Capital Investment Advisors, LLC
Top Portfolio Positions
487 positions ·
$2,916,542,608 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
481,816 | $122,280,082 | 4.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
420,395 | $120,888,786 | 4.14% | |
| JNJ |
Johnson & Johnson
Healthcare
|
414,005 | $101,199,382 | 3.47% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
267,171 | $87,869,870 | 3.01% | |
| MSFT |
Microsoft Corp
Technology
|
214,355 | $79,347,790 | 2.72% | |
| CVX |
Chevron Corp
Energy
|
376,105 | $77,816,124 | 2.67% | |
| NVDA |
Nvidia Corp
Technology
|
434,621 | $75,797,902 | 2.60% | |
| ABBV |
AbbVie Inc.
Healthcare
|
330,429 | $71,865,003 | 2.46% | |
| LMT |
Lockheed Martin Corp
Industrials
|
114,917 | $69,454,685 | 2.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
233,539 | $68,697,832 | 2.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IIM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $539,770 | 44,389 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $634,036 | 51,464 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $730,284 | 58,190 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $675,131 | 58,001 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $785,088 | 65,588 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $812,990 | 68,376 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $901,574 | 69,998 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $863,775 | 69,998 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $898,656 | 74,888 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $926,881 | 79,018 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $805,979 | 77,498 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $896,795 | 75,871 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $876,826 | 71,871 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $866,045 | 71,871 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $926,681 | 80,511 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,036,176 | 80,511 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,129,502 | 81,026 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,424,049 | 83,571 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,372,829 | 84,171 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,385,819 | 84,040 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,253,020 | 79,963 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,135,986 | 72,587 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,067,284 | 72,555 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,060,485 | 73,390 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,045,469 | 73,937 | Shares | Sole | 2020-04-13 | |
| No 13F history on record for this holder in this stock. | ||||||