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Capital Investment Advisors

Latest statistics and disclosures from Capital Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRO, IQLT, SDVY, EMLP, AAPL, and represent 20.15% of Capital Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: ABBV (+$26M), AMH (+$9.2M), MMC (+$8.6M), SGOV (+$7.4M), LMT (+$6.1M), HON, V, QQQ, SPY, IEMG.
Started 54 new stock positions in WEC, QS, TER, ARKW, UNM, QTUM, Verb Technology, FSEC, AZN, LEU.
Reduced shares in these 10 stocks: CCI (-$8.9M), AXP, UPS, , HDEF, MHI, CMI, SCHD, VLO, IBM.
Sold out of its positions in AB, BKN, IGR, HDEF, DXCM, DOW, EVG, PAVE, HCA, IP.
Capital Investment Advisors was a net buyer of stock by $79M.
Capital Investment Advisors has $6.1B in assets under management (AUM), dropping by 9.22%.
Central Index Key (CIK): 0001582732

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Portfolio Holdings for Capital Investment Advisors

Capital Investment Advisors holds 730 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Capital Investment Advisors has 730 total positions. Only the first 250 positions are shown.

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Download the Capital Investment Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Div Grwth (DGRO)	9.1	$553M		8.1M	68.08	View chart
Ishares Tr Msci Intl Qualty (IQLT)	4.0	$245M		5.6M	44.19	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	2.6	$159M		4.2M	38.02	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	2.5	$152M		4.0M	38.29	View chart
Apple (AAPL)	2.0	$120M		470k	254.63	View chart
Select Sector Spdr Tr Financial (XLF)	1.8	$112M		2.1M	53.87	View chart
Microsoft Corporation (MSFT)	1.8	$109M		211k	517.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$104M		429k	243.10	View chart
Home Depot (HD)	1.7	$103M		254k	405.19	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.6	$99M		3.3M	29.73	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.6	$96M		686k	139.17	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.4	$87M		3.4M	25.52	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.3	$82M		3.5M	23.47	View chart
Johnson & Johnson (JNJ)	1.3	$82M		440k	185.42	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	1.3	$82M		3.7M	22.15	View chart
NVIDIA Corporation (NVDA)	1.3	$78M		416k	186.58	View chart
Select Sector Spdr Tr Technology (XLK)	1.3	$77M		272k	281.86	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.3	$76M		3.0M	25.62	View chart
Vaneck Etf Trust Clo Etf (CLOI)	1.2	$76M		1.4M	53.10	View chart
JPMorgan Chase & Co. (JPM)	1.2	$73M		231k	315.43	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	1.2	$72M		3.4M	21.22	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	1.2	$72M		2.7M	26.23	View chart
Spdr Series Trust S&p Divid Etf (SDY)	1.2	$72M		510k	140.05	View chart
Abbvie (ABBV)	1.2	$71M	+59%	306k	231.54	View chart
Select Sector Spdr Tr Communication (XLC)	1.1	$70M		588k	118.37	View chart
Amazon (AMZN)	1.0	$61M		276k	219.57	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.0	$60M		1.4M	42.13	View chart
Lockheed Martin Corporation (LMT)	1.0	$60M	+11%	120k	499.21	View chart
Southern Company (SO)	1.0	$59M		626k	94.77	View chart
Qualcomm (QCOM)	0.9	$57M		344k	166.36	View chart
Cisco Systems (CSCO)	0.9	$56M		822k	68.42	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.9	$56M		2.4M	23.36	View chart
Chevron Corporation (CVX)	0.9	$55M		351k	155.29	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.9	$55M		2.4M	22.95	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.9	$53M		2.0M	26.47	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.9	$53M		525k	100.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$52M	+3%	78k	669.30	View chart
Cummins (CMI)	0.8	$51M	-2%	122k	422.37	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.8	$51M		53k	968.09	View chart
Newmont Mining Corporation (NEM)	0.8	$50M		596k	84.31	View chart
American Express Company (AXP)	0.8	$50M	-6%	150k	332.16	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$45M		491k	91.42	View chart
Altria (MO)	0.7	$43M		646k	66.06	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	0.6	$36M		1.4M	26.04	View chart
Coca-Cola Company (KO)	0.6	$35M		534k	66.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$35M		621k	57.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$35M	+7%	53k	666.18	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.6	$35M		1.4M	24.34	View chart
