Capital Investment Advisory Services, LLC Purchases in Q4 2024

Capital Investment Advisory Services, LLC

  • $972 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
68.2K
+ 10.55%
$91.29 - $91.8 $6.23M - $6.26M
715K $65.3M
NVDA
Nvidia Corp

Technology
4.55K
+ 2.01%
$117.0 - $148.88 $532K - $677K
231K $31M
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
+ 1.46%
$180.88 - $232.93 $246K - $317K
94.6K $20.7M
GOOG
Alphabet Inc.

Communication Services
1.73K
+ 2.31%
$163.08 - $198.16 $281K - $342K
76.5K $14.6M
PFE
Pfizer Inc

Healthcare
86.7K
+ 76.18%
$24.8 - $30.19 $2.15M - $2.62M
201K $5.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.73K
+ 10.52%
$481.22 - $538.17 $833K - $932K
18.2K $9.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.57K
+ 14.21%
$567.81 - $607.81 $889K - $951K
12.6K $7.37M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.4K
+ 71.13%
$66.77 - $71.52 $827K - $886K
29.8K $2.05M
JPM
Jpmorgan Chase & CO

Financial Services
493
+ 2.18%
$205.18 - $250.29 $101K - $123K
23.1K $5.55M
FNGS
Bank Of Montreal

ETFs
258
+ 0.29%
$48.38 - $60.6 $12.5K - $15.6K
90.6K $5.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.2K
+ 29.64%
$53.94 - $58.15 $605K - $652K
49K $2.77M
WMT
Walmart Inc.

Consumer Defensive
1.97K
+ 4.03%
$79.1 - $95.7 $156K - $189K
50.9K $4.6M
V
Visa Inc.

Financial Services
81
+ 0.54%
$273.87 - $320.91 $22.2K - $26K
15.2K $4.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.4K
+ 16.18%
$57.53 - $60.83 $769K - $813K
95.9K $5.52M
BALT
Innovator Etfs Tr
17.8K
+ 50.83%
$30.76 - $31.55 $547K - $561K
52.8K $1.66M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.3K
+ 42.58%
$50.62 - $50.97 $573K - $576K
37.9K $1.92M
TBJL
Innovator 20+ Year Treasury Bo

ETFs
27.2K
New
$19.57 - $21.07 $533K - $573K
27.2K $532K
BAC
Bank Of America Corp

Financial Services
2.31K
+ 2.32%
$39.22 - $47.77 $90.8K - $111K
102K $4.48M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
5.72K
New
$81.34 - $96.75 $465K - $553K
5.72K $464K
SPIB
Spdr Portfolio Intermediate Te

ETFs
14.4K
+ 151.97%
$32.65 - $33.68 $470K - $485K
23.9K $782K
CHKP
Check Point Software Technologies LTD

Technology
2.43K
+ 116.92%
$170.18 - $209.01 $413K - $507K
4.5K $840K
BWXT
Bwx Technologies, Inc.

Industrials
3.42K
New
$111.39 - $133.28 $380K - $455K
3.42K $380K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
567
+ 14.61%
$521.84 - $558.82 $296K - $317K
4.45K $2.4M
MS
Morgan Stanley

Financial Services
352
+ 2.49%
$104.42 - $134.99 $36.8K - $47.5K
14.5K $1.82M
IVW
Ishares S&P 500 Growth ETF

ETFs
58
+ 0.1%
$94.43 - $105.47 $5.48K - $6.12K
57.7K $5.86M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
8.15K
+ 644.27%
$37.33 - $40.39 $304K - $329K
9.42K $352K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.95K
New
$70.54 - $79.61 $279K - $315K
3.95K $300K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.27K
+ 2.06%
$59.74 - $60.03 $315K - $317K
261K $15.6M
VIG
Vanguard Dividend Appreciation

ETFs
1.56K
+ 16.27%
N/A
11.1K $2.03M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.96K
+ 235.02%
$45.07 - $47.1 $269K - $281K
8.5K $384K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
18.2K
+ 404.22%
$14.42 - $15.68 $262K - $285K
22.7K $330K
VGT
Vanguard Information Technolog

ETFs
372
+ 47.15%
$571.78 - $647.97 $213K - $241K
1.16K $721K
META
Meta Platforms, Inc.

Communication Services
48
+ 0.37%
$554.08 - $632.68 $26.6K - $30.4K
13.1K $7.71M
SHEN
Shenandoah Telecommunications CO

Communication Services
20K
New
$12.42 - $15.58 $248K - $312K
20K $252K
DELL
Dell Technologies Inc.

Technology
2.1K
New
$111.96 - $144.21 $235K - $303K
2.1K $242K
FCNCA
First Citizens Bancshares Inc

Financial Services
113
New
$1818.92 - $2353.08 $206K - $266K
113 $238K
TFC
Truist Financial Corp

Financial Services
1.83K
+ 0.74%
$41.51 - $48.1 $76K - $88.1K
250K $10.9M
FDUS
Fidus Investment Corp

Financial Services
7.16K
+ 12.24%
$19.1 - $21.49 $137K - $154K
65.6K $1.38M
JHML
John Hancock Multifactor Large

ETFs
3.02K
+ 5.13%
$68.78 - $73.44 $208K - $222K
61.8K $4.31M
FTHI
First Trust Exchange Traded Fd

ETFs
8.79K
+ 12.75%
$22.89 - $24.02 $201K - $211K
77.7K $1.81M
MRVL
Marvell Technology, Inc.

Technology
2.01K
New
$70.31 - $124.78 $141K - $250K
2.01K $221K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
933
New
$173.13 - $258.09 $162K - $241K
933 $215K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.02K
+ 269.56%
$95.27 - $107.82 $192K - $218K
2.77K $285K
SWKS
Skyworks Solutions, Inc.

Technology
2.35K
New
$83.18 - $99.15 $196K - $233K
2.35K $208K
RKLB
Rocket Lab Usa, Inc.

Industrials
8.12K
New
$9.23 - $28.44 $74.9K - $231K
8.12K $206K
CCI
Crown Castle International Corp

Real Estate
4.53K
+ 59.95%
$89.78 - $119.11 $407K - $539K
12.1K $1.1M
GS
Goldman Sachs Group Inc

Financial Services
127
+ 8.52%
$486.1 - $608.57 $61.7K - $77.3K
1.62K $926K
PY
Principal Exchange Traded Fund

ETFs
3.68K
+ 156.15%
$48.87 - $52.48 $180K - $193K
6.04K $299K
USMC
Principal ETF U S Mega Cap

ETFs
2.8K
+ 81.16%
$56.37 - $61.98 $158K - $174K
6.25K $375K
Activity Summary
Buys All Purchases 362 New Holdings 40 Increased Positions 322 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 0 Puts 0
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