account_balance
Investment manager · 13F filer · SEC CIK 1582732
Capital Investment Advisors, LLC
Reported value$7.58Bas of Jun 30, 2026
Positions786 124 new, 29 sold out
Top 10 weight28.7%DGRO alone is 8%
FiledAug 637 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DGROiShares Tr
8.5%
IQLTiShares Tr
4.0%Added +2%
SDVYFirst Tr Exchange Traded Fd
2.7%Added +3%
EMLPFirst Tr Exchange-traded Fd
2.5%
XLKSelect Sector SPDR Tr
2.5%
GOOGLAlphabet Inc
2.0%
AAPLApple Inc
1.9%New
IVViShares Tr
1.8%
ANGLVaneck ETF Trust
1.5%Added +4%
JNJJohnson & Johnson
1.4%
IBDTiShares Tr
1.3%Added +4%
HDHome Depot Inc
1.3%
DGROiShares Tr
8.5%
IQLT4.0%SDVY2.7%EMLP2.5%XLKSelect Sector SPDR Tr
2.5%
GOOGL2.0%AAPL1.9%IVV1.8%ANGL1.5%JNJ1.4%IBDT1.3%HD1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DGRO iShares Tr 8.5% HeldIQLT iShares Tr 4.0% Added +2%SDVY First Tr Exchange Traded Fd 2.7% Added +3%EMLP First Tr Exchange-traded Fd 2.5% HeldXLK Select Sector SPDR Tr 2.5% HeldGOOGL Alphabet Inc 2.0% HeldAAPL Apple Inc 1.9% NewIVV iShares Tr 1.8% HeldANGL Vaneck ETF Trust 1.5% Added +4%JNJ Johnson & Johnson 1.4% HeldIBDT iShares Tr 1.3% Added +4%HD Home Depot Inc 1.3% Held
What changed