Capital Investment Advisors

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

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Portfolio Holdings for Capital Investment Advisors

Companies in the Capital Investment Advisors portfolio as of the September 2020 quarterly 13F filing

Capital Investment Advisors has 518 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO) 8.4 $176M +4% 4.4M 39.79
Ishares Mbs Etf Mbs Etf (MBB) 3.1 $65M +15619% 591k 110.40
Home Depot (HD) 2.9 $62M 222k 277.71
Technology Select Sector Spdr Fund Technology (XLK) 2.9 $61M 523k 116.70
Spdr S&p Dividend Etf S&p Divid Etf (SDY) 2.8 $59M -4% 639k 92.40
Apple (AAPL) 2.2 $45M +272% 390k 115.81
Vaneck Vectors Fallen Angel High Yield Bond Etf Fallen Angel Hg (ANGL) 2.0 $42M +21% 1.4M 29.74
Health Care Select Sector Spdr Fund Sbi Healthcare (XLV) 1.9 $40M +5% 376k 105.48
Financial Select Sector Spdr Fund Sbi Int-finl (XLF) 1.8 $38M 1.6M 24.07
Johnson & Johnson (JNJ) 1.8 $37M +2% 250k 148.88
First Trust North American Energy Infrastructure Fund No Amer Energy (EMLP) 1.7 $36M +5% 1.9M 19.04
Ishares Ibonds Dec 2024 Term Corporate Etf Ibonds Dec24 Etf (IBDP) 1.7 $35M +8% 1.3M 26.45
Ishares Ibonds Dec 2025 Term Corporate Etf Ibonds Dec25 Etf (IBDQ) 1.6 $35M +7% 1.3M 27.13
Microsoft Corporation (MSFT) 1.6 $34M 163k 210.33

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Procter & Gamble Company (PG) 1.4 $29M 207k 138.99
Proshares Russell 2000 Dividend Growers Etf Russ 2000 Divd (SMDV) 1.3 $27M +9% 576k 47.15
Ishares S&p Midcap Fund Core S&p Mcp Etf (IJH) 1.3 $27M 144k 185.31
Southern Company (SO) 1.3 $26M +3% 484k 54.22
At&t (T) 1.2 $26M +11% 907k 28.51
Ishares Ibonds Dec 2023 Term Corporate Etf Ibonds Dec23 Etf (IBDO) 1.2 $26M +16% 971k 26.23
Vanguard Short-term Bond Index Fund Short Trm Bond (BSV) 1.2 $25M +5% 302k 83.05
Alphabet Inc Cap Stk Cl A Cl A (GOOGL) 1.2 $25M 17k 1465.59
United Parcel Service Inc Cl B CL B (UPS) 1.2 $24M -2% 147k 166.63
Pfizer (PFE) 1.2 $24M +7% 658k 36.70
Intel Corporation (INTC) 1.1 $24M +9% 462k 51.78
Amazon (AMZN) 1.0 $22M -4% 7.0k 3148.88
Coca-Cola Company (KO) 1.0 $22M 440k 49.37
Ishares S&p Small-cap Fund Core S&p Scp Etf (IJR) 1.0 $21M 295k 70.23
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 1.0 $20M 61k 336.07
Cisco Systems (CSCO) 0.9 $20M +6% 500k 39.39
Verizon Communications (VZ) 0.9 $20M +5% 331k 59.49
Merck & Co (MRK) 0.8 $17M +28% 209k 82.95
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO) 0.8 $17M 396k 43.24
3M Company (MMM) 0.7 $15M +9% 96k 160.18
Caterpillar (CAT) 0.7 $15M +5% 101k 149.15
Altria (MO) 0.7 $15M +19% 381k 38.64
Ishares Msci Acwi Ex Us Index Fund Msci Acwi Ex Us (ACWX) 0.7 $15M 318k 45.99
Cummins (CMI) 0.7 $14M 66k 211.16
