Capital Investment Advisory Services as of June 30, 2018
Portfolio Holdings for Capital Investment Advisory Services
Capital Investment Advisory Services holds 162 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 5.6 | $7.7M | 55k | 140.42 | |
| Financial Select Sector SPDR (XLF) | 4.1 | $5.6M | 210k | 26.59 | |
| iShares MSCI EAFE Index Fund (EFA) | 3.4 | $4.6M | 69k | 66.97 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 3.3 | $4.5M | 119k | 37.71 | |
| Diplomat Pharmacy | 2.7 | $3.7M | 144k | 25.56 | |
| Energy Select Sector SPDR (XLE) | 2.7 | $3.7M | 48k | 75.95 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 2.6 | $3.5M | 35k | 101.54 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 2.3 | $3.1M | 94k | 33.29 | |
| Apple (AAPL) | 2.2 | $3.1M | 17k | 185.11 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 2.1 | $2.9M | 18k | 162.03 | |
| Duke Energy (DUK) | 1.7 | $2.3M | 30k | 79.07 | |
| Lowe's Companies (LOW) | 1.7 | $2.3M | 24k | 95.58 | |
| Chevron Corporation (CVX) | 1.6 | $2.2M | 18k | 126.42 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $2.2M | 26k | 82.71 | |
| Bank of America Corporation (BAC) | 1.5 | $2.1M | 73k | 28.19 | |
| At&t (T) | 1.4 | $1.9M | 59k | 32.12 | |
| Norfolk Southern (NSC) | 1.3 | $1.8M | 12k | 150.90 | |
| Gilead Sciences (GILD) | 1.2 | $1.7M | 24k | 70.82 | |
| Pfizer (PFE) | 1.2 | $1.6M | 44k | 36.27 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 1.1 | $1.6M | 21k | 75.78 | |
| Vanguard Health Care ETF (VHT) | 1.1 | $1.5M | 9.6k | 159.12 | |
| Schwab International Equity ETF (SCHF) | 1.1 | $1.5M | 44k | 33.05 | |
| iShares Lehman Short Treasury Bond (SHV) | 1.0 | $1.4M | 12k | 110.42 | |
| Johnson & Johnson (JNJ) | 0.9 | $1.3M | 11k | 121.34 | |
| Amgen (AMGN) | 0.9 | $1.3M | 7.0k | 184.62 | |
| SPDR S&P World ex-US (SPDW) | 0.9 | $1.3M | 42k | 30.41 | |
| Verizon Communications (VZ) | 0.9 | $1.2M | 25k | 50.32 | |
| Dominion Resources (D) | 0.9 | $1.2M | 18k | 68.20 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.9 | $1.2M | 15k | 83.48 | |
| Wal-Mart Stores (WMT) | 0.9 | $1.2M | 14k | 85.68 | |
| Microsoft Corporation (MSFT) | 0.8 | $1.1M | 11k | 98.58 | |
| Procter & Gamble Company (PG) | 0.8 | $1.1M | 14k | 78.06 | |
| Crispr Therapeutics (CRSP) | 0.8 | $1.1M | 18k | 58.79 | |
| iShares S&P 500 Growth Index (IVW) | 0.8 | $1.0M | 6.4k | 162.56 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.8 | $1.0M | 9.5k | 109.07 | |
| BB&T Corporation | 0.7 | $1.0M | 20k | 50.46 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 0.7 | $1.0M | 32k | 31.89 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.7 | $1.0M | 13k | 78.07 | |
| Merck & Co (MRK) | 0.7 | $973k | 16k | 60.70 | |
| Amazon (AMZN) | 0.7 | $974k | 573.00 | 1699.83 | |
| Netflix (NFLX) | 0.7 | $954k | 2.4k | 391.46 | |
| iShares S&P 500 Value Index (IVE) | 0.7 | $923k | 8.4k | 110.17 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.7 | $908k | 5.3k | 170.04 | |
| BP (BP) | 0.7 | $892k | 20k | 45.67 | |
| Spdr S&p 500 Etf (SPY) | 0.7 | $897k | 3.3k | 271.41 | |
| Fifth Third Ban (FITB) | 0.6 | $840k | 29k | 28.70 | |
| Abbvie (ABBV) | 0.6 | $844k | 9.1k | 92.67 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $829k | 4.4k | 186.59 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.6 | $792k | 7.7k | 102.54 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.6 | $795k | 23k | 34.00 | |
| Coca-Cola Company (KO) | 0.6 | $780k | 18k | 43.87 | |
