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
TLT
Ishares Barclays 20+ Year Trea

ETFs
5
+ 0.49%
$87.1 - $98.49 $436 - $492
1.02K $89K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
24
+ 0.43%
$43.02 - $47.32 $1.03K - $1.14K
5.6K $242K
SBUX
Starbucks Corp

Consumer Cyclical
439
+ 5.36%
$87.44 - $102.5 $38.4K - $45K
8.62K $785K
DIHP
Dimensional ETF Tr Dimensional

ETFs
41
+ 0.73%
$25.15 - $27.57 $1.03K - $1.13K
5.69K $143K
TWI
Titan International Inc

Industrials
1.1K
+ 6.04%
$6.44 - $8.89 $7.08K - $9.78K
19.3K $131K
PJP
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.23%
$82.12 - $89.61 $821 - $896
4.41K $364K
LQD
Ishares Iboxx $ Investment Gra

ETFs
15
+ 0.46%
$106.56 - $113.11 $1.6K - $1.7K
3.26K $347K
DFIV
Dimensional ETF Tr

ETFs
462
+ 3.29%
$34.86 - $37.97 $16.1K - $17.5K
14.5K $513K
LHX
L3 Harris Technologies, Inc.

Industrials
61
+ 5.0%
$208.94 - $264.22 $12.7K - $16.1K
1.28K $269K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
263
+ 3.07%
$44.04 - $49.49 $11.6K - $13K
8.82K $388K
DOW
Dow Inc.

Basic Materials
3.99K
+ 31.59%
$39.1 - $55.34 $156K - $221K
16.6K $666K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
176
+ 1.86%
$96.64 - $101.23 $17K - $17.8K
9.66K $935K
NSC
Norfolk Southern Corp

Industrials
14
+ 0.56%
$230.6 - $277.0 $3.23K - $3.88K
2.51K $589K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.61K
+ 7.91%
$58.88 - $64.8 $154K - $169K
35.6K $2.1M
HQH
Tekla Healthcare Investors

Financial Services
200
+ 1.24%
$16.03 - $18.73 $3.21K - $3.75K
16.4K $262K
ASML
Asml Holding Nv

Technology
7
+ 2.13%
$658.43 - $872.27 $4.61K - $6.11K
335 $232K
CLF
Cleveland Cliffs Inc.

Basic Materials
2.69K
+ 13.53%
$9.24 - $13.94 $24.8K - $37.4K
22.5K $211K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
2.52K
+ 3.81%
$37.83 - $40.57 $95.2K - $102K
68.5K $2.6M
RY
Royal Bank Of Canada

Financial Services
255
+ 1.4%
$119.72 - $128.02 $30.5K - $32.6K
18.5K $2.23M
AVES
American Centy ETF Tr Avantis

ETFs
758
+ 5.36%
$46.2 - $53.09 $35K - $40.2K
14.9K $688K
DD
Du Pont De Nemours, Inc.

Basic Materials
252
+ 4.58%
$75.95 - $88.05 $19.1K - $22.2K
5.75K $438K
AMAT
Applied Materials Inc

Technology
1.04K
+ 18.53%
$161.44 - $213.89 $168K - $222K
6.65K $1.08M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.7K
+ 99.91%
$18.41 - $40.87 $234K - $519K
25.4K $470K
WPC
W. P. Carey Inc.

Real Estate
259
+ 3.07%
$53.44 - $61.33 $13.8K - $15.9K
8.7K $473K
ADBE
Adobe Inc.

Technology
178
+ 9.75%
$437.39 - $552.96 $77.9K - $98.4K
2K $891K
PSX
Phillips 66

Energy
29
+ 0.89%
$110.35 - $138.93 $3.2K - $4.03K
3.28K $373K
IBB
Ishares Biotechnology ETF

ETFs
13
+ 0.3%
$131.21 - $148.85 $1.71K - $1.94K
4.35K $575K
KWEB
Kraneshares Tr Csi China Inter

ETFs
18
+ 0.14%
$29.11 - $38.87 $524 - $700
12.8K $374K
XLRE
Select Sector Spdr Tr Real Est

ETFs
28
+ 0.17%
$40.06 - $45.21 $1.12K - $1.27K
16.2K $658K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
100
+ 0.34%
$88.59 - $94.57 $8.86K - $9.46K
29.7K $2.64M
MOTG
Vaneck Morningstar Global Wide

ETFs
297
+ 1.62%
$36.24 - $40.38 $10.8K - $12K
18.7K $676K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
124
+ 3.3%
$82.28 - $117.52 $10.2K - $14.6K
3.88K $329K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
124
+ 0.49%
$48.17 - $53.38 $5.97K - $6.62K
25.6K $1.25M
OMC
Omnicom Group Inc.

Communication Services
19
+ 0.4%
$85.82 - $105.47 $1.63K - $2K
4.76K $409K
VEA
Vanguard Ftse Developed Market

ETFs
470
+ 1.95%
$47.57 - $52.44 $22.4K - $24.6K
24.6K $1.17M
KLAC
Kla Corp

Technology
66
+ 6.78%
$614.46 - $829.55 $40.6K - $54.8K
1.04K $655K
VPU
Vanguard Utilities ETF

ETFs
268
+ 1.96%
$160.52 - $179.11 $43K - $48K
13.9K $2.28M
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 0.43%
$288.47 - $316.54 $9.52K - $10.4K
7.77K $2.25M
NEP
Nextera Energy Partners, LP

Utilities
89
+ 0.79%
$15.87 - $26.96 $1.41K - $2.4K
11.3K $201K
XLU
Utilities Sector Spdr

ETFs
115
+ 0.49%
$74.89 - $82.93 $8.61K - $9.54K
23.6K $1.78M
LMT
Lockheed Martin Corp

Industrials
771
+ 15.24%
$479.66 - $614.62 $370K - $474K
5.83K $2.83M
DHR
Danaher Corp

Healthcare
22
+ 0.82%
$226.16 - $274.52 $4.98K - $6.04K
2.71K $621K
VZ
Verizon Communications Inc

Communication Services
4.55K
+ 7.11%
$39.6 - $45.21 $180K - $206K
68.6K $2.74M
VTV
Vanguard Value ETF

ETFs
2.05K
+ 2.24%
$168.32 - $181.87 $344K - $372K
93.2K $15.8M
CAT
Caterpillar Inc

Industrials
16
+ 0.32%
$360.37 - $416.88 $5.77K - $6.67K
5.02K $1.82M
PEP
Pepsico Inc

Consumer Defensive
182
+ 1.99%
$151.29 - $176.1 $27.5K - $32.1K
9.31K $1.42M
PG
Procter & Gamble CO

Consumer Defensive
242
+ 0.74%
$161.05 - $179.7 $39K - $43.5K
33.1K $5.56M
TGT
Target Corp

Consumer Defensive
118
+ 1.41%
$121.59 - $160.69 $14.3K - $19K
8.51K $1.15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
77.1K
+ 189.74%
$26.93 - $84.95 $2.08M - $6.55M
118K $3.22M
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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