Capital Investment Advisory Services, LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$1.4B
Holdings
1,205
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BIL
SPDR SERIES TRUST
Q4 2025: New position (1.3k shares)
4.1%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +37.8% (5.4k → 7.4k shares)
3.5%
03
$AAPL
APPLE INC
Q1 2026: Sold 3.2% (11.4k → 11.0k shares)
2.3%
04
$AMZN
AMAZON COM INC
Q1 2026: Increased +9.4% (14.9k → 16.3k shares)
1.7%
05
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 106.1k shares)
1.7%
06
$JPST
J P MORGAN EXCHANGE TRADED F
Q4 2025: Sold 100.0% (438.1k → 38 shares)
1.5%
07
$GOOG
ALPHABET INC
Q1 2026: Sold 13.0% (4.6k → 4.0k shares)
1.5%
08
$JBND
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 341.7k shares)
1.5%
09
$UCON
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Increased +15.9% (359.5k → 416.7k shares)
1.5%
10
$SPLV
INVESCO EXCH TRADED FD TR II
Q1 2026: Sold 6.7% (2.0k → 1.8k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:28 UTC.