| Vanguard Value ETF (VTV) | 0.6 | $779k | 7.5k | 103.81 | |
| SPDR Gold Trust (GLD) | 0.6 | $771k | 6.5k | 118.65 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.5 | $747k | 6.8k | 110.45 | |
| SPDR DJ Wilshire Mid Cap (SPMD) | 0.5 | $744k | 21k | 34.90 | |
| Visa (V) | 0.5 | $734k | 5.5k | 132.54 | |
| General Electric Company | 0.5 | $709k | 52k | 13.62 | |
| International Business Machines (IBM) | 0.5 | $717k | 5.1k | 139.79 | |
| iShares S&P MidCap 400 Index (IJH) | 0.5 | $707k | 3.6k | 194.87 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.5 | $668k | 7.9k | 85.03 | |
| Cisco Systems (CSCO) | 0.5 | $658k | 15k | 43.05 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.5 | $651k | 19k | 35.12 | |
| Technology SPDR (XLK) | 0.5 | $625k | 9.0k | 69.52 | |
| Dowdupont | 0.5 | $617k | 9.4k | 65.97 | |
| Costco Wholesale Corporation (COST) | 0.4 | $598k | 2.9k | 208.87 | |
| Ford Motor Company (F) | 0.4 | $602k | 54k | 11.08 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.4 | $606k | 11k | 53.04 | |
| Boeing Company (BA) | 0.4 | $593k | 1.8k | 335.79 | |
| NVIDIA Corporation (NVDA) | 0.4 | $577k | 2.4k | 237.06 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.4 | $557k | 4.6k | 121.62 | |
| SPDR S&P Emerging Markets (SPEM) | 0.4 | $557k | 16k | 35.35 | |
| Altria (MO) | 0.4 | $549k | 9.7k | 56.83 | |
| iShares S&P 500 Index (IVV) | 0.4 | $547k | 2.0k | 273.23 | |
| Qualcomm (QCOM) | 0.4 | $548k | 9.8k | 56.15 | |
| iShares Russell 2000 Index (IWM) | 0.4 | $520k | 3.2k | 163.68 | |
| Caterpillar (CAT) | 0.4 | $503k | 3.7k | 135.80 | |
| Home Depot (HD) | 0.4 | $501k | 2.6k | 194.94 | |
| United Parcel Service (UPS) | 0.4 | $499k | 4.7k | 106.31 | |
| Intel Corporation (INTC) | 0.4 | $488k | 9.8k | 49.66 | |
| Southern Company (SO) | 0.4 | $494k | 11k | 46.28 | |
| Utilities SPDR (XLU) | 0.4 | $488k | 9.4k | 52.00 | |
| Facebook Inc cl a (META) | 0.3 | $476k | 2.5k | 194.13 | |
| Walt Disney Company (DIS) | 0.3 | $470k | 4.5k | 104.72 | |
| Pepsi (PEP) | 0.3 | $466k | 4.3k | 108.78 | |
| SCANA Corporation | 0.3 | $469k | 12k | 38.56 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $473k | 4.1k | 114.53 | |
| Diamondback Energy (FANG) | 0.3 | $472k | 3.6k | 131.48 | |
| Enbridge (ENB) | 0.3 | $450k | 13k | 35.67 | |
| Vanguard Emerging Markets ETF (VWO) | 0.3 | $457k | 11k | 42.19 | |
| Vanguard Total World Stock Idx (VT) | 0.3 | $456k | 6.2k | 73.36 | |
| Enterprise Products Partners (EPD) | 0.3 | $436k | 16k | 27.68 | |
| Magellan Midstream Partners | 0.3 | $443k | 6.4k | 69.05 | |
| Wells Fargo & Company (WFC) | 0.3 | $423k | 7.6k | 55.49 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $425k | 1.4k | 295.55 | |
| Vanguard Mid-Cap ETF (VO) | 0.3 | $430k | 2.7k | 157.62 | |
| First Trust DJ Internet Index Fund (FDN) | 0.3 | $420k | 3.1k | 137.52 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.3 | $432k | 5.2k | 83.48 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $406k | 3.9k | 104.32 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $418k | 1.2k | 354.84 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.3 | $415k | 6.6k | 63.18 | |
| Kraft Heinz (KHC) | 0.3 | $409k | 6.5k | 62.79 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $409k | 367.00 | 1114.44 | |
| Health Care SPDR (XLV) | 0.3 | $402k | 4.8k | 83.37 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $397k | 7.7k | 51.84 | |
| Target Corporation (TGT) | 0.3 | $386k | 5.1k | 76.22 | |
