Capital Investment Advisory Services, LLC
•CIK: 1659203•Filing: Q4 2025
**Capital Investment Advisory Services, LLC** manages $1.4B across a diversified portfolio of 1,163 positions. The firm maintains significant exposure to technology and fixed income, highlighted by top holdings including NVDA at $50.0M and AAPL at $41.2M. Notable allocations also include substantial positions in AMZN ($25.4M), GOOG ($24.3M), and sector ETFs such as VTV ($21.0M) and JBND ($19.4M). This structure suggests a tactical blend of large-cap growth and defensive fixed-income strategies.
Total AUM
$1.4B
+ $66.0K in options
QoQ Performance
+12.0%
Positions
372
+ 1 option
Top 10 Concentration
26.3%
Latest Filing
Q4 2025
Top Holdings Allocation
BIL4.6%
NVDA3.5%
AAPL2.9%
AMZN1.8%
GOOG1.7%
JPST1.5%
VTV1.5%
JBND1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.5%
Technology15.8%
Consumer4.4%
Financial3.9%
Healthcare3.9%
ETF2.5%
Industrial1.7%
Utilities1.4%
🚪 Exited Positionssold since Q3 2025
+863 more exited positions
Changes from Q3 2025
NEW5 new positions
↑130 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023