$1.57 Billion is the total value of Capital Investment Advisors, LLC's 473 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 7.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DGRO | Buy | Ishares TRUST Core Divid Gwthcore div grwth | $95,261,000 | +209.5% | 3,885,455 | +431.1% | 6.08% | +309.2% |
| HD | Buy | Home Depot Inc | $41,234,000 | +5.5% | 220,848 | +23.4% | 2.63% | +39.5% |
| XLK | Buy | Sector Spdr Tech Selecttechnology | $39,745,000 | -11.1% | 494,530 | +1.5% | 2.54% | +17.6% |
| JNJ | Buy | Johnson & Johnson | $31,179,000 | +28.6% | 237,771 | +43.1% | 1.99% | +69.9% |
| EMLP | Buy | First TRUST Northno amer energy | $27,667,000 | -20.4% | 1,644,135 | +21.2% | 1.77% | +5.2% |
| IBDQ | Buy | Ishr Ibnd Dec 2025 Trmibond dec25 etf | $26,825,000 | -4.3% | 1,076,669 | +0.2% | 1.71% | +26.5% |
| AAPL | Buy | Apple Computer Inc | $25,986,000 | +1.5% | 102,190 | +17.2% | 1.66% | +34.2% |
| MSFT | Buy | Microsoft Corp | $25,258,000 | +79.5% | 160,157 | +79.5% | 1.61% | +137.1% |
| XLV | Buy | Sector Spdr Tr Healthcaresbi healthcare | $25,021,000 | -10.5% | 282,464 | +3.0% | 1.60% | +18.4% |
| SO | Buy | Southern Company | $24,417,000 | +10.1% | 450,999 | +29.5% | 1.56% | +45.5% |
| T | Buy | A T & T Corp | $23,036,000 | -20.8% | 790,272 | +6.2% | 1.47% | +4.7% |
| INTC | Buy | Intel Corp | $22,320,000 | -1.5% | 412,412 | +9.0% | 1.42% | +30.3% |
| PG | Buy | Procter & Gamble Co | $21,671,000 | +33.4% | 197,009 | +51.5% | 1.38% | +76.4% |
| GOOGL | Buy | Alphabet Inc Cl Acl a | $19,407,000 | -9.4% | 16,702 | +4.4% | 1.24% | +19.8% |
| PFE | Buy | Pfizer Incorporated | $18,674,000 | -4.3% | 572,114 | +14.9% | 1.19% | +26.5% |
| IBDO | Buy | Ishares Ibonds Dec 2023ibonds dec23 etf | $18,168,000 | +3.1% | 726,704 | +5.4% | 1.16% | +36.3% |
| KO | Buy | Coca Cola Company | $17,886,000 | +46.8% | 404,196 | +83.6% | 1.14% | +94.2% |
| CSCO | Buy | Cisco Systems Inc | $17,751,000 | -6.0% | 451,571 | +14.6% | 1.13% | +24.2% |
| VZ | Buy | Verizon | $15,777,000 | -10.9% | 293,640 | +1.8% | 1.01% | +17.6% |
| IVV | Buy | Ishares TRUST S&Pcore s&p500 etf | $15,588,000 | -16.5% | 60,324 | +4.4% | 1.00% | +10.3% |
| BSV | Buy | Vanguard Short Term Bond Indexshort trm bond | $14,676,000 | +2.6% | 178,578 | +0.6% | 0.94% | +35.6% |
| UPS | Buy | United Parcel Service Bcl b | $13,347,000 | -8.1% | 142,867 | +15.2% | 0.85% | +21.5% |
| AMGN | Buy | Amgen | $13,299,000 | -14.9% | 65,601 | +1.2% | 0.85% | +12.6% |
| AMZN | Buy | Amazon Com Inc | $12,646,000 | +13.0% | 6,486 | +7.1% | 0.81% | +49.4% |
| MRK | Buy | Merck & Co Inc | $11,633,000 | +4.9% | 151,199 | +24.0% | 0.74% | +38.9% |
