Capital Investment Advisory Services, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $885 Million distributed in 952 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $69.7M, Apple Inc. with a value of $26.9M, Jp Morgan ETF Tr Ultra Short I with a value of $22.3M, Nvidia Corp with a value of $18.5M, and Vanguard with a value of $18.5M.

Examining the 13F form we can see an decrease of $158M in the current position value, from $1.04B to 885M.

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

Portfolio value $885 Million
ETFs: $519 Million
Technology: $94.9 Million
Financial Services: $53.8 Million
Healthcare: $45.4 Million
Consumer Cyclical: $41.7 Million
Communication Services: $30.6 Million
Consumer Defensive: $28.3 Million
Industrials: $25.2 Million
Other: $41.7 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 952
  • Current Value $885 Million
  • Prior Value $1.04 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 75 stocks
  • Additional Purchases 262 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 354 stocks
Track This Portfolio

Track Capital Investment Advisory Services, LLC Portfolio

Follow Capital Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Investment Advisory Services, LLC, based on Form 13F filings with the SEC.


Stay updated on Capital Investment Advisory Services, LLC with notifications on news.