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Ron King

Capital Investment Advisory Services, Llc

Assets Managed
$1.371B
Holdings
1206
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-3.06%(2Q avg: 4.57%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Investment Advisory Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1206 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.371B in assets, with a quarterly growth rate of -3.06% and a 2-quarter average growth rate of 4.57%. The portfolio is managed by Ron King, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -14.17%
4.08%
$55.821M
609,138 shares@ $91.65 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.25%
3.49%
$47.809M
274,131 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -16.94%
2.33%
$31.906M
125,718 shares@ $253.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.83%
1.72%
$23.524M
112,951 shares@ $208.27 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 8.58%
1.71%
$23.407M
119,301 shares@ $196.2 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -1.27%
1.54%
$21.064M
416,201 shares@ $50.61 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -5.61%
1.54%
$20.986M
73,157 shares@ $286.87 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 6.42%
1.5%
$20.478M
380,847 shares@ $53.78 avg price
UCON
First Trust Tcw Unconstraine
Recent Activity
Increased 7.73%
1.47%
$20.153M
813,598 shares@ $24.78 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Increased 6.75%
1.4%
$19.088M
260,979 shares@ $73.14 avg price

1-10 of 1206