Capital Investment Counsel, LLC Purchases in Q2 2025

Capital Investment Counsel, LLC

  • $645 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EPI
Wisdomtree Tr India Earnings F

ETFs
173K
+ 769.18%
$41.3 - $47.52 $7.14M - $8.22M
195K $9.27B
First Tr Exchange Traded Fd
510K
New
N/A
510K $8.11B
EQH
Equitable Holdings, Inc.

Financial Services
97.4K
New
$43.98 - $56.1 $4.28M - $5.46M
97.4K $5.46B
BSCU
Invesco Exc Self Ind Tr

ETFs
240K
+ 55.78%
$16.31 - $16.78 $3.92M - $4.03M
671K $11.3B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
151K
+ 70.93%
N/A
363K $7.48B
IEFA
Ishares Tr

ETFs
20.2K
+ 50.27%
$67.83 - $84.09 $1.37M - $1.7M
60.5K $5.05B
FTSL
First Trust Senior Ln Fund

ETFs
33.9K
+ 10.51%
$44.58 - $46.07 $1.51M - $1.56M
357K $16.4B
HYDB
Ishares Tr Edge High Yield Def

ETFs
28.9K
+ 9.91%
$44.64 - $47.48 $1.29M - $1.37M
320K $15.2B
DGRO
Ishares Core Dividend Growth E

ETFs
19.1K
+ 17.45%
$55.22 - $63.94 $1.06M - $1.22M
129K $8.24B
VUG
Vanguard Growth ETF

ETFs
2.44K
New
$329.49 - $438.4 $803K - $1.07M
2.44K $1.07B
VTV
Vanguard Value ETF

ETFs
5.19K
New
$153.67 - $176.74 $798K - $917K
5.19K $917M
MS
Morgan Stanley

Financial Services
384
+ 1.08%
$99.83 - $140.86 $38.3K - $54.1K
35.8K $5.05B
XLU
Utilities Sector Spdr

ETFs
10.3K
+ 221.27%
$73.09 - $82.77 $753K - $852K
15K $1.22B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.7K
+ 31.16%
$116.93 - $119.39 $783K - $800K
28.2K $3.36B
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.08K
New
$152.42 - $182.82 $622K - $746K
4.08K $746M
IEF
Ishares Barclays

ETFs
7.77K
New
$93.15 - $96.56 $723K - $750K
7.77K $744M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.64K
New
$320.42 - $424.58 $526K - $698K
1.64K $698M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.19K
+ 255.91%
$468.22 - $566.51 $557K - $674K
1.66K $938M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.83K
New
$273.67 - $366.17 $501K - $670K
1.83K $670M
VGSH
Vanguard

ETFs
7.27K
+ 11.63%
$58.32 - $58.95 $424K - $429K
69.8K $4.1B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17.9K
+ 10.83%
$22.54 - $23.17 $402K - $414K
183K $4.2B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.87K
+ 6.11%
$51.68 - $52.76 $355K - $363K
119K $6.3B
RPG
Invesco Exchange Traded Fd Tr

ETFs
5.69K
New
$33.86 - $45.77 $193K - $261K
5.69K $261M
SPY
Spdr S&P 500 ETF Trust

ETFs
157
+ 5.85%
$496.48 - $617.85 $77.9K - $97K
2.84K $1.75B
VBR
Vanguard Small Cap Value ETF

ETFs
1.3K
New
$162.76 - $195.77 $211K - $254K
1.3K $253M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.73K
New
$108.87 - $133.04 $188K - $230K
1.73K $230M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.47K
+ 12.14%
$51.1 - $53.29 $177K - $185K
32K $1.71B
OWL
Blue Owl Capital Inc.

Financial Services
22.5K
+ 8.26%
$15.9 - $21.16 $358K - $477K
295K $5.67B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
402
+ 0.3%
$43.28 - $50.37 $17.4K - $20.2K
133K $6.66B
ADBE
Adobe Inc.

Technology
115
+ 0.92%
$340.0 - $420.68 $39.1K - $48.4K
12.7K $4.9B
FNDX
Schwab Fundamental U S Large C

ETFs
1.7K
+ 15.46%
$20.84 - $24.54 $35.5K - $41.8K
12.7K $312M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10
+ 0.09%
$22.27 - $29.21 $223 - $292
10.7K $314M
PG
Procter & Gamble CO

Consumer Defensive
118
+ 3.88%
$157.66 - $172.39 $18.6K - $20.3K
3.16K $504M
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.95%
$285.55 - $321.23 $3.43K - $3.85K
1.28K $373M
XLE
Energy Sector Spdr

ETFs
117
+ 0.9%
$76.44 - $94.13 $8.94K - $11K
13.1K $1.11B
LLY
Eli Lilly & CO

Healthcare
13
+ 0.44%
$713.71 - $898.95 $9.28K - $11.7K
2.96K $2.31B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
234
+ 2.98%
$483.48 - $539.8 $113K - $126K
8.1K $3.93B
PEP
Pepsico Inc

Consumer Defensive
1.17K
+ 3.29%
$128.02 - $151.37 $149K - $176K
36.6K $4.83B
SNY
Sanofi

Healthcare
105
+ 0.15%
$47.62 - $55.44 $5K - $5.82K
68.2K $3.29B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
65.4K
+ 1355.74%
$87.84 - $1441.89 $5.75M - $94.3M
70.3K $6.33B
CVX
Chevron Corp

Energy
522
+ 0.68%
$133.73 - $168.51 $69.8K - $88K
77.3K $11.1B
Activity Summary
Buys All Purchases 42 New Holdings 12 Increased Positions 30 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 1 Puts 0
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