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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
XLBSelect Sector Spdr Tr
Recent Activity
Decreased -1.05%
0.49%
$5.083M
52,737 shares@ $96.38 avg price
HDHome Depot Inc
Recent Activity
Decreased -2.59%
0.46%
$4.805M
11,857 shares@ $405.22 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.93%
0.46%
$4.776M
22,650 shares@ $210.87 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.17%
0.43%
$4.467M
38,106 shares@ $117.22 avg price
IBMInternational Business Machs
Recent Activity
Decreased -14.05%
0.4%
$4.129M
18,676 shares@ $221.08 avg price
WMTWalmart Inc
Recent Activity
Decreased -2.91%
0.38%
$3.948M
48,886 shares@ $80.75 avg price
IUSGIshares Tr
Recent Activity
Decreased -4.29%
0.35%
$3.689M
27,964 shares@ $131.91 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -0.17%
0.35%
$3.681M
23,902 shares@ $154.02 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.4%
0.34%
$3.533M
21,303 shares@ $165.86 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -1.89%
0.33%
$3.436M
40,654 shares@ $84.53 avg price