$892 Million is the total value of Capital Investment Advisors, LLC's 387 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 0.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SDY | Buy | SPDR S&P Dividend ETFs&p divid etf | $54,711,000 | -0.1% | 758,185 | +5.5% | 6.14% | +4.0% |
| IJH | Buy | Ishares Tr S&P Midcapcore s&p mcp etf | $35,820,000 | -3.5% | 262,205 | +6.0% | 4.02% | +0.6% |
| IJR | Buy | Ishares Tr S&P Smallcapcore s&p scp etf | $27,731,000 | -5.4% | 260,214 | +4.6% | 3.11% | -1.5% |
| DVY | Buy | Ishares Tr Dow Jonesselect Divid Indexselect divid etf | $24,661,000 | +3.0% | 338,980 | +6.4% | 2.76% | +7.3% |
| LQD | Buy | Ishares Investment Grade Corp Bondiboxx inv cp etf | $19,457,000 | +33.0% | 167,606 | +32.6% | 2.18% | +38.5% |
| HD | Buy | Home Depot Inc | $19,463,000 | +4.6% | 168,521 | +0.6% | 2.18% | +8.9% |
| VNQ | Buy | Vanguard REIT ETFreit etf | $17,080,000 | +2.9% | 226,106 | +1.7% | 1.92% | +7.2% |
| XLF | Buy | Sector Spdr Fincl Selectsbi int-finl | $16,816,000 | +1.1% | 742,084 | +8.8% | 1.89% | +5.4% |
| PGX | Buy | Powershs Exch Trad Fd Tragg pfd port | $12,965,000 | +31.5% | 889,214 | +31.0% | 1.45% | +37.0% |
| SO | Buy | Southern Company | $12,231,000 | +26.5% | 273,616 | +18.6% | 1.37% | +31.8% |
| XLU | Buy | Sector Spdr Util Selectsbi int-utils | $12,239,000 | +21.7% | 282,722 | +16.5% | 1.37% | +26.7% |
| XLK | Buy | Sector Spdr Tech Selecttechnology | $12,005,000 | +2.6% | 303,911 | +7.5% | 1.35% | +6.9% |
| REM | Buy | Ishares Mtg Real Estate Cappedmrg rl es cp etf | $11,715,000 | -4.8% | 1,178,597 | +1.4% | 1.31% | -0.8% |
| HEDJ | Buy | Wisdomtree Tr Europe Hedged Eqeurope hedged eq | $11,610,000 | +218.8% | 212,448 | +259.3% | 1.30% | +232.1% |
| MLPI | Buy | UBS Alerian MLP Infrastructure ETNalerian infrst | $11,147,000 | -16.2% | 411,926 | +8.8% | 1.25% | -12.6% |
| EFA | Buy | Ishares Tr Msci Eafe Fdmsci eafe etf | $10,896,000 | +9.8% | 190,089 | +21.6% | 1.22% | +14.4% |
| XLV | Buy | Sector Spdr Tr Healthcaresbi healthcare | $10,370,000 | +1.5% | 156,568 | +14.1% | 1.16% | +5.8% |
| BIV | Buy | Vanguard Bond Index Fundintermed term | $9,553,000 | +10.4% | 112,602 | +9.1% | 1.07% | +15.0% |
| KO | Buy | Coca Cola Company | $8,395,000 | +2.7% | 209,239 | +0.4% | 0.94% | +6.9% |
| IVV | Buy | Ishares TRUST S&Pcore s&p500 etf | $8,293,000 | +2.0% | 43,036 | +9.7% | 0.93% | +6.3% |
| T | Buy | A T & T Corp | $8,126,000 | -4.9% | 249,405 | +3.7% | 0.91% | -0.9% |
| XLY | Buy | Sector Spdr Consumer Fdsbi cons discr | $8,111,000 | +31.5% | 109,228 | +35.4% | 0.91% | +37.0% |
| JNJ | Buy | Johnson & Johnson | $7,194,000 | +5.7% | 77,062 | +10.4% | 0.81% | +10.2% |
| PG | Buy | Procter & Gamble Co | $6,924,000 | +24.7% | 96,249 | +35.6% | 0.78% | +29.8% |
