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
VB
Vanguard Small Cap ETF

ETFs
7.43K
New
$193.73 - $237.37 $1.44M - $1.76M
7.43K $1.76M
VGT
Vanguard Information Technolog

ETFs
2.65K
New
$470.37 - $663.28 $1.24M - $1.76M
2.65K $1.76M
PAYX
Paychex Inc

Industrials
12K
New
$137.01 - $159.78 $1.65M - $1.92M
12K $1.75M
MAR
Marriott International Inc

Consumer Cyclical
6.41K
New
$211.12 - $274.14 $1.35M - $1.76M
6.41K $1.75M
MCO
Moodys Corp

Financial Services
3.48K
New
$396.7 - $501.59 $1.38M - $1.75M
3.48K $1.75M
MUB
Ishares National Muni Bond ETF

ETFs
16.4K
New
$102.31 - $105.8 $1.68M - $1.74M
16.4K $1.72M
PBA
Pembina Pipeline Corp

Energy
45.8K
New
$35.16 - $40.88 $1.61M - $1.87M
45.8K $1.72M
URTH
Ishares Msci World ETF

ETFs
10.1K
New
$136.3 - $169.38 $1.37M - $1.71M
10.1K $1.71M
ES
Eversource Energy

Utilities
26.5K
New
$54.25 - $65.89 $1.44M - $1.74M
26.5K $1.68M
K
Kellogg CO

Consumer Defensive
21.1K
New
$77.85 - $82.88 $1.64M - $1.75M
21.1K $1.68M
MBB
Ishares Tr

ETFs
17.6K
New
$91.41 - $94.22 $1.61M - $1.66M
17.6K $1.66M
SWKS
Skyworks Solutions, Inc.

Technology
22.2K
New
$49.2 - $74.95 $1.09M - $1.67M
22.2K $1.66M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
61.8K
New
$26.41 - $26.76 $1.63M - $1.65M
61.8K $1.65M
INTU
Intuit Inc

Technology
2.09K
New
$544.07 - $787.63 $1.14M - $1.65M
2.09K $1.65M
BRO
Brown & Brown, Inc.

Financial Services
14.8K
New
$104.48 - $124.43 $1.55M - $1.84M
14.8K $1.64M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.73K
New
$376.48 - $440.65 $1.4M - $1.64M
3.73K $1.64M
IBMO
Ishares Tr Ibonds December 202

ETFs
63.7K
New
$25.32 - $25.63 $1.61M - $1.63M
63.7K $1.63M
CET
Central Securities Corp

Financial Services
33.4K
New
$40.74 - $47.86 $1.36M - $1.6M
33.4K $1.6M
COF
Capital One Financial Corp

Financial Services
7.47K
New
$150.57 - $212.76 $1.13M - $1.59M
7.47K $1.59M
CB
Chubb LTD

Financial Services
5.49K
New
$274.32 - $302.46 $1.51M - $1.66M
5.49K $1.59M
IBMP
Ishares Tr Ibonds December 202

ETFs
62.1K
New
$24.98 - $25.35 $1.55M - $1.57M
62.1K $1.57M
COP
Conocophillips

Energy
17.4K
New
$82.66 - $106.1 $1.44M - $1.84M
17.4K $1.56M
CSX
Csx Corp

Industrials
47.7K
New
$26.69 - $32.91 $1.27M - $1.57M
47.7K $1.56M
BAH
Booz Allen Hamilton Holding Corp

Industrials
14.8K
New
$99.97 - $129.69 $1.48M - $1.92M
14.8K $1.54M
TIP
Ishares Tr Tips Bd ETF

ETFs
14K
New
$107.93 - $110.97 $1.51M - $1.55M
14K $1.54M
APD
Air Products & Chemicals, Inc.

Basic Materials
5.41K
New
$248.61 - $294.96 $1.35M - $1.6M
5.41K $1.53M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
58.6K
New
$24.88 - $25.41 $1.46M - $1.49M
58.6K $1.49M
ICF
Ishares Tr

ETFs
24.3K
New
$54.56 - $62.47 $1.33M - $1.52M
24.3K $1.49M
BLDR
Builders First Source, Inc.

Industrials
12.7K
New
$105.63 - $131.12 $1.34M - $1.66M
12.7K $1.48M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
137K
New
$9.74 - $10.75 $1.33M - $1.47M
137K $1.47M
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
123K
New
$11.34 - $11.98 $1.39M - $1.47M
123K $1.47M
VV
Vanguard Large Cap ETF

ETFs
5.11K
New
$228.25 - $285.3 $1.17M - $1.46M
5.11K $1.46M
EEM
Ishares Msci Emerging Markets

ETFs
30.1K
New
$38.52 - $48.28 $1.16M - $1.46M
30.1K $1.45M
DHR
Danaher Corp

Healthcare
7.35K
New
$174.64 - $205.16 $1.28M - $1.51M
7.35K $1.45M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
70.7K
New
$16.83 - $20.38 $1.19M - $1.44M
70.7K $1.44M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
60K
New
$19.51 - $23.9 $1.17M - $1.43M
60K $1.43M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
126K
New
$9.73 - $11.03 $1.22M - $1.39M
126K $1.39M
ISRG
Intuitive Surgical Inc

Healthcare
2.51K
New
$451.58 - $565.94 $1.14M - $1.42M
2.51K $1.37M
VKQ
Invesco Municipal Trust

Financial Services
149K
New
$9.02 - $9.76 $1.34M - $1.45M
149K $1.36M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
19.2K
New
$40.51 - $71.03 $779K - $1.37M
19.2K $1.35M
VEA
Vanguard Ftse Developed Market

ETFs
23.7K
New
$45.65 - $57.01 $1.08M - $1.35M
23.7K $1.35M
YUM
Yum Brands Inc

Consumer Cyclical
9.1K
New
$138.36 - $161.45 $1.26M - $1.47M
9.1K $1.35M
SYK
Stryker Corp

Healthcare
3.3K
New
$337.37 - $395.63 $1.11M - $1.31M
3.3K $1.31M
SUB
Ishares Short Term National Mu

ETFs
12.3K
New
$104.77 - $106.34 $1.28M - $1.3M
12.3K $1.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
9.49K
New
$108.12 - $135.04 $1.03M - $1.28M
9.49K $1.28M
PGR
Progressive Corp

Financial Services
4.8K
New
$255.27 - $288.74 $1.22M - $1.39M
4.8K $1.28M
BBY
Best Buy CO Inc

Consumer Cyclical
19K
New
$56.17 - $75.73 $1.07M - $1.44M
19K $1.28M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.5K
New
$321.63 - $509.31 $805K - $1.28M
2.5K $1.28M
BSX
Boston Scientific Corp

Healthcare
11.8K
New
$89.7 - $107.41 $1.06M - $1.27M
11.8K $1.27M
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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