Capital Investment Advisory Services, LLC Portfolio Holdings
Capital Investment Advisory Services, LLC
- $1.04 Billion
- Q1 2025
Capital Investment Advisory Services, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.04 Billion distributed in 1000 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $64.9M, Apple Inc. with a value of $32.4M, Nvidia Corp with a value of $29.2M, Jp Morgan ETF Tr Ultra Short I with a value of $20.9M, and Amazon Com Inc with a value of $18.8M.
Examining the 13F form we can see an increase of $65.4M in the current position value, from $972M to 1.04B.
Below you can find more details about Capital Investment Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.04 Billion
ETFs: $598 Million
Technology: $114 Million
Financial Services: $67.2 Million
Healthcare: $54.8 Million
Consumer Cyclical: $44.3 Million
Communication Services: $34 Million
Consumer Defensive: $33.4 Million
Industrials: $31.3 Million
Other: $50.1 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,000
- Current Value $1.04 Billion
- Prior Value $972 Million
- Filing
- Period Q1 2025
- Filing Date April 29, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 117 stocks
- Additional Purchases 429 stocks
- Sold out of 0 stocks
- Reduced holdings in 244 stocks