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 December 2020 quarterly 13F filing

Capital Investment Advisors has 534 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) 8.2 $196M 4.4M 44.82
Technology Select Sector Spdr Fund Technology (XLK) 2.8 $68M 520k 130.02
Ishares Mbs Etf Mbs Etf (MBB) 2.8 $66M 600k 110.13
Spdr S&p Dividend Etf S&p Divid Etf (SDY) 2.7 $66M -3% 619k 105.93
Home Depot (HD) 2.5 $59M 221k 265.62
Vaneck Vectors Fallen Angel High Yield Bond Etf Fallen Angel Hg (ANGL) 2.2 $52M +13% 1.6M 32.10
Apple (AAPL) 2.1 $51M 386k 132.69
Ishares Msci Acwi Ex Us Index Fund Msci Acwi Ex Us (ACWX) 2.1 $50M +197% 948k 53.04
Financial Select Sector Spdr Fund Sbi Int-finl (XLF) 2.0 $49M +3% 1.7M 29.48
Health Care Select Sector Spdr Fund Sbi Healthcare (XLV) 2.0 $48M +11% 421k 113.44
First Trust North American Energy Infrastructure Fund No Amer Energy (EMLP) 1.8 $43M +6% 2.0M 20.97
Johnson & Johnson (JNJ) 1.7 $41M +3% 258k 157.38
Microsoft Corporation (MSFT) 1.6 $38M +4% 170k 222.42
Proshares Russell 2000 Dividend Growers Etf Russ 2000 Divd (SMDV) 1.6 $37M +12% 651k 57.42

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Ishares Ibonds Dec 2025 Term Corporate Etf Ibonds Dec25 Etf (IBDQ) 1.4 $35M 1.3M 27.37
Ishares S&p Midcap Fund Core S&p Mcp Etf (IJH) 1.4 $33M 144k 229.83
Ishares Ibonds Dec 2024 Term Corporate Etf Ibonds Dec24 Etf (IBDP) 1.3 $30M -13% 1.1M 26.58
Southern Company (SO) 1.3 $30M 491k 61.43
Alphabet Inc Cap Stk Cl A Cl A (GOOGL) 1.2 $30M 17k 1752.66
Procter & Gamble Company (PG) 1.2 $29M 208k 139.14
Pfizer (PFE) 1.2 $28M +13% 748k 36.81
Ishares S&p Small-cap Fund Core S&p Scp Etf (IJR) 1.1 $27M 295k 91.90
At&t (T) 1.1 $27M +3% 942k 28.76
Ishares Ibonds Dec 2023 Term Corporate Etf Ibonds Dec23 Etf (IBDO) 1.1 $26M +2% 998k 26.27
Vanguard Short-term Bond Index Fund Short Trm Bond (BSV) 1.0 $25M -2% 295k 82.90
United Parcel Service Inc Cl B CL B (UPS) 1.0 $24M -2% 143k 168.40
Coca-Cola Company (KO) 1.0 $24M 438k 54.84
Cisco Systems (CSCO) 1.0 $24M +5% 528k 44.75
Intel Corporation (INTC) 1.0 $24M +2% 471k 49.82
Amazon (AMZN) 1.0 $23M +2% 7.1k 3257.05
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 0.9 $22M -3% 58k 375.39
Verizon Communications (VZ) 0.9 $20M +4% 347k 58.75
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO) 0.8 $20M +2% 404k 50.11
Merck & Co (MRK) 0.8 $20M +14% 240k 81.80
Caterpillar (CAT) 0.8 $19M +3% 105k 182.02
Altria (MO) 0.7 $18M +14% 435k 41.00
3M Company (MMM) 0.7 $17M +4% 100k 174.79
JPMorgan Chase & Co. (JPM) 0.7 $17M +2% 130k 127.07
Qualcomm (QCOM) 0.7 $16M -4% 107k 152.34
Cummins (CMI) 0.6 $15M +2% 68k 227.10
Ishares Select Dividend Etf Select Divid Etf (DVY) 0.6 $15M 159k 96.18