Lockheed Martin Corporation (LMT) 0.7 $14M +21% 36k 383.27
Ishares Select Dividend Etf Select Divid Etf (DVY) 0.6 $13M -3% 163k 81.54
Qualcomm (QCOM) 0.6 $13M 112k 117.68
Ishares Ibonds Dec 2026 Term Corporate Etf Ibonds Dec2026 (IBDR) 0.6 $13M +28% 488k 26.82
Ishares U.s. Technology Etf U.s. Tech Etf (IYW) 0.6 $13M 43k 301.06
Spdr Bloomberg Barclays Investment Grade Floating Rate Etf Blomberg Brc Inv (FLRN) 0.6 $12M -6% 400k 30.58
JPMorgan Chase & Co. (JPM) 0.6 $12M +19% 127k 96.27
Gilead Sciences (GILD) 0.6 $12M +767% 193k 63.19
Bank of America Corporation (BAC) 0.6 $12M 482k 24.09
Abbvie (ABBV) 0.5 $11M +5% 126k 87.59
Ishares Ibonds Dec 2022 Term Corporate Etf Ibonds Dec22 Etf (IBDN) 0.5 $11M +4% 431k 25.63
Ishares Ibonds Dec 2021 Term Corporate Etf Ibonds Dec21 Etf (IBDM) 0.5 $11M +10% 429k 25.05
Ishares Ibonds Dec 2027 Term Corporate Etf Ibonds 27 Etf (IBDS) 0.5 $10M +36% 379k 27.14
Ishares Ibonds Dec 2028 Term Corporate Etf Ibds Dec28 Etf (IBDT) 0.5 $9.6M +37% 331k 29.09
Ishares Iboxx $ Investment Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD) 0.4 $9.3M +9% 69k 134.71
Packaging Corporation of America (PKG) 0.4 $9.2M +9% 84k 109.05
Blackrock Core Bd Tr Shs Ben Int Shs Ben Int (BHK) 0.4 $8.3M 528k 15.66
BlackRock Credit All Inc Trust IV (BTZ) 0.4 $8.2M 577k 14.22
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.4 $8.0M +6% 38k 212.95
Utilities Select Sector Spdr Fund Sbi Int-utils (XLU) 0.4 $8.0M 134k 59.38
Industrial Select Sector Spdr Fund Sbi Int-inds (XLI) 0.4 $8.0M -3% 103k 76.98
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.4 $7.9M +6% 100k 78.96
BlackRock Corporate High Yield Fund VI (HYT) 0.4 $7.8M 735k 10.68
Disney Walt Co Com Disney Com Disney (DIS) 0.4 $7.7M 62k 124.09
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI) 0.4 $7.5M +12% 144k 52.06
Vanguard Mega Cap Etf Mega Cap Index (MGC) 0.3 $7.2M +4% 60k 119.89
Voya Global Eq Div & Pr Opp (IGD) 0.3 $7.2M +3% 1.4M 4.95
Bristol Myers Squibb (BMY) 0.3 $7.0M +6% 116k 60.29
International Business Machines (IBM) 0.3 $6.9M +3% 57k 121.68
Western Asst High Incm Opprtnty Fnd (HIO) 0.3 $6.8M +3% 1.4M 4.90
Omni (OMC) 0.3 $6.7M +10% 136k 49.50
Chevron Corporation (CVX) 0.3 $6.3M +17% 87k 72.00
CVS Caremark Corporation (CVS) 0.3 $6.2M +3% 106k 58.40
Norfolk Southern (NSC) 0.3 $6.1M 29k 214.00
Consumer Discretionary Select Sector Spdr Fund Sbi Cons Discr (XLY) 0.3 $6.0M 41k 146.98
Nuveen Floating Rate Income Fund (JFR) 0.3 $5.9M 708k 8.31
Enterprise Products Partners (EPD) 0.3 $5.8M +7% 370k 15.79
Philip Morris International (PM) 0.3 $5.8M 77k 74.99
Pioneer Floating Rate Trust (PHD) 0.3 $5.7M -3% 566k 10.10
McDonald's Corporation (MCD) 0.3 $5.7M -2% 26k 219.50
Raytheon Technologies Corp (RTX) 0.3 $5.6M +38% 98k 57.54
