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Capital Investment Advisory Services

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

Top 5 stock holdings are NVDA, BIL, AAPL, AMZN, VTV, and represent 12.16% of Capital Investment Advisory Services's stock portfolio.
Added to shares of these 10 stocks: VUG (+$20M), VT (+$11M), SPY (+$7.9M), ACIO (+$7.1M), VO (+$6.6M), TCAI (+$6.4M), PREF (+$6.1M), DRSK (+$5.5M), IEMG, IDUB.
Started 140 new stock positions in QCAP, EMHY, REMX, HONA, NMAY, PICK, PWR, CGGE, TRV, NFRA.
Reduced shares in these 10 stocks: SPLV (-$8.3M), IWM (-$7.0M), AMD (-$6.9M), BIL (-$5.4M), IHI, ABBV, Honeywell International, RSP, XAR, UCON.
Sold out of its positions in AES, ARKF, QGRO, American Wtr Cap Corp, BWXT, XTWY, CME, Sila Realty Trust, DHI, DVN.
Capital Investment Advisory Services was a net buyer of stock by $141M.
Capital Investment Advisory Services has $1.6B in assets under management (AUM), dropping by 18.18%.
Central Index Key (CIK): 0001659203

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Portfolio Holdings for Capital Investment Advisory Services

Capital Investment Advisory Services holds 1301 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Capital Investment Advisory Services has 1301 total positions. Only the first 250 positions are shown.

