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
DUHP
Dimensional ETF Tr Dimensional

ETFs
17.1K
+ 21.39%
$32.57 - $35.82 $557K - $612K
97K $3.21M
EFV
Msci Eafe Value ETF

ETFs
8.16K
+ 462.59%
$51.88 - $60.73 $423K - $496K
9.92K $584K
HON
Honeywell International Inc

Industrials
2.79K
+ 39.57%
$202.75 - $226.52 $566K - $633K
9.85K $2.09M
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
LOW
Lowes Companies Inc

Consumer Cyclical
3.24K
+ 13.93%
$222.66 - $268.42 $722K - $870K
26.5K $6.19M
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
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.12K
+ 7.03%
$168.16 - $186.21 $861K - $953K
78K $13.3M
DOW
Dow Inc.

Basic Materials
12.4K
+ 74.58%
$34.36 - $41.92 $425K - $519K
29K $1.01M
VPU
Vanguard Utilities ETF

ETFs
1.4K
+ 10.06%
$161.24 - $173.33 $226K - $243K
15.3K $2.62M
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
D
Dominion Energy, Inc

Utilities
3.16K
+ 5.5%
$52.85 - $57.43 $167K - $181K
60.5K $3.39M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.83K
+ 84.95%
$58.32 - $65.09 $281K - $314K
10.5K $632K
DGRO
Ishares Core Dividend Growth E

ETFs
3.51K
+ 2.05%
$60.46 - $64.42 $212K - $226K
175K $10.8M
NKE
Nike, Inc.

Consumer Cyclical
5.71K
+ 97.89%
$63.29 - $81.72 $362K - $467K
11.5K $733K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.57K
+ 3.23%
$97.38 - $104.52 $153K - $164K
50.1K $5.12M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.55K
+ 2.65%
$39.61 - $42.65 $220K - $237K
215K $8.75M
SCHP
Schwab Strategic Us Tips ETF

ETFs
10.3K
+ 285.39%
$25.69 - $26.89 $263K - $276K
13.8K $372K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.28K
+ 70.67%
$81.83 - $82.73 $268K - $271K
7.92K $655K
MET
Metlife Inc

Financial Services
3.72K
+ 21.07%
$77.7 - $87.0 $289K - $324K
21.4K $1.72M
ASML
Asml Holding Nv

Technology
417
+ 124.48%
$662.63 - $776.99 $276K - $324K
752 $498K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
7.3K
+ 493.71%
$34.23 - $36.9 $250K - $269K
8.78K $313K
JPM
Jpmorgan Chase & CO

Financial Services
534
+ 2.31%
$225.19 - $279.95 $120K - $149K
23.7K $5.81M
SO
Southern CO

Utilities
652
+ 3.19%
$80.96 - $92.96 $52.8K - $60.6K
21.1K $1.94M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
13.1K
+ 7.54%
$29.34 - $31.31 $385K - $411K
187K $5.57M
FTHI
First Trust Exchange Traded Fd

ETFs
16.5K
+ 21.19%
$21.62 - $23.74 $356K - $391K
94.2K $2.06M
SHEN
Shenandoah Telecommunications CO

Communication Services
20K
+ 100.0%
$10.5 - $13.48 $210K - $270K
40K $502K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.12K
+ 3.76%
$87.68 - $94.52 $98K - $106K
30.9K $2.89M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.6K
+ 7.3%
$114.57 - $118.14 $183K - $189K
23.5K $2.78M
HYG
Ishares Tr

ETFs
2.8K
+ 662.17%
$78.51 - $80.11 $220K - $224K
3.22K $254K
CHKP
Check Point Software Technologies LTD

Technology
149
+ 3.31%
$179.88 - $231.31 $26.8K - $34.5K
4.65K $1.06M
TFLO
Ishares Treasury Floating Rate

ETFs
4.22K
+ 2814.0%
$50.48 - $50.68 $213K - $214K
4.37K $221K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.22K
+ 217.94%
$85.29 - $92.57 $190K - $206K
3.24K $295K
XLP
Consumer Staples Sector Spdr

ETFs
2.64K
+ 4.23%
N/A
64.9K $4.93M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.46K
+ 127.89%
$77.7 - $78.94 $191K - $194K
4.38K $345K
TROW
Price T Rowe Group Inc

Financial Services
3.34K
+ 63.96%
$91.57 - $116.93 $306K - $391K
8.57K $787K
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