Vanguard Dividend Appreciation Index Fund Div App Etf (VIG) 0.3 $5.4M -2% 42k 128.67
Spdr S&p 500 Etf Tr Unit (SPY) 0.3 $5.2M 16k 334.93
Blackrock Ltd Duration Inc Tr Com Shs (BLW) 0.2 $5.2M +6% 351k 14.71
Duke Energy Corp Com New (DUK) 0.2 $5.1M 58k 88.56
Eaton Vance Sr Fltng Rte Tr Sh Ben Int (EFR) 0.2 $5.1M -4% 437k 11.63
Magellan Midstream Prtnrs Lp Com Unit Rp Com Unit Rp Lp (MMP) 0.2 $5.1M +10% 148k 34.20
Ishares U.s. Healthcare Etf Us Healthcare Etf (IYH) 0.2 $4.9M 22k 227.17
Western Asset Hgh Yld Dfnd (HYI) 0.2 $4.9M -2% 349k 14.03
Pepsi (PEP) 0.2 $4.8M +12% 35k 138.60
Exxon Mobil Corporation (XOM) 0.2 $4.8M -6% 141k 34.33
UnitedHealth (UNH) 0.2 $4.8M 15k 311.78
Goldman Sachs (GS) 0.2 $4.8M 24k 200.97
Spdr Msci Acwi Ex-us Etf Msci Acwi Exus (CWI) 0.2 $4.7M 197k 24.05
Pgim Short Duration High Yie (ISD) 0.2 $4.6M +8% 337k 13.81
Eli Lilly & Co. (LLY) 0.2 $4.5M 31k 148.01
Oracle Corporation (ORCL) 0.2 $4.5M 75k 59.70
Visa Inc Com Cl A Com Cl A (V) 0.2 $4.4M 22k 199.97
Amgen (AMGN) 0.2 $4.3M -74% 17k 254.16
General Mills (GIS) 0.2 $4.1M -3% 67k 61.68
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.2 $4.0M +3% 288k 14.03
Nuveen Fltng Rte Incm Opp Com Sh (JRO) 0.2 $3.9M 481k 8.20
Ishares Mortgage Real Estate Etf Mortge Rel Etf (REM) 0.2 $3.8M -2% 147k 25.76
Consumer Staples Select Sector Spdr Fund Sbi Cons Stpls (XLP) 0.2 $3.7M 58k 64.11
Wal-Mart Stores (WMT) 0.2 $3.6M -2% 26k 139.89
Boeing Company (BA) 0.2 $3.5M -4% 21k 165.28
Ivy High Income Opportunities (IVH) 0.2 $3.3M +5% 280k 11.90
NVIDIA Corporation (NVDA) 0.2 $3.2M -2% 6.0k 541.24
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $3.1M +5% 218k 14.34
Ishares National Muni Bond Etf National Mun Etf (MUB) 0.1 $3.1M 27k 115.94
Molson Coors Beverage Co Cl B CL B (TAP) 0.1 $3.1M -4% 91k 33.56
Energy Select Sector Spdr Fund Sbi Int-energy (XLE) 0.1 $3.0M -6% 101k 29.95
Nextera Energy (NEE) 0.1 $3.0M 11k 277.61
Nuveen Insd Dividend Advantage (NVG) 0.1 $2.9M 186k 15.66
Ishares 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY) 0.1 $2.9M +24% 33k 86.50
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $2.8M +8% 386k 7.31
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $2.8M +3% 194k 14.52
Target Corporation (TGT) 0.1 $2.8M 18k 157.43
Pioneer High Income Trust (PHT) 0.1 $2.8M +19% 351k 7.96
Citigroup Com New (C) 0.1 $2.8M -5% 65k 43.12
Wells Fargo & Company (WFC) 0.1 $2.8M -4% 118k 23.51
Costco Wholesale Corporation (COST) 0.1 $2.8M +6% 7.8k 354.96
Ishares Tips Bond Etf Tips Bd Etf (TIP) 0.1 $2.7M 21k 126.48
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.1 $2.6M 41k 63.65
Facebook Inc Cl A Cl A (FB) 0.1 $2.5M -9% 9.7k 261.89
Blackstone Gso Strategic Cr Fd Com Shs Ben In Com Shs Ben In (BGB) 0.1 $2.5M +7% 206k 12.22