Ishares Ibonds Dec 2026 Term Corporate Etf Ibonds Dec2026 (IBDR) 0.6 $15M +15% 563k 27.10
Bank of America Corporation (BAC) 0.6 $15M 481k 30.31
Abbvie (ABBV) 0.6 $15M +7% 136k 107.15
Ishares U.s. Technology Etf U.s. Tech Etf (IYW) 0.6 $14M +296% 169k 85.08
Lockheed Martin Corporation (LMT) 0.6 $14M +9% 39k 354.97
Ishares Ibonds Dec 2027 Term Corporate Etf Ibonds 27 Etf (IBDS) 0.5 $12M +17% 445k 27.57
Packaging Corporation of America (PKG) 0.5 $12M +3% 87k 137.91
Spdr Bloomberg Barclays Investment Grade Floating Rate Etf Blomberg Brc Inv (FLRN) 0.5 $12M -2% 389k 30.59
Ishares Ibonds Dec 2022 Term Corporate Etf Ibonds Dec22 Etf (IBDN) 0.5 $12M +7% 462k 25.57
Ishares Ibonds Dec 2021 Term Corporate Etf Ibonds Dec21 Etf (IBDM) 0.5 $12M +10% 474k 24.91
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI) 0.5 $11M +30% 188k 60.78
Gilead Sciences (GILD) 0.5 $11M 196k 58.26
Ishares Ibonds Dec 2028 Term Corporate Etf Ibds Dec28 Etf (IBDT) 0.5 $11M +14% 381k 29.55
Disney Walt Com Disney (DIS) 0.5 $11M -3% 60k 181.17
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.4 $9.9M +16% 117k 84.93
Ishares Iboxx $ Investment Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD) 0.4 $9.3M -2% 67k 138.13
Omni (OMC) 0.4 $9.2M +8% 147k 62.37
Industrial Select Sector Spdr Fund Sbi Int-inds (XLI) 0.4 $9.2M 103k 88.55
Bristol Myers Squibb (BMY) 0.4 $9.1M +25% 146k 62.03
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.4 $9.0M +2% 39k 231.88
Vanguard Mega Cap Etf Mega Cap Index (MGC) 0.4 $8.7M +8% 65k 133.45
Blackrock Core Bd Tr Shs Ben Int Shs Ben Int (BHK) 0.4 $8.4M -2% 516k 16.30
CVS Caremark Corporation (CVS) 0.4 $8.4M +15% 123k 68.30
Utilities Select Sector Spdr Fund Sbi Int-utils (XLU) 0.3 $8.3M 133k 62.70
BlackRock Corporate High Yield Fund VI (HYT) 0.3 $8.3M 729k 11.43
Enterprise Products Partners (EPD) 0.3 $8.2M +13% 420k 19.59
Chevron Corporation (CVX) 0.3 $8.2M +10% 97k 84.45
Western Asst High Incm Opprtnty Fnd (HIO) 0.3 $7.8M +14% 1.6M 4.95
Voya Global Eq Div & Pr Opp (IGD) 0.3 $7.7M +2% 1.5M 5.22
Magellan Midstream Prtnrs Lp Com Unit Rp Com Unit Rp Lp (MMP) 0.3 $7.6M +20% 178k 42.44
Raytheon Technologies Corp (RTX) 0.3 $7.5M +7% 105k 71.51
BlackRock Credit All Inc Trust IV (BTZ) 0.3 $7.5M -11% 509k 14.71
International Business Machines (IBM) 0.3 $7.3M +3% 58k 125.89
Citigroup Com New (C) 0.3 $7.3M +81% 118k 61.66
Goldman Sachs (GS) 0.3 $7.0M +11% 27k 263.70
Norfolk Southern (NSC) 0.3 $6.6M 28k 237.62
Consumer Discretionary Select Sector Spdr Fund Sbi Cons Discr (XLY) 0.3 $6.5M 41k 160.77
Philip Morris International (PM) 0.3 $6.3M 76k 82.79
Spdr S&p 500 Etf Tr Unit (SPY) 0.3 $6.2M +5% 17k 373.89
Nuveen Floating Rate Income Fund (JFR) 0.2 $6.0M -3% 682k 8.74