| FEZ | Buy | Spider Euro 50 Indexeuro stoxx 50 | $6,738,000 | +14.0% | 199,062 | +26.0% | 0.76% | +18.9% |
| DXJ | Buy | Wisdomtree Jpn Hdgd Eqtyjapn hedge eqt | $6,602,000 | +13.0% | 135,676 | +32.8% | 0.74% | +17.6% |
| VZ | Buy | Verizon | $6,598,000 | -3.9% | 151,642 | +3.0% | 0.74% | +0.1% |
| INTC | Buy | Intel Corp | $6,285,000 | +0.2% | 208,513 | +1.1% | 0.70% | +4.4% |
| MO | Buy | Altria Group | $5,954,000 | +11.4% | 109,451 | +0.2% | 0.67% | +16.2% |
| PFE | Buy | Pfizer Incorporated | $5,632,000 | -5.1% | 179,300 | +1.3% | 0.63% | -1.1% |
| Buy | Apple Computer Inc | $5,350,000 | -8.0% | 48,505 | +4.7% | 0.60% | -4.2% | |
| Buy | Bankamerica Corp New | $5,196,000 | -6.7% | 333,473 | +1.9% | 0.58% | -2.8% | |
| PM | Buy | Philip Morris Intl Inc Com | $4,532,000 | +6.0% | 57,126 | +7.1% | 0.51% | +10.4% |
| XOM | Buy | ExxonMobil | $4,473,000 | -7.8% | 60,164 | +3.2% | 0.50% | -3.8% |
| CSCO | Buy | Cisco Systems Inc | $4,278,000 | +17.8% | 162,960 | +23.2% | 0.48% | +22.8% |
| GE | Buy | General Electric Company | $4,264,000 | -2.5% | 169,080 | +2.7% | 0.48% | +1.5% |
| MSFT | Buy | Microsoft Corp | $4,058,000 | +0.4% | 91,679 | +0.2% | 0.46% | +4.6% |
| Buy | Blkrock Cr Allo Income | $3,893,000 | +22.2% | 319,857 | +27.2% | 0.44% | +27.4% | |
| KMI | Buy | Kinder Morgan Holdco Llc | $3,849,000 | -26.7% | 139,040 | +1.7% | 0.43% | -23.5% |
| ACG | Buy | AllianceBernstein Income Fund | $3,679,000 | +9.7% | 468,088 | +3.8% | 0.41% | +14.4% |
| CVX | Buy | ChevronTexaco | $3,319,000 | -16.0% | 42,081 | +2.7% | 0.37% | -12.5% |
| WFC | Buy | Wells Fargo | $3,289,000 | +9.2% | 64,046 | +19.5% | 0.37% | +13.9% |
| DUK | Buy | Duke Energy | $3,195,000 | +2.3% | 44,412 | +0.5% | 0.36% | +6.5% |
| MUB | Buy | iShares S&P National Munl Bnd Fnd (ETF)nat amt free bd | $3,162,000 | +12.6% | 28,862 | +11.2% | 0.36% | +17.5% |
| FHY | Buy | First Tr Strtgc Hi Incm | $3,054,000 | -10.3% | 265,575 | +3.1% | 0.34% | -6.8% |
| EOT | Buy | EV National Muni Opportunities | $2,762,000 | +10.6% | 133,353 | +7.7% | 0.31% | +15.2% |
| OAK | Buy | Oaktree Capital Gp Llcunit cl a | $2,707,000 | -6.2% | 54,697 | +0.8% | 0.30% | -2.3% |
| UTX | Buy | United Technology | $2,626,000 | -19.0% | 29,510 | +1.0% | 0.29% | -15.8% |
| HCN | Buy | Welltower Inc | $2,620,000 | +16.9% | 38,685 | +13.3% | 0.29% | +22.0% |
| JPC | Buy | Nuveen Multi Strategic Income | $2,547,000 | +13.1% | 283,331 | +15.3% | 0.29% | +18.2% |
| ISD | Buy | Prudential Short Duration High Yield Fd | $2,535,000 | +3.4% | 172,916 | +9.1% | 0.28% | +7.6% |
| PDI | Buy | Pimco Dynamic Income Fd | $2,459,000 | +14.7% | 85,388 | +16.4% | 0.28% | +19.5% |
| TGT | Buy | Target Corporation | $2,420,000 | +554.1% | 30,760 | +579.2% | 0.27% | +577.5% |
| DD | Buy | Du Pont E I De Nemour&Co | $2,315,000 | -24.1% | 48,036 | +0.7% | 0.26% | -20.7% |