| MO | Buy | Altria Group | $11,530,000 | -19.6% | 298,171 | +3.8% | 0.74% | +6.4% |
| MMM | Buy | 3M Company | $10,923,000 | -0.1% | 80,018 | +29.1% | 0.70% | +32.0% |
| CAT | Buy | Caterpillar Inc | $10,135,000 | -11.6% | 87,342 | +12.5% | 0.65% | +16.8% |
| LMT | Buy | Lockheed Martin Corp | $9,872,000 | +0.3% | 29,126 | +15.3% | 0.63% | +32.6% |
| JPM | Buy | J P Morgan Chase | $8,494,000 | -34.7% | 94,349 | +1.1% | 0.54% | -13.7% |
| CMI | Buy | Cummins Inc | $8,293,000 | -22.3% | 61,287 | +2.8% | 0.53% | +2.7% |
| PKG | New | Packaging Corp Of Amer | $6,623,000 | – | 76,270 | +100.0% | 0.42% | – |
| OMC | Buy | Omnicom | $6,134,000 | -26.6% | 111,728 | +8.3% | 0.39% | -3.0% |
| CVS | Buy | C V S Corp Del | $5,931,000 | -14.2% | 99,971 | +7.4% | 0.38% | +13.5% |
| BRKB | Buy | Berkshire Hathaway Cl Bcl b new | $5,730,000 | +29.7% | 31,342 | +60.7% | 0.37% | +71.8% |
| DIS | Buy | Disney Walt Hldg Co | $5,721,000 | -29.4% | 59,219 | +5.7% | 0.36% | -6.6% |
| XOM | Buy | ExxonMobil | $5,723,000 | -43.3% | 150,730 | +4.2% | 0.36% | -25.1% |
| JFR | Buy | Nuveen Fltg Rate Incm Fd | $5,423,000 | -26.2% | 718,302 | +0.1% | 0.35% | -2.5% |
| BMY | Buy | Bristol-Myers Squibb Co | $5,386,000 | -12.1% | 96,628 | +1.2% | 0.34% | +16.2% |
| CVX | Buy | ChevronTexaco | $4,729,000 | -36.9% | 65,267 | +4.9% | 0.30% | -16.6% |
| EPD | Buy | Enterprise Products Pptns Lp | $4,634,000 | -45.6% | 324,037 | +7.1% | 0.30% | -28.0% |
| MMP | Buy | Magellan Midstream Ptnrs | $4,452,000 | -34.4% | 122,020 | +13.0% | 0.28% | -13.4% |
| VIG | Buy | Vanguard Div Apprciationdiv appf etf | $4,435,000 | -16.3% | 42,898 | +0.9% | 0.28% | +10.5% |
| IBDR | Buy | Ishares Tr Ibonds Dec2026ibonds dec2026 | $4,435,000 | +83.1% | 180,665 | +90.7% | 0.28% | +141.9% |
| MCD | Buy | Mc Donalds Corp | $4,378,000 | -15.3% | 26,476 | +1.2% | 0.28% | +11.6% |
| TAP | Buy | Molson Coors Brewing Clbcl b | $4,309,000 | -27.2% | 110,450 | +0.6% | 0.28% | -3.8% |
| IBDS | Buy | Ishares Tr Ibonds Etfibonds 27 etf | $4,237,000 | +77.4% | 172,877 | +88.2% | 0.27% | +134.8% |
| SHY | Buy | Ishares Tr Lehman Bd Fd1-3 yr tr bd etf | $4,003,000 | +280.5% | 46,183 | +271.6% | 0.26% | +402.0% |
| MUI | Buy | Blackrock Muni Inter Duration | $3,577,000 | -4.3% | 273,895 | +4.3% | 0.23% | +26.0% |
| WFC | Buy | Wells Fargo | $3,502,000 | -45.6% | 122,015 | +2.0% | 0.22% | -28.0% |
| GS | Buy | Goldman Sachs | $3,470,000 | -31.7% | 22,447 | +1.6% | 0.22% | -9.8% |
| V | Buy | Visa Inc | $3,326,000 | -12.0% | 20,643 | +2.6% | 0.21% | +15.8% |
| XLP | Buy | Sector Spdr Tr Con Stplssbi cons stpls | $3,202,000 | -6.7% | 58,790 | +7.9% | 0.20% | +22.9% |