Vanguard Dividend Appreciation Index Fund Div App Etf (VIG) 0.2 $5.9M 42k 141.18
Blackrock Ltd Duration Inc Tr Com Shs (BLW) 0.2 $5.7M 357k 15.92
McDonald's Corporation (MCD) 0.2 $5.6M 26k 214.58
Duke Energy Corp Com New (DUK) 0.2 $5.5M +4% 60k 91.56
Pgim Short Duration High Yie (ISD) 0.2 $5.5M +8% 365k 15.00
Spdr Msci Acwi Ex-us Etf Msci Acwi Exus (CWI) 0.2 $5.4M 196k 27.65
Exxon Mobil Corporation (XOM) 0.2 $5.4M -6% 131k 41.22
Pepsi (PEP) 0.2 $5.4M +4% 36k 148.31
Eaton Vance Sr Fltng Rte Tr Sh Ben Int (EFR) 0.2 $5.3M -3% 420k 12.73
Ishares U.s. Healthcare Etf Us Healthcare Etf (IYH) 0.2 $5.3M 22k 245.91
Western Asset Hgh Yld Dfnd (HYI) 0.2 $5.2M -3% 335k 15.42
Eli Lilly & Co. (LLY) 0.2 $5.1M 30k 168.85
Oracle Corporation (ORCL) 0.2 $4.8M 74k 64.68
Visa Inc Com Cl A Com Cl A (V) 0.2 $4.7M 22k 218.75
Ishares Mortgage Real Estate Etf Mortge Rel Etf (REM) 0.2 $4.5M -3% 142k 31.86
Boeing Company (BA) 0.2 $4.5M 21k 214.06
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.2 $4.5M +4% 301k 14.87
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $4.4M +34% 294k 15.10
UnitedHealth (UNH) 0.2 $4.4M -18% 13k 350.69
Nuveen Fltng Rte Incm Opp Com Sh (JRO) 0.2 $4.1M -2% 469k 8.66
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP) 0.2 $4.0M +137% 32k 127.54
Molson Coors Beverage Co Cl B CL B (TAP) 0.2 $4.0M -3% 89k 45.19
Ark Innovation Etf Innovation Etf (ARKK) 0.2 $3.9M +34% 31k 124.49
Consumer Staples Select Sector Spdr Fund Sbi Cons Stpls (XLP) 0.2 $3.8M -2% 57k 67.44
Wal-Mart Stores (WMT) 0.2 $3.8M 26k 144.16
Ivy High Income Opportunities (IVH) 0.2 $3.8M 283k 13.28
Nextera Energy (NEE) 0.2 $3.7M +343% 48k 77.14
Energy Select Sector Spdr Fund Sbi Int-energy (XLE) 0.2 $3.7M -4% 97k 37.90
Nuveen Div. Advantage Muni. Fund (NAD) 0.2 $3.7M +22% 238k 15.37
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.2 $3.6M +10% 427k 8.47
Amgen (AMGN) 0.1 $3.6M -8% 16k 229.94
Costco Wholesale Corporation (COST) 0.1 $3.3M +13% 8.8k 376.79
Ventas (VTR) 0.1 $3.3M +18% 67k 49.05
Target Corporation (TGT) 0.1 $3.3M +4% 19k 176.51
NVIDIA Corporation (NVDA) 0.1 $3.3M +4% 6.2k 522.29
Valero Energy Corporation (VLO) 0.1 $3.2M +10% 57k 56.58
Atlantic Cap Bancshares (ACBI) 0.1 $3.2M 200k 15.92
Ishares National Muni Bond Etf National Mun Etf (MUB) 0.1 $3.2M 27k 117.22
Nuveen Insd Dividend Advantage (NVG) 0.1 $3.1M 187k 16.78
Pioneer High Income Trust (PHT) 0.1 $3.1M 351k 8.92
Cyrusone (CONE) 0.1 $3.1M +42% 42k 73.15
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.1 $2.9M 40k 72.95
Duke Realty Corporation (DRE) 0.1 $2.9M +19% 73k 39.97
New Residential Investment (NRZ) 0.1 $2.9M 290k 9.94
Nike Inc Cl B CL B (NKE) 0.1 $2.9M +2% 20k 141.45
