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
DRIV
Global X Fds Global X Autonomo

ETFs
1
+ 0.28%
$21.14 - $24.23 $21.1 - $24.2
354 $7K
LHX
L3 Harris Technologies, Inc.

Industrials
3
+ 0.23%
$194.65 - $222.86 $584 - $669
1.29K $268K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
168
+ 7.55%
$80.73 - $94.96 $13.6K - $16K
2.39K $198K
GS
Goldman Sachs Group Inc

Financial Services
74
+ 4.57%
$524.81 - $672.19 $38.8K - $49.7K
1.69K $924K
PSCD
Invesco S&P Smallcap Consumer

ETFs
1
+ 0.65%
$89.99 - $116.16 $90 - $116
156 $14K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.06%
$63.77 - $68.75 $63.8 - $68.8
1.75K $112K
IP
International Paper CO

Consumer Cyclical
9
+ 0.11%
$49.38 - $60.09 $444 - $541
8.53K $455K
VGT
Vanguard Information Technolog

ETFs
163
+ 14.04%
$542.38 - $646.34 $88.4K - $105K
1.32K $718K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.12%
$45.72 - $51.73 $45.7 - $51.7
820 $37K
PFF
Ishares Trust Ishares Pfd And

ETFs
2
+ 0.06%
$30.73 - $32.26 $61.5 - $64.5
3.29K $100K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
223
+ 2.02%
$14.21 - $15.67 $3.17K - $3.49K
11.3K $160K
GIS
General Mills Inc

Consumer Defensive
403
+ 5.44%
$57.56 - $65.3 $23.2K - $26.3K
7.81K $467K
GDRX
Good Rx Holdings, Inc.

Healthcare
300
+ 1.02%
$4.15 - $5.13 $1.25K - $1.54K
29.7K $130K
UWM
Proshares Ultra Russell 2000

ETFs
700
+ 19.44%
$33.01 - $45.08 $23.1K - $31.6K
4.3K $143K
MAIN
Main Street Capital Corp

Financial Services
94
+ 1.38%
$54.71 - $63.1 $5.14K - $5.93K
6.9K $390K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3
+ 0.25%
$113.22 - $126.36 $340 - $379
1.2K $137K
WMT
Walmart Inc.

Consumer Defensive
1.39K
+ 2.74%
$84.5 - $105.05 $118K - $146K
52.3K $4.59M
IYC
Ishares U.S. Consumer Discreti

ETFs
2
+ 0.16%
$85.71 - $101.2 $171 - $202
1.26K $111K
VONG
Vanguard Russell 1000 Growth E

ETFs
216
+ 7.8%
$92.71 - $107.38 $20K - $23.2K
2.98K $276K
BA
Boeing CO

Industrials
92
+ 2.32%
$148.15 - $186.25 $13.6K - $17.1K
4.06K $692K
ET
Energy Transfer LP

Energy
167
+ 1.23%
$17.26 - $21.08 $2.88K - $3.52K
13.8K $255K
VONE
Vanguard Russell 1000 ETF

ETFs
1
+ 0.1%
$250.16 - $278.79 $250 - $279
1.03K $260K
CLF
Cleveland Cliffs Inc.

Basic Materials
1.6K
+ 7.1%
$8.22 - $12.02 $13.2K - $19.2K
24.1K $198K
LDOS
Leidos Holdings, Inc.

Technology
19
+ 1.06%
$126.82 - $161.11 $2.41K - $3.06K
1.82K $245K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
113
+ 0.98%
$25.58 - $29.24 $2.89K - $3.3K
11.7K $306K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
430
+ 7.52%
$73.27 - $96.21 $31.5K - $41.4K
6.15K $450K
SPMD
Spdr Portfolio

ETFs
8.68K
+ 6.63%
$50.21 - $57.73 $436K - $501K
140K $7.15M
CMI
Cummins Inc

Industrials
33
+ 4.11%
$312.92 - $386.07 $10.3K - $12.7K
836 $262K
FNDA
Schwab Fundamental U S Small C

ETFs
670
+ 3.85%
$26.87 - $30.99 $18K - $20.8K
18.1K $495K
CSX
Csx Corp

Industrials
827
+ 5.01%
$29.11 - $33.67 $24.1K - $27.8K
17.3K $509K
PKG
Packaging Corp Of America

Consumer Cyclical
29
+ 2.73%
$192.03 - $242.13 $5.57K - $7.02K
1.09K $216K
DIS
Walt Disney CO

Communication Services
1.3K
+ 10.77%
$96.87 - $114.0 $125K - $148K
13.3K $1.31M
NWBI
Northwest Bancshares, Inc.

Financial Services
101
+ 0.33%
$11.78 - $13.39 $1.19K - $1.35K
30.3K $363K
MSCI
Msci Inc.

Financial Services
69
+ 3.08%
$541.46 - $628.34 $37.4K - $43.4K
2.31K $1.31M
BWXT
Bwx Technologies, Inc.

Industrials
50
+ 1.46%
$96.59 - $128.46 $4.83K - $6.42K
3.47K $341K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
252
+ 0.43%
$78.0 - $84.37 $19.7K - $21.3K
59K $4.71M
HP
Helmerich & Payne, Inc.

Energy
152
+ 1.82%
$24.69 - $36.7 $3.75K - $5.58K
8.5K $221K
CAT
Caterpillar Inc

Industrials
360
+ 7.17%
$326.75 - $407.63 $118K - $147K
5.38K $1.78M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
438
+ 11.56%
$165.25 - $224.62 $72.4K - $98.4K
4.23K $701K
PANW
Palo Alto Networks Inc

Technology
22
+ 0.46%
$167.82 - $208.28 $3.69K - $4.58K
4.8K $819K
ALB
Albemarle Corp

Basic Materials
58
+ 1.41%
$69.95 - $97.49 $4.06K - $5.65K
4.17K $300K
ETN
Eaton Corp PLC

Industrials
811
+ 17.45%
$271.83 - $371.23 $220K - $301K
5.46K $1.48M
FDX
Fedex Corp

Industrials
47
+ 2.42%
$230.33 - $281.53 $10.8K - $13.2K
1.99K $484K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
84
+ 1.89%
$507.05 - $563.67 $42.6K - $47.3K
4.53K $2.33M
META
Meta Platforms, Inc.

Communication Services
179
+ 1.37%
$576.36 - $736.67 $103K - $132K
13.3K $7.64M
IVV
Ishares Core S&P 500 ETF

ETFs
868
+ 4.12%
$554.06 - $615.85 $481K - $535K
21.9K $12.3M
CRM
Salesforce, Inc.

Technology
231
+ 10.49%
$268.36 - $359.95 $62K - $83.1K
2.43K $652K
ADBE
Adobe Inc.

Technology
95
+ 4.74%
$377.84 - $464.11 $35.9K - $44.1K
2.1K $805K
IRM
Iron Mountain Inc

Real Estate
800
+ 9.66%
$82.79 - $111.31 $66.2K - $89K
9.08K $781K
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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