Capital Investment Advisors, LLC Sells in Q4 2025

Capital Investment Advisors, LLC

  • $6.32 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
-946K
- 45.43%
$51.76 - $53.77 $49M - $50.9M
1.14M $59.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-7.6K
- 4.54%
$176.58 - $207.02 $1.34M - $1.57M
160K $28.9M
PG
Procter & Gamble CO

Consumer Defensive
-3.74K
- 1.8%
$145.5 - $153.18 $544K - $573K
204K $29.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-7.75K
- 1.52%
$136.06 - $140.64 $1.05M - $1.09M
503K $69.5M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-216K
- 9.48%
$5.67 - $5.92 $1.22M - $1.28M
2.06M $11.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-24.9K
- 4.02%
$56.0 - $57.6 $1.4M - $1.44M
596K $33.8M
GS
Goldman Sachs Group Inc

Financial Services
-853
- 1.99%
$744.6 - $838.97 $635K - $716K
42.1K $32.6M
C
Citigroup Inc

Financial Services
-6.14K
- 2.99%
$93.93 - $102.87 $576K - $631K
199K $19.5M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-2.81K
- 56.08%
$398.46 - $431.24 $1.12M - $1.21M
2.2K $903K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-97.4K
- 12.0%
$9.88 - $10.22 $962K - $996K
714K $7.13M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
-226K
- 7.26%
$3.77 - $3.89 $852K - $879K
2.89M $11M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-66.1K
- 19.47%
$14.13 - $14.62 $933K - $966K
273K $3.92M
ZTS
Zoetis Inc.

Healthcare
-4.81K
- 33.99%
$118.8 - $147.53 $571K - $709K
9.34K $1.11M
OKE
Oneok Inc

Energy
-2.76K
- 0.91%
$64.31 - $72.98 $177K - $201K
300K $21.1M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-65.3K
- 7.18%
$10.8 - $11.17 $705K - $730K
844K $9.12M
EOG
Eog Resources Inc

Energy
-7.5K
- 18.63%
$105.0 - $111.92 $788K - $840K
32.8K $3.62M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-7.38K
- 47.59%
$82.82 - $104.04 $611K - $768K
8.13K $674K
PFE
Pfizer Inc

Healthcare
-26.4K
- 5.76%
$24.23 - $27.37 $641K - $724K
432K $10.8M
VTI
Vanguard Total Stock Market Et

ETFs
-2.37K
- 11.06%
$321.8 - $337.95 $762K - $800K
19K $6.28M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.67K
- 6.82%
$100.05 - $123.23 $167K - $206K
22.8K $2.38M
NKE
Nike, Inc.

Consumer Cyclical
-3.72K
- 6.25%
$60.8 - $74.57 $226K - $277K
55.7K $3.51M
BLDR
Builders First Source, Inc.

Industrials
-3.89K
- 29.47%
$103.44 - $129.54 $402K - $504K
9.3K $962K
UNH
Unitedhealth Group Inc

Healthcare
-440
- 2.21%
$320.52 - $369.92 $141K - $163K
19.5K $6.25M
ADBE
Adobe Inc.

Technology
-1.31K
- 22.23%
$325.07 - $359.91 $425K - $471K
4.58K $1.49M
CPRT
Copart Inc

Consumer Cyclical
-9.77K
- 24.55%
$39.98 - $45.76 $391K - $447K
30K $1.23M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-7.64K
- 16.34%
$42.38 - $49.47 $324K - $378K
39.1K $1.77M
ROP
Roper Technologies Inc

Industrials
-750
- 20.86%
$443.27 - $520.0 $332K - $390K
2.85K $1.28M
FAS
Direxion Daily Financial Bull

ETFs
-1.21K
- 6.58%
$156.45 - $176.67 $189K - $213K
17.1K $2.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
-688
- 1.31%
$653.02 - $687.39 $449K - $473K
52K $34.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-5.44K
- 58.44%
$78.97 - $83.03 $430K - $452K
3.87K $314K
CAPE
Barclays Bank PLC

ETFs
-10.6K
- 11.92%
$31.18 - $32.51 $330K - $344K
78.1K $2.47M
DVY
Ishares Tr

ETFs
-1.48K
- 1.22%
$138.1 - $143.11 $204K - $211K
119K $16.8M
CDNS
Cadence Design Systems Inc

Technology
-316
- 4.11%
$314.93 - $353.36 $99.5K - $112K
7.37K $2.32M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-36.1K
- 9.6%
$11.22 - $11.68 $404K - $421K
339K $3.91M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-851
- 16.95%
$454.87 - $482.76 $387K - $411K
4.17K $1.97M
XLP
Consumer Staples Sector Spdr

ETFs
-4.49K
- 5.45%
N/A
78K $5.93M
BRO
Brown & Brown, Inc.

Financial Services
-1.67K
- 11.03%
$76.42 - $95.96 $128K - $160K
13.5K $1.09M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-26.8K
- 15.04%
$12.33 - $12.79 $330K - $343K
151K $1.91M
CCI
Crown Castle International Corp

Real Estate
-2.27K
- 10.86%
$87.81 - $98.87 $199K - $224K
18.6K $1.69M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
-12.5K
- 16.24%
$21.27 - $21.99 $267K - $276K
64.7K $1.38M
SNA
Snap On Inc

Industrials
-182
- 1.28%
$327.33 - $349.13 $59.6K - $63.5K
14K $4.62M
KTF
Dws Municipal Income Trust

Financial Services
-36.2K
- 11.75%
$9.14 - $9.34 $331K - $338K
272K $2.53M
D
Dominion Energy, Inc

Utilities
-4.08K
- 5.57%
$58.49 - $61.69 $239K - $252K
69.2K $4.19M
SWKS
Skyworks Solutions, Inc.

Technology
-1.19K
- 5.85%
$66.6 - $80.26 $79.3K - $95.6K
19.2K $1.28M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-10.1K
- 4.84%
$82.92 - $88.2 $835K - $888K
198K $17.3M
MAIN
Main Street Capital Corp

Financial Services
-285
- 0.57%
$55.1 - $63.97 $15.7K - $18.2K
49.9K $2.92M
RSG
Republic Services, Inc.

Industrials
-240
- 2.15%
$204.12 - $227.29 $49K - $54.5K
10.9K $2.29M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-30.9K
- 8.58%
$11.57 - $12.09 $357K - $373K
329K $3.94M
IRM
Iron Mountain Inc

Real Estate
-153
- 0.66%
$91.37 - $106.46 $14K - $16.3K
23.1K $2.11M
Activity Summary
Buys All Purchases 405 New Holdings 43 Increased Positions 362 Sells All Sells 294 Reductions 294 Sold out 0 Options Calls 3 Puts 0
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