Capital Investment Advisory Services, LLC Reduced Holdings in Q2 2025

Capital Investment Advisory Services, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
-137K
- 84.0%
$54.19 - $67.22 $7.45M - $9.24M
26.2K $1.76M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-70.6K
- 9.98%
$91.43 - $91.74 $6.45M - $6.47M
637K $58.4M
SPMD
Spdr Portfolio

ETFs
-93.1K
- 66.65%
$44.89 - $54.38 $4.18M - $5.06M
46.6K $2.53M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-23.7K
- 30.35%
$152.42 - $182.82 $3.61M - $4.33M
54.3K $9.93M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-33.8K
- 99.93%
$67.28 - $97.53 $2.27M - $3.29M
22 $2K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
-44.1K
- 73.74%
$32.67 - $39.83 $1.44M - $1.76M
15.7K $625K
ABBV
Abb Vie Inc.

Healthcare
-777
- 1.57%
$170.16 - $206.27 $132K - $160K
48.9K $9.07M
GLD
Spdr Gold Trust

ETFs
-4.15K
- 13.11%
$273.71 - $316.29 $1.14M - $1.31M
27.5K $8.38M
RDVY
First Trust Rising Dividend Ac

ETFs
-13.4K
- 34.68%
$51.6 - $62.74 $693K - $842K
25.3K $1.59M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.77K
- 53.69%
$96.84 - $99.46 $559K - $574K
4.98K $493K
XLV
Select Sector Spdr Fund Health

ETFs
-1.88K
- 7.86%
$128.77 - $144.3 $242K - $271K
22K $2.97M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-113
- 0.05%
$68.13 - $74.77 $7.7K - $8.45K
222K $16.2M
MDIV
First Trust Multi Asset Divers

ETFs
-17.7K
- 8.08%
$14.96 - $16.41 $264K - $290K
201K $3.18M
INTF
Ishares Tr

ETFs
-12.4K
- 60.28%
$27.6 - $34.51 $342K - $427K
8.16K $279K
DUK
Duke Energy Corp

Utilities
-267
- 0.34%
$112.46 - $124.05 $30K - $33.1K
79.1K $9.34M
VT
Vanguard Total World Stk Index

ETFs
-2.78K
- 74.28%
$103.16 - $128.52 $287K - $357K
962 $123K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.76K
- 4.09%
$24.32 - $27.87 $116K - $133K
112K $2.96M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-4.4K
- 1.71%
$59.8 - $60.07 $263K - $265K
253K $15.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-198
- 4.98%
$421.16 - $509.5 $83.4K - $101K
3.78K $1.68M
FVD
First Tr Value Line Divid Inde

ETFs
-5.43K
- 14.89%
$40.62 - $45.12 $221K - $245K
31.1K $1.39M
COP
Conocophillips

Energy
-689
- 5.98%
$82.66 - $106.1 $57K - $73.1K
10.8K $971K
IEF
Ishares Barclays

ETFs
-2.26K
- 12.6%
$93.15 - $96.56 $210K - $218K
15.6K $1.5M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-153
- 0.21%
$44.37 - $50.04 $6.79K - $7.66K
73.6K $3.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
-3.24K
- 76.17%
$58.63 - $59.9 $190K - $194K
1.02K $60K
MEAR
Blackrock Short Maturity Munic

ETFs
-3.71K
- 37.08%
$49.74 - $50.27 $185K - $187K
6.3K $316K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-7.78K
- 17.99%
$29.64 - $34.54 $231K - $269K
35.5K $1.22M
MCD
Mcdonalds Corp

Consumer Cyclical
-25
- 0.32%
$285.55 - $321.23 $7.14K - $8.03K
7.7K $2.25M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.19K
- 17.2%
$50.1 - $51.02 $160K - $163K
15.3K $782K
UNP
Union Pacific Corp

Industrials
-576
- 13.5%
$208.27 - $238.46 $120K - $137K
3.69K $849K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.67K
- 51.5%
$83.97 - $92.85 $140K - $155K
1.57K $138K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.44K
- 28.73%
$100.04 - $100.54 $144K - $145K
3.57K $358K
XLE
Energy Sector Spdr

ETFs
-269
- 2.43%
$76.44 - $94.13 $20.6K - $25.3K
10.8K $915K
VIG
Vanguard Dividend Appreciation

ETFs
-635
- 5.23%
N/A
11.5K $2.1M
AZO
Autozone Inc

Consumer Cyclical
-16
- 3.63%
$3478.38 - $3880.15 $55.7K - $62.1K
425 $1.58M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-2.55K
- 43.0%
$41.3 - $47.0 $105K - $120K
3.39K $159K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-25
- 2.57%
$390.26 - $489.06 $9.76K - $12.2K
949 $384K
CLX
Clorox CO

Consumer Defensive
-35
- 1.08%
$118.01 - $148.69 $4.13K - $5.2K
3.2K $384K
VEA
Vanguard Ftse Developed Market

ETFs
-3.6K
- 18.98%
$45.65 - $57.01 $165K - $205K
15.4K $876K
MUB
Ishares National Muni Bond ETF

ETFs
-800
- 29.14%
$102.31 - $105.8 $81.8K - $84.6K
1.95K $203K
TFLO
Ishares Treasury Floating Rate

ETFs
-1.65K
- 37.68%
$50.47 - $50.66 $83.1K - $83.4K
2.72K $137K
HYG
Ishares Tr

ETFs
-1.11K
- 34.52%
$75.75 - $80.65 $84.3K - $89.8K
2.11K $170K
KO
Coca Cola CO

Consumer Defensive
-684
- 1.74%
$68.37 - $73.9 $46.8K - $50.5K
38.6K $2.73M
FDL
First Tr Morningstar Dividend

ETFs
-1.22K
- 6.19%
$38.19 - $43.19 $46.5K - $52.6K
18.5K $772K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-877
- 3.73%
$116.93 - $119.39 $103K - $105K
22.6K $2.69M
DNP
Dnp Select Income Fund Inc

Financial Services
-7.79K
- 16.11%
$8.89 - $9.88 $69.2K - $76.9K
40.5K $396K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.51K
- 83.48%
$22.68 - $23.28 $79.6K - $81.7K
694 $16K
OXY
Occidental Petroleum Corp

Energy
-897
- 15.73%
$36.11 - $49.33 $32.4K - $44.2K
4.81K $201K
D
Dominion Energy, Inc

Utilities
-1.89K
- 3.12%
$49.66 - $58.0 $93.9K - $110K
58.6K $3.31M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-38
- 1.04%
$99.37 - $134.05 $3.78K - $5.09K
3.61K $409K
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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