Capital Investment Advisory Services, LLC Purchases in Q4 2024

Capital Investment Advisory Services, LLC

  • $972 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSHI
Shp ETF Tr Neos Enhanced Incom
9.2K
+ 20.76%
N/A
53.5K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
9.83K
+ 242.72%
N/A
13.9K $0
PIZ
Invesco Exchange Traded Fd Tr
223
+ 4.19%
N/A
5.55K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.6%
N/A
502 $0
Listed Fd Tr
31
+ 2.83%
N/A
1.13K $0
RZG
Invesco Fd Tr S&P Smallcap 600
289
New
N/A
289 $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
15
+ 0.29%
N/A
5.11K $0
Blackrock Inc
1.81K
New
N/A
1.81K $0
Annaly Capital Management In
487
+ 1.83%
N/A
27.2K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.15%
N/A
687 $0
PUI
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.41%
$38.34 - $42.71 $76.7 - $85.4
490 $18K
EBND
Spdr Bloomberg Emerging Market

ETFs
2
+ 2.11%
$19.53 - $21.1 $39.1 - $42.2
97 $1K
FBT
First Trust Nyse Arca Biotechn

ETFs
2
+ 0.54%
$161.65 - $178.69 $323 - $357
374 $62K
SCHR
Schwab Intermediate Term Us Tr

ETFs
203
+ 100.0%
$24.19 - $50.58 $4.91K - $10.3K
406 $9K
MOTI
Vaneck Morningstar Internation

ETFs
17
+ 4.64%
$30.26 - $36.09 $514 - $614
383 $11K
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.99K
+ 191.22%
$22.4 - $68.28 $179K - $546K
12.2K $282K
MARZ
Listed Fds Tr Trueshares Struc

ETFs
60
+ 1.51%
$31.35 - $33.73 $1.88K - $2.02K
4.04K $126K
VT
Vanguard Total World Stk Index

ETFs
3
+ 0.31%
$117.09 - $123.07 $351 - $369
961 $112K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
53
+ 2.34%
$45.17 - $47.23 $2.39K - $2.5K
2.32K $104K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
136
+ 1.26%
$40.38 - $44.35 $5.49K - $6.03K
11K $448K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.7K
+ 198.25%
$27.54 - $83.04 $212K - $639K
11.6K $320K
APD
Air Products & Chemicals, Inc.

Basic Materials
18
+ 1.98%
$285.5 - $335.62 $5.14K - $6.04K
925 $268K
FNDA
Schwab Fundamental U S Small C

ETFs
8.7K
+ 100.0%
$29.26 - $59.11 $255K - $514K
17.4K $516K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
24
+ 3.0%
$74.68 - $81.45 $1.79K - $1.95K
824 $61K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
219
+ 3.42%
$11.42 - $12.5 $2.5K - $2.74K
6.63K $76K
IDU
Ishares Tr U S Utils ETF

ETFs
4
+ 0.69%
$94.65 - $105.73 $379 - $423
581 $55K
MET
Metlife Inc

Financial Services
89
+ 0.51%
$78.15 - $88.25 $6.96K - $7.85K
17.7K $1.45M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1
+ 0.24%
$64.85 - $73.04 $64.9 - $73
419 $27K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
28
+ 0.28%
$20.08 - $20.61 $562 - $577
9.99K $201K
FNDB
Schwab Fundamental U S Broad M

ETFs
11.2K
+ 200.0%
$23.07 - $70.32 $257K - $784K
16.7K $389K
VGLT
Vanguard Long Term Treasury Et

ETFs
28
+ 3.5%
$55.1 - $61.74 $1.54K - $1.73K
828 $45K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
2.13K
+ 3.88%
$9.82 - $10.6 $20.9K - $22.5K
56.9K $574K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.1K
+ 100.0%
$22.63 - $47.53 $47.5K - $99.9K
4.2K $95K
IYK
Ishares U.S. Consumer Staples

ETFs
7
+ 0.8%
$65.32 - $70.92 $457 - $496
877 $57K
FXI
Ishares Tr

ETFs
8
+ 0.18%
$29.52 - $36.69 $236 - $294
4.38K $133K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4
+ 0.09%
$81.68 - $82.93 $327 - $332
4.64K $380K
PFF
Ishares Trust Ishares Pfd And

ETFs
5
+ 0.15%
$31.23 - $33.51 $156 - $168
3.28K $103K
VNQ
Vanguard Specialized Funds Van

ETFs
19
+ 2.04%
$87.85 - $98.6 $1.67K - $1.87K
952 $84K
WM
Waste Management Inc

Industrials
25
+ 1.21%
$201.79 - $228.46 $5.04K - $5.71K
2.1K $422K
SNPS
Synopsys Inc

Technology
4
+ 0.98%
$485.36 - $588.0 $1.94K - $2.35K
413 $200K
SYY
Sysco Corp

Consumer Defensive
32
+ 0.58%
$73.63 - $81.77 $2.36K - $2.62K
5.56K $424K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
3
+ 0.1%
$24.74 - $27.68 $74.2 - $83
2.91K $71K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.06%
$65.79 - $72.14 $65.8 - $72.1
1.74K $114K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
15
+ 0.41%
$51.33 - $53.74 $770 - $806
3.67K $188K
DFIS
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.11%
$24.25 - $26.7 $97 - $107
3.79K $93K
DVY
Ishares Tr

ETFs
1
+ 0.04%
$129.55 - $143.41 $130 - $143
2.24K $294K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.09%
$253.56 - $278.5 $254 - $279
1.1K $279K
FITB
Fifth Third Bancorp

Financial Services
64
+ 0.29%
$41.76 - $48.44 $2.67K - $3.1K
22.5K $951K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
854
+ 128.04%
$22.01 - $66.82 $18.8K - $57.1K
1.52K $34K
Activity Summary
Buys All Purchases 362 New Holdings 40 Increased Positions 322 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 0 Puts 0
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