Bny Mellon Strategic Muns (LEO) 0.1 $2.5M -4% 304k 8.28
Nike Inc Cl B CL B (NKE) 0.1 $2.5M 20k 125.54
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) 0.1 $2.5M -10% 179k 13.94
ConAgra Foods (CAG) 0.1 $2.5M -2% 70k 35.71
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM) 0.1 $2.4M 55k 44.09
BlackRock MuniHolding Insured Investm (MFL) 0.1 $2.4M 181k 13.41
Ventas (VTR) 0.1 $2.4M +108% 57k 41.96
Air Products & Chemicals (APD) 0.1 $2.4M 7.9k 297.90
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 0.1 $2.3M +2% 11k 216.89
New Residential Investment (NRZ) 0.1 $2.3M 295k 7.95
First Trust Tactical High Yield Etf First Tr Ta Hiyl (HYLS) 0.1 $2.3M 49k 47.19
Pioneer Mun High Income Tr Com Shs (MHI) 0.1 $2.3M +2% 199k 11.58
Atlantic Cap Bancshares (ACBI) 0.1 $2.3M 200k 11.35
Duke Realty Corporation (DRE) 0.1 $2.3M +121% 61k 36.90
Ares Dynamic Cr Allocation (ARDC) 0.1 $2.3M 178k 12.68
Valero Energy Corporation (VLO) 0.1 $2.2M 51k 43.32
AllianceBernstein Global Hgh Incm (AWF) 0.1 $2.2M 209k 10.51
Annaly Capital Management (NLY) 0.1 $2.2M +11% 303k 7.12
Putnam Mun Opportunities Tr Sh Ben Int Sh Ben Int (PMO) 0.1 $2.1M 166k 12.97
Proshares Ultrapro Qqq Ultrapro Qqq (TQQQ) 0.1 $2.1M -2% 16k 130.91
Ark Innovation Etf Innovation Etf (ARKK) 0.1 $2.1M +100% 23k 92.00
Ishares Cohen & Steers Reit Etf Cohen Steer Reit (ICF) 0.1 $2.1M 21k 102.01
Aberdeen Income Cred Strat (ACP) 0.1 $2.1M 212k 9.92
Mgm Growth Pptys Llc Cl A Cl A (MGP) 0.1 $2.1M +108% 75k 27.98
Illinois Tool Works (ITW) 0.1 $2.1M -2% 11k 193.23
Cyrusone (CONE) 0.1 $2.1M +122% 29k 70.04
Union Pacific Corporation (UNP) 0.1 $2.1M +5% 10k 196.91
Medtronic (MDT) 0.1 $2.0M +33% 19k 103.92
Alphabet Inc Cap Stk Cl C CLC (GOOG) 0.1 $2.0M -6% 1.4k 1469.67
Dominion Resources (D) 0.1 $2.0M -3% 25k 78.93
Ishares Nasdaq Biotechnology Index Fund Nasdaq Biotech (IBB) 0.1 $2.0M +29% 15k 135.43
Energy Transfer Lp Com Ut Ltd Ptn Com Ut Ltd Ptn (ET) 0.1 $2.0M 364k 5.42
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Com Sh Ben Int (NZF) 0.1 $1.9M 130k 14.69
Spdr Gold Shares Gold Shs (GLD) 0.1 $1.9M 11k 177.11
Cousins Properties (CUZ) 0.1 $1.9M +109% 66k 28.58
Western Asset Global High Income Fnd (EHI) 0.1 $1.9M 193k 9.64
Honeywell International (HON) 0.1 $1.8M +34% 11k 164.62
Ishares Iboxx $ High Yield Corporate Bond Etf Iboxx Hi Td Etf (HYG) 0.1 $1.8M +2% 22k 83.92
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB) 0.1 $1.8M +30% 17k 108.12
Spdr Portfolio Intermediate Term Treasury Etf Portfolio S&p500 (SPTI) 0.1 $1.8M 53k 33.24
Cohen & Steers REIT/P (RNP) 0.1 $1.7M 85k 20.19
Kinder Morgan (KMI) 0.1 $1.7M +2% 137k 12.33
Dws Municipal Income Cf non-tax cef (KTF) 0.1 $1.6M 145k 11.08
Gra (GGG) 0.1 $1.6M 26k 61.35
