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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
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
SPMDSpdr Ser Tr
Recent Activity
Decreased -0.24%
0.69%
$7.212M
131,891 shares@ $54.69 avg price
LLYEli Lilly & Co
Recent Activity
Increased 49.26%
0.66%
$6.939M
7,833 shares@ $885.93 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 96.37%
0.63%
$6.582M
27,079 shares@ $243.07 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 30.85%
0.61%
$6.388M
213,711 shares@ $29.9 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -3.51%
0.61%
$6.345M
23,426 shares@ $270.85 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 8.24%
0.6%
$6.32M
11,015 shares@ $573.75 avg price
DCORDimensional Etf Trust
Recent Activity
Decreased -53.79%
0.6%
$6.295M
99,386 shares@ $63.34 avg price
IEFAIshares Tr
Recent Activity
Increased 2.04%
0.56%
$5.859M
75,067 shares@ $78.05 avg price