CI

Capital Investment Advisory Services, LLC

13F
Capital Investment Advisory Services, LLC
Last update 2025-04-29 1000 Stocks (116 new)
Value $1.12 Bil Turnover 12 %
Countries:
Top Holdings: BIL(5.80%)AAPL(2.90%)NVDA(2.61%)JPST(1.87%)AMZN(1.68%)
Summary Stock Picks Current Portfolio
Capital Investment Advisory Se... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
707,176
64,869.2
-1.04%
5.800
-0.07%
0.140
+1.08%
+1.80%
43,887.5
 
AAPL 		Apple Inc
145,763
32,378.4
+2.68%
2.900
+0.08%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
NVDA 		NVIDIA Corp
269,599
29,219.2
+16.62%
2.610
+0.37%
0.000
+28.18%
+5.54%
3,456,204.6
Semiconductors
JPST 		JPMorgan Ultra-Short Income ETF
412,543
20,887.0
+5.32%
1.870
+0.09%
0.070
+1.05%
+2.06%
31,006.6
 
AMZN 		Amazon.com Inc
98,695
18,777.7
+4.36%
1.680
+0.07%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
VTV 		Vanguard Value ETF
99,503
17,188.1
+6.75%
1.540
+0.10%
0.010
+0.65%
+2.79%
130,819.8
 
JBND 		JP MORGAN ETF TRUS
312,574
16,729.0
+2.98%
1.500
+0.04%
0.860
-0.15%
+2.45%
2,059.2
 
SPLV 		Invesco S&P 500 Low Volatility ETF
222,375
16,615.8
+4.13%
1.490
+0.06%
0.200
-0.37%
+4.99%
7,976.4
 
UCON 		First Trust TCW Unconstrained Plus Bond ETF
664,635
16,449.7
+2.57%
1.470
+0.04%
0.530
+0.09%
+1.84%
2,995.0
 
RSP 		Invesco S&P 500 Equal Weight ETF
93,027
16,115.0
+8.89%
1.440
+0.12%
0.020
+2.57%
+2.46%
72,910.9
 

Capital Investment Advisory Services, LLC's Historical Top Holdings Breakdowns

Capital Investment Advisory Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TFC 		Truist Financial Corp2025-03-31Reduce
-0.63%
●
39.48 ($44.55) 48.15
$40.66
-8.73%
Reduce -60.25%
99,538
-150,896
IWM 		iShares Russell 2000 ETF2025-03-31Add
+0.40%
●
198.1 ($216.92) 229.79
$211.90
-2.31%
Add 200.58%
33,503
22,357
NVDA 		NVIDIA Corp2025-03-31Add
+0.37%
●
106.98 ($126.74) 149.43
$141.72
11.82%
Add 16.62%
269,599
38,417
PDI 		PIMCO Dynamic Income Fund2025-03-31New Buy
+0.30%
●
18.51 ($19.48) 20.05
$18.90
-2.98%
New holding
168,958
168,958
VEU 		Vanguard FTSE All-World ex-US ETF2025-03-31Add
+0.26%
●
56.51 ($60.25) 62.98
$66.28
10.01%
Add 40.94%
163,663
47,541
CSHI 		NEOS Enhanced Income 1-3 Month T-Bill ETF2025-03-31Add
+0.23%
●
49.63 ($49.81) 49.95
$49.79
-0.03%
Add 96.38%
105,079
51,571
QQQI 		NEOS Nasdaq 100 High Income ETF2025-03-31Add
+0.23%
●
47.43 ($51.63) 54.4
$51.12
-0.99%
Add 256.99%
75,503
54,353
SQQQ 		PROSHARES TRUST2025-03-31Sold Out
-0.23%
●
26.4 ($31.62) 39.54
$22.35
-29.32%
Sold Out
0
-76,248
ABBV 		AbbVie Inc2025-03-31Add
+0.22%
●
169.2 ($194.4) 216.66
$189.83
-2.35%
Add 30.42%
49,628
11,576
ABT 		Abbott Laboratories2025-03-31Add
+0.20%
●
111.1 ($127.27) 140.22
$133.58
4.96%
Add 113.55%
31,646
16,827

Capital Investment Advisory Services, LLC Total Holding History ($B)

To

Capital Investment Advisory Services, LLC's Asset Allocation

To

Capital Investment Advisory Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Capital Investment Advisory Services, LLC's Hypothetical Growth since 2025-03-31

Capital Investment Advisory Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Capital Investment Advisory Services, LLC's Holdings Heat Map

Size field:

Capital Investment Advisory Services, LLC's Holdings Bubble Chart

Capital Investment Advisory Services, LLC News

  • 1

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