Capital Investment Advisory Services, LLC Incresed Positions in Q1 2025

Capital Investment Advisory Services, LLC

  • $1.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
22.4K
+ 200.58%
$198.1 - $229.79 $4.43M - $5.14M
33.5K $6.68M
ABBV
Abb Vie Inc.

Healthcare
11.6K
+ 30.42%
$169.2 - $216.66 $1.96M - $2.51M
49.6K $10.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
47.5K
+ 40.94%
$56.51 - $62.98 $2.69M - $2.99M
164K $9.93M
ABT
Abbott Laboratories

Healthcare
16.8K
+ 113.55%
$111.1 - $140.22 $1.87M - $2.36M
31.6K $4.2M
GLD
Spdr Gold Trust

ETFs
4.23K
+ 15.42%
$243.19 - $288.14 $1.03M - $1.22M
31.6K $9.11M
BALT
Innovator Etfs Tr
56.5K
+ 107.14%
$31.31 - $31.89 $1.77M - $1.8M
109K $3.43M
XOM
Exxon Mobil Corp

Energy
11.4K
+ 31.27%
$105.44 - $118.93 $1.2M - $1.36M
47.8K $5.69M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
8.81K
+ 4.13%
$68.32 - $75.06 $602K - $661K
222K $16.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
34.1K
+ 401.91%
$44.72 - $46.25 $1.53M - $1.58M
42.6K $1.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.3K
+ 11.68%
$442.66 - $534.52 $574K - $693K
12.4K $6.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
26.5K
+ 27.65%
$56.17 - $59.71 $1.49M - $1.58M
122K $7M
VTV
Vanguard Value ETF

ETFs
6.29K
+ 6.75%
$167.73 - $179.21 $1.06M - $1.13M
99.5K $17.2M
DUK
Duke Energy Corp

Utilities
1.75K
+ 2.25%
$105.87 - $121.97 $185K - $213K
79.4K $9.68M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
55.6K
+ 56.71%
$22.25 - $23.0 $1.24M - $1.28M
154K $3.53M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
25K
+ 66.08%
$50.48 - $51.04 $1.26M - $1.28M
62.9K $3.19M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
22.9K
+ 108.2%
$53.6 - $58.97 $1.23M - $1.35M
44.1K $2.41M
UPS
United Parcel Service Inc

Industrials
13.7K
+ 68.44%
$109.66 - $136.26 $1.5M - $1.87M
33.7K $3.71M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.4K
+ 65.27%
$64.88 - $72.1 $1.26M - $1.4M
49.2K $3.24M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
20.8K
+ 5.32%
$50.39 - $50.66 $1.05M - $1.05M
413K $20.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.59K
+ 8.89%
$169.43 - $182.84 $1.29M - $1.39M
93K $16.1M
PLTR
Palantir Technologies Inc.

Technology
12.3K
+ 100.18%
$64.98 - $124.62 $798K - $1.53M
24.6K $2.07M
IBM
International Business Machines Corp

Technology
2.12K
+ 11.59%
$217.4 - $264.74 $462K - $562K
20.4K $5.08M
KJUL
Innovator U.S. Small Cap Power

Technology
37.1K
+ 1713.06%
$27.83 - $30.18 $1.03M - $1.12M
39.3K $1.1M
USMC
Principal ETF U S Mega Cap

ETFs
17.4K
+ 279.0%
$55.72 - $63.13 $972K - $1.1M
23.7K $1.35M
BP
Bp PLC

Energy
25.7K
+ 118.74%
$29.93 - $35.31 $770K - $909K
47.4K $1.6M
PM
Philip Morris International Inc.

Consumer Defensive
1.27K
+ 6.5%
$117.15 - $158.79 $149K - $202K
20.9K $3.31M
PY
Principal Exchange Traded Fund

ETFs
19K
+ 315.17%
$47.61 - $51.6 $906K - $982K
25.1K $1.23M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
21.5K
+ 43.89%
$51.45 - $58.51 $1.11M - $1.26M
70.6K $3.65M
PG
Procter & Gamble CO

Consumer Defensive
4.56K
+ 13.76%
$158.56 - $176.26 $723K - $804K
37.7K $6.43M
V
Visa Inc.

Financial Services
926
+ 6.1%
$306.92 - $362.71 $284K - $336K
16.1K $5.65M
CVX
Chevron Corp

Energy
2.14K
+ 10.1%
$146.71 - $167.97 $314K - $359K
23.3K $3.9M
GE
General Electric CO

Industrials
2.69K
+ 41.73%
$168.59 - $212.13 $454K - $571K
9.15K $1.83M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
11.4K
+ 287.48%
$68.07 - $78.99 $774K - $898K
15.3K $1.04M
JNJ
Johnson & Johnson

Healthcare
488
+ 1.58%
$142.06 - $167.7 $69.3K - $81.8K
31.4K $5.21M
LLY
Eli Lilly & CO

Healthcare
377
+ 4.89%
$725.72 - $929.72 $274K - $351K
8.08K $6.68M
SSO
Proshares Ultra S&P 500

ETFs
9.36K
+ 95.65%
$80.57 - $100.21 $754K - $938K
19.1K $1.58M
IEFA
Ishares Tr

ETFs
3.65K
+ 4.91%
$69.57 - $78.65 $254K - $287K
78K $5.9M
AMGN
Amgen Inc

Healthcare
489
+ 4.88%
$258.59 - $327.36 $126K - $160K
10.5K $3.28M
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
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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
8.77K
+ 43.56%
$62.72 - $71.92 $550K - $631K
28.9K $1.82M
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
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
Track This Portfolio

Track Capital Investment Advisory Services, LLC Portfolio

Follow Capital Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email