Capital Investment Advisors, LLC Purchases in Q4 2024

Capital Investment Advisors, LLC

  • $4.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
767
+ 7.79%
$159.95 - $194.23 $123K - $149K
10.6K $1.77M
NVO
Novo Nordisk A S

Healthcare
478
+ 12.08%
$85.0 - $120.04 $40.6K - $57.4K
4.44K $381K
PII
Polaris Inc.

Consumer Cyclical
51
+ 1.32%
$56.74 - $83.06 $2.89K - $4.24K
3.91K $225K
CL
Colgate Palmolive CO

Consumer Defensive
238
+ 2.53%
$90.22 - $102.31 $21.5K - $24.3K
9.63K $875K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
12.7K
+ 3.73%
$7.02 - $7.61 $89K - $96.4K
353K $2.48M
KLAC
Kla Corp

Technology
2
+ 0.27%
$614.46 - $829.55 $1.23K - $1.66K
737 $464K
EFX
Equifax Inc

Industrials
75
+ 2.29%
$245.03 - $293.5 $18.4K - $22K
3.35K $854K
XLB
Select Sector Spdr Fd Material

ETFs
265
+ 2.28%
$83.8 - $97.58 $22.2K - $25.9K
11.9K $1M
IBB
Ishares Biotechnology ETF

ETFs
99
+ 0.96%
$131.21 - $148.85 $13K - $14.7K
10.4K $1.38M
DD
Du Pont De Nemours, Inc.

Basic Materials
132
+ 1.24%
$75.95 - $88.05 $10K - $11.6K
10.8K $821K
MDLZ
Mondelez International, Inc.

Consumer Defensive
467
+ 3.43%
$59.25 - $72.99 $27.7K - $34.1K
14.1K $840K
UNP
Union Pacific Corp

Industrials
9
+ 0.08%
$223.15 - $249.32 $2.01K - $2.24K
11.2K $2.56M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
2.63K
+ 0.56%
$5.98 - $6.61 $15.7K - $17.4K
471K $2.85M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
1.75K
+ 0.67%
$10.95 - $12.01 $19.1K - $21K
261K $2.89M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
71.7K
+ 185.67%
$26.93 - $84.95 $1.93M - $6.09M
110K $3.01M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
50.1K
+ 5.25%
$10.39 - $11.25 $521K - $564K
1M $10.5M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
500
+ 0.14%
$11.39 - $12.41 $5.7K - $6.21K
369K $4.3M
BAH
Booz Allen Hamilton Holding Corp

Industrials
973
+ 8.13%
$128.36 - $186.0 $125K - $181K
12.9K $1.67M
LQD
Ishares Iboxx $ Investment Gra

ETFs
59
+ 0.12%
$106.56 - $113.11 $6.29K - $6.67K
51.2K $5.47M
HII
Huntington Ingalls Industries, Inc.

Industrials
772
+ 10.67%
$184.96 - $264.65 $143K - $204K
8.01K $1.51M
XLRE
Select Sector Spdr Tr Real Est

ETFs
76
+ 0.07%
$40.06 - $45.21 $3.04K - $3.44K
102K $4.17M
DUK
Duke Energy Corp

Utilities
222
+ 0.39%
$105.76 - $120.76 $23.5K - $26.8K
57.5K $6.2M
BLDR
Builders First Source, Inc.

Industrials
609
+ 6.16%
$142.93 - $198.25 $87K - $121K
10.5K $1.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
322
+ 0.12%
$113.92 - $127.38 $36.7K - $41K
263K $30.3M
UNH
Unitedhealth Group Inc

Healthcare
2.58K
+ 11.37%
$485.52 - $625.25 $1.25M - $1.61M
25.3K $12.8M
ED
Consolidated Edison Inc

Utilities
11
+ 0.03%
$88.87 - $107.38 $978 - $1.18K
33.2K $2.96M
CVX
Chevron Corp

Energy
1.45K
+ 0.48%
$141.15 - $162.53 $204K - $235K
300K $43.4M
PEP
Pepsico Inc

Consumer Defensive
743
+ 1.9%
$151.29 - $176.1 $112K - $131K
39.9K $6.07M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.28K
+ 0.67%
$44.04 - $49.49 $56.2K - $63.2K
192K $8.44M
NEE
Nextera Energy Inc

Utilities
951
+ 1.55%
$69.77 - $85.43 $66.4K - $81.2K
62.4K $4.47M
CCI
Crown Castle International Corp

Real Estate
13.6K
+ 19.11%
$89.78 - $119.11 $1.22M - $1.62M
84.9K $7.71M
CAT
Caterpillar Inc

Industrials
688
+ 1.83%
$360.37 - $416.88 $248K - $287K
38.3K $13.9M
PG
Procter & Gamble CO

Consumer Defensive
1.09K
+ 0.52%
$161.05 - $179.7 $176K - $196K
210K $35.2M
LLY
Eli Lilly & CO

Healthcare
1.29K
+ 5.12%
$727.2 - $932.06 $940K - $1.2M
26.5K $20.5M
AMGN
Amgen Inc

Healthcare
15
+ 0.05%
$258.78 - $328.31 $3.88K - $4.92K
31.3K $8.17M
XOM
Exxon Mobil Corp

Energy
647
+ 0.31%
$105.51 - $125.37 $68.3K - $81.1K
210K $22.5M
VZ
Verizon Communications Inc

Communication Services
5.96K
+ 0.95%
$39.6 - $45.21 $236K - $269K
632K $25.3M
ABBV
Abb Vie Inc.

Healthcare
2.18K
+ 1.16%
$164.99 - $203.87 $360K - $445K
191K $33.9M
QCOM
Qualcomm Inc

Technology
5.26K
+ 2.03%
$150.4 - $178.04 $791K - $936K
265K $40.6M
SO
Southern CO

Utilities
8.15K
+ 1.43%
$81.5 - $94.15 $664K - $767K
576K $47.5M
MRK
Merck & Co., Inc.

Healthcare
2.88K
+ 0.91%
$96.31 - $114.76 $278K - $331K
321K $31.9M
KO
Coca Cola CO

Consumer Defensive
4.02K
+ 0.81%
$61.74 - $71.71 $248K - $288K
500K $31.1M
XLV
Select Sector Spdr Fund Health

ETFs
13.1K
+ 2.39%
$136.28 - $154.74 $1.78M - $2.03M
561K $77.2M
LMT
Lockheed Martin Corp

Industrials
2.01K
+ 2.23%
$479.66 - $614.62 $965K - $1.24M
92.1K $44.8M
IQLT
Ishares Msci Intl Quality Fact

ETFs
247K
+ 5.56%
$37.12 - $41.23 $9.18M - $10.2M
4.69M $174M
Activity Summary
Buys All Purchases 346 New Holdings 44 Increased Positions 302 Sells All Sells 286 Reductions 286 Sold out 0 Options Calls 0 Puts 0
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