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Download the Capital Investment Advisory Services June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.4	$56M		278k	200.09	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	3.1	$51M	-9%	551k	91.64	View chart
Apple (AAPL)	2.3	$37M	+2%	129k	289.36	View chart
Amazon (AMZN)	1.7	$27M		115k	238.34	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$26M		120k	217.93	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$26M		74k	353.33	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	1.4	$24M	+11%	414k	56.79	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$22M	+922%	253k	86.14	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.3	$21M		414k	50.57	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$20M	+21%	358k	56.48	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.2	$19M	-6%	356k	53.50	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	1.2	$19M	-7%	756k	24.88	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$18M	+77%	24k	746.76	View chart
Microsoft Corporation (MSFT)	1.1	$18M	+13%	48k	373.02	View chart
Broadcom (AVGO)	1.0	$17M		44k	377.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$14M	-11%	63k	212.77	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.8	$13M	+7%	246k	53.09	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.8	$13M		216k	59.73	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$13M		58k	219.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$13M	+3%	17k	736.40	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.8	$12M	+30%	122k	100.81	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$12M		205k	58.20	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.7	$12M	+18%	323k	36.53	View chart
First Tr Exchng Traded Fd Vi Income Opprtntes (FCEF)	0.7	$12M		477k	24.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.7	$11M	-42%	151k	74.90	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$11M	+3358%	71k	156.95	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.7	$11M	-2%	243k	45.70	View chart
Duke Energy Corp Com New (DUK)	0.7	$11M		86k	126.58	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.7	$11M		116k	93.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$11M	+10%	71k	148.31	View chart
Eli Lilly & Co. (LLY)	0.6	$10M		8.7k	1199.45	View chart
JPMorgan Chase & Co. (JPM)	0.6	$9.7M	+8%	30k	327.33	View chart
Meta Platforms Cl A (META)	0.6	$9.5M	-2%	17k	563.30	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$9.2M	+14%	179k	51.69	View chart
Johnson & Johnson (JNJ)	0.6	$9.1M	-2%	36k	253.97	View chart
Advanced Micro Devices (AMD)	0.6	$9.1M	-43%	16k	580.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$8.9M	+290%	111k	80.57	View chart
Abbvie (ABBV)	0.5	$8.8M	-24%	35k	251.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$8.8M	+3%	18k	500.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$8.7M	-10%	24k	368.39	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.5	$8.7M		86k	100.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$8.7M	+6%	24k	357.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$8.1M	-2%	22k	370.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$7.7M	+67%	11k	686.79	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.5	$7.6M	+418%	398k	19.06	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.5	$7.6M		167k	45.34	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.4	$7.2M	+6767%	157k	46.14	View chart
Wal-Mart Stores (WMT)	0.4	$7.1M	+16%	63k	113.26	View chart
Visa Com Cl A (V)	0.4	$6.8M	+2%	20k	343.10	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$6.4M	+9%	41k	158.03	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$6.4M		128k	50.35	View chart
Tortoise Capital Series Trus Ai Infra Etf (TCAI)	0.4	$6.4M	NEW	115k	55.92	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.4	$6.4M	+3%	77k	83.07	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$6.3M		66k	95.62	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.4	$6.2M	+6%	180k	34.27	View chart
Caterpillar (CAT)	0.4	$6.1M	+5%	5.8k	1064.93	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.4	$6.1M	-3%	74k	81.98	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$6.0M	+19%	69k	87.88	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.4	$6.0M	-3%	121k	49.81	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$6.0M	+101%	107k	56.16	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.4	$5.8M	+13%	142k	41.10	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.4	$5.7M	+19%	137k	41.73	View chart
Procter & Gamble Company (PG)	0.3	$5.7M	+2%	39k	146.64	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.3	$5.6M		63k	89.18	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$5.6M	+4%	247k	22.78	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.3	$5.6M	+20178%	194k	28.75	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.3	$5.5M	+17%	81k	67.58	View chart
Bank Montreal Medium NT LKD 38 (FNGS)	0.3	$5.5M		75k	72.58	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$5.5M	+824%	66k	82.84	View chart
Bank of America Corporation (BAC)	0.3	$5.3M		93k	56.98	View chart
Exxon Mobil Corporation (XOM)	0.3	$5.2M	-20%	38k	136.72	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$5.1M	-6%	174k	29.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$5.1M	+9%	161k	31.71	View chart
Micron Technology (MU)	0.3	$5.1M	-9%	4.4k	1154.38	View chart
UnitedHealth (UNH)	0.3	$5.1M		12k	415.65	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$5.0M	+24%	27k	190.52	View chart
International Business Machines (IBM)	0.3	$5.0M	-9%	18k	281.21	View chart
Lowe's Companies (LOW)	0.3	$5.0M	+2%	23k	220.49	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$4.9M	+6%	80k	61.46	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$4.9M	+10%	73k	67.56	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$4.8M	+24%	90k	53.33	View chart
Pfizer (PFE)	0.3	$4.8M		200k	24.08	View chart
United Parcel Svcs CL B (UPS)	0.3	$4.6M		43k	107.50	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.3	$4.6M	+3079%	169k	27.48	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$4.6M		102k	45.64	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$4.6M	-8%	44k	103.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$4.6M	+185%	64k	71.25	View chart
Truist Financial Corp equities (TFC)	0.3	$4.6M		92k	49.82	View chart
Rbc Cad (RY)	0.3	$4.3M		21k	206.97	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$4.3M	-8%	85k	50.49	View chart
Home Depot (HD)	0.3	$4.3M	+3%	12k	352.67	View chart
Dominion Resources (D)	0.3	$4.2M	+2%	62k	68.29	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$4.2M	-8%	89k	46.92	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$4.1M		247k	16.70	View chart
Chevron Corporation (CVX)	0.3	$4.1M	-5%	25k	165.76	View chart
Tesla Motors (TSLA)	0.3	$4.1M		9.7k	420.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$4.0M	+1231%	32k	124.17	View chart
Philip Morris International (PM)	0.2	$3.9M	+3%	22k	180.91	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.2	$3.9M		53k	74.13	View chart
Merck & Co (MRK)	0.2	$3.9M	+5%	30k	128.50	View chart
Vanguard World Utilities Etf (VPU)	0.2	$3.8M	+5%	20k	195.73	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$3.8M		72k	52.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.8M	-65%	13k	300.45	View chart
Altria (MO)	0.2	$3.8M	+2%	52k	71.95	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$3.7M	-5%	36k	103.22	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$3.7M	-12%	70k	53.11	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$3.7M		11k	342.83	View chart
Marvell Technology (MRVL)	0.2	$3.7M	-11%	12k	297.89	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$3.7M	+24%	67k	55.01	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$3.6M	+7%	41k	89.85	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$3.5M	+40%	44k	81.06	View chart
Verizon Communications (VZ)	0.2	$3.5M		82k	42.34	View chart
Enbridge (ENB)	0.2	$3.5M		64k	54.21	View chart
Applied Materials (AMAT)	0.2	$3.5M	+5%	4.8k	722.99	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.4M	-2%	6.7k	509.48	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$3.4M	+7%	79k	43.14	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.2	$3.4M	+3583%	82k	41.65	View chart
Kla Corp Com New (KLAC)	0.2	$3.3M	+861%	11k	301.72	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$3.3M	-6%	3.4k	965.00	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$3.3M	+8%	79k	41.25	View chart
Amgen (AMGN)	0.2	$3.2M	-14%	8.8k	362.10	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.2	$3.1M	+31%	67k	47.20	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$3.1M	+22%	4.4k	703.40	View chart
Morgan Stanley Com New (MS)	0.2	$3.1M		15k	209.04	View chart
