Capital Investment Advisors, LLC Sells in Q1 2025

Capital Investment Advisors, LLC

  • $4.94 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
-219K
- 82.91%
$192.6 - $233.2 $42.2M - $51.1M
45.2K $8.9M
MBB
Ishares Tr

ETFs
-381K
- 95.64%
$90.37 - $94.08 $34.4M - $35.8M
17.3K $1.62M
DE
Deere & CO

Industrials
-54.7K
- 78.94%
$408.57 - $509.27 $22.3M - $27.8M
14.6K $6.84M
CVS
Cvs Health Corp

Healthcare
-321K
- 78.4%
$44.22 - $68.64 $14.2M - $22M
88.5K $5.99M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-145K
- 18.2%
$56.17 - $59.71 $8.14M - $8.65M
651K $36.9M
MAA
Mid America Apartment Communities Inc.

Real Estate
-52.3K
- 89.4%
$146.9 - $170.92 $7.68M - $8.94M
6.2K $1.04M
XLK
Technology Sector Spdr

ETFs
-2.95K
- 1.09%
$206.38 - $242.18 $609K - $714K
269K $55.5M
CSCO
Cisco Systems, Inc.

Technology
-146K
- 15.29%
$58.74 - $64.87 $8.56M - $9.45M
807K $49.8M
UPS
United Parcel Service Inc

Industrials
-27K
- 14.13%
$109.66 - $136.26 $2.96M - $3.67M
164K $18M
CAH
Cardinal Health Inc

Healthcare
-51.5K
- 42.7%
$118.02 - $137.77 $6.08M - $7.09M
69.1K $9.52M
CMI
Cummins Inc

Industrials
-1.69K
- 1.53%
$312.92 - $386.07 $528K - $651K
109K $34.1M
TGT
Target Corp

Consumer Defensive
-24.2K
- 39.72%
$103.65 - $142.5 $2.51M - $3.45M
36.7K $3.83M
AXP
American Express CO

Financial Services
-4.61K
- 4.19%
$255.39 - $325.87 $1.18M - $1.5M
105K $28.3M
AVGO
Broadcom Inc.

Technology
-666
- 1.07%
$167.43 - $244.7 $112K - $163K
61.3K $10.3M
SWKS
Skyworks Solutions, Inc.

Technology
-38.1K
- 61.16%
$64.12 - $93.96 $2.44M - $3.58M
24.2K $1.56M
PPG
Ppg Industries Inc

Basic Materials
-29.8K
- 62.32%
$107.44 - $124.29 $3.2M - $3.7M
18K $1.97M
HSY
Hershey CO

Consumer Defensive
-21.8K
- 63.83%
$144.74 - $186.36 $3.15M - $4.06M
12.3K $2.11M
PFE
Pfizer Inc

Healthcare
-101K
- 17.03%
$25.01 - $27.13 $2.53M - $2.74M
492K $12.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.28K
- 0.87%
$102.49 - $119.96 $234K - $274K
260K $27.1M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-135K
- 34.04%
$22.98 - $24.13 $3.09M - $3.25M
261K $6.21M
IYW
Ishares Dj Us Tech ETF

ETFs
-3.08K
- 2.66%
$140.44 - $166.79 $433K - $514K
113K $15.9M
VLO
Valero Energy Corp

Energy
-22.1K
- 31.48%
$121.76 - $142.99 $2.69M - $3.15M
48K $6.34M
ORCL
Oracle Corp

Technology
-1.28K
- 1.8%
$139.81 - $186.47 $179K - $238K
69.8K $9.76M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-13.1K
- 3.04%
$64.6 - $69.89 $848K - $917K
418K $27.4M
BAC
Bank Of America Corp

Financial Services
-10.6K
- 2.01%
$39.61 - $47.74 $420K - $506K
518K $21.6M
VTI
Vanguard Total Stock Market Et

ETFs
-4.04K
- 16.35%
$271.18 - $303.12 $1.1M - $1.22M
20.7K $5.65M
CAT
Caterpillar Inc

Industrials
-244
- 0.64%
$326.75 - $407.63 $79.7K - $99.5K
38.1K $12.6M
TQQQ
Proshares Ultrapro Qqq

ETFs
-2.75K
- 6.24%
$57.3 - $90.39 $157K - $248K
41.3K $2.37M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-52.5K
- 1.88%
$23.29 - $23.38 $1.22M - $1.23M
2.75M $64.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-16.4K
- 77.27%
$58.01 - $64.46 $952K - $1.06M
4.83K $301K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-12.5K
- 55.88%
$71.17 - $73.66 $892K - $923K
9.9K $725K
RIO
Rio Tinto PLC

Basic Materials
-15.4K
- 15.84%
$58.19 - $64.29 $894K - $988K
81.6K $4.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.28K
- 5.07%
$169.43 - $182.84 $555K - $599K
61.4K $10.5M
DIS
Walt Disney CO

Communication Services
-627
- 1.18%
$96.87 - $114.0 $60.7K - $71.5K
52.7K $5.2M
CUZ
Cousins Properties Inc

Real Estate
-8.29K
- 2.15%
$28.06 - $31.21 $233K - $259K
377K $11.1M
UNH
Unitedhealth Group Inc

Healthcare
-2.08K
- 8.21%
$461.52 - $548.18 $959K - $1.14M
23.2K $12.2M
IRM
Iron Mountain Inc

Real Estate
-1.59K
- 6.18%
$82.79 - $111.31 $132K - $177K
24.2K $2.08M
LEN
Lennar Corp

Consumer Cyclical
-400
- 1.77%
$113.93 - $141.54 $45.6K - $56.6K
22.2K $2.55M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.44K
- 63.66%
$183.02 - $207.75 $446K - $506K
1.39K $257K
BBY
Best Buy CO Inc

Consumer Cyclical
-2.25K
- 10.63%
$70.3 - $91.1 $158K - $205K
18.9K $1.39M
XLI
Industrial Sector Spdr

ETFs
-2.09K
- 2.24%
$128.78 - $141.67 $270K - $297K
91.2K $11.9M
DAL
Delta Air Lines, Inc.

Industrials
-246
- 1.05%
$43.6 - $69.06 $10.7K - $17K
23.2K $1.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-13.9K
- 7.24%
$42.5 - $46.71 $590K - $648K
178K $8.05M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
-11.8K
- 8.14%
$14.32 - $16.14 $169K - $190K
133K $1.92M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
-9.82K
- 4.51%
$14.1 - $15.62 $139K - $153K
208K $2.94M
GD
General Dynamics Corp

Industrials
-1.42K
- 14.57%
$241.94 - $272.58 $344K - $388K
8.34K $2.27M
FAS
Direxion Daily Financial Bull

ETFs
-2.15K
- 10.1%
$136.91 - $185.61 $294K - $398K
19.1K $2.91M
KIO
Kkr Income Opportunities Fund

Financial Services
-9.36K
- 5.68%
$12.16 - $13.6 $114K - $127K
156K $1.92M
BLW
Blackrock LTD Duration Income Trust

Financial Services
-18.2K
- 10.25%
$13.95 - $14.38 $254K - $262K
160K $2.23M
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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