Mgm Growth Pptys Llc Cl A Cl A (MGP) 0.1 $2.9M +22% 91k 31.30
Ishares Ibonds Dec 2029 Term Corporate Etf Ibonds Dec29 Etf (IBDU) 0.1 $2.8M +220% 103k 27.49
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM) 0.1 $2.8M 55k 51.67
Cousins Properties (CUZ) 0.1 $2.8M +26% 84k 33.50
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 0.1 $2.8M +5% 11k 241.11
Facebook Inc Cl A Cl A (FB) 0.1 $2.7M +2% 9.9k 273.14
General Mills (GIS) 0.1 $2.7M -31% 46k 58.79
Ishares Tips Bond Etf Tips Bd Etf (TIP) 0.1 $2.7M 21k 127.66
Honeywell International (HON) 0.1 $2.6M +10% 12k 212.70
Proshares Ultrapro Qqq Ultrapro Qqq (TQQQ) 0.1 $2.6M -12% 14k 181.82
Ares Dynamic Cr Allocation (ARDC) 0.1 $2.6M +3% 183k 14.29
Annaly Capital Management (NLY) 0.1 $2.6M 307k 8.45
Blackstone Strategic Credit Fd Com Shs Ben In Com Shs Ben In (BGB) 0.1 $2.6M 208k 12.48
Ishares 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY) 0.1 $2.6M -10% 30k 86.37
BlackRock MuniHolding Insured Investm (MFL) 0.1 $2.5M 181k 14.08
Ishares Ibonds Dec 2030 Term Corporate Etf Ibonds Dec30 Etf (IBDV) 0.1 $2.5M +200% 96k 26.29
Bny Mellon Strategic Muns (LEO) 0.1 $2.5M 298k 8.49
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) 0.1 $2.5M -2% 173k 14.42
Pioneer Mun High Income Tr Com Shs (MHI) 0.1 $2.5M 199k 12.44
ConAgra Foods (CAG) 0.1 $2.5M 68k 36.26
Alphabet Inc Cap Stk Cl C CLC (GOOG) 0.1 $2.5M +3% 1.4k 1751.78
AllianceBernstein Global Hgh Incm (AWF) 0.1 $2.4M 207k 11.77
First Trust Tactical High Yield Etf First Tr Ta Hiyl (HYLS) 0.1 $2.4M 50k 48.72
Medtronic (MDT) 0.1 $2.3M 20k 117.14
Kimberly-Clark Corporation (KMB) 0.1 $2.3M +95% 17k 134.83
Putnam Mun Opportunities Tr Sh Ben Int Sh Ben Int (PMO) 0.1 $2.3M 166k 13.69
Ishares Cohen & Steers Reit Etf Cohen Steer Reit (ICF) 0.1 $2.2M +98% 42k 53.89
Ishares Nasdaq Biotechnology Index Fund Nasdaq Biotech (IBB) 0.1 $2.2M 14k 151.52
Union Pacific Corporation (UNP) 0.1 $2.2M 10k 208.26
Illinois Tool Works (ITW) 0.1 $2.1M -2% 10k 203.86
Air Products & Chemicals (APD) 0.1 $2.1M -2% 7.7k 273.21
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Com Sh Ben Int (NZF) 0.1 $2.1M 130k 16.12
Energy Transfer Lp Com Ut Ltd Ptn Com Ut Ltd Ptn (ET) 0.1 $2.1M -7% 336k 6.18
Aberdeen Income Cred Strat (ACP) 0.1 $2.1M -9% 192k 10.68
Spdr Gold Shares Gold Shs (GLD) 0.1 $2.0M +5% 11k 178.39
BlackRock (BLK) 0.1 $2.0M +4% 2.7k 721.35
Lyondellbasell Industries N V Shs - A - Shs - A - (LYB) 0.1 $1.9M -3% 21k 91.66
Cohen & Steers REIT/P (RNP) 0.1 $1.9M 84k 22.83
Ishares Iboxx $ High Yield Corporate Bond Etf Iboxx Hi Td Etf (HYG) 0.1 $1.9M 22k 87.30
Gra (GGG) 0.1 $1.9M 26k 72.35
Kellogg Company (K) 0.1 $1.9M +23% 30k 62.23
