$374 Million is the total value of Capital Investment Advisory Services, LLC's 553 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFC | New | TRUIST FINL CORP | $1,359,000 | – | 24,130 | +100.0% | 0.36% | – |
| USHY | New | ISHARES TRbroad usd high | $277,000 | – | 6,750 | +100.0% | 0.07% | – |
| SSG | New | PROSHARES TRulshrt semic new | $178,000 | – | 12,000 | +100.0% | 0.05% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $163,000 | – | 2,000 | +100.0% | 0.04% | – |
| ISCV | New | ISHARES TRmrning sm cp etf | $57,000 | – | 400 | +100.0% | 0.02% | – |
| EDZ | New | DIREXION SHS ETF TRdaily msci emerg | $47,000 | – | 1,400 | +100.0% | 0.01% | – |
| VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $42,000 | – | 500 | +100.0% | 0.01% | – |
| SIZE | New | ISHARES TRusa size factor | $27,000 | – | 282 | +100.0% | 0.01% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $22,000 | – | 304 | +100.0% | 0.01% | – |
| YANG | New | DIREXION SHS ETF TRdaily ftse china | $18,000 | – | 450 | +100.0% | 0.01% | – |
| ICSH | New | ISHARES TRultr sh trm bd | $13,000 | – | 255 | +100.0% | 0.00% | – |
| MUNI | New | PIMCO ETF TRinter mun bd act | $11,000 | – | 200 | +100.0% | 0.00% | – |
| FID | New | FIRST TR EXCHANGE TRADED FDs&p intl divid | $11,000 | – | 600 | +100.0% | 0.00% | – |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $10,000 | – | 208 | +100.0% | 0.00% | – |
| DIG | New | PROSHARES TR | $13,000 | – | 500 | +100.0% | 0.00% | – |
| PHB | New | INVESCO EXCHNG TRADED FD TRfndmntl hy crp | $6,000 | – | 300 | +100.0% | 0.00% | – |
| TMV | New | DIREXION SHS ETF TR20yr tres bear | $5,000 | – | 400 | +100.0% | 0.00% | – |
| QCLN | New | FIRST TR EXCHANGE TRADED FDnas clnedg green | $2,000 | – | 100 | +100.0% | 0.00% | – |
| BMYRT | New | BRISTOL MYERS SQUIBB COright 99/99/9999 | $1,000 | – | 408 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 28 | Q3 2023 | 6.2% |
| APPLE INC | 28 | Q3 2023 | 3.7% |
| VANGUARD INTL EQUITY INDEX F | 28 | Q3 2023 | 5.1% |
| MICROSOFT CORP | 28 | Q3 2023 | 1.8% |
| ISHARES TR | 28 | Q3 2023 | 2.8% |
| AMAZON COM INC | 28 | Q3 2023 | 1.8% |
| DUKE ENERGY CORP NEW | 28 | Q3 2023 | 1.5% |
| JOHNSON & JOHNSON | 28 | Q3 2023 | 1.5% |
| LOWES COS INC | 28 | Q3 2023 | 2.1% |
| ISHARES TR | 28 | Q3 2023 | 2.5% |
View Capital Investment Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-01 |
View Capital Investment Advisory Services, 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.