| HIX | Buy | Western Asset High Income Fund | $2,251,000 | +3.6% | 347,882 | +20.8% | 0.25% | +7.7% |
| ACP | Buy | Avenue Income Credit Strategies Fd Com U | $2,135,000 | -4.9% | 166,165 | +5.1% | 0.24% | -1.2% |
| NRZ | Buy | New Residential Investment Corp. | $2,081,000 | +0.7% | 158,858 | +17.2% | 0.23% | +5.0% |
| LMT | Buy | Lockheed Martin Corp | $1,996,000 | +30.8% | 9,627 | +17.3% | 0.22% | +36.6% |
| GOOGL | Buy | Alphabet Inc Cl Acl a | $1,985,000 | +35.6% | 3,110 | +14.8% | 0.22% | +41.1% |
| KTF | Buy | Deutsche Muni Income Trust | $1,938,000 | +6.1% | 148,179 | +2.3% | 0.22% | +10.2% |
| Buy | Berkshire Hathaway Cl Bcl b new | $1,899,000 | -3.8% | 14,563 | +0.4% | 0.21% | 0.0% | |
| IWC | Buy | Ishares Russell Microcapmicro-cap etf | $1,903,000 | -8.5% | 27,283 | +7.0% | 0.21% | -4.9% |
| LEO | Buy | Dreyfus Strat Muni Inc | $1,824,000 | +5.3% | 223,021 | +1.7% | 0.20% | +9.6% |
| AGG | Buy | Ishares Tr Lehman Bd Fdcore us aggbd et | $1,832,000 | +9.9% | 16,716 | +9.0% | 0.20% | +14.5% |
| PKO | Buy | Pimco Income Oppty Fund | $1,821,000 | +33.9% | 79,678 | +41.8% | 0.20% | +39.7% |
| DIS | Buy | Disney Walt Hldg Co | $1,799,000 | +18.5% | 17,601 | +32.3% | 0.20% | +23.9% |
| KIO | Buy | KKR Income Opportunities | $1,786,000 | -6.9% | 122,684 | +0.8% | 0.20% | -2.9% |
| JPI | Buy | Nuveen Pfd & Income Term Fd Com | $1,741,000 | +251.7% | 79,481 | +257.1% | 0.20% | +267.9% |
| IGSB | Buy | Ishares Tr Lehman Bd Fd1-3 yr cr bd etf | $1,738,000 | +37.8% | 16,533 | +38.1% | 0.20% | +43.4% |
| PHD | Buy | Pioneer Floating Rate | $1,720,000 | +61.5% | 151,970 | +62.3% | 0.19% | +67.8% |
| Buy | Annaly Capital Mgt. | $1,712,000 | +15.9% | 173,430 | +7.9% | 0.19% | +20.8% | |
| NSC | Buy | Norfolk Southern Corp | $1,665,000 | +8.1% | 21,798 | +23.7% | 0.19% | +12.7% |
| JPS | Buy | Nuveen Qual Pfd Inc Fd | $1,638,000 | +7.1% | 187,225 | +3.6% | 0.18% | +11.5% |
| NKG | Buy | Nuveen Ga Div Ad Muni Fd | $1,604,000 | +4.6% | 124,926 | +4.1% | 0.18% | +9.1% |
| PTY | Buy | Pimco Corporate Oppty Fd | $1,577,000 | -7.6% | 118,591 | +0.6% | 0.18% | -3.8% |
| VTA | Buy | Van Kampen Dynamic Fund | $1,574,000 | -6.6% | 148,907 | +2.5% | 0.18% | -2.8% |
| JNK | Buy | SPDR Barclays High Yield Bond ETFbrc hgh yld bd | $1,482,000 | -4.0% | 41,572 | +3.5% | 0.17% | 0.0% |
| MFL | Buy | Blackrock Muniholdings Fl Insd Fd | $1,464,000 | +18.3% | 103,644 | +15.9% | 0.16% | +23.3% |
| BFK | Buy | Blackrock Mun Income Trsh ben int | $1,462,000 | +6.4% | 104,397 | +2.4% | 0.16% | +10.8% |
| NAD | Buy | Nuveen Divd Adv Muni Fd | $1,456,000 | +3.7% | 105,726 | +2.2% | 0.16% | +7.9% |
| EPD | Buy | Enterprise Products Pptns Lp | $1,451,000 | -0.8% | 58,275 | +19.1% | 0.16% | +3.8% |
| WMT | Buy | Wal-Mart Stores Inc | $1,387,000 | -2.5% | 21,396 | +6.7% | 0.16% | +2.0% |
