Capital Investment Advisory Services, LLC Incresed Positions in Q2 2025

Capital Investment Advisory Services, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IMTM
Ishares Msci Intl Momentum Fac

ETFs
7.67K
+ 33.53%
$36.01 - $45.69 $276K - $351K
30.6K $1.4M
ORCL
Oracle Corp

Technology
163
+ 3.03%
$122.82 - $218.63 $20K - $35.6K
5.55K $1.21M
PY
Principal Exchange Traded Fund

ETFs
9.03K
+ 36.01%
$42.74 - $49.55 $386K - $447K
34.1K $1.69M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.25K
+ 4.32%
$57.46 - $75.58 $71.8K - $94.4K
30.2K $2.28M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
19.4K
+ 12.66%
$22.54 - $23.17 $438K - $450K
173K $3.98M
CAT
Caterpillar Inc

Industrials
332
+ 6.17%
$273.94 - $388.21 $90.9K - $129K
5.72K $2.22M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
129
+ 1.19%
$180.84 - $240.32 $23.3K - $31K
10.9K $2.63M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
9.34K
+ 11.4%
$16.5 - $21.35 $154K - $199K
91.3K $1.95M
MS
Morgan Stanley

Financial Services
423
+ 2.88%
$99.83 - $140.86 $42.2K - $59.6K
15.1K $2.13M
PFF
Ishares Trust Ishares Pfd And

ETFs
13.4K
+ 407.7%
$29.0 - $30.68 $389K - $411K
16.7K $511K
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 1.81%
$1794.73 - $2613.63 $17.9K - $26.1K
561 $1.47M
JHML
John Hancock Multifactor Large

ETFs
196
+ 0.32%
$59.74 - $73.35 $11.7K - $14.4K
62.1K $4.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
207
+ 4.57%
$456.74 - $568.03 $94.5K - $118K
4.74K $2.69M
DFAI
Dimensional ETF Tr

ETFs
1.49K
+ 1.6%
$28.02 - $34.71 $41.7K - $51.6K
94.6K $3.27M
AMAT
Applied Materials Inc

Technology
236
+ 3.0%
$126.95 - $183.52 $30K - $43.3K
8.11K $1.49M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
905
+ 14.73%
$66.89 - $111.18 $60.5K - $101K
7.05K $783K
FTHI
First Trust Exchange Traded Fd

ETFs
10.3K
+ 10.99%
$19.66 - $22.85 $203K - $236K
105K $2.39M
MA
Mastercard Inc

Financial Services
499
+ 15.87%
$479.92 - $590.74 $239K - $295K
3.64K $2.05M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.27K
+ 62.92%
$30.53 - $40.65 $192K - $255K
16.2K $660K
V
Visa Inc.

Financial Services
650
+ 4.03%
$308.27 - $373.31 $200K - $243K
16.8K $5.95M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.21K
+ 3.75%
$114.78 - $133.31 $139K - $161K
33.4K $4.45M
XLP
Consumer Staples Sector Spdr

ETFs
3.96K
+ 6.1%
N/A
68.9K $5.24M
ADM
Archer Daniels Midland CO

Consumer Defensive
3.94K
+ 20.74%
$41.79 - $54.16 $165K - $214K
23K $1.21M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.4K
+ 38.4%
$17.76 - $22.1 $185K - $230K
37.6K $830K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
8.39K
+ 69883.33%
$34.58 - $34.88 $290K - $293K
8.4K $292K
DG
Dollar General Corp

Consumer Defensive
76
+ 0.72%
$86.02 - $114.95 $6.54K - $8.74K
10.7K $1.22M
VGSH
Vanguard

ETFs
4.5K
+ 2.25%
$58.32 - $58.95 $263K - $265K
205K $12M
VPU
Vanguard Utilities ETF

ETFs
1.11K
+ 7.23%
$158.36 - $178.82 $175K - $198K
16.4K $2.9M
USMC
Principal ETF U S Mega Cap

ETFs
2.28K
+ 9.61%
$50.94 - $62.56 $116K - $143K
26K $1.62M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
+ 2.37%
$141.37 - $228.57 $14.1K - $22.9K
4.33K $979K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.76K
+ 14.23%
$483.48 - $539.8 $852K - $952K
14.2K $6.88M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.8K
+ 27.68%
$36.25 - $42.28 $210K - $245K
26.8K $1.13M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.14K
+ 6.49%
$29.52 - $35.31 $122K - $146K
67.9K $2.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.02K
+ 6.71%
N/A
48K $4.12M
HON
Honeywell International Inc

Industrials
219
+ 2.22%
$182.86 - $232.88 $40K - $51K
10.1K $2.35M
VB
Vanguard Small Cap ETF

ETFs
987
+ 97.92%
$193.73 - $237.37 $191K - $234K
2K $472K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
9.81K
+ 47.04%
$22.87 - $24.35 $224K - $239K
30.7K $746K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
6.16K
+ 0.93%
$24.48 - $24.9 $151K - $153K
671K $16.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
193
+ 0.33%
$71.28 - $83.74 $13.8K - $16.2K
59.2K $4.95M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.58K
+ 12.12%
$24.38 - $30.18 $112K - $138K
42.3K $1.28M
WFC
Wells Fargo & Company

Financial Services
1.27K
+ 8.47%
$60.98 - $80.12 $77.6K - $102K
16.3K $1.31M
NKE
Nike, Inc.

Consumer Cyclical
1.95K
+ 16.92%
$53.27 - $72.04 $104K - $141K
13.5K $959K
PPA
Invesco Exchange Traded Fd Tr

ETFs
129
+ 1.57%
$105.2 - $141.69 $13.6K - $18.3K
8.33K $1.18M
QDPL
Pacer Fds Tr Metaurus Us Large
2.44K
+ 5.65%
$32.46 - $39.77 $79.3K - $97.1K
45.6K $1.8M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
2.87K
+ 26.17%
$35.38 - $48.3 $101K - $138K
13.8K $667K
UBER
Uber Technologies, Inc

Technology
699
+ 9.46%
$64.62 - $93.3 $45.2K - $65.2K
8.09K $754K
SHOP
Shopify Inc.

Technology
894
+ 17.05%
$76.89 - $115.35 $68.7K - $103K
6.14K $707K
SOXX
Ishares Semiconductor ETF

ETFs
54
+ 1.42%
$154.86 - $239.07 $8.36K - $12.9K
3.86K $920K
PANW
Palo Alto Networks Inc

Technology
185
+ 3.85%
$152.44 - $204.64 $28.2K - $37.9K
4.99K $1.02M
Activity Summary
Buys All Purchases 494 New Holdings 93 Increased Positions 401 Sells All Sells 275 Reductions 275 Sold out 0 Options Calls 0 Puts 0
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