Capital Investment Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.33 Billion distributed in 702 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $509M, Ishares Msci Intl Quality Fact with a value of $227M, First Tr Exchange Traded Iv with a value of $144M, First Tr ETF Vi Smid Cap Risin with a value of $140M, and Microsoft Corp with a value of $105M.
Examining the 13F form we can see an decrease of $85.6B in the current position value, from $91B to 5.33B.
Below you can find more details about Capital Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.33 Billion
ETFs: $2.73 Billion
Technology: $519 Million
Financial Services: $456 Million
Healthcare: $265 Million
Industrials: $256 Million
Consumer Cyclical: $199 Million
Energy: $176 Million
Communication Services: $175 Million
Other: $410 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