Spdr Portfolio Intermediate Term Treasury Etf Portfolio S&p500 (SPTI) 0.1 $1.9M +5% 56k 33.06
Dominion Resources (D) 0.1 $1.9M 25k 75.21
Kinder Morgan (KMI) 0.1 $1.9M 135k 13.67
Starbucks Corporation (SBUX) 0.1 $1.8M +19% 17k 106.97
Invesco Qqq Trust Unit Ser 1 (QQQ) 0.1 $1.8M +16% 5.8k 313.85
Welltower Inc Com reit (WELL) 0.1 $1.8M 28k 64.62
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB) 0.1 $1.8M 16k 108.12
Dws Municipal Income Cf non-tax cef (KTF) 0.1 $1.8M +4% 152k 11.63
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.1 $1.8M +5% 27k 64.16
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.1 $1.7M 25k 69.10
Wells Fargo & Company (WFC) 0.1 $1.7M -51% 57k 30.18
Marriott Intl Inc New Cl A Cl A (MAR) 0.1 $1.7M 13k 131.91
Truist Financial Corp equities (TFC) 0.1 $1.7M -4% 36k 47.93
Paypal Holdings (PYPL) 0.1 $1.7M +3% 7.1k 234.16
Vanguard Intermediate-term Bond Index Fund Intermed Term (BIV) 0.1 $1.7M +6% 18k 92.86
Nuveen Ga Div Adv Mun Fd 2 (NKG) 0.1 $1.7M 128k 13.07
Main Street Capital Corporation (MAIN) 0.1 $1.7M 52k 32.26
Eaton Vance Muni Income Trust Sh Ben Int Shs Ben Int (EVN) 0.1 $1.7M +2% 124k 13.38
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $1.6M +51% 4.8k 343.61
Direxion Daily Financial Bull 3x Shares Dly Fin Bull New (FAS) 0.1 $1.6M 27k 60.82
Ishares Core U.s. Aggregate Bond Etf Core Us Aggbd Et (AGG) 0.1 $1.6M +13% 13k 118.15
Delta Air Lines Inc Del Com New (DAL) 0.1 $1.5M +3% 38k 40.20
Emerson Electric (EMR) 0.1 $1.5M -14% 19k 80.38
American Electric Power Company (AEP) 0.1 $1.5M +7% 18k 83.28
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.1 $1.5M 191k 7.87
Consolidated Edison (ED) 0.1 $1.5M 20k 72.26
Comcast Corp New Cl A Cl A (CMCSA) 0.1 $1.5M +19% 28k 52.41
Invesco International Dividend Achievers Etf Intl Divi Achi (PID) 0.1 $1.5M 95k 15.35
Texas Instruments Incorporated (TXN) 0.1 $1.4M +118% 8.8k 164.09
American Tower Reit (AMT) 0.1 $1.4M +14% 6.3k 224.44
Abbott Laboratories (ABT) 0.1 $1.3M 12k 109.47
Ark Genomic Revolution Etf Ark Etf Tr (ARKG) 0.1 $1.3M +109% 14k 93.23
Tyson Foods (TSN) 0.1 $1.3M NEW 21k 64.42
Blackrock Muniholdings Insured Fund II (MUE) 0.1 $1.3M +5% 97k 13.65
Advanced Micro Devices (AMD) 0.1 $1.3M -4% 14k 91.68
Tesla Motors (TSLA) 0.1 $1.3M -24% 1.8k 705.82
Vanguard Total Bond Market Index Fund Total Bnd Mkt (BND) 0.1 $1.3M +71% 15k 88.21
Blackrock Mun Income Tr Sh Ben Int Sh Ben Int (BFK) 0.1 $1.3M 82k 15.47
Ishares 1-5 Year Investment Grade Corporate Bond Etf Sh Tr Crport Etf (IGSB) 0.1 $1.3M 23k 55.19
Intuit (INTU) 0.1 $1.3M +2% 3.3k 379.74
Pembina Pipeline Corp (PBA) 0.1 $1.2M 52k 23.66
Global Payments (GPN) 0.1 $1.2M 5.7k 215.38
Blackrock Muniyield Insured Fund (MYI) 0.1 $1.2M 84k 14.45