Honeywell International (HON)	0.6	$35M	+16%	165k	210.50	View chart
Goldman Sachs (GS)	0.6	$34M		43k	796.35	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.6	$34M		757k	45.11	View chart
Marsh & McLennan Companies (MMC)	0.6	$34M	+34%	167k	201.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$33M		509k	65.26	View chart
Procter & Gamble Company (PG)	0.5	$32M		208k	153.65	View chart
Verizon Communications (VZ)	0.5	$31M		716k	43.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$31M		61k	502.74	View chart
Merck & Co (MRK)	0.5	$31M		364k	83.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$30M		248k	118.83	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.5	$28M		435k	65.01	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.5	$28M		413k	66.64	View chart
At&t (T)	0.4	$26M		934k	28.24	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf Call Option (KNG)	0.4	$26M		530k	49.31	View chart
Bank of America Corporation (BAC)	0.4	$26M		495k	51.59	View chart
Exxon Mobil Corporation (XOM)	0.4	$25M		217k	112.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$22M	+8%	37k	612.37	View chart
Oneok (OKE)	0.4	$22M		303k	72.97	View chart
Visa Com Cl A (V)	0.4	$22M	+14%	65k	341.38	View chart
Meta Platforms Cl A (META)	0.4	$22M	+4%	30k	734.39	View chart
Raytheon Technologies Corp (RTX)	0.4	$22M	-2%	128k	167.33	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$22M		110k	195.86	View chart
Eli Lilly & Co. (LLY)	0.3	$21M		28k	763.01	View chart
Citigroup Com New (C)	0.3	$21M		205k	101.50	View chart
Broadcom (AVGO)	0.3	$21M		63k	329.91	View chart
Oracle Corporation (ORCL)	0.3	$20M		70k	281.24	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$20M	+6%	80k	244.09	View chart
Enterprise Products Partners (EPD)	0.3	$19M		603k	31.27	View chart
Caterpillar (CAT)	0.3	$18M		38k	477.15	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$18M		718k	25.19	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$18M		208k	84.68	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$17M	+73%	173k	100.70	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.3	$17M		768k	22.52	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$17M		121k	142.10	View chart
International Business Machines (IBM)	0.3	$17M	-4%	61k	282.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$16M	+18%	27k	600.37	View chart
Kinder Morgan (KMI)	0.3	$16M		569k	28.31	View chart
Williams Companies (WMB)	0.3	$16M		250k	63.35	View chart
Wal-Mart Stores (WMT)	0.2	$15M	+2%	146k	103.06	View chart
Tesla Motors (TSLA)	0.2	$15M		33k	444.73	View chart
Costco Wholesale Corporation (COST)	0.2	$15M	+6%	16k	925.62	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$14M		89k	154.23	View chart
Voya Global Eq Div & Pr Opp (IGD)	0.2	$14M		2.3M	5.93	View chart
Vici Pptys (VICI)	0.2	$13M		397k	32.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$13M	+2%	68k	189.70	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.2	$12M		3.1M	3.84	View chart
Digital Realty Trust (DLR)	0.2	$12M	+5%	69k	172.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$12M		55k	215.79	View chart
Gilead Sciences (GILD)	0.2	$12M		106k	111.00	View chart
Cousins Pptys Com New (CUZ)	0.2	$12M		407k	28.94	View chart
United Parcel Service CL B (UPS)	0.2	$12M	-10%	140k	83.53	View chart
Pfizer (PFE)	0.2	$12M		459k	25.48	View chart
Philip Morris International (PM)	0.2	$12M		72k	162.20	View chart
Realty Income (O)	0.2	$12M	+7%	190k	60.79	View chart
Healthcare Rlty Tr Cl A Com (HR)	0.2	$11M		633k	18.03	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$11M		48k	239.64	View chart
Public Storage (PSA)	0.2	$11M	+7%	37k	288.85	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$11M		434k	24.30	View chart
3M Company (MMM)	0.2	$10M		66k	155.18	View chart
Cardinal Health (CAH)	0.2	$10M	-2%	64k	156.96	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.2	$10M		910k	11.05	View chart
McDonald's Corporation (MCD)	0.2	$10M		33k	303.89	View chart
Applied Materials (AMAT)	0.2	$9.8M	+9%	48k	204.74	View chart
Bristol Myers Squibb (BMY)	0.2	$9.7M		214k	45.10	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.2	$9.6M	+20%	84k	114.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$9.4M		39k	243.55	View chart
American Homes 4 Rent Cl A (AMH)	0.2	$9.2M	NEW	277k	33.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$8.9M		165k	54.18	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$8.8M		101k	87.21	View chart
