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
VBK
Vanguard Small Cap Growth ETF

ETFs
871
+ 98.75%
$247.97 - $296.33 $216K - $258K
1.75K $441K
ENB
Enbridge Inc

Energy
1.8K
+ 2.96%
$41.54 - $45.45 $74.6K - $81.6K
62.4K $2.77M
VIG
Vanguard Dividend Appreciation

ETFs
1.02K
+ 9.18%
N/A
12.1K $2.21M
RY
Royal Bank Of Canada

Financial Services
2.92K
+ 15.75%
$108.81 - $123.4 $318K - $360K
21.4K $2.42M
EPD
Enterprise Products Partners L.P.

Energy
1.38K
+ 2.85%
$31.75 - $34.14 $43.8K - $47K
49.8K $1.7M
KLAC
Kla Corp

Technology
190
+ 18.27%
$636.62 - $777.63 $121K - $148K
1.23K $836K
UBER
Uber Technologies, Inc

Technology
1.21K
+ 19.53%
$63.17 - $81.49 $76.2K - $98.4K
7.39K $538K
CCI
Crown Castle International Corp

Real Estate
24
+ 0.2%
$84.33 - $106.39 $2.02K - $2.55K
12.1K $1.26M
SYK
Stryker Corp

Healthcare
339
+ 11.88%
$355.18 - $399.9 $120K - $136K
3.19K $1.19M
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.6K
+ 98.42%
$25.1 - $27.85 $140K - $156K
11.3K $303K
CDNS
Cadence Design Systems Inc

Technology
993
+ 48.42%
$233.96 - $324.52 $232K - $322K
3.04K $774K
PGR
Progressive Corp

Financial Services
51
+ 1.57%
$235.61 - $291.22 $12K - $14.9K
3.31K $936K
SNPS
Synopsys Inc

Technology
417
+ 100.97%
$428.58 - $551.54 $179K - $230K
830 $355K
INTF
Ishares Tr

ETFs
3.79K
+ 22.64%
$28.43 - $31.96 $108K - $121K
20.5K $633K
RTX
Raytheon Technologies Corp

Industrials
54
+ 0.63%
$114.1 - $135.66 $6.16K - $7.33K
8.57K $1.14M
UNH
Unitedhealth Group Inc

Healthcare
136
+ 3.13%
$461.52 - $548.18 $62.8K - $74.6K
4.48K $2.35M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.89K
+ 2.66%
$50.29 - $50.5 $145K - $146K
112K $5.62M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.1K
+ 133.69%
$44.68 - $46.49 $138K - $144K
5.41K $250K
BMY
Bristol Myers Squibb CO

Healthcare
1.41K
+ 10.44%
$53.9 - $63.11 $76K - $89K
14.9K $909K
MDLZ
Mondelez International, Inc.

Consumer Defensive
136
+ 0.8%
$56.12 - $68.15 $7.63K - $9.27K
17.1K $1.16M
LMT
Lockheed Martin Corp

Industrials
836
+ 14.34%
$423.19 - $506.29 $354K - $423K
6.67K $2.98M
RSG
Republic Services, Inc.

Industrials
333
+ 21.95%
$200.09 - $242.16 $66.6K - $80.6K
1.85K $447K
PFEB
Innovator U.S. Equity Power Bu

ETFs
3.98K
+ 13253.33%
$35.54 - $37.44 $141K - $149K
4.01K $143K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.11K
+ 15.6%
$113.59 - $123.29 $126K - $136K
8.2K $955K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
2.15K
+ 396.31%
$58.04 - $65.84 $125K - $141K
2.69K $171K
KMI
Kinder Morgan, Inc.

Energy
3.09K
+ 6.97%
$26.1 - $31.22 $80.8K - $96.6K
47.5K $1.35M
IEMG
Ishares Inc

ETFs
2.58K
+ 7.16%
N/A
38.7K $2.07M
FREL
Fidelity Covington Tr Msci Rea

ETFs
5K
+ 247.82%
$25.98 - $28.59 $130K - $143K
7.02K $192K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
714
+ 2.27%
$126.11 - $135.06 $90K - $96.4K
32.2K $4.15M
FDUS
Fidus Investment Corp

Financial Services
8.53K
+ 13.0%
$20.39 - $23.37 $174K - $199K
74.2K $1.51M
AMD
Advanced Micro Devices Inc

Technology
4.46K
+ 24.67%
$96.63 - $129.55 $431K - $577K
22.5K $2.31M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.15K
+ 35.28%
$105.1 - $109.61 $121K - $126K
4.41K $478K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.08K
+ 11.22%
$95.85 - $99.25 $104K - $108K
10.7K $1.06M
VIS
Vanguard Industrial ETF

ETFs
515
+ 746.38%
$243.63 - $273.99 $125K - $141K
584 $144K
XAR
Spdr S&P Aerospace & Defense E

ETFs
844
+ 29.35%
$157.71 - $180.77 $133K - $153K
3.72K $597K
TDVG
T Rowe Price Exchange Traded F

Technology
2.85K
+ 49.11%
$39.23 - $42.13 $112K - $120K
8.65K $349K
CSCO
Cisco Systems, Inc.

Technology
1.09K
+ 5.18%
$58.74 - $64.87 $63.7K - $70.4K
22K $1.36M
AVES
American Centy ETF Tr Avantis

ETFs
2.2K
+ 14.79%
$44.71 - $48.65 $98.5K - $107K
17.1K $806K
ZTS
Zoetis Inc.

Healthcare
681
+ 37.42%
$156.48 - $175.67 $107K - $120K
2.5K $411K
WM
Waste Management Inc

Industrials
222
+ 10.59%
$200.54 - $233.78 $44.5K - $51.9K
2.32K $536K
TIP
Ishares Tr Tips Bd ETF

ETFs
936
+ 45.09%
$106.22 - $111.09 $99.4K - $104K
3.01K $334K
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.89K
+ 75.36%
$25.54 - $27.64 $99.2K - $107K
9.04K $246K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
1.74K
+ 43575.0%
$59.63 - $64.37 $104K - $112K
1.75K $108K
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.92K
+ 103.45%
$23.92 - $26.89 $93.8K - $105K
7.72K $199K
BEN
Franklin Resources Inc

Financial Services
6.08K
+ 49.43%
$18.92 - $22.24 $115K - $135K
18.4K $353K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.23K
+ 39.57%
$58.81 - $68.2 $131K - $152K
7.88K $470K
EMB
Ishares Tr

ETFs
1.12K
+ 1142.86%
$88.64 - $92.03 $99.3K - $103K
1.22K $110K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
879
+ 3.44%
$48.13 - $51.78 $42.3K - $45.5K
26.4K $1.35M
CMCSA
Comcast Corp

Communication Services
2.96K
+ 20.09%
$33.19 - $38.23 $98.4K - $113K
17.7K $653K
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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