| UTX | Buy | United Technology | $3,049,000 | -35.7% | 32,325 | +2.0% | 0.20% | -14.8% |
| WMT | Buy | Wal-Mart Stores Inc | $3,022,000 | +4.2% | 26,600 | +9.1% | 0.19% | +37.9% |
| UNH | Buy | Unitedhealth Group Inc | $2,954,000 | -5.5% | 11,845 | +11.4% | 0.19% | +25.2% |
| IVH | Buy | Ivy High Income Oppty Fd | $2,796,000 | -24.2% | 268,890 | +1.4% | 0.18% | 0.0% |
| AFB | Buy | Alliance Natl Muni Inc | $2,530,000 | +2.7% | 198,454 | +12.6% | 0.16% | +35.3% |
| BKLN | New | Powershares Etfsr ln etf | $2,211,000 | – | 108,072 | +100.0% | 0.14% | – |
| BDJ | Buy | Blackrock Ehncd Div Incm | $2,176,000 | -33.3% | 333,163 | +1.3% | 0.14% | -12.0% |
| BGB | Buy | Blackstone/Gso Strategic Cr Fd | $2,034,000 | -26.2% | 195,424 | +2.0% | 0.13% | -2.3% |
| ARDC | Buy | Ares Dynamic Cr Allocation Fd | $1,961,000 | -24.6% | 181,731 | +7.2% | 0.12% | -0.8% |
| PSA | Buy | Public Storage Inc | $1,942,000 | +24.6% | 9,776 | +33.6% | 0.12% | +65.3% |
| PHT | Buy | Pioneer High Income Fund | $1,884,000 | -31.8% | 293,508 | +1.3% | 0.12% | -9.8% |
| KMI | Buy | Kinder Morgan Holdco Llc | $1,772,000 | -28.9% | 127,297 | +8.1% | 0.11% | -5.8% |
| DAL | Buy | Delta Air Lines Inc | $1,677,000 | +206.0% | 58,785 | +527.8% | 0.11% | +311.5% |
| ACP | Buy | Aberdeen Income Cr Strategies | $1,569,000 | -35.2% | 213,442 | +1.5% | 0.10% | -14.5% |
| IWF | Buy | Ishares Russell 1000 Growthrus 1000 grw etf | $1,553,000 | +3.0% | 10,307 | +20.2% | 0.10% | +35.6% |
| KTF | Buy | DWS Mun Income Tr | $1,556,000 | +12.7% | 144,354 | +18.5% | 0.10% | +47.8% |
| EVN | Buy | Eaton Vance Muni Tr Natl | $1,468,000 | +13.2% | 122,523 | +20.4% | 0.09% | +49.2% |
| K | Buy | Kellogg Company | $1,431,000 | -8.2% | 23,856 | +5.8% | 0.09% | +21.3% |
| DSM | Buy | BNY Mellon Strategic Mun Bd | $1,373,000 | -4.2% | 191,474 | +6.8% | 0.09% | +27.5% |
| NKG | Buy | Nuveen Ga Div Ad Muni Fd | $1,351,000 | +0.6% | 113,721 | +6.8% | 0.09% | +32.3% |
| NLY | Buy | Annaly Capital Mgt. | $1,280,000 | -44.7% | 252,522 | +2.8% | 0.08% | -26.8% |
| MDT | Buy | Medtronic | $1,267,000 | -11.5% | 14,053 | +11.3% | 0.08% | +17.4% |
| TFC | Buy | Truist Financial Corp | $1,250,000 | -42.1% | 40,528 | +5.7% | 0.08% | -23.1% |
| AEP | Buy | Amer Electric Pwr Co Inc | $1,101,000 | -8.2% | 13,772 | +8.6% | 0.07% | +20.7% |
| NVDA | Buy | Nvidia Corp | $1,090,000 | +16.2% | 4,135 | +3.8% | 0.07% | +55.6% |
| MYI | Buy | Blackrock Muniyield Insured Fu | $1,085,000 | +13.7% | 84,876 | +20.2% | 0.07% | +50.0% |
| MAIN | Buy | Main Str Cap Corp Com | $1,049,000 | -50.9% | 51,142 | +3.2% | 0.07% | -35.0% |