| VIG | Buy | Vanguard Div Apprciationdiv appf etf | $1,359,000 | -6.0% | 18,426 | +0.2% | 0.15% | -2.6% |
| AFB | Buy | Alliance Natl Muni Inc | $1,329,000 | +0.9% | 100,013 | +0.4% | 0.15% | +4.9% |
| GPC | Buy | Genuine Parts Co | $1,311,000 | -6.7% | 15,813 | +0.8% | 0.15% | -2.6% |
| Buy | Boeing Co | $1,249,000 | -2.7% | 9,541 | +3.1% | 0.14% | +1.4% | |
| MUA | Buy | Blackrock Muniassets Fund | $1,156,000 | -0.1% | 85,539 | +0.0% | 0.13% | +4.0% |
| MHI | Buy | Pioneer Municipal High Income Trust | $1,047,000 | +26.6% | 82,455 | +20.8% | 0.12% | +31.5% |
| IVH | Buy | Ivy High Income Oppty Fd | $1,037,000 | -9.6% | 79,983 | +4.2% | 0.12% | -5.7% |
| NPP | Buy | Nuveen Performance Plus | $1,031,000 | +3.1% | 72,679 | +2.0% | 0.12% | +7.4% |
| KMB | Buy | Kimberly Clark | $978,000 | +2.9% | 8,973 | +0.1% | 0.11% | +7.8% |
| Buy | Allianzgi Conv & Income Fund | $985,000 | -23.2% | 168,958 | +7.0% | 0.11% | -20.3% | |
| RAI | Buy | Reynolds American Inc | $968,000 | +15.8% | 21,856 | +95.2% | 0.11% | +21.1% |
| MDLZ | Buy | Mondelez Intlcl a | $931,000 | +2.8% | 22,229 | +0.9% | 0.10% | +6.1% |
| NZF | Buy | Nuveen Div Adv Mun Fd 3 National | $901,000 | +5.1% | 66,467 | +3.6% | 0.10% | +9.8% |
| NHF | Buy | Nexpoint Cr Strategies | $885,000 | -19.1% | 154,713 | +3.7% | 0.10% | -16.1% |
| NVG | Buy | Nuveen Insd Div Advan Fd | $874,000 | +5.8% | 62,720 | +3.0% | 0.10% | +10.1% |
| C | Buy | Citigroup Inc | $877,000 | -8.7% | 17,669 | +1.5% | 0.10% | -4.9% |
| GOOG | Buy | Alphabet Inc Class Ccl c | $835,000 | +26.7% | 1,372 | +8.3% | 0.09% | +32.4% |
| NQU | Buy | Nuveen Qlty Incm Muni Fd | $824,000 | +1.7% | 61,051 | +0.5% | 0.09% | +5.7% |
| CVS | Buy | C V S Corp Del | $815,000 | -2.5% | 8,444 | +5.9% | 0.09% | +1.1% |
| V | Buy | Visa Inc | $789,000 | +19.7% | 11,327 | +15.5% | 0.09% | +23.9% |
| BIT | Buy | Blackrock Multi-Sec Inc | $753,000 | +11.4% | 47,908 | +17.4% | 0.08% | +15.1% |
| UNH | Buy | Unitedhealth Group Inc | $737,000 | -3.0% | 6,351 | +1.9% | 0.08% | +1.2% |
| PML | Buy | Pimco Muni Income Fd II | $730,000 | +26.3% | 60,705 | +20.6% | 0.08% | +32.3% |
| PAA | Buy | Plains All Amern Ppln Lpunit ltd partn | $712,000 | +215.0% | 23,448 | +351.1% | 0.08% | +233.3% |
| SCHD | Buy | Sch US Div Equity Etfus dividend eq | $678,000 | -5.6% | 18,854 | +0.6% | 0.08% | -1.3% |
| GIS | Buy | General Mills Inc | $673,000 | +182.8% | 11,992 | +180.4% | 0.08% | +188.5% |
| SPY | Buy | S P D R TRUST Unit SRtr unit | $613,000 | +17.4% | 3,197 | +26.1% | 0.07% | +23.2% |
| Buy | Amgen | $603,000 | -1.8% | 4,359 | +9.1% | 0.07% | +3.0% | |
| GILD | Buy | Gilead Sciences Inc | $594,000 | +2.2% | 6,050 | +21.9% | 0.07% | +6.3% |
| GSK | Buy | Glaxosmithkline Plc Adrfsponsored adr | $593,000 | -3.3% | 15,415 | +4.7% | 0.07% | 0.0% |
