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Ron King

@Capital Investment Advisory Services, Llc

Latest period2024 - Q3ReportedManaged Assets$1.055BTotal holdings981
Assets growth rate8.8%Assets growth rate (2-Q avg)6.31%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Investment Advisory Services, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 981 positions.

Assets under management

The assets under management (AUM) of Capital Investment Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.055B in assets, with a quarterly growth rate of 8.8% and a 2-quarter average growth rate of 6.31%. The portfolio is managed by Ron King, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LEGLeggett & Platt Inc
Recent Activity
Exited
0%
$165,769
14,465 shares@ $11.47 avg price
XNEAXNuveen Amt Free Qlty Mun Inc
Recent Activity
Exited
0%
$119,173
10,399 shares@ $11.47 avg price
7425⤦Principal Exchange Traded Fd
Recent Activity
Exited
0%
$111,428
3,057 shares@ $36.46 avg price
SOFISofi Technologies Inc
Recent Activity
Exited
0%
$81,006
12,255 shares@ $6.62 avg price
SILGlobal X Fds
Recent Activity
Exited
0%
$77,975
2,500 shares@ $31.19 avg price
0321⤦Amplify Etf Tr
Recent Activity
Exited
0%
$76,279
2,844 shares@ $26.83 avg price
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$73,932
22,960 shares@ $3.23 avg price
ALTMArcadium Lithium Plc
Recent Activity
Exited
0%
$34,759
10,345 shares@ $3.36 avg price
IFVFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$25,433
1,293 shares@ $19.67 avg price
SLDPSolid Power Inc
Recent Activity
Exited
0%
$23,100
14,000 shares@ $1.65 avg price