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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
BTAIBioxcel Therapeutics Inc
Recent Activity
Exited
0%
$22,688
17,725 shares@ $1.28 avg price
BMARInnovator Etfs Trust
Recent Activity
Exited
0%
$21,279
493 shares@ $43.17 avg price
ARKGArk Etf Tr
Recent Activity
Exited
0%
$18,784
800 shares@ $23.48 avg price
FDTXFidelity Covington Trust
Recent Activity
Exited
0%
$16,660
500 shares@ $33.32 avg price
SPTSSpdr Ser Tr
Recent Activity
Exited
0%
$7,448
258 shares@ $28.87 avg price
VONVVanguard Scottsdale Fds
Recent Activity
Exited
0%
$4,594
60 shares@ $76.57 avg price
9218⤦Vaneck Etf Trust
Recent Activity
Exited
0%
$4,173
157 shares@ $26.58 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Exited
0%
$4,001
12 shares@ $333.42 avg price
FNDXSchwab Strategic Tr
Recent Activity
Exited
0%
$3,692
55 shares@ $67.13 avg price
VIOVVanguard Admiral Fds Inc
Recent Activity
Exited
0%
$3,080
37 shares@ $83.25 avg price