Capital Investment Advisors LLC Has $32.61 Million Stock Position …

3 days ago  · Capital Investment Advisors LLC grew its holdings in American Express by 3.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange …


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Capital Investment Advisors LLC Has $32.61 Million Stock Position …

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3 days ago  · Capital Investment Advisors LLC grew its holdings in American Express by 3.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange …

marketbeat.com

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Capital Investment Advisors LLC Purchases 441 Shares Of SPDR …

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1 day ago  · Capital Investment Advisors LLC grew its position in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) by 20.1% in the 4th quarter, according to …

etfdailynews.com

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Capital Investment Advisors LLC Has $1.32 Million Stake In …

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1 day ago  · Vanguard Small-Cap ETF Price Performance. Shares of Vanguard Small-Cap ETF stock opened at $242.41 on Wednesday. The company has a market capitalization of $60.04 …

etfdailynews.com

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Capital Investment Advisors LLC Has $1.12 Million Stock Position …

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1 day ago  · Capital Investment Advisors LLC grew its position in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 5.1% in the fourth quarter, according to its most …

etfdailynews.com

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Capital Investment Advisors LLC Has $13.91 Million Stake

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3 days ago  · Capital Investment Advisors LLC boosted its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 14.8% during the fourth quarter, according to its most recent Form 13F filing …

marketbeat.com

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Capital Investment Advisors LLC Has $83.91 Million Stake

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Dec 11, 2024  · The institutional investor owned 195,009 shares of the software giant's stock a. Capital Investment Advisors LLC increased its holdings in Microsoft Co. (NASDAQ:MSFT - …

marketbeat.com

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CAPITAL INVESTMENT ADVISORS, LLC - WhaleWisdom.com

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Capital Investment Advisors is a large advisory firm with 4385 clients and discretionary assets under management (AUM) of $5,260,660,983 (Form ADV from 2024-10-28). Their last …

whalewisdom.com

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Capital Investment Advisors LLC Raises Holdings In ArrowMark …

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Oct 21, 2024  · Capital Investment Advisors LLC increased its holdings in ArrowMark Financial Corp. (NASDAQ:BANX – Free Report) by 4.4% in the third quarter, according to its most …

americanbankingnews.com

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Capital Investment Advisors LLC Has $5.06 Million Position

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2 days ago  · Capital Investment Advisors LLC trimmed its position in shares of Intel Co. (NASDAQ:INTC - Free Report) by 19.7% during the 4th quarter, according to its most recent …

marketbeat.com

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Capital Investment Advisors LLC Has $1.55 Million Stock Position …

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1 day ago  · Paychex Trading Up 0.8 %. Paychex stock opened at $141.71 on Wednesday. Paychex, Inc. has a 52 week low of $114.72 and a 52 week high of $150.71. The company …

etfdailynews.com

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Capital Investment Advisors LLC Has $1.19 Million Stock Holdings …

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1 day ago  · Capital Investment Advisors LLC boosted its holdings in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 3.5% during the 4th quarter, according to the company in its …

etfdailynews.com

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Capital Investment Advisors LLC Has $28.02 Million Stock Position …

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3 days ago  · Capital Investment Advisors LLC lifted its position in shares of ONEOK, Inc. (NYSE:OKE - Free Report) by 3.5% during the 4th quarter, according to the company in its …

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Advisors Asset Management Inc. Has $67,000 Holdings In CorVel …

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Dec 1, 2024  · Capital Investment Advisors LLC Acquires 17,121 Shares of Apple Inc. (NASDAQ:AAPL) ... Wealth Management LLC Has $414.36 Million Stock Position in Apple …

defenseworld.net

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Capital Investment Advisors LLC Has $13.03 Million Stock Holdings …

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3 days ago  · Capital Investment Advisors LLC increased its position in shares of Costco Wholesale Co. (NASDAQ:COST - Free Report) by 6.1% during the fourth quarter, according to …

marketbeat.com

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Apple Inc. (NASDAQ:AAPL) Stock Position Lifted By Capital …

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Dec 13, 2024  · Capital Investment Advisors LLC increased its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 4.1% in the third quarter, according to the company in its …

marketbeat.com

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World Investment Advisors LLC Has $3.41 Million Position In …

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Jan 3, 2025  · World Investment Advisors LLC raised its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 12.5% in the 3rd quarter, HoldingsChannel …

etfdailynews.com

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Capital Investment Advisors LLC Has $8.75 Million Stock Position …

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3 days ago  · Capital Investment Advisors LLC decreased its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 27.8% in the 4th quarter, according to the company in its …

marketbeat.com

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Capital Investment Advisors LLC Has $7.71 Million Stock Holdings …

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3 days ago  · Capital Investment Advisors LLC grew its stake in shares of Crown Castle Inc. (NYSE:CCI - Free Report) by 19.1% during the 4th quarter, according to its most recent 13F …

marketbeat.com

FAQs about Capital Investment Advisors LLC Has $32.61 Million Stock Position … Coupon?

How many shares does World Investment Advisors LLC own?

The firm owned 50,196 shares of the company’s stock after buying an additional 5,575 shares during the period. World Investment Advisors LLC’s holdings in Schwab US Large-Cap ETF were worth $3,406,000 as of its most recent filing with the Securities and Exchange Commission (SEC). ...

Does World Investment Advisors LLC own Schwab US Large-Cap ETF?

World Investment Advisors LLC raised its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 12.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 50,196 shares of the company’s stock after buying an additional 5,575 shares during the period. ...

How many clients does capital investment advisors serve?

Capital Investment Advisors, registered in 2011, serves 53 state (s) with a licensed staff of 45 advisors. Capital Investment Advisors manages $5.3 billion and provides investment advisory services for 4,385 clients (1:97 advisor/client ratio). Is this your firm? Become a Mission Supporter 10 Glenlake Parkway, North Tower, Suite 1000. ...

How much money does capital investment advisors manage?

While Capital Investment Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $1.2 million. In total, Capital Investment Advisors manages $5.3 billion in assets. What is the historical performance of Capital Investment Advisors? ...

What does a capital investment advisor do?

As a financial advisory firm, Capital Investment Advisors can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). ...

What is the average client balance at Capital Investment Advisors?

While Capital Investment Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $1.2 million. In total, Capital Investment Advisors manages $5.3 billion in assets. ...

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