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
NOC
Northrop Grumman Corp

Industrials
1.17K
+ 90.12%
$433.45 - $513.82 $506K - $600K
2.46K $1.26M
SCHV
Schwab Strategic Tr Us Large C

ETFs
23.6K
+ 205.57%
$25.77 - $27.6 $607K - $650K
35K $930K
COP
Conocophillips

Energy
5.62K
+ 95.15%
$88.6 - $105.85 $497K - $594K
11.5K $1.21M
MGV
Vanguard Mega Cap Value

ETFs
4.78K
New
$123.61 - $133.01 $591K - $636K
4.78K $615K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
21.6K
+ 133.07%
$25.81 - $28.52 $557K - $615K
37.8K $1.04M
COST
Costco Wholesale Corp

Consumer Defensive
556
+ 21.7%
$890.62 - $1076.86 $495K - $599K
3.12K $2.95M
YLD
Principal Exchange Traded Fds

ETFs
31K
+ 376.51%
$19.03 - $19.51 $590K - $605K
39.3K $747K
VZ
Verizon Communications Inc

Communication Services
4.33K
+ 6.32%
$37.81 - $46.49 $164K - $201K
72.9K $3.31M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
13.5K
+ 143.09%
$37.06 - $41.11 $499K - $554K
22.9K $914K
SCI
Service Corp International

Consumer Cyclical
6.84K
New
$75.99 - $84.16 $520K - $576K
6.84K $548K
DFAU
Dimensional ETF Tr

ETFs
20.9K
+ 15.4%
$37.84 - $42.29 $790K - $883K
156K $6.01M
MBB
Ishares Tr

ETFs
5.48K
+ 391.22%
$90.37 - $94.08 $495K - $516K
6.88K $645K
DUHP
Dimensional ETF Tr Dimensional

ETFs
17.1K
+ 21.39%
$32.57 - $35.82 $557K - $612K
97K $3.21M
DKNG
Draft Kings Inc.

Consumer Cyclical
15.5K
New
$33.21 - $53.49 $515K - $829K
15.5K $514K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
20.9K
New
$23.71 - $24.2 $495K - $505K
20.9K $497K
HON
Honeywell International Inc

Industrials
2.79K
+ 39.57%
$202.75 - $226.52 $566K - $633K
9.85K $2.09M
EFV
Msci Eafe Value ETF

ETFs
8.16K
+ 462.59%
$51.88 - $60.73 $423K - $496K
9.92K $584K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
25.8K
+ 79.23%
$18.55 - $18.81 $478K - $485K
58.3K $1.09M
KO
Coca Cola CO

Consumer Defensive
1.84K
+ 4.93%
$60.81 - $72.32 $112K - $133K
39.2K $2.81M
IEF
Ishares Barclays

ETFs
4.63K
+ 34.92%
$91.17 - $95.39 $422K - $442K
17.9K $1.71M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
16.7K
+ 2.57%
$24.5 - $24.95 $409K - $416K
665K $16.4M
PSC
Principal ETF U.S. Small Cap M

ETFs
9.62K
+ 495.88%
$47.13 - $54.5 $453K - $524K
11.6K $561K
CVS
Cvs Health Corp

Healthcare
1.82K
+ 12.77%
$44.22 - $68.64 $80.3K - $125K
16K $1.09M
APP
App Lovin Corp

Technology
1.69K
New
$238.08 - $510.13 $402K - $861K
1.69K $447K
LOW
Lowes Companies Inc

Consumer Cyclical
3.24K
+ 13.93%
$222.66 - $268.42 $722K - $870K
26.5K $6.19M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.49K
New
$168.84 - $202.89 $420K - $504K
2.49K $436K
DFAI
Dimensional ETF Tr

ETFs
8.24K
+ 9.71%
$28.88 - $32.4 $238K - $267K
93.1K $2.91M
O
Realty Income Corp

Real Estate
3.93K
+ 9.25%
$51.67 - $58.49 $203K - $230K
46.4K $2.69M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
10K
+ 91.32%
$39.96 - $43.3 $400K - $433K
21K $863K
MEAR
Blackrock Short Maturity Munic

ETFs
8.02K
+ 402.76%
$49.97 - $50.36 $401K - $404K
10K $502K
DEA
Easterly Government Properties, Inc.

Real Estate
37.2K
New
$10.26 - $11.77 $381K - $437K
37.2K $393K
PEP
Pepsico Inc

Consumer Defensive
2.72K
+ 29.23%
$142.64 - $156.42 $388K - $426K
12K $1.8M
MO
Altria Group, Inc.

Consumer Defensive
566
+ 1.25%
$50.81 - $60.02 $28.8K - $34K
46K $2.76M
VGSH
Vanguard

ETFs
4.83K
+ 2.47%
$58.07 - $58.69 $280K - $283K
200K $11.7M
COF
Capital One Financial Corp

Financial Services
2.11K
New
$163.87 - $209.82 $345K - $442K
2.11K $377K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
7.7K
New
$46.71 - $52.3 $359K - $402K
7.7K $368K
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.12K
+ 7.03%
$168.16 - $186.21 $861K - $953K
78K $13.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.02K
New
$142.8 - $176.36 $289K - $357K
2.02K $349K
DOW
Dow Inc.

Basic Materials
12.4K
+ 74.58%
$34.36 - $41.92 $425K - $519K
29K $1.01M
EPI
Wisdomtree Tr India Earnings F

ETFs
7.9K
New
$40.08 - $45.85 $317K - $362K
7.9K $345K
VPU
Vanguard Utilities ETF

ETFs
1.4K
+ 10.06%
$161.24 - $173.33 $226K - $243K
15.3K $2.62M
SLB
Schlumberger Limited

Energy
7.96K
New
$38.4 - $43.74 $306K - $348K
7.96K $332K
VT
Vanguard Total World Stk Index

ETFs
2.78K
+ 289.18%
$115.08 - $123.97 $320K - $345K
3.74K $433K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
6.25K
+ 675.16%
$49.67 - $51.43 $311K - $322K
7.18K $366K
PSET
Principal Exchange Traded Fund

ETFs
4.92K
+ 306.99%
$65.47 - $75.27 $322K - $370K
6.52K $430K
VBR
Vanguard Small Cap Value ETF

ETFs
1.72K
+ 249.06%
$183.02 - $207.75 $315K - $358K
2.41K $449K
VO
Vanguard Mid Cap ETF

ETFs
1.83K
+ 6.17%
$251.87 - $277.95 $460K - $508K
31.4K $8.12M
BDX
Becton Dickinson & CO

Healthcare
1.33K
New
$222.79 - $249.08 $297K - $332K
1.33K $305K
D
Dominion Energy, Inc

Utilities
3.16K
+ 5.5%
$52.85 - $57.43 $167K - $181K
60.5K $3.39M
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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