Bluerock Pvt Real Estate (BPRE)	0.2	$3.1M	+4%	239k	13.01	View chart
Goldman Sachs (GS)	0.2	$3.1M		3.0k	1011.27	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.2	$3.1M		20k	151.73	View chart
Lam Research Corp Com New (LRCX)	0.2	$3.1M		7.0k	433.34	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$3.0M	-5%	45k	67.38	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$3.0M	-9%	59k	50.84	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$3.0M	-2%	3.9k	763.13	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.2	$3.0M	+3718%	54k	55.65	View chart
Coca-Cola Company (KO)	0.2	$3.0M		37k	81.27	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$3.0M		125k	23.85	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$3.0M	+23%	25k	117.45	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$3.0M		31k	96.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.9M	+306%	49k	59.69	View chart
Principal Exchange Traded Intl Equity Etf (PIEQ)	0.2	$2.9M		80k	35.89	View chart
Cisco Systems (CSCO)	0.2	$2.9M		24k	117.46	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$2.8M	-2%	5.9k	477.57	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.2	$2.8M	-8%	62k	45.07	View chart
Realty Income (O)	0.2	$2.8M	-2%	45k	61.96	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.2	$2.8M	+1660%	66k	42.19	View chart
Costco Wholesale Corporation (COST)	0.2	$2.8M	+5%	2.9k	935.53	View chart
Eaton Corp SHS (ETN)	0.2	$2.7M	+5%	6.4k	426.12	View chart
Charles Schwab Corporation (SCHW)	0.2	$2.7M	+2%	30k	92.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.7M		12k	236.62	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$2.7M		46k	58.26	View chart
Intel Corporation (INTC)	0.2	$2.7M	-29%	19k	139.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$2.7M		31k	85.49	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.6M	+4%	78k	33.84	View chart
Wells Fargo & Company (WFC)	0.2	$2.6M	+83%	32k	82.64	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$2.6M	-34%	16k	158.66	View chart
T Rowe Price Exchange-traded Price Div Grwt (TDVG)	0.2	$2.6M	+6%	52k	49.03	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.2	$2.5M	+3%	38k	67.23	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.5M	-6%	22k	116.67	View chart
McDonald's Corporation (MCD)	0.2	$2.5M	+20%	9.3k	270.30	View chart
Pepsi (PEP)	0.2	$2.5M		18k	135.40	View chart
Etf Ser Solutions Aptu Defd In Etf (DEFR)	0.2	$2.5M	NEW	92k	26.75	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$2.4M	+17%	53k	46.15	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$2.4M		49k	49.78	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.4M	+112%	22k	109.77	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$2.4M	+2%	133k	17.88	View chart
Palo Alto Networks (PANW)	0.1	$2.4M		7.0k	341.02	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.4M	+19%	28k	83.75	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.3M	-5%	3.6k	640.68	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$2.3M		46k	50.50	View chart
Southern Company (SO)	0.1	$2.3M		24k	95.71	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.1	$2.3M	+24%	39k	59.31	View chart
BlackRock Enhanced Capital and Income (CII)	0.1	$2.3M	-12%	88k	26.15	View chart
Tidal Trust Ii Defia Ai Pwr Etf (AIPO)	0.1	$2.3M	+117%	69k	33.41	View chart
Ge Vernova (GEV)	0.1	$2.3M	-21%	1.9k	1174.88	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.2M	+3%	61k	36.26	View chart
Jackson Financial Com Cl A (JXN)	0.1	$2.2M		22k	102.39	View chart
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)	0.1	$2.2M	+1521%	78k	28.20	View chart
Enterprise Products Partners (EPD)	0.1	$2.2M	+5%	59k	36.76	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.1	$2.2M	-7%	131k	16.52	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$2.1M	+25%	46k	44.48	View chart
Fidus Invt (FDUS)	0.1	$2.0M		107k	19.07	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.0M	+2%	22k	93.92	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.1	$2.0M	+2%	29k	70.12	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.1	$2.0M	+2%	44k	45.77	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$2.0M		91k	22.09	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.0M	+3%	3.9k	513.63	View chart
Ge Aerospace Com New (GE)	0.1	$2.0M	-33%	5.3k	373.71	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.0M	+11%	10k	189.72	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$1.9M		33k	58.42	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$1.9M	+7%	45k	42.00	View chart
Bristol Myers Squibb (BMY)	0.1	$1.9M		33k	57.62	View chart
Blackrock Multi-sector Incom other (BIT)	0.1	$1.9M	-5%	151k	12.52	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.1	$1.9M	NEW	85k	21.98	View chart
Blackrock (BLK)	0.1	$1.8M		1.9k	961.67	View chart
Netflix (NFLX)	0.1	$1.8M	+11%	26k	71.40	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$1.8M	+78%	14k	133.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.8M		29k	62.20	View chart
Qualcomm (QCOM)	0.1	$1.8M	-12%	9.6k	184.79	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$1.8M		14k	128.08	View chart
Neos Etf Trust Russ 2000 Hi Etf (IWMI)	0.1	$1.8M	+12%	33k	53.52	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.1	$1.8M		32k	56.26	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.1	$1.8M		82k	21.30	View chart
Nextera Energy (NEE)	0.1	$1.8M	-3%	20k	87.77	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$1.7M	+421%	35k	50.39	View chart
Bondbloxx Etf Trust Priva Cr Clo Etf (PCMM)	0.1	$1.7M	+7%	35k	49.87	View chart
Ab Active Etfs Shor Du Yiel Etf (SYFI)	0.1	$1.7M		48k	35.72	View chart
Paypal Holdings (PYPL)	0.1	$1.7M	-11%	40k	43.18	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.1	$1.7M	+178%	55k	31.39	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$1.7M		11k	156.97	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$1.7M	+6%	3.3k	522.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.7M	+93%	17k	96.58	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$1.7M	+9%	42k	40.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.7M	+584%	16k	103.88	View chart
Innovator Etfs Trust Buff Step Up Etf (BSTP)	0.1	$1.7M		42k	39.33	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.6M	+10%	17k	94.57	View chart
Boeing Company (BA)	0.1	$1.6M		7.5k	216.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.6M		2.2k	748.87	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.6M	+46%	5.2k	303.12	View chart
Invesco Exch Trd Slf Idx Bloo Pri Pwr Etf (POWA)	0.1	$1.6M		18k	88.84	View chart
Watsco, Incorporated (WSO)	0.1	$1.6M		3.7k	416.73	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$1.5M	+45%	31k	49.28	View chart
Paychex (PAYX)	0.1	$1.5M	+10%	16k	98.33	View chart
Kinder Morgan (KMI)	0.1	$1.5M		48k	31.97	View chart
Archer Daniels Midland Company (ADM)	0.1	$1.5M		20k	76.40	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$1.5M		28k	53.61	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.5M		2.00	748850.00	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.1	$1.5M	-3%	13k	115.98	View chart
At&t (T)	0.1	$1.5M	-4%	71k	20.70	View chart
Elevation Series Trust True St Augu Etf (AUGZ)	0.1	$1.5M		32k	45.37	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$1.5M	+2%	60k	24.31	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.5M	+8%	42k	34.81	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.4M		8.1k	176.66	View chart
Fifth Third Ban (FITB)	0.1	$1.4M	+16%	25k	56.37	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$1.4M	+4%	24k	60.79	View chart
Msci (MSCI)	0.1	$1.4M		2.6k	560.04	View chart
Target Corporation (TGT)	0.1	$1.4M		11k	130.61	View chart
Abbott Laboratories (ABT)	0.1	$1.4M	-44%	16k	90.74	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$1.4M		146k	9.57	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.4M	+9%	11k	124.76	View chart
Principal Exchange Traded Active High Yl (YLD)	0.1	$1.4M	+4%	73k	19.08	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$1.4M		21k	65.60	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$1.4M	-14%	41k	33.46	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.4M	+121%	4.5k	302.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.1	$1.4M		37k	36.57	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$1.4M	-9%	28k	48.18	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$1.4M	+17%	36k	37.96	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$1.4M		26k	51.37	View chart
TJX Companies (TJX)	0.1	$1.3M	+8%	8.9k	151.51	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.3M	-11%	17k	75.79	View chart
Omega Healthcare Investors (OHI)	0.1	$1.3M		28k	47.68	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$1.3M		35k	37.36	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.3M	+5%	5.4k	242.42	View chart