| MYI | Buy | Blackrock Muniyield Insured Fund | $515,000 | +6.0% | 36,873 | +4.4% | 0.06% | +11.5% |
| PAYX | Buy | Paychex Inc | $508,000 | +77.0% | 10,661 | +73.9% | 0.06% | +83.9% |
| MDY | Buy | Mid Cap S P D R TRUSTutser1 s&pdcrp | $508,000 | -4.9% | 2,041 | +4.4% | 0.06% | 0.0% |
| Buy | Union Pacific Corp | $495,000 | +11.2% | 5,603 | +20.2% | 0.06% | +16.7% | |
| SUB | Buy | iShares ShtTrm MUNI Ntnl AMTFrsht ntlamtfr etf | $500,000 | +37.0% | 4,720 | +36.6% | 0.06% | +43.6% |
| MCK | Buy | McKesson HBOC | $489,000 | -16.0% | 2,645 | +2.2% | 0.06% | -12.7% |
| FE | Buy | Firstenergy Corp | $483,000 | -2.6% | 15,411 | +1.2% | 0.05% | +1.9% |
| TCP | Buy | T C Pipelines | $460,000 | -5.3% | 9,669 | +13.3% | 0.05% | 0.0% |
| Buy | Allianzgi Conv & Income Fund II | $465,000 | -22.5% | 87,998 | +9.8% | 0.05% | -20.0% | |
| WPZ | Buy | Williams Partners | $455,000 | -7.7% | 14,252 | +40.0% | 0.05% | -3.8% |
| CNOB | Buy | Connectone Bancorp New | $442,000 | -2.9% | 22,895 | +8.4% | 0.05% | +2.0% |
| CMCSA | Buy | Comcast Corp New Cl Acla | $441,000 | -3.5% | 7,748 | +1.9% | 0.05% | 0.0% |
| FB | Buy | Facebook Inc.cl a | $426,000 | +28.3% | 4,739 | +22.6% | 0.05% | +33.3% |
| DGX | Buy | Quest Diagnostic Inc | $425,000 | +19.7% | 6,920 | +41.2% | 0.05% | +26.3% |
| PEG | Buy | Pub Svc Ent Group Inc | $415,000 | +55.4% | 9,853 | +44.8% | 0.05% | +62.1% |
| WBA | Buy | Walgreens Boots Allianc | $401,000 | +12.0% | 4,824 | +13.8% | 0.04% | +15.4% |
| MMP | Buy | Magellan Midstream Ptnrs | $396,000 | -14.5% | 6,581 | +4.3% | 0.04% | -12.0% |
| SNH | Buy | Senior Housing Pptys Trsh ben int | $396,000 | +57.8% | 24,414 | +70.6% | 0.04% | +63.0% |
| VMO | Buy | Invesco Van Kampen Mun Opportnty | $380,000 | +93.9% | 30,202 | +88.0% | 0.04% | +104.8% |
| Buy | Allstate Corporation | $380,000 | -3.8% | 6,530 | +7.3% | 0.04% | 0.0% | |
| DSM | Buy | Dreyfus Strategic Mun Bd | $373,000 | +17.3% | 47,715 | +14.9% | 0.04% | +23.5% |
| NRP | Buy | Natural Resource Partners Lp | $372,000 | -30.5% | 146,540 | +3.9% | 0.04% | -27.6% |
| VKQ | Buy | Invesco Van Kampen Municipal Tr | $370,000 | +13.1% | 30,097 | +10.8% | 0.04% | +17.1% |
| FFC | Buy | F&C Claymore Pfd Sec Fd | $356,000 | +2.0% | 18,988 | +1.6% | 0.04% | +5.3% |
| Buy | Becton Dickinson & Co | $345,000 | -5.2% | 2,601 | +1.3% | 0.04% | 0.0% | |
| BKT | Buy | Blackrock Income Tr Inc | $342,000 | 0.0% | 54,158 | +0.1% | 0.04% | +2.7% |
| QQQ | Buy | Nasdaq 100 Tr Unit Ser 1unit ser 1 | $320,000 | -0.6% | 3,145 | +4.7% | 0.04% | +2.9% |
| VTI | Buy | Vanguard Total Stock Mkttotal stk mkt | $321,000 | +5.2% | 3,250 | +14.0% | 0.04% | +9.1% |
| NSL | Buy | Nuveen Senior Income Fd | $320,000 | -4.2% | 54,145 | +3.8% | 0.04% | 0.0% |
| SCHW | Buy | The Charles Schwab Corp | $285,000 | -7.2% | 9,984 | +6.3% | 0.03% | -3.0% |
