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
Neos ETF Trust
54.4K
+ 256.99%
N/A
75.5K $0
Neos ETF Trust
19.8K
+ 989.0%
N/A
21.8K $0
BETZ
Listed Fds Trroundhill Sports
14
+ 6.03%
N/A
246 $0
Managed Portfolio Series
55.3K
New
N/A
55.3K $0
FALN
Ishares Tr Fallen Angels Usd B

ETFs
31
New
$26.64 - $27.14 $826 - $841
31 $0
FXN
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.5%
$15.13 - $18.07 $15.1 - $18.1
203 $3K
First Tr Exch Traded Fd Iii
8.85K
+ 46.11%
N/A
28K $0
FMAG
Fidelity Covington Tr

ETFs
12
New
$28.87 - $33.0 $346 - $396
12 $0
Neos ETF Trust
630
New
N/A
630 $0
SPYI
Shp ETF Tr Neos S&P 500 High I
30K
+ 215.91%
N/A
43.8K $0
Ea Series Trust
299
New
N/A
299 $0
First Tr Exchange Traded Fd
2.18K
New
N/A
2.18K $0
BCE
Bce Inc

Communication Services
94
+ 0.71%
$22.14 - $25.18 $2.08K - $2.37K
13.3K $305K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
36
+ 2.37%
$21.23 - $23.75 $764 - $855
1.56K $33K
DRIV
Global X Fds Global X Autonomo

ETFs
1
+ 0.28%
$21.14 - $24.23 $21.1 - $24.2
354 $7K
TDIV
First Trust Nasdaq Technology

ETFs
3
+ 1.95%
$73.39 - $83.95 $220 - $252
157 $11K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
91
+ 5.17%
$113.13 - $127.79 $10.3K - $11.6K
1.85K $209K
LHX
L3 Harris Technologies, Inc.

Industrials
3
+ 0.23%
$194.65 - $222.86 $584 - $669
1.29K $268K
PSCD
Invesco S&P Smallcap Consumer

ETFs
1
+ 0.65%
$89.99 - $116.16 $90 - $116
156 $14K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
168
+ 7.55%
$80.73 - $94.96 $13.6K - $16K
2.39K $198K
GS
Goldman Sachs Group Inc

Financial Services
74
+ 4.57%
$524.81 - $672.19 $38.8K - $49.7K
1.69K $924K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.06%
$63.77 - $68.75 $63.8 - $68.8
1.75K $112K
IP
International Paper CO

Consumer Cyclical
9
+ 0.11%
$49.38 - $60.09 $444 - $541
8.53K $455K
PFF
Ishares Trust Ishares Pfd And

ETFs
2
+ 0.06%
$30.73 - $32.26 $61.5 - $64.5
3.29K $100K
VGT
Vanguard Information Technolog

ETFs
163
+ 14.04%
$542.38 - $646.34 $88.4K - $105K
1.32K $718K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.12%
$45.72 - $51.73 $45.7 - $51.7
820 $37K
ITOT
Ishares Core S&P Total U.S. St

ETFs
164
+ 4.46%
$120.29 - $134.6 $19.7K - $22.1K
3.85K $469K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
223
+ 2.02%
$14.21 - $15.67 $3.17K - $3.49K
11.3K $160K
GIS
General Mills Inc

Consumer Defensive
403
+ 5.44%
$57.56 - $65.3 $23.2K - $26.3K
7.81K $467K
GDRX
Good Rx Holdings, Inc.

Healthcare
300
+ 1.02%
$4.15 - $5.13 $1.25K - $1.54K
29.7K $130K
UWM
Proshares Ultra Russell 2000

ETFs
700
+ 19.44%
$33.01 - $45.08 $23.1K - $31.6K
4.3K $143K
MAIN
Main Street Capital Corp

Financial Services
94
+ 1.38%
$54.71 - $63.1 $5.14K - $5.93K
6.9K $390K
WMT
Walmart Inc.

Consumer Defensive
1.39K
+ 2.74%
$84.5 - $105.05 $118K - $146K
52.3K $4.59M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3
+ 0.25%
$113.22 - $126.36 $340 - $379
1.2K $137K
VONG
Vanguard Russell 1000 Growth E

ETFs
216
+ 7.8%
$92.71 - $107.38 $20K - $23.2K
2.98K $276K
IYC
Ishares U.S. Consumer Discreti

ETFs
2
+ 0.16%
$85.71 - $101.2 $171 - $202
1.26K $111K
BA
Boeing CO

Industrials
92
+ 2.32%
$148.15 - $186.25 $13.6K - $17.1K
4.06K $692K
ET
Energy Transfer LP

Energy
167
+ 1.23%
$17.26 - $21.08 $2.88K - $3.52K
13.8K $255K
CLF
Cleveland Cliffs Inc.

Basic Materials
1.6K
+ 7.1%
$8.22 - $12.02 $13.2K - $19.2K
24.1K $198K
VONE
Vanguard Russell 1000 ETF

ETFs
1
+ 0.1%
$250.16 - $278.79 $250 - $279
1.03K $260K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
430
+ 7.52%
$73.27 - $96.21 $31.5K - $41.4K
6.15K $450K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
113
+ 0.98%
$25.58 - $29.24 $2.89K - $3.3K
11.7K $306K
LDOS
Leidos Holdings, Inc.

Technology
19
+ 1.06%
$126.82 - $161.11 $2.41K - $3.06K
1.82K $245K
SPMD
Spdr Portfolio

ETFs
8.68K
+ 6.63%
$50.21 - $57.73 $436K - $501K
140K $7.15M
CMI
Cummins Inc

Industrials
33
+ 4.11%
$312.92 - $386.07 $10.3K - $12.7K
836 $262K
FNDA
Schwab Fundamental U S Small C

ETFs
670
+ 3.85%
$26.87 - $30.99 $18K - $20.8K
18.1K $495K
PKG
Packaging Corp Of America

Consumer Cyclical
29
+ 2.73%
$192.03 - $242.13 $5.57K - $7.02K
1.09K $216K
CSX
Csx Corp

Industrials
827
+ 5.01%
$29.11 - $33.67 $24.1K - $27.8K
17.3K $509K
DIS
Walt Disney CO

Communication Services
1.3K
+ 10.77%
$96.87 - $114.0 $125K - $148K
13.3K $1.31M
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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