Capital Investment Advisors, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.79 Billion distributed in 666 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 $459M, Ishares Msci Intl Quality Fact with a value of $184M, First Tr Exchange Traded Iv with a value of $121M, First Tr ETF Vi Smid Cap Risin with a value of $118M, and Apple Inc. with a value of $102M.

Examining the 13F form we can see an increase of $414M in the current position value, from $4.37B to 4.79B.

Below you can find more details about Capital Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.79 Billion
ETFs: $2.43 Billion
Technology: $408 Million
Financial Services: $362 Million
Healthcare: $314 Million
Industrials: $266 Million
Consumer Cyclical: $191 Million
Consumer Defensive: $175 Million
Energy: $163 Million
Other: $369 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 666
  • Current Value $4.79 Billion
  • Prior Value $4.37 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 42 stocks
  • Additional Purchases 266 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 284 stocks
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