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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
PGProcter And Gamble Co
Recent Activity
Decreased -0.09%
0.55%
$5.699M
32,905 shares@ $173.2 avg price
HACKAmplify Etf Tr
Recent Activity
Increased 291.87%
0.53%
$5.588M
81,840 shares@ $68.29 avg price
USFRWisdomtree Tr
Recent Activity
Decreased -47.54%
0.53%
$5.535M
110,212 shares@ $50.23 avg price
IVWIshares Tr
Recent Activity
Increased 0.53%
0.53%
$5.521M
57,665 shares@ $95.76 avg price
DFAUDimensional Etf Trust
Recent Activity
Decreased -2.85%
0.52%
$5.446M
137,221 shares@ $39.69 avg price
TECLDirexion Shs Etf Tr
Recent Activity
New Position
0.52%
$5.446M
62,215 shares@ $87.54 avg price
JNJJohnson & Johnson
Recent Activity
Increased 7.03%
0.51%
$5.275M
32,552 shares@ $162.06 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -9.02%
0.5%
$5.267M
11,443 shares@ $460.26 avg price
NOBLProshares Tr
Recent Activity
Increased 2.67%
0.49%
$5.128M
48,030 shares@ $106.77 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Decreased -1.05%
0.49%
$5.083M
52,737 shares@ $96.38 avg price