| COST | Buy | Costco Whsl Corp New | $989,000 | +4.4% | 3,470 | +7.7% | 0.06% | +37.0% |
| AGG | Buy | Ishares Tr Lehman Bd Fdcore us aggbd et | $987,000 | +11.4% | 8,552 | +8.5% | 0.06% | +46.5% |
| BSCQ | Buy | Invesco Bulletshares 2026 | $920,000 | +0.3% | 46,725 | +4.7% | 0.06% | +34.1% |
| BSCO | Buy | Invesco Bulletshares 2024 | $917,000 | -2.7% | 44,401 | +1.2% | 0.06% | +31.1% |
| BSCP | Buy | Invesco Bulletshares 2025 | $916,000 | +0.4% | 44,527 | +4.8% | 0.06% | +31.8% |
| BSCR | Buy | Invesco Bulletshares 2027 | $890,000 | -0.9% | 44,933 | +4.9% | 0.06% | +32.6% |
| BSCN | Buy | Invesco Bulletshares 2023 | $895,000 | -1.2% | 43,189 | +1.6% | 0.06% | +29.5% |
| BSCS | Buy | Invesco Bulletshares 2028invsco blsh 28 | $874,000 | -1.8% | 42,317 | +4.7% | 0.06% | +30.2% |
| TQQQ | Buy | Proshs Ultrapro Qqqultrapro qqq | $836,000 | -42.5% | 17,553 | +4.4% | 0.05% | -24.3% |
| AIF | Buy | Apollo Tactical Income Fd | $816,000 | -22.3% | 71,987 | +3.5% | 0.05% | +2.0% |
| GPC | Buy | Genuine Parts Co | $813,000 | -35.2% | 12,070 | +2.1% | 0.05% | -14.8% |
| IWD | Buy | Ishares Tr Russell 1000 Valuerus 1000 val etf | $798,000 | -26.9% | 8,044 | +0.6% | 0.05% | -3.8% |
| MFM | Buy | M F S Muni Inc TRUSTsh ben int | $757,000 | -7.8% | 118,450 | +2.0% | 0.05% | +20.0% |
| ABT | Buy | Abbott Labs | $683,000 | -8.7% | 8,652 | +0.5% | 0.04% | +22.2% |
| VV | Buy | Vanguard Index Fundslarge cap etf | $674,000 | -18.5% | 5,687 | +1.7% | 0.04% | +7.5% |
| XLC | Buy | Select Sector Spdr Tr Communic | $678,000 | -12.6% | 15,319 | +5.9% | 0.04% | +16.2% |
| CL | Buy | Colgate Palmolive | $664,000 | +11.4% | 10,006 | +15.6% | 0.04% | +44.8% |
| SBUX | Buy | Starbucks Corp | $644,000 | -17.5% | 9,797 | +10.3% | 0.04% | +7.9% |
| MMC | New | Marsh & Mc Lennan Co Inc | $626,000 | – | 7,238 | +100.0% | 0.04% | – |
| CTT | New | Catchmark Timber Tr Inccl a | $613,000 | – | 84,940 | +100.0% | 0.04% | – |
| SCHP | Buy | Sch US Tips Etfus tips etf | $588,000 | +5.8% | 10,225 | +4.2% | 0.04% | +40.7% |
| VTA | Buy | Van Kampen Dynamic Fund | $597,000 | -28.5% | 74,869 | +1.7% | 0.04% | -5.0% |
| HST | Buy | Host Hotels & Resorts Inc Com | $583,000 | -39.3% | 52,832 | +1.9% | 0.04% | -19.6% |
| FE | Buy | Firstenergy Corp | $584,000 | -1.2% | 14,571 | +19.9% | 0.04% | +27.6% |
| ABMD | Buy | Abiomed Inc | $578,000 | -10.0% | 3,984 | +5.9% | 0.04% | +19.4% |
| QQQ | Buy | Invesco QQQ Trustunit ser 1 | $545,000 | -6.4% | 2,860 | +4.4% | 0.04% | +25.0% |
| DE | Buy | Deere & Co | $529,000 | -15.1% | 3,830 | +6.6% | 0.03% | +13.3% |