Vanguard Intermediate-term Bond Index Fund Intermed Term (BIV) 0.1 $1.6M 17k 93.46
Kellogg Company (K) 0.1 $1.6M 24k 64.59
Lyondellbasell Industries N V Shs - A - Shs - A - (LYB) 0.1 $1.5M -10% 22k 70.51
Consolidated Edison (ED) 0.1 $1.5M 20k 77.82
Eaton Vance Muni Income Trust Sh Ben Int Shs Ben Int (EVN) 0.1 $1.5M 121k 12.81
Welltower Inc Com reit (WELL) 0.1 $1.5M -4% 28k 55.09
Main Street Capital Corporation (MAIN) 0.1 $1.5M 52k 29.57
Nuveen Ga Div Adv Mun Fd 2 (NKG) 0.1 $1.5M +10% 126k 12.20
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.1 $1.5M -6% 25k 60.29
BlackRock (BLK) 0.1 $1.5M -3% 2.6k 563.38
Emerson Electric (EMR) 0.1 $1.5M +3% 22k 65.57
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP) 0.1 $1.4M NEW 13k 108.11
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.1 $1.4M -2% 26k 55.32
Truist Financial Corp equities (TFC) 0.1 $1.4M -6% 37k 38.04
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.1 $1.4M 191k 7.29
Ishares Core U.s. Aggregate Bond Etf Core Us Aggbd Et (AGG) 0.1 $1.4M +44% 12k 118.03
Invesco Qqq Trust Unit Ser 1 (QQQ) 0.1 $1.4M +7% 4.9k 277.77
American Electric Power Company (AEP) 0.1 $1.4M -7% 17k 81.71
Paypal Holdings (PYPL) 0.1 $1.4M 6.9k 197.10
American Tower Reit (AMT) 0.1 $1.3M +65% 5.5k 241.68
Abbott Laboratories (ABT) 0.1 $1.3M +16% 12k 108.86
Kimberly-Clark Corporation (KMB) 0.1 $1.3M -2% 8.7k 147.67
Ishares 1-5 Year Investment Grade Corporate Bond Etf Sh Tr Crport Etf (IGSB) 0.1 $1.3M 23k 54.90
Advanced Micro Devices (AMD) 0.1 $1.2M -11% 15k 81.98
Starbucks Corporation (SBUX) 0.1 $1.2M +38% 14k 85.95
Spdr Euro Stoxx 50 Etf Euro Stoxx 50 (FEZ) 0.1 $1.2M -18% 34k 36.34
Invesco International Dividend Achievers Etf Intl Divi Achi (PID) 0.1 $1.2M 96k 12.69
Marriott Intl Inc New Cl A Cl A (MAR) 0.1 $1.2M 13k 92.54
Williams Companies (WMB) 0.1 $1.2M +4% 60k 19.64
Blackrock Muniholdings Insured Fund II (MUE) 0.1 $1.2M +2% 92k 12.74
Biogen Idec (BIIB) 0.1 $1.2M -2% 4.1k 283.68
Kkr Income Opportunities (KIO) 0.1 $1.2M 86k 13.53
Ishares Ibonds Dec 2020 Term Corporate Etf Ibonds Dec20 Etf (IBDL) 0.1 $1.1M -4% 45k 25.24
Pgim Global Short Duration H (GHY) 0.1 $1.1M 86k 13.26
Invesco Advantage Mun Income T Sh Ben Int Sh Ben Int (VKI) 0.1 $1.1M -3% 105k 10.81
Delta Air Lines Inc Del Com New (DAL) 0.1 $1.1M -7% 37k 30.57
Genuine Parts Company (GPC) 0.1 $1.1M 12k 95.16
Blackrock Muniyield Insured Fund (MYI) 0.1 $1.1M +295% 83k 13.44
Invesco Bulletshares 2024 Corporate Bond Etf Bulshs 2024 Cb (BSCO) 0.1 $1.1M +5% 50k 22.17
Blackrock Mun Income Tr Sh Ben Int Sh Ben Int (BFK) 0.1 $1.1M 81k 13.71
Pembina Pipeline Corp (PBA) 0.1 $1.1M 52k 21.24
Vanguard Long-term Bond Index Fund Long Term Bond (BLV) 0.1 $1.1M +9% 9.9k 111.84
