Fund Holdings — Capital Investment Advisors, LLC

Total Portfolio Value
$5.58B
Total Bought
$1.02B
Total Sold
$226.16M
Net Transaction
+$797.08M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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ISHARES TR17,7373,439,530+3,421,79319975,6011.36%+75,402
ISHARES TR17,7372,752,018+2,734,28119969,5851.25%+69,386
ISHARES TR17,7373,132,531+3,114,79419965,9081.18%+65,709
SELECT SECTOR SPDR TR
ST STR SVC ETF
14,908564,550+549,6421,43861,2711.10%+59,833
SELECT SECTOR SPDR TR
ST STR DISCR ETF
45,165310,191+265,0268,91867,4141.21%+58,495
ISHARES TR17,7372,486,703+2,468,96619958,0891.04%+57,890
ISHARES TR17,7372,336,393+2,318,65619953,5730.96%+53,374
ISHARES TR
CORE DIV GRWTH
7,703,3767,961,214+257,838475,915509,0409.12%+33,125
ISHARES TR
MSCI INTL QUALTY
4,897,0535,246,050+348,997194,364226,7344.06%+32,370
ISHARES TR
IBONDS DEC 2034
541,8861,724,476+1,182,59013,97345,0610.81%+31,088
MICROSOFT CORP(MSFT)202,810210,930+8,12076,133104,9191.88%+28,786
ISHARES TR
IBONDS DEC 2035
01,027,956+1,027,956026,3480.47%+26,348
AMERICAN EXPRESS CO(AXP)105,258159,809+54,55128,32050,9760.91%+22,656
GLOBAL X FDS
1 3 MO T BI ET
207,487423,479+215,99220,84042,5260.76%+21,686
NVIDIA CORPORATION(NVDA)401,792404,416+2,62443,54663,8941.15%+20,348
ASML HOLDING N V
N Y REGISTRY SHS
34,69752,725+18,02822,99142,2530.76%+19,262
ISHARES TR17,737748,226+730,48919916,8280.30%+16,629
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
3,731,4913,972,146+240,655125,005140,1372.51%+15,132
SELECT SECTOR SPDR TR
ST STR TECHN ETF
268,908270,274+1,36655,52468,4421.23%+12,917
JPMORGAN CHASE & CO.(JPM)224,088229,308+5,22054,96966,4791.19%+11,510
ALPHABET INC(GOOG)413,802421,276+7,47463,99074,2421.33%+10,251
ISHARES TR17,73799,359+81,62219910,0040.18%+9,805
AMAZON COM INC(AMZN)252,395261,908+9,51348,02157,4601.03%+9,439
VANECK ETF TRUST
CLO ETF
1,122,5201,286,977+164,45759,31468,1451.22%+8,831
NEWMONT CORP(NEM)699,493711,687+12,19433,77241,4630.74%+7,691
ISHARES TR2,269,6152,531,308+261,69358,01165,5741.18%+7,562
ISHARES TR2,954,4473,239,078+284,63168,33675,5681.35%+7,231
ISHARES TR70,60175,491+4,89039,67146,8730.84%+7,202
GOLDMAN SACHS GROUP INC(GS)43,42643,682+25623,72330,9160.55%+7,193
BROADCOM INC(AVGO)61,32462,620+1,29610,26717,2610.31%+6,994
CUMMINS INC(CMI)108,700124,319+15,61934,07140,7150.73%+6,644
CISCO SYS INC(CSCO)806,761812,256+5,49549,78556,3541.01%+6,569
QUALCOMM INC(QCOM)276,613306,992+30,37942,49048,8920.88%+6,401
ISHARES TR
IBDS DEC28 ETF
2,987,4033,217,882+230,47975,46281,7991.47%+6,337
ORACLE CORP(ORCL)69,77869,869+919,75615,2760.27%+5,520
VANECK ETF TRUST
FALLEN ANGEL HG
3,046,2913,188,119+141,82887,91693,3481.67%+5,432
META PLATFORMS INC(META)27,21328,084+87115,68520,7290.37%+5,044
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
3,712,8493,842,513+129,664139,195144,1332.58%+4,938
HONEYWELL INTL INC(HON)134,292141,851+7,55928,43633,0340.59%+4,598
TESLA INC(TSLA)23,96132,882+8,9216,21010,4450.19%+4,235
SPDR S&P 500 ETF TR(SPY)47,02349,105+2,08226,30430,3390.54%+4,035
INVESCO QQQ TR19,25023,022+3,7729,02712,7000.23%+3,673
AMERICAN CENTY ETF TR41,99269,436+27,4443,9337,5770.14%+3,643
SELECT SECTOR SPDR TR
ST STR REAL ETF
1,234,7731,333,535+98,76251,67555,2350.99%+3,560
VANGUARD INDEX FDS30,63033,630+3,00015,74119,1030.34%+3,362
LOCKHEED MARTIN CORP(LMT)104,236107,642+3,40646,56349,8530.89%+3,290
ISHARES TR112,873110,401-2,47215,85219,1290.34%+3,277
