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
FTQI
First Trust ETF Vi First Trust

ETFs
7.68K
+ 16.31%
$20.23 - $21.46 $155K - $165K
54.8K $1.14M
MO
Altria Group, Inc.

Consumer Defensive
2.33K
+ 5.4%
$49.06 - $57.74 $114K - $134K
45.4K $2.37M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
476
+ 14.37%
$172.07 - $207.36 $81.9K - $98.7K
3.79K $748K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.84K
+ 21.64%
$51.09 - $55.27 $196K - $212K
21.6K $1.1M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
11.1K
New
$14.38 - $15.35 $159K - $170K
11.1K $165K
HON
Honeywell International Inc

Industrials
130
+ 1.88%
$202.84 - $236.0 $26.4K - $30.7K
7.06K $1.59M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
4.42K
+ 89.46%
$34.64 - $35.72 $153K - $158K
9.35K $329K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.1K
+ 8.27%
$35.45 - $40.33 $181K - $206K
66.8K $2.39M
BMY
Bristol Myers Squibb CO

Healthcare
1.39K
+ 11.51%
$51.92 - $59.94 $72.4K - $83.6K
13.5K $763K
IYW
Ishares Dj Us Tech ETF

ETFs
619
+ 12.61%
$148.14 - $166.23 $91.7K - $103K
5.53K $881K
IWF
Ishares Russell 1000 Gr ETF

ETFs
179
+ 7.83%
$370.24 - $418.94 $66.3K - $75K
2.47K $989K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
1.64K
+ 5.57%
$86.6 - $95.01 $142K - $156K
31.1K $2.76M
XLP
Consumer Staples Sector Spdr

ETFs
1.7K
+ 2.8%
N/A
62.3K $4.73M
UBER
Uber Technologies, Inc

Technology
2.86K
+ 86.34%
$59.93 - $86.34 $172K - $247K
6.18K $372K
SHOP
Shopify Inc.

Technology
4
+ 0.09%
$78.14 - $119.49 $313 - $478
4.62K $491K
TDVG
T Rowe Price Exchange Traded F

Technology
3.11K
+ 115.72%
$39.51 - $41.92 $123K - $130K
5.8K $229K
INTF
Ishares Tr

ETFs
5.13K
+ 44.12%
$28.54 - $31.26 $146K - $160K
16.8K $481K
EPD
Enterprise Products Partners L.P.

Energy
212
+ 0.44%
$28.66 - $34.43 $6.08K - $7.3K
48.4K $1.52M
XLK
Technology Sector Spdr

ETFs
49
+ 0.32%
$220.26 - $241.44 $10.8K - $11.8K
15.2K $3.52M
MA
Mastercard Inc

Financial Services
19
+ 0.61%
$491.3 - $536.15 $9.33K - $10.2K
3.14K $1.65M
YLD
Principal Exchange Traded Fds

ETFs
5.83K
+ 241.64%
$19.17 - $19.61 $112K - $114K
8.24K $157K
DDM
Proshares Ultra Dow30

ETFs
1.14K
+ 100.62%
$92.63 - $107.31 $106K - $123K
2.28K $216K
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.07K
+ 379.18%
$25.79 - $80.4 $234K - $729K
11.5K $298K
MBLY
Mobileye Global Inc.
300
+ 2.1%
$12.07 - $20.07 $3.62K - $6.02K
14.6K $290K
EMR
Emerson Electric CO

Industrials
18
+ 0.29%
$108.13 - $134.33 $1.95K - $2.42K
6.26K $776K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.08K
+ 2.49%
N/A
44.3K $3.8M
FTNT
Fortinet, Inc.

Technology
230
+ 5.44%
$76.49 - $99.21 $17.6K - $22.8K
4.46K $420K
O
Realty Income Corp

Real Estate
8.07K
+ 23.46%
$51.76 - $64.71 $418K - $522K
42.5K $2.27M
SCHG
Schwab Strategic Tr Us Large C

ETFs
48.5K
+ 291.57%
$25.93 - $105.3 $1.26M - $5.11M
65.2K $1.82M
PANW
Palo Alto Networks Inc

Technology
2.47K
+ 107.2%
$181.96 - $405.9 $450K - $1M
4.78K $869K
MBB
Ishares Tr

ETFs
906
+ 183.03%
$91.26 - $95.82 $82.7K - $86.8K
1.4K $128K
BMTX
Bm Technologies, Inc.

Technology
16.1K
New
$3.21 - $4.89 $51.7K - $78.7K
16.1K $78K
PSET
Principal Exchange Traded Fund

ETFs
1.09K
+ 211.87%
$69.39 - $74.43 $75.6K - $81.1K
1.6K $114K
CDNS
Cadence Design Systems Inc

Technology
55
+ 2.76%
$249.1 - $324.54 $13.7K - $17.8K
2.05K $616K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.1K
+ 5.49%
$22.39 - $23.45 $114K - $120K
98K $2.25M
VXF
Vanguard Extended Market ETF

ETFs
214
+ 5.27%
$179.17 - $207.15 $38.3K - $44.3K
4.27K $811K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
103
+ 1.0%
$201.32 - $217.44 $20.7K - $22.4K
10.4K $2.15M
PSC
Principal ETF U.S. Small Cap M

ETFs
1.27K
+ 187.41%
$50.76 - $56.6 $64.2K - $71.6K
1.94K $99K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.59K
+ 8.12%
$56.06 - $61.35 $89.2K - $97.6K
21.2K $1.2M
MAIN
Main Street Capital Corp

Financial Services
98
+ 1.46%
$49.95 - $58.58 $4.9K - $5.74K
6.81K $398K
BND
Vanguard Bd Index Fd Inc Total

ETFs
855
+ 121.62%
$71.75 - $75.11 $61.3K - $64.2K
1.56K $112K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.37%
$4100.99 - $5300.34 $4.1K - $5.3K
74 $367K
MSCI
Msci Inc.

Financial Services
33
+ 1.49%
$569.09 - $635.99 $18.8K - $21K
2.24K $1.35M
SSO
Proshares Ultra S&P 500

ETFs
361
+ 3.83%
$87.92 - $99.73 $31.7K - $36K
9.78K $904K
GLD
Spdr Gold Trust

ETFs
326
+ 1.2%
$236.59 - $257.5 $77.1K - $83.9K
27.4K $6.64M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.18K
+ 24.4%
$26.63 - $30.23 $84.6K - $96.1K
16.2K $431K
MU
Micron Technology Inc

Technology
1.09K
+ 52.52%
$84.16 - $113.41 $92.1K - $124K
3.18K $267K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
385
+ 175.0%
$134.53 - $150.65 $51.8K - $58K
605 $81K
LNC
Lincoln National Corp

Financial Services
1.35K
+ 3.74%
$30.46 - $36.84 $41.2K - $49.8K
37.5K $1.19M
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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