Invesco Bulletshares 2026 Corporate Bond Etf Bulshs 2026 Cb (BSCQ) 0.1 $1.1M 51k 21.63
Western Asset High Incm Fd I (HIX) 0.1 $1.1M 172k 6.40
Invesco Bulletshares 2025 Corporate Bond Etf Bulshs 2025 Cb (BSCP) 0.1 $1.1M 49k 22.36
New America High Income Fund I (HYB) 0.1 $1.1M +2% 133k 8.18
Invesco Bulletshares 2028 Corporate Bond Etf Invsco Blsh 28 (BSCS) 0.1 $1.1M 47k 23.12
Invesco Bulletshares 2027 Corporate Bond Etf Bulshs 2027 Cb (BSCR) 0.1 $1.1M 49k 21.99
General Dynamics Corporation (GD) 0.1 $1.1M -4% 7.8k 138.41
Comcast Corp New Cl A Cl A (CMCSA) 0.1 $1.1M -4% 23k 46.25
Invesco Insured Municipal Income Trust (IIM) 0.1 $1.1M 73k 14.71
Intuit (INTU) 0.1 $1.1M +5% 3.2k 326.21
Invesco Bulletshares 2023 Corporate Bond Etf Bulshs 2023 Cb (BSCN) 0.1 $1.0M +3% 48k 21.78
Tesla Motors (TSLA) 0.0 $1.0M +314% 2.4k 428.92
Paychex (PAYX) 0.0 $1.0M -8% 13k 79.81
Adams Express Company (ADX) 0.0 $1.0M -5% 63k 16.21
Abiomed (ABMD) 0.0 $1.0M -4% 3.6k 277.11
Mondelez Intl Inc Cl A Cl A (MDLZ) 0.0 $996k 17k 57.46
Global Payments (GPN) 0.0 $992k 5.6k 177.65
Communication Services Select Sector Spdra Fund Communication (XLC) 0.0 $984k +6% 17k 59.42
SYSCO Corporation (SYY) 0.0 $978k -6% 16k 62.24
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.0 $973k -5% 3.2k 307.72
Blackrock Debt Strat (DSU) 0.0 $971k -4% 98k 9.94
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A) 0.0 $960k 3.00 320000.00
Nexpoint Residential Tr (NXRT) 0.0 $960k 22k 44.36
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $953k 112k 8.49
Eaton Vance Municipal Bond Fund (EIM) 0.0 $938k +10% 71k 13.17
Proshares Ultra Nasdaq Biotechnology Pshs Ult Nasb (BIB) 0.0 $927k +6% 13k 69.94
Wells Fargo Multi Sector Incom Com Shs (ERC) 0.0 $914k -4% 85k 10.75
Direxion Daily Financial Bull 3x Shares Dly Fin Bull New (FAS) 0.0 $913k 27k 33.88
Vanguard Large-cap Index Fund Large Cap Etf (VV) 0.0 $897k +11% 5.7k 156.52
Prologis (PLD) 0.0 $894k +21% 8.9k 100.66
Putnam Managed Municipal Income Trust (PMM) 0.0 $888k 116k 7.66
Mastercard Incorporated Cl A Cl A (MA) 0.0 $883k +21% 2.6k 338.31
Ishares Msci Acwi Index Fund Msci Awi Etf (ACWI) 0.0 $871k 11k 79.89
Ishares Ibonds Dec 2029 Term Corporate Etf Ibonds Dec29 Etf (IBDU) 0.0 $870k NEW 32k 27.04
Vanguard Total Stock Market Index Fund Total Stk Mkt (VTI) 0.0 $857k +15% 5.0k 170.21
BlackRock Floating Rate Income Strat. Fn (FRA) 0.0 $855k +120% 74k 11.50
Simon Property (SPG) 0.0 $854k -37% 13k 64.69
Lowe's Companies (LOW) 0.0 $851k -7% 5.1k 165.92
Cardinal Health (CAH) 0.0 $842k -2% 18k 46.95
Office Pptys Income Tr Com Shs Ben Int Com Shs Ben Int (OPI) 0.0 $839k -2% 41k 20.72

Past Filings by Capital Investment Advisors

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

View all past filings