Capital Investment Counsel, LLC Incresed Positions in Q1 2025

Capital Investment Counsel, LLC

  • $604 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSCU
Invesco Exc Self Ind Tr

ETFs
304K
+ 239.81%
$16.2 - $16.64 $4.93M - $5.06M
431K $7.15B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
161K
+ 313.74%
N/A
212K $4.33B
SPGI
S&P Global Inc.

Financial Services
5.19K
+ 49.11%
$478.26 - $543.77 $2.48M - $2.82M
15.8K $8.01B
FTSL
First Trust Senior Ln Fund

ETFs
48.5K
+ 17.67%
$45.65 - $46.48 $2.21M - $2.25M
323K $14.7B
HYDB
Ishares Tr Edge High Yield Def

ETFs
41.4K
+ 16.58%
$46.82 - $47.8 $1.94M - $1.98M
291K $13.7B
CVX
Chevron Corp

Energy
1.26K
+ 1.67%
$146.71 - $167.97 $185K - $212K
76.8K $12.8B
ING
Ing Groep Nv

Financial Services
5.78K
+ 1.96%
$15.51 - $20.74 $89.6K - $120K
301K $5.9B
ROP
Roper Technologies Inc

Industrials
222
+ 1.75%
$502.71 - $593.81 $112K - $132K
12.9K $7.62B
XOM
Exxon Mobil Corp

Energy
1.44K
+ 2.29%
$105.44 - $118.93 $152K - $171K
64.2K $7.64B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
35.3K
+ 3.31%
$18.18 - $18.58 $641K - $655K
1.1M $20.4B
BSCV
Invesco ETF Self Indexed Fd Tr
31.4K
+ 2.58%
$15.87 - $16.38 $499K - $515K
1.25M $20.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
215
+ 2.81%
$442.66 - $534.52 $95.2K - $115K
7.86K $4.19B
MA
Mastercard Inc

Financial Services
426
+ 2.94%
$504.67 - $576.31 $215K - $246K
14.9K $8.18B
SNY
Sanofi

Healthcare
141
+ 0.21%
$48.15 - $59.42 $6.79K - $8.38K
68.1K $3.78B
XLF
Financial Sector Spdr

ETFs
8.22K
+ 22.35%
$47.32 - $52.19 $389K - $429K
45K $2.24B
UNH
Unitedhealth Group Inc

Healthcare
277
+ 1.91%
$461.52 - $548.18 $128K - $152K
14.8K $7.73B
LLY
Eli Lilly & CO

Healthcare
16
+ 0.55%
$725.72 - $929.72 $11.6K - $14.9K
2.95K $2.43B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
931
+ 4.53%
$114.57 - $118.14 $107K - $110K
21.5K $2.54B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.18K
+ 1.79%
$27.01 - $28.54 $58.8K - $62.2K
124K $3.45B
META
Meta Platforms, Inc.

Communication Services
196
+ 35.06%
$576.36 - $736.67 $113K - $144K
755 $435M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.11K
+ 4.03%
$50.82 - $52.7 $56.3K - $58.4K
28.6K $1.5B
XLC
Select Sector Spdr Tr Communic

ETFs
694
+ 3.66%
$94.84 - $105.31 $65.8K - $73.1K
19.7K $1.9B
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.19K
+ 30.52%
$23.16 - $27.04 $73.8K - $86.1K
13.6K $319M
XLI
Industrial Sector Spdr

ETFs
420
+ 4.68%
$128.78 - $141.67 $54.1K - $59.5K
9.4K $1.23B
VGSH
Vanguard

ETFs
158
+ 0.25%
$58.07 - $58.69 $9.18K - $9.27K
62.5K $3.67B
XLU
Utilities Sector Spdr

ETFs
246
+ 5.58%
$74.7 - $80.27 $18.4K - $19.7K
4.65K $367M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.2K
+ 0.73%
$22.25 - $23.0 $26.6K - $27.5K
165K $3.79B
INTU
Intuit Inc

Technology
44
+ 9.17%
$555.63 - $630.23 $24.4K - $27.7K
524 $322M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.23%
$158.56 - $176.26 $1.11K - $1.23K
3.05K $519M
BAC
Bank Of America Corp

Financial Services
353
+ 5.14%
$39.61 - $47.74 $14K - $16.9K
7.23K $302M
EPI
Wisdomtree Tr India Earnings F

ETFs
759
+ 3.49%
$40.08 - $45.85 $30.4K - $34.8K
22.5K $983M
ADBE
Adobe Inc.

Technology
1.45K
+ 13.04%
$377.84 - $464.11 $547K - $672K
12.6K $4.82B
XLY
Select Sector Spdr Consumer Di

ETFs
226
+ 3.4%
$192.6 - $233.2 $43.5K - $52.7K
6.88K $1.36B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.06K
+ 0.8%
$48.02 - $53.02 $50.7K - $56K
132K $6.56B
TXN
Texas Instruments Inc

Technology
331
+ 1.11%
N/A
30.1K $5.4B
GOOG
Alphabet Inc.

Communication Services
293
+ 4.15%
$156.06 - $207.71 $45.7K - $60.9K
7.36K $1.15B
VTI
Vanguard Total Stock Market Et

ETFs
387
+ 1.71%
$271.18 - $303.12 $105K - $117K
23.1K $6.34B
OEF
Ishares S&P 100 ETF

ETFs
113
+ 0.76%
N/A
15K $4.06B
MS
Morgan Stanley

Financial Services
619
+ 1.78%
$111.68 - $141.08 $69.1K - $87.3K
35.5K $4.14B
XLK
Technology Sector Spdr

ETFs
856
+ 4.43%
$206.38 - $242.18 $177K - $207K
20.2K $4.17B
ACN
Accenture PLC

Technology
535
+ 3.01%
$300.91 - $398.25 $161K - $213K
18.3K $5.72B
DHI
Horton D R Inc

Consumer Cyclical
37
+ 0.08%
$125.29 - $147.65 $4.64K - $5.46K
45.3K $5.76B
EMR
Emerson Electric CO

Industrials
261
+ 0.53%
$108.64 - $131.17 $28.4K - $34.2K
49.1K $5.38B
AMZN
Amazon Com Inc

Consumer Cyclical
212
+ 0.51%
$190.26 - $242.06 $40.3K - $51.3K
41.7K $7.93B
Activity Summary
Buys All Purchases 51 New Holdings 6 Increased Positions 45 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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