Amgen (AMGN)	0.1	$8.8M		31k	282.20	View chart
Mastercard Incorporated Cl A (MA)	0.1	$8.8M	+5%	15k	568.81	View chart
Norfolk Southern (NSC)	0.1	$8.5M		28k	300.41	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.1	$8.2M		812k	10.15	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.1	$8.2M		377k	21.62	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$8.1M	-3%	90k	89.34	View chart
Duke Energy Corp Com New (DUK)	0.1	$7.7M		62k	123.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$7.0M	+2%	21k	328.18	View chart
Valero Energy Corporation (VLO)	0.1	$6.9M	-11%	41k	170.26	View chart
UnitedHealth (UNH)	0.1	$6.9M	-2%	20k	345.30	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$6.7M	+16%	14k	479.61	View chart
Lam Research Corp Com New (LRCX)	0.1	$6.7M	+6%	50k	133.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$6.6M	+12%	34k	194.50	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$6.5M		83k	78.37	View chart
Pepsi (PEP)	0.1	$6.3M	+9%	45k	140.44	View chart
American Electric Power Company (AEP)	0.1	$6.2M		55k	112.50	View chart
Deere & Company (DE)	0.1	$6.0M	-4%	13k	457.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$5.9M		75k	78.91	View chart
Intel Corporation (INTC)	0.1	$5.8M	-8%	174k	33.55	View chart
Walt Disney Company (DIS)	0.1	$5.8M		51k	114.50	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$5.8M		52k	111.47	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$5.8M		335k	17.16	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$5.5M		61k	89.66	View chart
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX)	0.1	$5.4M		362k	14.89	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$5.4M	+32%	22k	246.60	View chart
CVS Caremark Corporation (CVS)	0.1	$5.2M	-11%	69k	75.39	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$5.1M		199k	25.51	View chart
Snap-on Incorporated (SNA)	0.1	$4.9M	-3%	14k	346.52	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.1	$4.9M		158k	30.86	View chart
Pgim Short Duration High Yie (ISD)	0.1	$4.9M		339k	14.38	View chart
Nextera Energy (NEE)	0.1	$4.8M	+2%	64k	75.49	View chart
Servicenow (NOW)	0.1	$4.8M	+5%	5.2k	920.37	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$4.7M	+41%	35k	135.65	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.7M	+9%	26k	182.42	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$4.6M	-5%	70k	66.01	View chart
EOG Resources (EOG)	0.1	$4.5M	-13%	40k	112.12	View chart
Dominion Resources (D)	0.1	$4.5M	+5%	73k	61.17	View chart
Netflix (NFLX)	0.1	$4.5M		3.7k	1198.80	View chart
Targa Res Corp (TRGP)	0.1	$4.3M	+28%	26k	167.54	View chart
Ge Aerospace Com New (GE)	0.1	$4.3M		14k	300.82	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$4.3M		376k	11.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$4.3M	+2%	12k	355.46	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$4.2M		360k	11.69	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$4.2M		71k	58.72	View chart
Nike CL B (NKE)	0.1	$4.1M	-3%	60k	69.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.1M	+2%	8.8k	468.43	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$4.0M	-6%	38k	103.40	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$3.8M	-3%	109k	34.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.6M	-20%	133k	27.30	View chart
Illinois Tool Works (ITW)	0.1	$3.6M	+2%	14k	260.76	View chart
Boeing Company (BA)	0.1	$3.5M		16k	215.83	View chart
O'reilly Automotive (ORLY)	0.1	$3.5M	+7%	32k	107.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$3.4M	+10%	39k	87.31	View chart
Morgan Stanley Com New (MS)	0.1	$3.3M	-10%	21k	158.96	View chart
Wells Fargo & Company (WFC)	0.1	$3.3M	-7%	39k	83.82	View chart
Direxion Shs Etf Tr Dly Fin Bull New (FAS)	0.1	$3.3M		18k	177.90	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$3.3M		41k	79.67	View chart
Abbott Laboratories (ABT)	0.1	$3.2M	+2%	24k	133.94	View chart
General Dynamics Corporation (GD)	0.1	$3.2M	+9%	9.4k	341.01	View chart
Main Street Capital Corporation (MAIN)	0.1	$3.2M	+3%	50k	63.59	View chart
Prologis (PLD)	0.1	$3.1M		27k	114.52	View chart
Advanced Micro Devices (AMD)	0.1	$3.1M	+14%	19k	161.79	View chart
Kimberly-Clark Corporation (KMB)	0.1	$3.0M	-4%	25k	124.34	View chart
Emerson Electric (EMR)	0.0	$3.0M		23k	131.18	View chart
Welltower Inc Com reit (WELL)	0.0	$3.0M	-2%	17k	178.14	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$3.0M		212k	14.12	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$2.9M	+19%	70k	42.03	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.0	$2.9M	-5%	89k	32.58	View chart