Past Filings by Capital Investment Advisory Services

SEC 13F filings are viewable for Capital Investment Advisory Services going back to 2016

Capital Investment Advisory Services 2026 Q2 filed July 23, 2026
Capital Investment Advisory Services 2026 Q1 filed May 5, 2026
Capital Investment Advisory Services 2025 Q4 filed Jan. 21, 2026
Capital Investment Advisory Services 2025 Q3 filed Nov. 5, 2025
Capital Investment Advisory Services 2025 Q2 filed Aug. 8, 2025
Capital Investment Advisory Services 2025 Q1 filed April 29, 2025
Capital Investment Advisory Services 2024 Q4 filed Jan. 23, 2025
Capital Investment Advisory Services 2024 Q3 filed Oct. 30, 2024
Capital Investment Advisory Services 2024 Q2 filed Aug. 14, 2024
Capital Investment Advisory Services 2024 Q1 filed April 25, 2024
Capital Investment Advisory Services 2023 Q4 filed Feb. 1, 2024
Capital Investment Advisory Services 2023 Q3 filed Nov. 2, 2023
Capital Investment Advisory Services 2023 Q2 filed July 28, 2023
Capital Investment Advisory Services 2023 Q1 filed April 21, 2023
Capital Investment Advisory Services 2022 Q4 filed Feb. 3, 2023
Capital Investment Advisory Services 2022 Q3 filed Oct. 26, 2022

View all past filings

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