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Ron King

Capital Investment Advisory Services, Llc

Assets Managed
$1.62B
Holdings
1301
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
18.18%(2Q avg: 7.56%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Investment Advisory Services, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1301 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.62B in assets, with a quarterly growth rate of 18.18% and a 2-quarter average growth rate of 7.56%. The portfolio is managed by Ron King, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 1.44%
3.44%
$55.637M
278,059 shares@ $200.09 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -9.58%
3.12%
$50.469M
550,727 shares@ $91.64 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.73%
2.31%
$37.368M
129,139 shares@ $289.37 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.77%
1.7%
$27.396M
114,946 shares@ $238.35 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.55%
1.62%
$26.14M
119,947 shares@ $217.94 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 0.44%
1.61%
$25.962M
73,478 shares@ $353.33 avg price
QQQI
Neos Nasdaq-100 High Inc Etf
Recent Activity
Increased 11.07%
1.45%
$23.494M
413,694 shares@ $56.8 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 922.81%
1.35%
$21.809M
253,186 shares@ $86.14 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -0.51%
1.3%
$20.939M
414,063 shares@ $50.58 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 21.64%
1.25%
$20.226M
358,114 shares@ $56.49 avg price

1-10 of 1301