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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
VUGVanguard Index Fds
Recent Activity
Decreased -24.79%
0.86%
$9.053M
23,579 shares@ $383.93 avg price
DIVOAmplify Etf Tr
Recent Activity
Increased 6.3%
0.85%
$8.898M
216,018 shares@ $41.2 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -2.07%
0.82%
$8.592M
74,520 shares@ $115.31 avg price
IJRIshares Tr
Recent Activity
Increased 6.27%
0.79%
$8.268M
70,693 shares@ $116.97 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.68%
0.78%
$8.204M
31,095 shares@ $263.84 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 4.34%
0.77%
$8.033M
16,458 shares@ $488.07 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -3.95%
0.73%
$7.616M
38,568 shares@ $197.49 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -5.39%
0.72%
$7.56M
120,002 shares@ $63.01 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -3.12%
0.72%
$7.49M
26,452 shares@ $283.16 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.73%
0.71%
$7.458M
13,028 shares@ $572.44 avg price