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
BGX
Blackstone Long Short Credit Income Fund

Financial Services
39.6K
New
$11.0 - $12.41 $435K - $491K
39.6K $490K
SPG
Simon Property Group Inc

Real Estate
3.03K
New
$140.37 - $171.44 $425K - $519K
3.03K $487K
PFG
Principal Financial Group Inc

Financial Services
6.12K
New
$69.56 - $86.19 $425K - $527K
6.12K $485K
IVE
Ishares S&P 500 Value ETF

ETFs
2.49K
New
$168.34 - $195.42 $418K - $486K
2.49K $485K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
24.8K
New
$19.44 - $19.56 $481K - $484K
24.8K $483K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.2K
New
$73.7 - $90.98 $383K - $473K
5.2K $473K
NVS
Novartis Ag

Healthcare
3.89K
New
$101.96 - $121.01 $397K - $471K
3.89K $471K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
53.1K
New
$7.42 - $8.86 $394K - $470K
53.1K $470K
VDC
Vanguard Consumer Staples ETF

ETFs
2.13K
New
$204.89 - $224.73 $437K - $480K
2.13K $467K
EBAY
Ebay Inc

Consumer Cyclical
6.28K
New
$59.52 - $79.36 $374K - $498K
6.28K $467K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
44K
New
$9.13 - $10.58 $401K - $465K
44K $464K
FTNT
Fortinet, Inc.

Technology
4.36K
New
$84.71 - $108.69 $369K - $473K
4.36K $460K
CNOB
Connect One Bancorp, Inc.

Financial Services
19.6K
New
$20.95 - $24.78 $410K - $485K
19.6K $452K
VFH
Vanguard Financial ETF

ETFs
3.53K
New
$104.87 - $127.3 $370K - $449K
3.53K $449K
PEG
Public Service Enterprise Group Inc

Utilities
5.29K
New
$77.13 - $84.18 $408K - $445K
5.29K $444K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
997
New
$421.16 - $509.5 $420K - $508K
997 $443K
FNDF
Schwab Fundamental Intl Large

ETFs
11.1K
New
$32.25 - $40.02 $357K - $443K
11.1K $442K
PH
Parker Hannifin Corp

Industrials
628
New
$517.23 - $700.54 $325K - $440K
628 $438K
IWS
Ishares Russell Midcap Value E

ETFs
3.31K
New
$110.58 - $132.14 $366K - $437K
3.31K $437K
GM
General Motors CO

Consumer Cyclical
8.81K
New
$42.48 - $50.46 $374K - $445K
8.81K $433K
SNV
Synovus Financial Corp

Financial Services
8.36K
New
$38.27 - $51.75 $320K - $433K
8.36K $432K
MPLX
Mplx LP

Energy
8.37K
New
$46.68 - $53.89 $391K - $451K
8.37K $430K
PHYS
Sprott Physical Gold Trust

Financial Services
16.9K
New
$22.82 - $26.29 $386K - $444K
16.9K $428K
IYF
Ishares Tr

ETFs
3.54K
New
$99.23 - $120.99 $351K - $428K
3.54K $427K
ERC
Allspring Multi Sector Income Fund

Financial Services
44.7K
New
$8.53 - $9.45 $381K - $423K
44.7K $422K
WBD
Warner Bros. Discovery, Inc.

Communication Services
36.5K
New
$7.69 - $11.46 $280K - $418K
36.5K $418K
GLW
Corning Inc

Technology
7.95K
New
$39.07 - $52.59 $310K - $418K
7.95K $417K
PMM
Putnam Managed Municipal Income Trust

Financial Services
69.1K
New
$5.75 - $6.19 $397K - $427K
69.1K $412K
NVO
Novo Nordisk A S

Healthcare
5.96K
New
$58.08 - $81.05 $346K - $483K
5.96K $411K
HYG
Ishares Tr

ETFs
5.09K
New
$75.75 - $80.65 $386K - $411K
5.09K $410K
ASTS
Ast Space Mobile, Inc.

Communication Services
8.77K
New
$20.07 - $51.83 $176K - $455K
8.77K $409K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.79K
New
$171.4 - $227.1 $307K - $407K
1.79K $407K
PGF
Invesco Exchange Traded Fd Tr

ETFs
28.9K
New
$13.7 - $14.31 $396K - $413K
28.9K $407K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
42.1K
New
$9.32 - $10.35 $392K - $436K
42.1K $406K
DGX
Quest Diagnostics Inc

Healthcare
2.97K
New
N/A
2.97K $406K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11.3K
New
$29.12 - $35.84 $329K - $405K
11.3K $405K
HPQ
Hp Inc

Technology
16.6K
New
$21.88 - $29.32 $363K - $486K
16.6K $405K
DHS
Wisdomtree Tr U.S

ETFs
4.21K
New
$87.71 - $98.37 $370K - $415K
4.21K $404K
HYDB
Ishares Tr Edge High Yield Def

ETFs
8.5K
New
$44.64 - $47.48 $379K - $403K
8.5K $403K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.44K
New
$179.95 - $278.88 $259K - $402K
1.44K $402K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.88K
New
$90.85 - $102.31 $353K - $397K
3.88K $391K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
29.1K
New
$11.4 - $13.51 $332K - $393K
29.1K $390K
AEM
Agnico Eagle Mines LTD

Basic Materials
3.26K
New
$99.48 - $124.46 $325K - $406K
3.26K $388K
JCI
Johnson Controls International PLC

Industrials
3.68K
New
$71.14 - $105.62 $261K - $388K
3.68K $388K
HDV
Ishares Core High Dividend ETF

ETFs
3.31K
New
$108.41 - $120.51 $359K - $399K
3.31K $387K
MELI
Mercadolibre Inc

Consumer Cyclical
148
New
$1794.73 - $2613.63 $266K - $387K
148 $386K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.86K
New
$45.98 - $56.15 $316K - $385K
6.86K $385K
ADSK
Autodesk, Inc.

Technology
1.57K
New
N/A
1.57K $385K
FPE
First Tr Pfd Secs & Income ETF

ETFs
21.4K
New
$16.93 - $17.81 $362K - $381K
21.4K $381K
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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