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
FDUS
Fidus Investment Corp

Financial Services
10.4K
+ 13.97%
$17.32 - $20.65 $179K - $214K
84.5K $1.71M
CGDV
Capital Group Divid Value ETF

ETFs
4.21K
+ 62.67%
$31.93 - $39.49 $134K - $166K
10.9K $431K
DFAE
Dimensional ETF Tr

ETFs
1.9K
+ 4.22%
$22.87 - $28.95 $43.3K - $54.9K
46.8K $1.36M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
9.11K
+ 38.31%
$18.92 - $19.87 $172K - $181K
32.9K $653K
YLD
Principal Exchange Traded Fds

ETFs
8.72K
+ 22.21%
$18.16 - $19.37 $158K - $169K
48K $929K
IYW
Ishares Dj Us Tech ETF

ETFs
68
+ 1.36%
$122.57 - $173.27 $8.33K - $11.8K
5.06K $877K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.12K
+ 9.52%
$45.3 - $50.64 $232K - $259K
58.9K $2.89M
FTQI
First Trust ETF Vi First Trust

ETFs
6.51K
+ 9.95%
$16.83 - $19.58 $110K - $127K
71.9K $1.41M
APP
App Lovin Corp

Technology
75
+ 4.45%
$219.37 - $417.89 $16.5K - $31.3K
1.76K $616K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.12K
+ 376.69%
$66.87 - $79.47 $142K - $168K
2.68K $212K
ITA
Ishares Tr

ETFs
397
+ 15.56%
$135.31 - $188.64 $53.7K - $74.9K
2.95K $556K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.72K
+ 6.17%
$47.46 - $55.3 $129K - $150K
46.8K $2.58M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.84K
+ 8.67%
$47.42 - $51.67 $182K - $199K
48.2K $2.45M
XLI
Industrial Sector Spdr

ETFs
631
+ 14.68%
$116.42 - $147.52 $73.5K - $93.1K
4.93K $727K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
3.13K
+ 34.14%
$36.71 - $42.81 $115K - $134K
12.3K $525K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.15%
$470.37 - $663.28 $941 - $1.33K
1.33K $879K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
6.65K
+ 25.9%
$20.3 - $22.0 $135K - $146K
32.3K $694K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.92K
+ 40.71%
$49.73 - $51.44 $145K - $150K
10.1K $519K
MGC
Vanguard Mega Cap ETF

ETFs
624
+ 139.29%
$179.23 - $224.92 $112K - $140K
1.07K $241K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2K
+ 19.0%
$54.27 - $63.01 $108K - $126K
12.5K $783K
IRM
Iron Mountain Inc

Real Estate
5
+ 0.06%
$76.93 - $105.25 $385 - $526
9.09K $932K
BEN
Franklin Resources Inc

Financial Services
2.75K
+ 14.97%
$16.66 - $23.85 $45.8K - $65.6K
21.1K $503K
LLY
Eli Lilly & CO

Healthcare
671
+ 8.3%
$713.71 - $898.95 $479K - $603K
8.76K $6.82M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
460
+ 8.5%
$60.61 - $87.72 $27.9K - $40.4K
5.87K $498K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
8.39K
+ 74.4%
$12.25 - $15.47 $103K - $130K
19.7K $304K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.97K
+ 345.35%
$45.89 - $47.6 $136K - $141K
3.83K $182K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
425
+ 31.84%
$171.4 - $227.1 $72.8K - $96.5K
1.76K $399K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
930
+ 34.79%
$94.74 - $118.43 $88.1K - $110K
3.6K $426K
TGT
Target Corp

Consumer Defensive
1.91K
+ 22.48%
$88.76 - $105.77 $169K - $201K
10.4K $1.02M
SYK
Stryker Corp

Healthcare
161
+ 5.04%
$337.37 - $395.63 $54.3K - $63.7K
3.35K $1.33M
IWF
Ishares Russell 1000 Gr ETF

ETFs
13
+ 0.62%
$320.42 - $424.58 $4.17K - $5.52K
2.11K $894K
AXP
American Express CO

Financial Services
261
+ 25.05%
$231.39 - $318.98 $60.4K - $83.3K
1.3K $415K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
6.1K
+ 183.07%
$22.18 - $23.36 $135K - $142K
9.43K $211K
FTSL
First Trust Senior Ln Fund

ETFs
2.82K
+ 14.17%
$44.58 - $46.07 $126K - $130K
22.7K $1.04M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.07K
+ 4.12%
$90.85 - $102.31 $188K - $211K
52.2K $5.26M
DFIV
Dimensional ETF Tr

ETFs
1.9K
+ 12.59%
$34.67 - $43.21 $65.9K - $82.1K
17K $727K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
12.5K
+ 106.37%
$10.29 - $11.24 $128K - $140K
24.2K $264K
MU
Micron Technology Inc

Technology
150
+ 4.78%
$64.72 - $127.91 $9.71K - $19.2K
3.29K $405K
IEMG
Ishares Inc

ETFs
2.42K
+ 6.27%
N/A
41.1K $2.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.37K
+ 19628.57%
$89.87 - $92.93 $123K - $128K
1.38K $127K
C
Citigroup Inc

Financial Services
475
+ 7.8%
$58.13 - $85.12 $27.6K - $40.4K
6.57K $558K
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.67K
+ 33.74%
$26.18 - $26.93 $122K - $126K
18.5K $494K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.66K
+ 17.4%
$39.89 - $49.46 $66.1K - $82K
11.2K $553K
LMT
Lockheed Martin Corp

Industrials
25
+ 0.38%
$430.82 - $486.45 $10.8K - $12.2K
6.69K $3.1M
PAVE
Global X Fds Us Infrastructure

ETFs
2.65K
+ 479.17%
$33.78 - $43.68 $89.3K - $116K
3.2K $139K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 4.94%
$4164.15 - $5789.24 $16.7K - $23.2K
85 $492K
AVES
American Centy ETF Tr Avantis

ETFs
165
+ 0.97%
$42.02 - $53.63 $6.93K - $8.85K
17.3K $924K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.34K
+ 16.94%
$52.31 - $63.72 $69.8K - $85.1K
9.22K $587K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
7.2K
+ 347.66%
$13.96 - $16.51 $101K - $119K
9.27K $150K
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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