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
IYK
Ishares U.S. Consumer Staples

ETFs
12
+ 1.37%
$63.29 - $71.8 $759 - $862
889 $63K
DVY
Ishares Tr

ETFs
1
+ 0.04%
$128.58 - $138.1 $129 - $138
2.24K $300K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
97
+ 58.79%
$67.43 - $75.54 $6.54K - $7.33K
262 $17K
XYLD
Global X Fds S&P 500 Covered C

ETFs
166
+ 2371.43%
$39.02 - $42.89 $6.48K - $7.12K
173 $6K
BWX
Spdr Bloomberg International T

ETFs
277
New
$20.94 - $22.04 $5.8K - $6.11K
277 $6K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.13K
+ 0.85%
$17.53 - $17.87 $19.9K - $20.3K
134K $2.36M
K
Kellogg CO

Consumer Defensive
4
+ 0.1%
$81.06 - $82.9 $324 - $332
3.94K $324K
GVI
Ishares Tr

ETFs
64
New
$103.49 - $106.02 $6.62K - $6.79K
64 $6K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 9.46%
$4295.4 - $5141.88 $30.1K - $36K
81 $373K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
8
+ 0.22%
$50.82 - $52.7 $407 - $422
3.68K $193K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
35
+ 0.7%
$100.32 - $100.76 $3.51K - $3.53K
5.01K $504K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
64
+ 28.44%
$110.9 - $132.93 $7.1K - $8.51K
289 $32K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
170
+ 229.73%
$25.21 - $26.38 $4.29K - $4.48K
244 $6K
XHS
Spdr S&P Health Care Services

ETFs
1
+ 0.24%
$90.69 - $103.0 $90.7 - $103
420 $41K
IDU
Ishares Tr U S Utils ETF

ETFs
3
+ 0.52%
$95.33 - $102.77 $286 - $308
584 $59K
LIT
Global X Fds Global X Lithium

ETFs
101
+ 13.43%
$38.8 - $42.84 $3.92K - $4.33K
853 $33K
VGLT
Vanguard Long Term Treasury Et

ETFs
16
+ 1.93%
$53.99 - $58.43 $864 - $935
844 $48K
EBND
Spdr Bloomberg Emerging Market

ETFs
117
+ 120.62%
$19.47 - $20.36 $2.28K - $2.38K
214 $4K
SCHR
Schwab Intermediate Term Us Tr

ETFs
100
+ 24.63%
$24.05 - $24.86 $2.41K - $2.49K
506 $12K
FDIS
Fidelity Covington Tr Msci Con

ETFs
248
+ 18.01%
$82.77 - $101.84 $20.5K - $25.3K
1.63K $137K
DFAX
Dimensional ETF Tr
52
+ 4.5%
$24.45 - $27.2 $1.27K - $1.41K
1.21K $31K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
8
+ 160.0%
$254.58 - $302.92 $2.04K - $2.42K
13 $3K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
48
New
$47.35 - $48.24 $2.27K - $2.32K
48 $2K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
159
+ 9.6%
$32.42 - $36.13 $5.15K - $5.74K
1.82K $59K
PUI
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.61%
$38.44 - $41.5 $115 - $125
493 $20K
OXY
Occidental Petroleum Corp

Energy
50
+ 0.88%
$45.45 - $52.7 $2.27K - $2.64K
5.7K $281K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
60
New
$38.0 - $38.88 $2.28K - $2.33K
60 $2K
INAB
In8 Bio, Inc.

Healthcare
17.6K
New
$0.17 - $0.35 $2.99K - $6.16K
17.6K $2K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
27
+ 0.27%
$20.05 - $20.4 $541 - $551
10K $203K
SPSB
Spdr Portfolio Short Term Corp

ETFs
67
+ 124.07%
$29.82 - $30.1 $2K - $2.02K
121 $3K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
44
New
$49.42 - $50.43 $2.17K - $2.22K
44 $2K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
81
New
$25.07 - $26.54 $2.03K - $2.15K
81 $2K
FLIN
Franklin Templeton ETF Tr

ETFs
34
New
$34.0 - $38.4 $1.16K - $1.31K
34 $1K
HFRO
Highland Income Fund\Ma

Financial Services
158
+ 1.5%
$4.93 - $5.83 $779 - $921
10.7K $55K
FLTW
Franklin Templeton ETF Tr

ETFs
26
New
$43.23 - $48.94 $1.12K - $1.27K
26 $1K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
22
+ 100.0%
$51.39 - $57.43 $1.13K - $1.26K
44 $2K
EFG
Msci Eafe Growth ETF

ETFs
7
+ 15.22%
$96.1 - $106.37 $673 - $745
53 $5K
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.15%
N/A
688 $183K
XLC
Select Sector Spdr Tr Communic

ETFs
10
+ 1.42%
$94.84 - $105.31 $948 - $1.05K
712 $68K
DFUS
Dimensional ETF Tr U S Equity

ETFs
73
+ 9.91%
$59.61 - $66.71 $4.35K - $4.87K
810 $48K
PCEF
Invesco Cef Income Composite E

ETFs
95
+ 2.12%
$18.8 - $19.89 $1.79K - $1.89K
4.58K $86K
IFRA
Ishares Tr

ETFs
28
+ 28.0%
$44.8 - $49.25 $1.25K - $1.38K
128 $5K
T Rowe Price ETF Inc
6.94K
+ 12.33%
N/A
63.3K $0
DNL
Wiswisdomtree Tr

ETFs
1
+ 5.0%
$35.56 - $38.21 $35.6 - $38.2
21 $0
T Rowe Price ETF Inc
100
+ 33.33%
N/A
400 $0
Sila Realty Trust Inc
1.09K
+ 9.17%
N/A
13K $0
FNDC
Schwab Fundamental Intl Small

ETFs
2
New
$33.34 - $37.44 $66.7 - $74.9
2 $0
T Rowe Price ETF Inc
2.18K
+ 23.97%
N/A
11.3K $0
Trust For Professional Manag
2.34K
New
N/A
2.34K $0
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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