| DIA | Buy | Diamonds TRUST Series Iut ser 1 | $524,000 | -22.3% | 2,391 | +1.1% | 0.03% | 0.0% |
| ANGL | Buy | Vaneck Vectors Etf Tr Fallen Afallen angel hg | $509,000 | -14.7% | 20,135 | +0.7% | 0.03% | +10.3% |
| CIM | Buy | Chimera Investment Corp REIT | $508,000 | -55.3% | 55,871 | +1.0% | 0.03% | -41.8% |
| COG | Buy | Cabot Oil & Gas | $493,000 | -1.2% | 28,688 | +0.0% | 0.03% | +29.2% |
| ARKK | Buy | Ark Etf Tr Innovation Etfinnovation etf | $489,000 | +10.6% | 11,112 | +25.8% | 0.03% | +47.6% |
| BIB | Buy | Proshares Ultra Nasdaq | $448,000 | -23.2% | 9,670 | +2.4% | 0.03% | +3.6% |
| DGX | Buy | Quest Diagnostic Inc | $447,000 | -24.2% | 5,562 | +0.7% | 0.03% | +3.6% |
| JHI | Buy | Hancock John Invs Tr Sbi | $431,000 | -28.0% | 34,228 | +1.4% | 0.03% | -3.4% |
| IVW | Buy | Ishares Tr S&P 500 Barras&p 500 grwt etf | $438,000 | -14.6% | 2,652 | +0.1% | 0.03% | +12.0% |
| DHC | New | Diversified Healthcare T | $443,000 | – | 122,073 | +100.0% | 0.03% | – |
| JNK | Buy | SPDR Barclays High Yield Bondbrc hgh yld bd | $423,000 | -9.4% | 4,466 | +4.8% | 0.03% | +17.4% |
| AMT | Buy | American Tower | $411,000 | +0.2% | 1,886 | +5.7% | 0.03% | +30.0% |
| RSF | New | Rmk Strategic Income Fd | $385,000 | – | 23,809 | +100.0% | 0.02% | – |
| ALL | Buy | Allstate Corporation | $379,000 | -17.4% | 4,128 | +1.0% | 0.02% | +9.1% |
| BGH | Buy | Barings Global Short Duration | $369,000 | -28.9% | 33,125 | +11.8% | 0.02% | -4.0% |
| IBML | Buy | Ishares Ibonds Decibonds dec2023 | $355,000 | +9.2% | 13,853 | +10.0% | 0.02% | +43.8% |
| AMD | Buy | Advanced Micro Devices | $350,000 | +11.5% | 7,706 | +12.6% | 0.02% | +46.7% |
| TSLF | Buy | Thl Credit Senior Loan Fund Co | $346,000 | +10.5% | 29,910 | +44.8% | 0.02% | +46.7% |
| MS | Buy | Morgan Stanley | $346,000 | -24.6% | 10,181 | +13.5% | 0.02% | 0.0% |
| VTV | Buy | Vanguard Index Fds Vanguard Vvalue etf | $334,000 | -12.1% | 3,745 | +18.0% | 0.02% | +16.7% |
| XAR | Buy | Spdr S&P Aerospaceaerospace def | $330,000 | -21.6% | 4,339 | +12.3% | 0.02% | +5.0% |
| AFT | Buy | Apollo Sr Floating Rate | $328,000 | -12.8% | 28,229 | +13.8% | 0.02% | +16.7% |
| CNOB | Buy | Connectone Bancorp New | $331,000 | -39.0% | 24,607 | +16.5% | 0.02% | -19.2% |
| LDP | Buy | Cohen & Steers Ltd Duration Pf | $319,000 | -17.8% | 15,515 | +4.7% | 0.02% | +5.3% |
| AMAT | Buy | Applied Materials Inc | $312,000 | -13.6% | 6,802 | +15.0% | 0.02% | +17.6% |
| EVF | Buy | Eaton Vance Sr Income | $299,000 | -24.5% | 64,789 | +4.8% | 0.02% | 0.0% |
| IJK | Buy | Ishares S&P Midcapmicro-cap etf | $295,000 | -19.8% | 1,655 | +7.0% | 0.02% | +5.6% |