| F.N.B. Corporation (FNB) | 0.3 | $380k | 28k | 13.42 | |
| SPDR DJ Wilshire Small Cap | 0.3 | $388k | 5.4k | 72.33 | |
| Honeywell International (HON) | 0.3 | $377k | 2.6k | 144.11 | |
| Cameco Corporation (CCJ) | 0.3 | $363k | 32k | 11.25 | |
| General Mills (GIS) | 0.3 | $359k | 8.1k | 44.22 | |
| Vanguard REIT ETF (VNQ) | 0.3 | $363k | 4.5k | 81.50 | |
| County Ban | 0.3 | $356k | 13k | 27.50 | |
| Ionis Pharmaceuticals (IONS) | 0.3 | $359k | 8.6k | 41.70 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 0.2 | $346k | 9.0k | 38.28 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.2 | $329k | 10k | 32.01 | |
| First Trust Utilities AlphaDEX Fnd (FXU) | 0.2 | $333k | 13k | 26.21 | |
| Abbott Laboratories (ABT) | 0.2 | $320k | 5.3k | 60.95 | |
| Bristol Myers Squibb (BMY) | 0.2 | $310k | 5.6k | 55.28 | |
| Wp Carey (WPC) | 0.2 | $299k | 4.5k | 66.37 | |
| 3M Company (MMM) | 0.2 | $284k | 1.4k | 196.68 | |
| GlaxoSmithKline | 0.2 | $289k | 7.2k | 40.31 | |
| Illinois Tool Works (ITW) | 0.2 | $286k | 2.1k | 138.36 | |
| MercadoLibre (MELI) | 0.2 | $285k | 953.00 | 299.06 | |
| B&G Foods (BGS) | 0.2 | $292k | 9.8k | 29.89 | |
| iShares Dow Jones Select Dividend (DVY) | 0.2 | $293k | 3.0k | 97.76 | |
| Hp (HPQ) | 0.2 | $291k | 13k | 22.73 | |
| Square Inc cl a (XYZ) | 0.2 | $290k | 4.7k | 61.70 | |
| iShares Russell 1000 Growth Index (IWF) | 0.2 | $265k | 1.8k | 143.79 | |
| McDonald's Corporation (MCD) | 0.2 | $244k | 1.6k | 156.61 | |
| Emerson Electric (EMR) | 0.2 | $249k | 3.6k | 69.09 | |
| CVS Caremark Corporation (CVS) | 0.2 | $251k | 3.9k | 64.28 | |
| Deere & Company (DE) | 0.2 | $245k | 1.8k | 139.60 | |
| Banco Itau Holding Financeira (ITUB) | 0.2 | $242k | 23k | 10.39 | |
| Omega Healthcare Investors (OHI) | 0.2 | $245k | 7.9k | 30.95 | |
| SPDR S&P Biotech (XBI) | 0.2 | $247k | 2.6k | 95.33 | |
| First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.2 | $254k | 6.0k | 42.48 | |
| CSX Corporation (CSX) | 0.2 | $239k | 3.8k | 63.67 | |
| Philip Morris International (PM) | 0.2 | $228k | 2.8k | 80.74 | |
| iShares Russell 1000 Value Index (IWD) | 0.2 | $233k | 1.9k | 121.61 | |
| Seagate Technology Com Stk | 0.2 | $228k | 4.0k | 56.38 | |
| SPDR S&P Dividend (SDY) | 0.2 | $233k | 2.5k | 92.79 | |
| United Technologies Corporation | 0.2 | $215k | 1.7k | 125.07 | |
| Vanguard Europe Pacific ETF (VEA) | 0.2 | $223k | 5.2k | 42.81 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.2 | $213k | 2.0k | 104.41 | |
| Edwards Lifesciences (EW) | 0.1 | $212k | 1.5k | 145.70 | |
| AFLAC Incorporated (AFL) | 0.1 | $204k | 4.7k | 43.11 | |
| Nike (NKE) | 0.1 | $202k | 2.5k | 79.59 | |
| Ecopetrol (EC) | 0.1 | $205k | 10k | 20.55 | |
| WisdomTree LargeCap Dividend Fund (DLN) | 0.1 | $205k | 2.3k | 89.72 | |
| First Trust Cnsumer Stapl Alpha (FXG) | 0.1 | $210k | 4.5k | 47.16 | |
| Anthem (ELV) | 0.1 | $201k | 843.00 | 238.43 | |
| Verrica Pharmaceuticals | 0.1 | $211k | 11k | 19.72 | |
| Senior Housing Properties Trust | 0.1 | $188k | 10k | 18.11 | |
| Oasis Petroleum | 0.1 | $188k | 15k | 12.96 | |
| Dominion Mid Stream | 0.1 | $146k | 11k | 13.59 | |
| Banco Santander (SAN) | 0.1 | $108k | 20k | 5.36 | |
| Denbury Resources | 0.1 | $72k | 15k | 4.82 | |
| Turquoisehillres | 0.0 | $41k | 14k | 2.87 | |
| Companhia Energetica Minas Gerais (CIG) | 0.0 | $22k | 12k | 1.88 | |
| Seadrill | 0.0 | $3.1k | 13k | 0.23 | |
| Netlist (NLST) | 0.0 | $4.0k | 20k | 0.20 | |
| Neovasc | 0.0 | $990.000000 | 17k | 0.06 |