At&T Inc.

Communication Services
950K
New
$26.33 - $28.94 $25M - $27.5M
950K $27.5M
XLF
Financial Sector Spdr

ETFs
1M
New
$43.92 - $52.37 $44M - $52.5M
1M $52.5M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
974K
New
$9.86 - $10.92 $9.6M - $10.6M
974K $10.6M
Ishares Tr
1.03M
New
N/A
1.03M $0
CLOI
Vaneck ETF Tr

ETFs
1.29M
New
$51.16 - $53.02 $65.8M - $68.2M
1.29M $68.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.33M
New
$37.08 - $42.26 $49.4M - $56.4M
1.33M $55.2M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.32M
New
$23.96 - $24.27 $31.6M - $32M
1.32M $32M
Ishares Tr
1.72M
New
N/A
1.72M $0
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.34M
New
$22.81 - $22.97 $53.3M - $53.7M
2.34M $53.6M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
2.42M
New
$5.09 - $5.8 $12.3M - $14M
2.42M $14M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.49M
New
$23.29 - $23.38 $57.9M - $58.1M
2.49M $58.1M
Ishares Tr
2.53M
New
N/A
2.53M $0
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.75M
New
$24.31 - $25.29 $66.9M - $69.6M
2.75M $69.6M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.13M
New
$20.23 - $21.04 $63.4M - $65.9M
3.13M $65.9M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.19M
New
$27.29 - $29.28 $87M - $93.3M
3.19M $93.3M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.22M
New
$24.94 - $25.42 $80.3M - $81.8M
3.22M $81.8M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.24M
New
$22.7 - $23.33 $73.5M - $75.6M
3.24M $75.6M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
3.36M
New
$3.55 - $4.0 $11.9M - $13.4M
3.36M $13.4M
IBDV
Ishares Tr

Technology
3.44M
New
$21.28 - $21.98 $73.2M - $75.6M
3.44M $75.6M
EMLP
First Tr Exchange Traded Iv

ETFs
3.84M
New
$33.62 - $37.89 $129M - $146M
3.84M $144M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.97M
New
$29.52 - $35.31 $117M - $140M
3.97M $140M
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.25M
New
$35.9 - $43.76 $188M - $230M
5.25M $227M
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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