| AVK | Buy | Advent Claymore Conv Fd | $270,000 | -31.3% | 25,331 | +0.3% | 0.02% | -10.5% |
| MQT | Buy | Blackrock Muniyield Qlty II | $270,000 | 0.0% | 21,826 | +5.2% | 0.02% | +30.8% |
| NFJ | Buy | Allianz Nfj Div & Int Fd | $272,000 | -22.9% | 28,342 | +4.4% | 0.02% | 0.0% |
| EMR | Buy | Emerson Electric Co | $274,000 | -22.2% | 5,747 | +24.6% | 0.02% | 0.0% |
| PAA | Buy | Plains All Amern Ppln Lpunit ltd partn | $248,000 | -69.3% | 46,900 | +6.7% | 0.02% | -59.0% |
| SCHG | Buy | Schw US Lcap Gro Etfus lcap gr etf | $250,000 | -13.2% | 3,143 | +1.5% | 0.02% | +14.3% |
| BP | Buy | Bp Amoco Plc Adrsponsored adr | $248,000 | -27.7% | 10,149 | +11.6% | 0.02% | -5.9% |
| FDX | Buy | F D X Corporation | $233,000 | -15.9% | 1,918 | +4.8% | 0.02% | +15.4% |
| SCHX | New | Schw US Lcap Etfus lrg cap etf | $239,000 | – | 3,907 | +100.0% | 0.02% | – |
| BGX | Buy | Blackstone Gso Long Short Cred | $228,000 | -13.6% | 21,650 | +28.1% | 0.02% | +15.4% |
| TXN | Buy | Texas Instruments Inc | $224,000 | -3.9% | 2,241 | +23.3% | 0.01% | +27.3% |
| EAD | Buy | Wells Fargo Adv Income Opptys | $227,000 | -20.1% | 35,631 | +5.7% | 0.01% | 0.0% |
| BKN | New | Blackrock Invt Qlty Muni | $209,000 | – | 13,800 | +100.0% | 0.01% | – |
| TMO | Buy | Thermo Fisher | $208,000 | -4.1% | 734 | +9.7% | 0.01% | +30.0% |
| IP | Buy | International Paper Co | $205,000 | -26.8% | 6,586 | +8.4% | 0.01% | -7.1% |
| LGI | Buy | Lazard Global Total Return | $191,000 | -24.5% | 15,905 | +3.9% | 0.01% | 0.0% |
| PCI | Buy | Pimco Dynamic Credit Income Fu | $175,000 | -16.3% | 10,413 | +25.4% | 0.01% | +10.0% |
| EMD | Buy | Western Asset Em Mkts Income F | $157,000 | -26.3% | 14,917 | +0.1% | 0.01% | 0.0% |
| JPS | Buy | Nuveen Qual Pfd Inc Fd | $150,000 | +42.9% | 20,720 | +98.2% | 0.01% | +100.0% |
| MEN | Buy | Blackrock Munienhanced Fund In | $131,000 | +12.0% | 12,275 | +16.6% | 0.01% | +33.3% |
| VVR | Buy | Invesco Van Kampen Sr. Inc. Tr | $120,000 | -16.7% | 37,389 | +11.2% | 0.01% | +14.3% |
| IGR | Buy | CBRE Clarion Global Real Estat | $92,000 | -33.3% | 17,532 | +2.0% | 0.01% | -14.3% |
| CSQ | New | Calamos Strgc Tot Ret Fd | $96,000 | – | 9,817 | +100.0% | 0.01% | – |
| MSD | Buy | M S Emerging Mkts Debt | $95,000 | -5.0% | 12,365 | +19.3% | 0.01% | +20.0% |
| AROC | Buy | Archrock Inc Com | $70,000 | -57.3% | 18,492 | +13.0% | 0.00% | -50.0% |
| IRR | New | Ing Risk Mngd Naturl Res | $26,000 | – | 11,810 | +100.0% | 0.00% | – |
| QEP | New | Qep Resources Inc | $11,000 | – | 33,923 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-13
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.