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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
GOOGAlphabet Inc
Recent Activity
Increased 4.45%
1.19%
$12.508M
74,812 shares@ $167.19 avg price
IVVIshares Tr
Recent Activity
Increased 0.67%
1.18%
$12.409M
21,512 shares@ $576.83 avg price
DGROIshares Tr
Recent Activity
Increased 0.12%
1.04%
$10.868M
173,360 shares@ $62.69 avg price
FCEFFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 4.81%
0.95%
$10.009M
449,134 shares@ $22.29 avg price
DIVOAmplify Etf Tr
Recent Activity
Increased 6.3%
0.85%
$8.898M
216,018 shares@ $41.2 avg price
IJRIshares Tr
Recent Activity
Increased 6.27%
0.79%
$8.268M
70,693 shares@ $116.97 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 4.34%
0.77%
$8.033M
16,458 shares@ $488.07 avg price
AVGOBroadcom Inc
Recent Activity
Increased 890.42%
0.7%
$7.31M
42,380 shares@ $172.5 avg price
IJHIshares Tr
Recent Activity
Increased 0.58%
0.7%
$7.301M
117,153 shares@ $62.33 avg price
LLYEli Lilly & Co
Recent Activity
Increased 49.26%
0.66%
$6.939M
7,833 shares@ $885.93 avg price