PROSHARES TR
S&P 500 HIGH ETF
665,025731,210+66,18527,99131,0250.56%+3,034
APPLIED MATLS INC34,19543,576+9,3814,9627,9770.14%+3,015
CITIGROUP INC(C)210,502208,629-1,87314,94417,7580.32%+2,815
VANGUARD WORLD FD70,00175,160+5,15914,09716,9050.30%+2,808
INTERNATIONAL BUSINESS MACHS(IBM)64,18463,524-66015,96018,7260.34%+2,766
BANK AMERICA CORP518,054515,243-2,81121,61824,3810.44%+2,763
VANECK ETF TRUST
URANI NUCLE ETF
024,623+24,62302,7380.05%+2,738
DIGITAL RLTY TR INC(DLR)62,02365,174+3,1518,88711,3620.20%+2,474
ISHARES TR442,173439,593-2,58024,51826,7890.48%+2,270
CATERPILLAR INC(CAT)38,07838,026-5212,55814,7620.26%+2,204
VISA INC(V)50,81256,279+5,46717,80719,9820.36%+2,175
VANGUARD INDEX FDS430,550461,305+30,75538,98241,0840.74%+2,102
VANGUARD INDEX FDS8,92112,041+3,1203,3085,2790.09%+1,971
HOME DEPOT INC(HD)242,968248,169+5,20189,04590,9891.63%+1,943
WALMART INC(WMT)138,731142,678+3,94712,17913,9510.25%+1,772
INVESCO EXCH TRADED FD TR II
INVESCO PHLX SM
038,195+38,19501,6680.03%+1,668
PHILIP MORRIS INTL INC(PM)72,91971,876-1,04311,57413,0910.23%+1,516
CARDINAL HEALTH INC(CAH)69,06965,600-3,4699,51611,0210.20%+1,505
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
61,39966,563+5,16410,63612,0970.22%+1,461
RTX CORPORATION(RTX)134,845132,178-2,66717,86219,3010.35%+1,439
WILLIAMS COS INC(WMB)224,970236,155+11,18513,44414,8330.27%+1,389
NETFLIX INC(NFLX)3,9043,744-1603,6405,0140.09%+1,374
PALANTIR TECHNOLOGIES INC(PLTR)22,04623,400+1,3541,8613,1900.06%+1,329
SERVICENOW INC(NOW)4,7334,930+1973,7685,0680.09%+1,300
LAM RESEARCH CORP(LRCX)45,13946,711+1,5723,2824,5470.08%+1,265
KINDER MORGAN INC DEL(KMI)528,487554,601+26,11415,07816,3050.29%+1,228
SELECT SECTOR SPDR TR
ST STR INDL ETF
91,20189,303-1,89811,95413,1740.24%+1,220
SOUTHERN CO(SO)592,879606,899+14,02054,51555,7321.00%+1,216
DISNEY WALT CO(DIS)52,65751,625-1,0325,1976,4020.11%+1,205
INTUITIVE SURGICAL INC17,7372,514-15,2231991,3660.02%+1,167
DBX ETF TR039,974+39,97401,1540.02%+1,154
ACCENTURE PLC IRELAND
SHS CLASS A
12,01416,401+4,3873,7494,9020.09%+1,153
ISHARES TR522,105509,522-12,58330,46531,6010.57%+1,136
GE AEROSPACE(GE)12,71614,223+1,5072,5453,6610.07%+1,116
ISHARES TR17,73723,228+5,4911991,2530.02%+1,054
PROSHARES TR
ULTRAPRO QQQ
41,30041,097-2032,3663,4110.06%+1,045
GE VERNOVA INC(GEV)3,0543,605+5519321,9070.03%+975
SALESFORCE INC(CRM)7,02010,478+3,4581,8842,8570.05%+973
ISHARES TR17,73752,356+34,6191991,1710.02%+972
SCHWAB STRATEGIC TR126,066166,576+40,5103,5254,4140.08%+889
COMCAST CORP NEW(CCZ)54,88681,122+26,2362,0252,8950.05%+870
CAPITAL ONE FINL CORP(COF)4,1747,474+3,3007481,5900.03%+842
ADVANCED MICRO DEVICES INC(AMD)14,95416,575+1,6211,5362,3520.04%+816
COSTCO WHSL CORP NEW(COST)14,63514,799+16413,84114,6500.26%+809
COUSINS PPTYS INC(CUZ)376,693396,754+20,06111,11211,9150.21%+802
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
42,15658,224+16,0681,5022,2990.04%+797
EATON CORP PLC(ETN)5,7686,555+7871,5682,3400.04%+772
MCKESSON CORP(MCK)2,6723,506+8341,7982,5690.05%+771
ISHARES TR
MSCI USA QLT FCT
27,95530,194+2,2394,7775,5200.10%+743
TARGA RES CORP(TRGP)13,85220,176+6,3242,7773,5120.06%+735
VANGUARD WHITEHALL FDS220,697212,045-8,65216,26316,9870.30%+724
SCHWAB STRATEGIC TR71,05293,762+22,7101,5692,2920.04%+723
ALPHABET INC(GOOG)38,86238,226-6366,0716,7810.12%+710
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Capital Investment Advisors, LLC — 13F Holdings — Q2 2025 | TickerTrail