Kkr Income Opportunities (KIO) 0.1 $1.2M 84k 14.43
Pgim Global Short Duration H (GHY) 0.1 $1.2M -2% 83k 14.53
Vanguard Total Stock Market Index Fund Total Stk Mkt (VTI) 0.1 $1.2M +23% 6.2k 194.71
Paychex (PAYX) 0.1 $1.2M 13k 93.20
SYSCO Corporation (SYY) 0.0 $1.2M +2% 16k 74.24
Invesco Advantage Mun Income T Sh Ben Int Sh Ben Int (VKI) 0.0 $1.2M 105k 11.35
Genuine Parts Company (GPC) 0.0 $1.2M 12k 100.41
General Dynamics Corporation (GD) 0.0 $1.2M +2% 7.9k 148.85
Abiomed (ABMD) 0.0 $1.2M 3.6k 324.15
Communication Services Select Sector Spdra Fund Communication (XLC) 0.0 $1.2M +5% 17k 67.48
General Electric Company (GE) 0.0 $1.2M -2% 108k 10.80
New America High Income Fund I (HYB) 0.0 $1.2M 133k 8.68
Proshares Ultra Nasdaq Biotechnology Pshs Ult Nasb (BIB) 0.0 $1.1M 13k 86.30
Invesco Insured Municipal Income Trust (IIM) 0.0 $1.1M 73k 15.65
Williams Companies (WMB) 0.0 $1.1M -6% 56k 20.06
AFLAC Incorporated (AFL) 0.0 $1.1M +27% 25k 44.47
Invesco Bulletshares 2028 Corporate Bond Etf Invsco Blsh 28 (BSCS) 0.0 $1.1M 47k 23.62
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 0.0 $1.1M +16% 8.0k 136.77
Vanguard Long-term Bond Index Fund Long Term Bond (BLV) 0.0 $1.1M 9.9k 109.63
Adams Express Company (ADX) 0.0 $1.1M 63k 17.28
Cardlytics (CDLX) 0.0 $1.1M 7.6k 142.78
Mondelez Intl Inc Cl A Cl A (MDLZ) 0.0 $1.1M +6% 18k 58.48
McKesson Corporation (MCK) 0.0 $1.1M +64% 6.2k 173.87
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $1.1M 112k 9.50
Invesco Bulletshares 2024 Corporate Bond Etf Bulshs 2024 Cb (BSCO) 0.0 $1.1M -6% 47k 22.39
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A) 0.0 $1.0M 3.00 347666.67
Invesco Bulletshares 2026 Corporate Bond Etf Bulshs 2026 Cb (BSCQ) 0.0 $1.0M -7% 48k 21.92
Wells Fargo Adv Multi Sctr Com Shs (ERC) 0.0 $1.0M 85k 12.15
Invesco Bulletshares 2027 Corporate Bond Etf Bulshs 2027 Cb (BSCR) 0.0 $1.0M -6% 46k 22.39
Invesco Bulletshares 2025 Corporate Bond Etf Bulshs 2025 Cb (BSCP) 0.0 $1.0M -7% 45k 22.63
Ishares Micro-cap Etf Micro-cap Etf (IWC) 0.0 $1.0M 8.5k 118.70
Blackstone Group Inc Com Cl A Cl A (BX) 0.0 $1.0M +4% 16k 64.82
Simon Property (SPG) 0.0 $1.0M -10% 12k 85.24
Automatic Data Processing (ADP) 0.0 $1.0M 5.7k 176.27
Prologis (PLD) 0.0 $995k +12% 10k 99.62
Blackrock Debt Strat (DSU) 0.0 $983k -3% 94k 10.45
Ishares Msci Acwi Index Fund Msci Awi Etf (ACWI) 0.0 $978k 11k 90.77
Invesco Bulletshares 2023 Corporate Bond Etf Bulshs 2023 Cb (BSCN) 0.0 $975k -7% 45k 21.89
Eaton Vance Municipal Bond Fund (EIM) 0.0 $969k 71k 13.59
Americold Rlty Tr (COLD) 0.0 $966k +40% 26k 37.33

Past Filings by Capital Investment Advisors

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

View all past filings