Target Corporation (TGT)	0.0	$2.9M	-4%	32k	89.70	View chart
Lowe's Companies (LOW)	0.0	$2.8M		11k	251.32	View chart
Ares Dynamic Cr Allocation (ARDC)	0.0	$2.8M		201k	14.07	View chart
Dws Municipal Income Cf non-tax cef (KTF)	0.0	$2.8M		308k	9.17	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$2.8M		336k	8.20	View chart
Blackrock Muniyield Insured Fund (MYI)	0.0	$2.7M		246k	11.08	View chart
McKesson Corporation (MCK)	0.0	$2.7M		3.5k	772.62	View chart
Union Pacific Corporation (UNP)	0.0	$2.7M	+6%	12k	236.36	View chart
Cadence Design Systems (CDNS)	0.0	$2.7M	+7%	7.7k	351.26	View chart
Lennar Corp Cl A (LEN)	0.0	$2.7M		21k	126.04	View chart
Automatic Data Processing (ADP)	0.0	$2.6M	+2%	9.0k	293.50	View chart
Republic Services (RSG)	0.0	$2.6M	+9%	11k	229.48	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$2.6M		18k	140.95	View chart
Bny Mellon Strategic Muns (LEO)	0.0	$2.5M		405k	6.25	View chart
Barings Global Short Duration Com cef (BGH)	0.0	$2.5M	-4%	164k	15.46	View chart
Eaton Corp SHS (ETN)	0.0	$2.5M	+2%	6.7k	374.25	View chart
salesforce (CRM)	0.0	$2.5M		11k	237.00	View chart
Enbridge (ENB)	0.0	$2.5M		49k	50.46	View chart
Waste Management (WM)	0.0	$2.5M		11k	220.83	View chart
Freeport-mcmoran CL B (FCX)	0.0	$2.4M	-5%	62k	39.22	View chart
AFLAC Incorporated (AFL)	0.0	$2.4M	-3%	22k	111.70	View chart
L3harris Technologies (LHX)	0.0	$2.4M	+2%	7.8k	305.40	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.0	$2.4M		197k	12.17	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$2.4M		14k	170.85	View chart
Consolidated Edison (ED)	0.0	$2.4M	-3%	24k	100.52	View chart
Iron Mountain (IRM)	0.0	$2.4M		23k	101.94	View chart
Rithm Capital Corp Com New (RITM)	0.0	$2.3M		206k	11.39	View chart
Texas Instruments Incorporated (TXN)	0.0	$2.3M		13k	183.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$2.3M		8.3k	279.30	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$2.3M	+34%	5.0k	463.78	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$2.3M	+546%	35k	65.92	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$2.3M	-19%	47k	49.04	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$2.3M	+14%	3.0k	746.53	View chart
Ge Vernova (GEV)	0.0	$2.3M	+2%	3.7k	614.98	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$2.2M	+5%	178k	12.56	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$2.2M	-5%	27k	79.93	View chart
Domino's Pizza (DPZ)	0.0	$2.2M	+99%	5.0k	431.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$2.2M	-12%	82k	26.34	View chart
BlackRock MuniVest Fund (MVF)	0.0	$2.2M		314k	6.86	View chart
Huntington Ingalls Inds (HII)	0.0	$2.1M	-2%	7.4k	287.92	View chart
Adobe Systems Incorporated (ADBE)	0.0	$2.1M	-3%	5.9k	352.73	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.0	$2.1M	-3%	148k	14.00	View chart
Zoetis Cl A (ZTS)	0.0	$2.1M	+2%	14k	146.32	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.0	$2.0M	+6%	41k	50.12	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$2.0M		248k	8.18	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$2.0M	+5%	35k	57.52	View chart
Crown Castle Intl (CCI)	0.0	$2.0M	-81%	21k	96.49	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$2.0M	+3%	11k	186.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$2.0M	+6%	7.9k	254.27	View chart
Gra (GGG)	0.0	$2.0M		24k	84.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$2.0M		62k	31.91	View chart
Nuveen Core Equity Alpha Fund (JCE)	0.0	$2.0M		125k	15.73	View chart
Genuine Parts Company (GPC)	0.0	$2.0M	-16%	14k	138.60	View chart
Kkr Income Opportunities (KIO)	0.0	$1.9M		153k	12.60	View chart
Palo Alto Networks (PANW)	0.0	$1.9M	+8%	9.4k	203.62	View chart
Eversource Energy (ES)	0.0	$1.9M		27k	71.14	View chart
Pembina Pipeline Corp (PBA)	0.0	$1.9M		47k	40.46	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$1.9M	+58%	7.3k	256.45	View chart
Comcast Corp Cl A (CMCSA)	0.0	$1.9M	-27%	59k	31.42	View chart
John Hancock Investors Trust (JHI)	0.0	$1.8M		132k	13.99	View chart
Truist Financial Corp equities (TFC)	0.0	$1.8M	-8%	40k	45.72	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$1.8M	+3%	17k	106.49	View chart
CSX Corporation (CSX)	0.0	$1.8M	+6%	51k	35.51	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$1.8M		43k	41.58	View chart
Roper Industries (ROP)	0.0	$1.8M	+6%	3.6k	498.69	View chart

