Capital Investment Advisors, LLC Reduced Holdings in Q1 2025

Capital Investment Advisors, LLC

  • $4.94 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-6.04K
- 20.58%
$3.77 - $6.08 $22.8K - $36.7K
23.3K $87K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.26K
- 16.51%
$74.85 - $84.89 $169K - $192K
11.4K $942K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-7.65K
- 16.59%
$9.47 - $11.46 $72.5K - $87.7K
38.5K $398K
SRLN
Ssga Active Trust

ETFs
-1.45K
- 3.19%
$41.02 - $41.99 $59.6K - $61K
44.1K $1.81M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-6.82K
- 12.3%
$10.43 - $10.86 $71.2K - $74.1K
48.6K $511K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-4.55K
- 12.98%
$20.05 - $20.4 $91.2K - $92.8K
30.5K $620K
WFC
Wells Fargo & Company

Financial Services
-2.1K
- 4.47%
$66.78 - $81.42 $140K - $171K
45K $3.23M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-361
- 13.06%
$121.0 - $142.28 $43.7K - $51.4K
2.4K $296K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-5.33K
- 22.25%
$11.85 - $13.1 $63.1K - $69.8K
18.6K $224K
CET
Central Securities Corp

Financial Services
-1.15K
- 3.3%
$44.41 - $48.17 $51.1K - $55.4K
33.7K $1.52M
HUBB
Hubbell Inc

Industrials
-3
- 0.36%
$330.91 - $456.86 $993 - $1.37K
830 $274K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-375
- 12.11%
$96.3 - $112.23 $36.1K - $42.1K
2.72K $264K
PHT
Pioneer High Income Fund, Inc.

Financial Services
-8.73K
- 5.38%
$7.59 - $7.97 $66.3K - $69.6K
154K $1.19M
CEG
Constellation Energy Corp

Utilities
-144
- 6.75%
$201.63 - $347.44 $29K - $50K
1.99K $408K
C
Citigroup Inc

Financial Services
-2.8K
- 1.31%
$67.23 - $84.63 $188K - $237K
211K $14.9M
AINV
Apollo Investment Corp

Financial Services
-6.36K
- 7.98%
N/A
73.4K $816K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-5.81K
- 4.76%
$12.18 - $12.91 $70.8K - $75K
116K $1.43M
VONG
Vanguard Russell 1000 Growth E

ETFs
-15
- 0.23%
$92.71 - $107.38 $1.39K - $1.61K
6.49K $601K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-10.4K
- 3.45%
$5.75 - $6.1 $59.6K - $63.2K
290K $1.68M
NRZ
New Residential Investment Corp.

Real Estate
-9.08K
- 4.01%
N/A
217K $1.58M
IVW
Ishares S&P 500 Growth ETF

ETFs
-72
- 1.11%
$92.45 - $106.69 $6.66K - $7.68K
6.41K $592K
VIG
Vanguard Dividend Appreciation

ETFs
-359
- 0.65%
N/A
54.7K $9.96M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-1.47K
- 2.72%
$14.19 - $15.01 $20.8K - $22K
52.5K $752K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-641
- 12.18%
$67.03 - $74.61 $43K - $47.8K
4.62K $312K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-319
- 7.39%
$117.4 - $131.02 $37.5K - $41.8K
4K $476K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-2.58K
- 4.7%
$12.24 - $13.31 $31.5K - $34.3K
52.2K $638K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.77K
- 2.23%
$76.94 - $78.28 $136K - $138K
77.6K $6.07M
VO
Vanguard Mid Cap ETF

ETFs
-157
- 5.03%
$251.87 - $277.95 $39.5K - $43.6K
2.96K $761K
DVY
Ishares Tr

ETFs
-1.84K
- 1.46%
$128.58 - $138.1 $236K - $254K
124K $16.5M
XLC
Select Sector Spdr Tr Communic

ETFs
-462
- 3.01%
$94.84 - $105.31 $43.8K - $48.7K
14.9K $1.43M
RSF
River North Specialty Finance Corp

ETFs
-3.04K
- 6.79%
$15.02 - $15.39 $45.7K - $46.8K
41.8K $634K
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
-11.5K
- 7.41%
$7.0 - $7.44 $80.5K - $85.6K
144K $1.05M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-527
- 20.4%
$110.75 - $119.78 $58.4K - $63.1K
2.06K $239K
EEM
Ishares Msci Emerging Markets

ETFs
-2.77K
- 8.16%
$40.81 - $45.34 $113K - $126K
31.2K $1.37M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-5.18K
- 8.93%
$20.29 - $22.36 $105K - $116K
52.9K $1.16M
INTC
Intel Corp

Technology
-31.8K
- 12.59%
$19.1 - $27.39 $607K - $870K
220K $5.01M
FE
Firstenergy Corp

Utilities
-1.36K
- 13.52%
$37.95 - $43.5 $51.5K - $59K
8.68K $350K
KTF
Dws Municipal Income Trust

Financial Services
-1.04K
- 0.31%
$9.32 - $9.72 $9.7K - $10.1K
338K $3.16M
AVY
Avery Dennison Corp

Industrials
-161
- 7.85%
$174.58 - $195.91 $28.1K - $31.5K
1.89K $336K
BANX
Arrow Mark Financial Corp.

Financial Services
-2.25K
- 7.32%
$20.47 - $21.49 $46.1K - $48.4K
28.5K $600K
PRU
Prudential Financial Inc

Financial Services
-176
- 4.71%
$105.04 - $122.33 $18.5K - $21.5K
3.56K $397K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
-13.4K
- 2.84%
$6.04 - $6.31 $80.9K - $84.6K
458K $2.8M
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
-3.98K
- 27.27%
$10.77 - $11.29 $42.8K - $44.9K
10.6K $115K
EOG
Eog Resources Inc

Energy
-2.68K
- 5.02%
$120.54 - $138.05 $323K - $370K
50.7K $6.5M
VVR
Invesco Senior Income Trust

Financial Services
-4.65K
- 5.25%
$3.55 - $4.15 $16.5K - $19.3K
84K $309K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-61
- 3.56%
$168.84 - $202.89 $10.3K - $12.4K
1.65K $290K
MUB
Ishares National Muni Bond ETF

ETFs
-157
- 0.95%
$104.71 - $107.69 $16.4K - $16.9K
16.5K $1.73M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-41
- 4.34%
$254.58 - $302.92 $10.4K - $12.4K
904 $232K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-2.09K
- 6.47%
$14.28 - $14.97 $29.8K - $31.3K
30.2K $433K
Activity Summary
Buys All Purchases 383 New Holdings 49 Increased Positions 334 Sells All Sells 260 Reductions 260 Sold out 0 Options Calls 0 Puts 0
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