Long-term investor
Capital Investment Advisory Services, LLC @capitalinvestmentadvisorwv9s
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001659203).
Record
- Tracked since 2025-06-30 (441 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days +7.0% · 6 months n/a · 1 year +12.8% · all +12.8%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.4% · long · since 2025-06-30
- BIL · 3.1% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- AMZN · 1.7% · long · since 2025-06-30
- VTV · 1.6% · long · since 2025-06-30
- GOOG · 1.6% · long · since 2025-06-30
- QQQI · 1.4% · long · since 2025-06-30
- VUG · 1.3% · long · since 2025-06-30
- JPST · 1.3% · long · since 2025-06-30
- JEPI · 1.2% · long · since 2025-06-30
- JBND · 1.2% · long · since 2025-06-30
- UCON · 1.2% · long · since 2025-06-30