Capital Investment Advisory Services, LLC Purchases in Q1 2025

Capital Investment Advisory Services, LLC

  • $1.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
22.4K
+ 200.58%
$198.1 - $229.79 $4.43M - $5.14M
33.5K $6.68M
ABBV
Abb Vie Inc.

Healthcare
11.6K
+ 30.42%
$169.2 - $216.66 $1.96M - $2.51M
49.6K $10.4M
PDI
Pimco Dynamic Income Fund

Financial Services
169K
New
$18.51 - $20.05 $3.13M - $3.39M
169K $3.35M
VEU
Vanguard Ftse All World Ex Us

ETFs
47.5K
+ 40.94%
$56.51 - $62.98 $2.69M - $2.99M
164K $9.93M
ABT
Abbott Laboratories

Healthcare
16.8K
+ 113.55%
$111.1 - $140.22 $1.87M - $2.36M
31.6K $4.2M
GLD
Spdr Gold Trust

ETFs
4.23K
+ 15.42%
$243.19 - $288.14 $1.03M - $1.22M
31.6K $9.11M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
44.3K
New
$50.25 - $55.9 $2.23M - $2.48M
44.3K $2.28M
BALT
Innovator Etfs Tr
56.5K
+ 107.14%
$31.31 - $31.89 $1.77M - $1.8M
109K $3.43M
XOM
Exxon Mobil Corp

Energy
11.4K
+ 31.27%
$105.44 - $118.93 $1.2M - $1.36M
47.8K $5.69M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
8.81K
+ 4.13%
$68.32 - $75.06 $602K - $661K
222K $16.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.3K
+ 11.68%
$442.66 - $534.52 $574K - $693K
12.4K $6.6M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
82K
New
$18.47 - $21.1 $1.51M - $1.73M
82K $1.51M
QDPL
Pacer Fds Tr Metaurus Us Large
41.3K
+ 2129.58%
$36.5 - $40.04 $1.51M - $1.65M
43.2K $1.58M
JEPI
J P Morgan Exchange Traded Fd

ETFs
26.5K
+ 27.65%
$56.17 - $59.71 $1.49M - $1.58M
122K $7M
VTV
Vanguard Value ETF

ETFs
6.29K
+ 6.75%
$167.73 - $179.21 $1.06M - $1.13M
99.5K $17.2M
DUK
Duke Energy Corp

Utilities
1.75K
+ 2.25%
$105.87 - $121.97 $185K - $213K
79.4K $9.68M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
55.6K
+ 56.71%
$22.25 - $23.0 $1.24M - $1.28M
154K $3.53M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
25K
+ 66.08%
$50.48 - $51.04 $1.26M - $1.28M
62.9K $3.19M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
22.9K
+ 108.2%
$53.6 - $58.97 $1.23M - $1.35M
44.1K $2.41M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.4K
+ 65.27%
$64.88 - $72.1 $1.26M - $1.4M
49.2K $3.24M
UPS
United Parcel Service Inc

Industrials
13.7K
+ 68.44%
$109.66 - $136.26 $1.5M - $1.87M
33.7K $3.71M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
20.8K
+ 5.32%
$50.39 - $50.66 $1.05M - $1.05M
413K $20.9M
PLTR
Palantir Technologies Inc.

Technology
12.3K
+ 100.18%
$64.98 - $124.62 $798K - $1.53M
24.6K $2.07M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.59K
+ 8.89%
$169.43 - $182.84 $1.29M - $1.39M
93K $16.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.5K
New
$100.34 - $100.68 $1.06M - $1.06M
10.5K $1.06M
IBM
International Business Machines Corp

Technology
2.12K
+ 11.59%
$217.4 - $264.74 $462K - $562K
20.4K $5.08M
KJUL
Innovator U.S. Small Cap Power

Technology
37.1K
+ 1713.06%
$27.83 - $30.18 $1.03M - $1.12M
39.3K $1.1M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
79.7K
New
$12.48 - $13.53 $994K - $1.08M
79.7K $999K
USMC
Principal ETF U S Mega Cap

ETFs
17.4K
+ 279.0%
$55.72 - $63.13 $972K - $1.1M
23.7K $1.35M
BP
Bp PLC

Energy
25.7K
+ 118.74%
$29.93 - $35.31 $770K - $909K
47.4K $1.6M
PM
Philip Morris International Inc.

Consumer Defensive
1.27K
+ 6.5%
$117.15 - $158.79 $149K - $202K
20.9K $3.31M
PY
Principal Exchange Traded Fund

ETFs
19K
+ 315.17%
$47.61 - $51.6 $906K - $982K
25.1K $1.23M
DG
Dollar General Corp

Consumer Defensive
10.6K
New
$68.44 - $87.93 $725K - $931K
10.6K $931K
ADM
Archer Daniels Midland CO

Consumer Defensive
19K
New
$45.22 - $52.17 $860K - $992K
19K $912K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
21.5K
+ 43.89%
$51.45 - $58.51 $1.11M - $1.26M
70.6K $3.65M
PG
Procter & Gamble CO

Consumer Defensive
4.56K
+ 13.76%
$158.56 - $176.26 $723K - $804K
37.7K $6.43M
V
Visa Inc.

Financial Services
926
+ 6.1%
$306.92 - $362.71 $284K - $336K
16.1K $5.65M
CVX
Chevron Corp

Energy
2.14K
+ 10.1%
$146.71 - $167.97 $314K - $359K
23.3K $3.9M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.66K
New
$307.43 - $357.48 $819K - $952K
2.66K $822K
CTAS
Cintas Corp

Industrials
3.95K
New
$182.09 - $208.14 $720K - $823K
3.95K $812K
GE
General Electric CO

Industrials
2.69K
+ 41.73%
$168.59 - $212.13 $454K - $571K
9.15K $1.83M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
11.4K
+ 287.48%
$68.07 - $78.99 $774K - $898K
15.3K $1.04M
JNJ
Johnson & Johnson

Healthcare
488
+ 1.58%
$142.06 - $167.7 $69.3K - $81.8K
31.4K $5.21M
LLY
Eli Lilly & CO

Healthcare
377
+ 4.89%
$725.72 - $929.72 $274K - $351K
8.08K $6.68M
SSO
Proshares Ultra S&P 500

ETFs
9.36K
+ 95.65%
$80.57 - $100.21 $754K - $938K
19.1K $1.58M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
43.6K
New
$15.0 - $15.91 $653K - $693K
43.6K $678K
IEFA
Ishares Tr

ETFs
3.65K
+ 4.91%
$69.57 - $78.65 $254K - $287K
78K $5.9M
AMGN
Amgen Inc

Healthcare
489
+ 4.88%
$258.59 - $327.36 $126K - $160K
10.5K $3.28M
CI
Cigna Corp

Healthcare
2.01K
New
$274.49 - $329.0 $552K - $661K
2.01K $661K
Activity Summary
Buys All Purchases 546 New Holdings 117 Increased Positions 429 Sells All Sells 244 Reductions 244 Sold out 0 Options Calls 0 Puts 0
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