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
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
186
+ 413.33%
$110.75 - $119.78 $20.6K - $22.3K
231 $26K
VCIT
Vanguard Intermediate Term Cor

ETFs
218
+ 20.88%
$79.17 - $82.04 $17.3K - $17.9K
1.26K $103K
CLX
Clorox CO

Consumer Defensive
426
+ 15.17%
$141.76 - $162.89 $60.4K - $69.4K
3.23K $476K
PAVE
Global X Fds Us Infrastructure

ETFs
511
+ 1246.34%
$37.31 - $43.82 $19.1K - $22.4K
552 $20K
IWN
Ishares Russell2000 Val ETF

ETFs
135
+ 166.67%
$149.27 - $169.4 $20.2K - $22.9K
216 $32K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
411
New
$45.88 - $46.8 $18.9K - $19.2K
411 $18K
LYG
Lloyds Banking Group PLC

Financial Services
1.78K
+ 17.43%
$2.58 - $3.9 $4.59K - $6.93K
12K $45K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.15K
+ 27.37%
$23.16 - $27.04 $26.6K - $31K
5.34K $125K
EWC
Ishares Msci Canada ETF

ETFs
433
New
$39.3 - $42.52 $17K - $18.4K
433 $17K
EFA
Ishares Tr Msci Eafe ETF

ETFs
28
+ 1.16%
$74.85 - $84.89 $2.1K - $2.38K
2.44K $199K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
584
+ 20.68%
$22.98 - $24.13 $13.4K - $14.1K
3.41K $81K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
50
+ 1.97%
$128.74 - $138.67 $6.44K - $6.93K
2.59K $350K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
100
+ 46.08%
$211.47 - $267.17 $21.1K - $26.7K
317 $67K
NANR
Spdr Index Shs Fds S&P North A

ETFs
234
+ 101.3%
$51.78 - $56.0 $12.1K - $13.1K
465 $25K
FNDB
Schwab Fundamental U S Broad M

ETFs
824
+ 4.93%
$22.52 - $24.48 $18.6K - $20.2K
17.5K $403K
SJNK
Spdr Bloomberg Short Term High

ETFs
535
+ 73.19%
$25.08 - $25.64 $13.4K - $13.7K
1.27K $31K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
612
+ 3.68%
$19.8 - $19.97 $12.1K - $12.2K
17.2K $342K
IGLB
Ishares 10+ Year Investment Gr

ETFs
253
+ 312.35%
$48.32 - $51.22 $12.2K - $13K
334 $16K
QSI
Quantum Si Inc

Healthcare
10K
New
$1.14 - $4.29 $11.4K - $42.9K
10K $12K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
240
+ 303.8%
$51.52 - $52.37 $12.4K - $12.6K
319 $16K
VTWO
Vanguard Russell 2000 ETF

ETFs
177
+ 46.09%
$80.08 - $92.93 $14.2K - $16.4K
561 $45K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
299
+ 12.78%
$36.63 - $37.45 $11K - $11.2K
2.64K $97K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
97
+ 34.04%
$100.59 - $103.47 $9.76K - $10K
382 $39K
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
458
+ 40.03%
$45.41 - $60.95 $20.8K - $27.9K
1.6K $72K
SHV
Ishares Tr

ETFs
88
+ 3.14%
$110.11 - $110.51 $9.69K - $9.72K
2.89K $319K
SLDP
Solid Power, Inc.

Industrials
10K
New
$1.05 - $2.21 $10.5K - $22.1K
10K $10K
LEGR
First Tr ETF Indxx Innovation

ETFs
110
+ 5.65%
$45.84 - $50.21 $5.04K - $5.52K
2.06K $100K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
510
+ 1.9%
$20.07 - $20.16 $10.2K - $10.3K
27.3K $548K
OKE
Oneok Inc

Energy
134
+ 4.47%
$89.57 - $109.85 $12K - $14.7K
3.13K $310K
VNQI
Vanguard Global Ex U.S. Real

ETFs
235
+ 330.99%
$38.22 - $41.19 $8.98K - $9.68K
306 $12K
SHOP
Shopify Inc.

Technology
622
+ 13.46%
$90.59 - $129.31 $56.3K - $80.4K
5.24K $500K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
353
+ 19.67%
$21.23 - $22.14 $7.49K - $7.82K
2.15K $47K
IWP
Ishares Russell Mid Cap Growth

ETFs
94
+ 69.63%
$114.9 - $139.6 $10.8K - $13.1K
229 $26K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
319
New
$28.27 - $29.28 $9.02K - $9.34K
319 $9K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
109
+ 13.63%
$59.28 - $66.1 $6.46K - $7.2K
909 $57K
IWR
Ishares Russell Mid Cap ETF

ETFs
151
+ 10.95%
$82.81 - $92.93 $12.5K - $14K
1.53K $130K
SPTS
Spdr Portfolio Short Term Trea

ETFs
319
New
$28.92 - $29.24 $9.23K - $9.33K
319 $9K
ROM
Proshares Ultra Technology

ETFs
170
New
$53.2 - $74.94 $9.04K - $12.7K
170 $9K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
250
New
$33.65 - $43.06 $8.41K - $10.8K
250 $8K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.7K
+ 11.82%
$24.91 - $29.02 $192K - $224K
72.9K $1.82M
POCT
Innovator U.S. Equity Power Bu

ETFs
208
+ 41.6%
$38.53 - $40.49 $8.01K - $8.42K
708 $27K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
328
New
$26.9 - $27.93 $8.82K - $9.16K
328 $8K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
200
+ 31.25%
$46.77 - $52.97 $9.35K - $10.6K
840 $39K
OHI
Omega Healthcare Investors Inc

Real Estate
41
+ 0.16%
$35.7 - $38.33 $1.46K - $1.57K
25.7K $979K
FCX
Freeport Mcmoran Inc

Basic Materials
278
+ 3.15%
$34.5 - $43.01 $9.59K - $12K
9.1K $344K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
89
New
$88.44 - $101.55 $7.87K - $9.04K
89 $8K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
71
+ 7.01%
$90.0 - $96.32 $6.39K - $6.84K
1.08K $100K
IAI
Ishares Tr Us Broker Dealers &

ETFs
47
+ 783.33%
$134.68 - $159.3 $6.33K - $7.49K
53 $7K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
133
New
$55.41 - $60.74 $7.37K - $8.08K
133 $7K
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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