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
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
2.01K
+ 7.36%
$20.01 - $20.15 $40.2K - $40.5K
29.3K $589K
ISRG
Intuitive Surgical Inc

Healthcare
18
+ 2.87%
$451.58 - $565.94 $8.13K - $10.2K
645 $350K
EFA
Ishares Tr Msci Eafe ETF

ETFs
235
+ 9.64%
$72.96 - $90.39 $17.1K - $21.2K
2.67K $238K
TWI
Titan International Inc

Industrials
150
+ 0.76%
$6.27 - $10.43 $940 - $1.56K
20K $204K
KRE
Spdr S&P Regional Banking ETF

ETFs
550
+ 27.5%
$48.81 - $59.48 $26.8K - $32.7K
2.55K $151K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
479
+ 4.1%
$22.92 - $28.05 $11K - $13.4K
12.2K $341K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
470
+ 8.85%
$31.44 - $36.79 $14.8K - $17.3K
5.78K $212K
NWBI
Northwest Bancshares, Inc.

Financial Services
906
+ 2.99%
$10.9 - $12.84 $9.88K - $11.6K
31.2K $398K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
553
+ 10.0%
$32.0 - $39.87 $17.7K - $22K
6.08K $242K
YJUN
First Tr Exchange Traded Fd Vi
1.28K
+ 65.47%
$21.32 - $24.75 $27.3K - $31.7K
3.24K $79K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
1.38K
+ 4044.12%
$22.08 - $24.18 $30.4K - $33.2K
1.41K $34K
HD
Home Depot, Inc.

Consumer Cyclical
84
+ 0.72%
$335.24 - $380.78 $28.2K - $32K
11.7K $4.29M
PAYC
Paycom Software, Inc.

Technology
88
+ 9.29%
$193.07 - $265.71 $17K - $23.4K
1.04K $239K
MSCI
Msci Inc.

Financial Services
10
+ 0.43%
$506.56 - $576.74 $5.07K - $5.77K
2.32K $1.34M
NVS
Novartis Ag

Healthcare
1
+ 0.03%
$101.96 - $121.01 $102 - $121
3.25K $393K
HCA
Hca Healthcare, Inc.

Healthcare
25
+ 4.32%
$317.61 - $387.52 $7.94K - $9.69K
604 $231K
TCHP
T Rowe Price Exchange Traded F

Technology
563
+ 77.66%
$34.07 - $45.35 $19.2K - $25.5K
1.29K $58K
BWX
Spdr Bloomberg International T

ETFs
1.28K
+ 461.73%
$21.87 - $23.49 $28K - $30K
1.56K $36K
JNK
Spdr Bloomberg High Yield Bond

ETFs
295
+ 45.25%
$91.23 - $97.27 $26.9K - $28.7K
947 $92K
FTCS
First Trust Capital Strength E

ETFs
40
+ 0.19%
$81.6 - $92.39 $3.26K - $3.7K
21.4K $1.94M
BND
Vanguard Bd Index Fd Inc Total

ETFs
396
+ 14.47%
$72.02 - $73.82 $28.5K - $29.2K
3.13K $230K
KBE
Spdr S&P Bank ETF

ETFs
500
+ 108.7%
$45.85 - $55.78 $22.9K - $27.9K
960 $53K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
231
+ 0.75%
$85.42 - $94.39 $19.7K - $21.8K
31.1K $2.92M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
368
+ 97.61%
$59.24 - $71.39 $21.8K - $26.3K
745 $53K
CRM
Salesforce, Inc.

Technology
63
+ 2.59%
$236.26 - $291.15 $14.9K - $18.3K
2.5K $680K
IYM
Ishares Tr

ETFs
200
+ 476.19%
$116.16 - $140.01 $23.2K - $28K
242 $33K
SPTS
Spdr Portfolio Short Term Trea

ETFs
916
+ 287.15%
$29.07 - $29.38 $26.6K - $26.9K
1.24K $36K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
600
+ 26.09%
$27.24 - $33.15 $16.3K - $19.9K
2.9K $95K
OHI
Omega Healthcare Investors Inc

Real Estate
1.72K
+ 6.69%
$35.55 - $39.05 $61.1K - $67.2K
27.4K $1.01M
PMAR
Innovator U.S. Equity Power Bu

ETFs
605
+ 1210.0%
$37.18 - $42.23 $22.5K - $25.5K
655 $27K
FDVV
Fidelity High Dividend ETF

ETFs
478
+ 331.94%
$43.6 - $52.02 $20.8K - $24.9K
622 $32K
OEF
Ishares S&P 100 ETF

ETFs
93
+ 13.52%
N/A
781 $207K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
10
+ 3.15%
$179.95 - $278.88 $1.8K - $2.79K
327 $91K
MAIN
Main Street Capital Corp

Financial Services
100
+ 1.45%
$49.15 - $59.32 $4.92K - $5.93K
7K $413K
EEM
Ishares Msci Emerging Markets

ETFs
355
+ 28.68%
$38.52 - $48.28 $13.7K - $17.1K
1.59K $76K
IWS
Ishares Russell Midcap Value E

ETFs
132
+ 25.05%
$110.58 - $132.14 $14.6K - $17.4K
659 $87K
FAST
Fastenal CO

Industrials
3.32K
+ 100.0%
$40.65 - $83.16 $135K - $276K
6.64K $278K
MC
Moelis & CO

Financial Services
5
+ 0.1%
$48.86 - $62.99 $244 - $315
5.21K $324K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
157
+ 9.84%
$54.98 - $67.95 $8.63K - $10.7K
1.75K $118K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
1.66K
+ 15.75%
$15.44 - $16.72 $25.6K - $27.7K
12.2K $195K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
357
+ 6.45%
$49.57 - $50.27 $17.7K - $17.9K
5.9K $296K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
193
+ 17.94%
$89.58 - $95.01 $17.3K - $18.3K
1.27K $120K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
280
+ 6.3%
$35.35 - $42.68 $9.9K - $12K
4.72K $201K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
168
+ 316.98%
$82.32 - $112.47 $13.8K - $18.9K
221 $24K
AIQ
Global X Funds Global X Artifi

ETFs
250
+ 28.38%
$31.5 - $43.69 $7.88K - $10.9K
1.13K $49K
MOTI
Vaneck Morningstar Internation

ETFs
454
+ 118.54%
$30.01 - $34.75 $13.6K - $15.8K
837 $29K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
100
+ 11.0%
$57.14 - $72.68 $5.71K - $7.27K
1.01K $73K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
486
+ 132.43%
$31.07 - $32.25 $15.1K - $15.7K
853 $27K
MET
Metlife Inc

Financial Services
169
+ 0.79%
$68.42 - $82.49 $11.6K - $13.9K
21.6K $1.73M
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
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