Past Filings by Capital Investment Advisors

SEC 13F filings are viewable for Capital Investment Advisors going back to 2013

Capital Investment Advisors 2025 Q3 filed Oct. 23, 2025
Capital Investment Advisors 2025 Q2 amended filed July 17, 2025
Capital Investment Advisors 2025 Q2 filed July 15, 2025
Capital Investment Advisors 2025 Q1 filed April 14, 2025
Capital Investment Advisors 2024 Q4 filed Jan. 13, 2025
Capital Investment Advisors 2024 Q3 filed Oct. 17, 2024
Capital Investment Advisors 2024 Q2 filed July 12, 2024
Capital Investment Advisors 2024 Q1 filed April 15, 2024
Capital Investment Advisors 2023 Q4 filed Jan. 5, 2024
Capital Investment Advisors 2023 Q3 filed Oct. 16, 2023
Capital Investment Advisors 2023 Q2 filed July 11, 2023
Capital Investment Advisors 2023 Q1 filed April 10, 2023
Capital Investment Advisors 2022 Q4 filed Jan. 5, 2023
Capital Investment Advisors 2022 Q3 filed Oct. 5, 2022
Capital Investment Advisors 2022 Q2 filed July 6, 2022
Capital Investment Advisors 2022 Q1 filed April 13, 2022

View all past filings

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