Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capital Investment Advisory Services, LLC (CIK 1659203) reported $1.37B across 1,184 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($55.8M, 4.07%), NVDA ($47.8M, 3.49%), AAPL ($31.9M, 2.33%), AMZN ($23.5M, 1.72%), VTV ($23.4M, 1.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $55.8M | 4.07% | 609,138 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $47.8M | 3.49% | 274,131 | Added |
| 3 | AAPL | APPLE INC | $31.9M | 2.33% | 125,718 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $23.5M | 1.72% | 112,951 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $23.4M | 1.71% | 119,301 | Added |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $21.1M | 1.54% | 416,201 | Trimmed |
| 7 | GOOG | ALPHABET INC | $21.0M | 1.53% | 73,157 | Trimmed |
| 8 | JBND | J P MORGAN EXCHANGE TRADED F | $20.5M | 1.49% | 380,847 | Added |
| 9 | UCON | FIRST TR EXCHNG TRADED FD VI | $20.2M | 1.47% | 813,598 | Added |
| 10 | SPLV | INVESCO EXCH TRADED FD TR II | $19.1M | 1.39% | 260,979 | Added |
| 11 | QQQI | NEOS ETF TRUST | $18.5M | 1.35% | 372,472 | Added |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $16.7M | 1.22% | 294,423 | Added |
| 13 | MSFT | MICROSOFT CORP | $15.6M | 1.14% | 42,274 | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $13.7M | 1.00% | 71,369 | Added |
| 15 | AVGO | BROADCOM INC | $13.6M | 0.99% | 44,041 | Trimmed |
| 16 | FTSM | FIRST TR EXCHANGE-TRADED FD | $12.8M | 0.93% | 214,238 | Trimmed |
| 17 | VGSH | VANGUARD SCOTTSDALE FDS | $12.0M | 0.88% | 205,558 | Trimmed |
| 18 | GLD | SPDR GOLD TR | $11.3M | 0.83% | 26,299 | Trimmed |
| 19 | SPYI | NEOS ETF TRUST | $11.3M | 0.83% | 229,643 | Added |
| 20 | QUAL | ISHARES TR | $11.1M | 0.81% | 57,825 | Added |
| 21 | DUK | DUKE ENERGY CORP NEW | $11.1M | 0.81% | 85,140 | Added |
| 22 | DIVO | AMPLIFY ETF TR | $11.2M | 0.81% | 248,757 | Added |
| 23 | VUG | VANGUARD INDEX FDS | $10.8M | 0.79% | 24,754 | Added |
| 24 | LQDH | ISHARES U S ETF TR | $10.6M | 0.77% | 114,352 | Added |
| 25 | FCEF | FIRST TR EXCHNG TRADED FD VI | $10.6M | 0.77% | 469,977 | Added |
Source: SEC Form 13F filings · as of 2026-03-31