$2.39 Billion is the total value of Capital Investment Advisors, LLC's 534 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSN | New | TYSON FOODS INC CL A | $1,325,000 | – | 20,567 | +100.0% | 0.06% | – |
| AVGO | New | BROADCOM INC COM | $735,000 | – | 1,678 | +100.0% | 0.03% | – |
| NUE | New | NUCOR CORP COM | $523,000 | – | 9,837 | +100.0% | 0.02% | – |
| TLT | New | ISHARES 20 YEAR TREASURY BOND ETF20 year treasury bond etf | $402,000 | – | 2,552 | +100.0% | 0.02% | – |
| JPST | New | JPMORGAN ULTRA-SHORT INCOME ETF | $385,000 | – | 7,583 | +100.0% | 0.02% | – |
| STIP | New | ISHARES 0-5 YEAR TIPS BOND ETF0-5 year tips bond etf | $312,000 | – | 2,992 | +100.0% | 0.01% | – |
| ARKW | New | ARK NEXT GENERATION INTERNET ETFark etf tr | $256,000 | – | 1,750 | +100.0% | 0.01% | – |
| ITA | New | ISHARES U.S. AEROSPACE & DEFENSE ETFu.s. aerospace & defense etf | $234,000 | – | 2,474 | +100.0% | 0.01% | – |
| CURE | New | DIREXION DAILY HEALTHCARE BULL 3X SHAREShealthcare bull 3x shares | $231,000 | – | 3,005 | +100.0% | 0.01% | – |
| VHT | New | VANGUARD HEALTH CARE INDEX FUNDhealth care index fund | $235,000 | – | 1,050 | +100.0% | 0.01% | – |
| IYG | New | ISHARES U.S. FINANCIAL SERVICES ETFu.s. financial services etf | $224,000 | – | 1,491 | +100.0% | 0.01% | – |
| FTEC | New | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFinformation technology index etf | $220,000 | – | 2,104 | +100.0% | 0.01% | – |
| ETSY | New | ETSY INC COM | $216,000 | – | 1,216 | +100.0% | 0.01% | – |
| EMN | New | EASTMAN CHEM CO COM | $221,000 | – | 2,201 | +100.0% | 0.01% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $206,000 | – | 2,511 | +100.0% | 0.01% | – |
| BTI | New | BRITISH AMERN TOB PLC SPONSORED ADR | $207,000 | – | 5,512 | +100.0% | 0.01% | – |
| RIO | New | RIO TINTO PLC SPONSORED ADR | $222,000 | – | 2,951 | +100.0% | 0.01% | – |
| TTD | New | THE TRADE DESK INC COM CL A | $217,000 | – | 271 | +100.0% | 0.01% | – |
| TWTR | New | TWITTER INC COM | $204,000 | – | 3,760 | +100.0% | 0.01% | – |
| USB | New | US BANCORP DEL COM NEW | $208,000 | – | 4,463 | +100.0% | 0.01% | – |
| BNS | New | BANK NOVA SCOTIA B C COM | $223,000 | – | 4,120 | +100.0% | 0.01% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTD ORD | $219,000 | – | 4,606 | +100.0% | 0.01% | – |
| CB | New | CHUBB LIMITED COM | $208,000 | – | 1,350 | +100.0% | 0.01% | – |
| GRMN | New | GARMIN LTD SHS | $221,000 | – | 1,848 | +100.0% | 0.01% | – |
| VAC | New | MARRIOTT VACTINS WORLDWID CORP COM | $201,000 | – | 1,465 | +100.0% | 0.01% | – |
| HEQ | New | JOHN HANCOCK HEDGED EQUITY & I COM | $137,000 | – | 12,000 | +100.0% | 0.01% | – |
| SENS | New | SENSEONICS HLDGS INC COM | $9,000 | – | 10,400 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-21
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.