| KR | Buy | Kroger Company | $280,000 | -1.1% | 7,764 | +98.9% | 0.03% | +3.3% |
| EEP | Buy | Enbridge Energy Partners | $246,000 | -24.5% | 9,938 | +1.7% | 0.03% | -20.0% |
| PAGP | Buy | Plains Gp Hldgs Lp Npv A | $252,000 | -1.2% | 14,405 | +45.7% | 0.03% | +3.7% |
| SPTM | New | SPDR DJ Wilshire Total Marketrussell 3000 etf | $229,000 | – | 1,613 | +100.0% | 0.03% | – |
| DE | Buy | Deere & Co | $230,000 | -7.3% | 3,112 | +21.8% | 0.03% | -3.7% |
| Buy | Apollo Sr Floating Rate | $233,000 | +20.1% | 14,870 | +36.4% | 0.03% | +23.8% | |
| MFD | Buy | Macquarie/First Tr Global Infras/Utils | $216,000 | -14.6% | 17,216 | +5.1% | 0.02% | -11.1% |
| FPF | Buy | First Tr Inter Duration Pfd & Incom Com | $213,000 | +3.9% | 9,935 | +4.2% | 0.02% | +9.1% |
| JTP | Buy | Nuveen Qulty Pfd Incm Fd | $201,000 | +2.6% | 25,425 | +2.8% | 0.02% | +9.5% |
| MFM | Buy | M F S Muni Inc TRUSTsh ben int | $208,000 | +30.0% | 32,501 | +30.7% | 0.02% | +35.3% |
| COF | Buy | Capital One Financial Cp | $204,000 | -17.4% | 2,811 | +0.2% | 0.02% | -14.8% |
| IYY | Buy | iShares Dow Jones U.S. Index Fund (ETF)dow jones us etf | $208,000 | -7.6% | 2,155 | +0.0% | 0.02% | -4.2% |
| PMX | Buy | Pimco Muni Incm Fd III | $189,000 | +26.8% | 17,256 | +23.0% | 0.02% | +31.2% |
| BLE | Buy | Blackrock Mun Incm Tr II | $190,000 | +9.8% | 13,069 | +6.2% | 0.02% | +10.5% |
| VVR | Buy | Invesco Van Kampen Sr. Inc. Trust | $152,000 | -1.3% | 36,451 | +5.3% | 0.02% | 0.0% |
| CHI | Buy | Calamos Conv Opprtnty Fdsh ben int | $116,000 | -11.5% | 11,693 | +9.4% | 0.01% | -7.1% |
| MPW | Buy | Medical Pptys Tr Inc | $116,000 | -11.5% | 10,500 | +5.0% | 0.01% | -7.1% |
| CSQ | Buy | Calamos Strgc Tot Ret Fd | $97,000 | -13.4% | 10,466 | +3.0% | 0.01% | -8.3% |
| JQC | Buy | Nuveen Pfd & Conv Income Fd 2 Com Shs | $91,000 | -2.2% | 11,380 | +5.6% | 0.01% | 0.0% |
| DHF | Buy | Dreyfus Hi Yeildsh ben int | $43,000 | +13.2% | 14,176 | +23.3% | 0.01% | +25.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-10-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 41 | Q4 2023 | 3.4% |
| HOME DEPOT INC COM | 41 | Q4 2023 | 2.9% |
| TECHNOLOGY SELECT SECTOR SPDR FUND | 41 | Q4 2023 | 3.2% |
| Ishares Tr Dow Jonesselect Divid Index | 41 | Q4 2023 | 3.3% |
| SELECT SECTOR SPDR TR | 41 | Q4 2023 | 2.5% |
| Southern Company | 41 | Q4 2023 | 1.6% |
| Vanguard REIT ETF | 41 | Q4 2023 | 1.9% |
| ISHARES TR | 41 | Q4 2023 | 4.7% |
| VANGUARD INTL EQUITY INDEX F | 41 | Q4 2023 | 2.3% |
| MICROSOFT CORP COM | 41 | Q4 2023 | 1.8% |
View Capital Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-05 |
| 13F-HR | 2022-10-05 |
| 13F-HR | 2022-07-06 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-10 |
View Capital Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.