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Home > Institutional Investor > Capital Investment Advisory Services, Llc > Profile

Instuitional Investor - Capital Investment Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Capital Investment Advisory Services, Llc
Portfolio Value $1,039,255,493
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 714,609 $65,336,657 6.28%
2.
Apple Inc.
 AAPL 141,953 $35,547,825 3.42%
3.
Nvidia Corp
 NVDA 231,182 $31,045,485 2.98%
4.
Amazon Com Inc
 AMZN 94,571 $20,747,932 1.99%
5.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 391,722 $19,731,016 1.89%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)