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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
VYMVanguard Whitehall Fds
Recent Activity
Increased 2.53%
0.38%
$3.999M
31,190 shares@ $128.21 avg price
BACBank America Corp
Recent Activity
Increased 1.44%
0.38%
$3.953M
99,627 shares@ $39.69 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.65%
0.33%
$3.41M
15,103 shares@ $225.77 avg price
DDominion Energy Inc
Recent Activity
Increased 2.71%
0.32%
$3.315M
57,358 shares@ $57.8 avg price
QYLDGlobal X Fds
Recent Activity
Increased 3.08%
0.32%
$3.302M
183,034 shares@ $18.04 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Increased 7.98%
0.29%
$3.014M
38,620 shares@ $78.04 avg price
SKYYFirst Tr Exchange Traded Fd
Recent Activity
Increased 3.37%
0.28%
$2.924M
28,595 shares@ $102.27 avg price
USMVIshares Tr
Recent Activity
Increased 5.89%
0.26%
$2.706M
29,636 shares@ $91.31 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 6.29%
0.26%
$2.705M
16,487 shares@ $164.09 avg price
HERDPacer Fds Tr
Recent Activity
Increased 6.55%
0.26%
$2.642M
65,994 shares@ $40.05 avg price