Capital Investment Advisory Services, LLC

Est. AUM

$1.34B

13F long equity, this entity only

Positions

1,179

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$55.8M	609138	4.15%	SOLE
2	NVIDIA CORPORATION	COM	$47.8M	274131	3.56%	SOLE
3	APPLE INC	COM	$31.9M	125718	2.37%	SOLE
4	AMAZON COM INC	COM	$23.5M	112951	1.75%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$23.4M	119301	1.74%	SOLE
6	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$21.1M	416201	1.57%	SOLE
7	ALPHABET INC	CAP STK CL C	$21.0M	73157	1.56%	SOLE
8	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$20.5M	380847	1.52%	SOLE
9	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$20.2M	813598	1.50%	SOLE
10	NEOS ETF TRUST	NASDAQ 100 HIGH	$18.5M	372472	1.38%	SOLE
11	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$16.7M	294423	1.24%	SOLE
12	MICROSOFT CORP	COM	$15.6M	42274	1.16%	SOLE
13	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$13.7M	71369	1.02%	SOLE
14	BROADCOM INC	COM	$13.6M	44041	1.01%	SOLE
15	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$12.8M	214238	0.95%	SOLE
16	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$12.0M	205558	0.90%	SOLE
17	NEOS ETF TRUST	NEOS S&P 500 HI	$11.3M	229643	0.84%	SOLE
18	SPDR GOLD TR	GOLD SHS	$11.3M	26299	0.84%	SOLE
19	AMPLIFY ETF TR	CWP ENHANCED DIV	$11.2M	248757	0.83%	SOLE
20	DUKE ENERGY CORP NEW	COM NEW	$11.1M	85140	0.83%	SOLE
21	ISHARES TR	MSCI USA QLT FCT	$11.1M	57825	0.83%	SOLE
22	VANGUARD INDEX FDS	GROWTH ETF	$10.8M	24754	0.80%	SOLE
23	FIRST TR EXCHNG TRADED FD VI	INCOME OPPRTNTES	$10.6M	469977	0.79%	SOLE
24	ISHARES U S ETF TR	INT RT HDG C B	$10.6M	114352	0.79%	SOLE
25	ABBVIE INC	COM	$10.1M	46377	0.75%	SOLE
26	META PLATFORMS INC	CL A	$9.8M	17152	0.73%	SOLE
27	INVESCO QQQ TR	UNIT SER 1	$9.6M	16609	0.71%	SOLE
28	PIMCO ETF TR	ENHAN SHRT MA AC	$9.4M	93302	0.70%	SOLE
29	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$9.2M	271958	0.68%	SOLE
30	JOHNSON & JOHNSON	COM	$9.0M	36730	0.67%	SOLE
31	STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.9M	13741	0.67%	SOLE
32	ISHARES TR	RUSSELL 2000 ETF	$8.9M	35917	0.66%	SOLE
33	ISHARES TR	0-3 MNTH TREASRY	$8.7M	86730	0.65%	SOLE
34	EXXON MOBIL CORP	COM	$8.2M	48293	0.61%	SOLE
35	VANGUARD INDEX FDS	MID CAP ETF	$8.2M	28378	0.61%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.1M	16917	0.60%	SOLE
37	JPMORGAN CHASE & CO	COM	$8.1M	27399	0.60%	SOLE
38	ISHARES TR	CORE S&P SCP ETF	$8.0M	64316	0.60%	SOLE
39	ELI LILLY & CO	COM	$7.8M	8531	0.58%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET UTI	$7.5M	163762	0.56%	SOLE
41	VANGUARD INDEX FDS	TOTAL STK MKT	$7.3M	22633	0.54%	SOLE
42	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$7.0M	156129	0.52%	SOLE
43	WALMART INC	COM	$6.7M	53672	0.50%	SOLE
44	ALPHABET INC	CAP STK CL A	$6.6M	22832	0.49%	SOLE
45	WISDOMTREE TR	FLOATNG RAT TREA	$6.5M	129696	0.49%	SOLE
46	NEOS ETF TRUST	NEOS ENH INC 1-3	$6.2M	124933	0.46%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET CON	$6.1M	73930	0.45%	SOLE
48	VISA INC	COM CL A	$5.9M	19433	0.44%	SOLE
49	WISDOMTREE TR	US QTLY DIV GRT	$5.8M	66263	0.43%	SOLE
50	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$5.7M	169228	0.42%	SOLE

1–50 of 1,179

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.