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Helen Halloran

@Capital Investment Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$4.907BTotal holdings670
Assets growth rate1.02%Assets growth rate (2-Q avg)5.42%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Investment Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 670 positions.

Assets under management

The assets under management (AUM) of Capital Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 4.907B in assets, with a quarterly growth rate of 1.02% and a 2-quarter average growth rate of 5.42%. The portfolio is managed by Helen Halloran, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VGMInvesco Tr Invt Grade Muns
Recent Activity
New Position
0.01%
$134,380
13,305 shares@ $10.1 avg price
LWLGLightwave Logic Inc
Recent Activity
New Position
0.01%
$129,150
61,500 shares@ $2.1 avg price
HOVRNew Horizon Aircraft Ltd
Recent Activity
New Position
0.01%
$29,162
25,807 shares@ $1.14 avg price
ASMAvino Silver & Gold Mines Lt
Recent Activity
New Position
0.01%
$9,983
11,332 shares@ $0.89 avg price