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Capital Investment Advisory Services, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

Ava Hoppe | 24 April, 2023

Are you an investor or just interested in the stock market? In this blog post, we'll take a look at the changes in holdings of Capital Investment Advisory Services, LLC comparing Q4 2022 vs. Q1 2023. This report will provide an insight into which stocks are gaining popularity and which are losing steam.

Let's dive into the data and analyze the changes in holdings of this fund.

JP Morgan Exchange Traded Fund (JPST)

JP Morgan Exchange Traded Fund (JPST) tops the list, with a small decline of 0.5%. The fund had 1,098,903 shares in Q4 2022, which decreased to 1,088,885 shares in Q1 2023. The total value of shares owned was $55,087 in Q4, which decreased to $54,792 in Q1.

Vanguard Scottsdale FDS (VGSH)

Vanguard Scottsdale Fund (VGSH) stood in second place, with a gain of 1.4%. The fund had 854,274 shares in Q4 2022 and increased to 855,568 shares in Q1 2023. The total value of shares owned was $49,394 in Q4, which increased to $50,084 in Q1.

Apple Inc. (AAPL)

Apple Inc. (AAPL) garnered attention with a significant increase of 22.4%. The fund had 187,153 shares in Q4 2022, which decreased to 180,515 shares in Q1 2023. The total value of shares owned was $24,316 in Q4, which increased to $29,766 in Q1.

Microsoft Corp. (MSFT)

Microsoft Corp. (MSFT) also saw significant growth of 10.7%. The fund had 47,061 shares in Q4 2022, which decreased to 43,346 shares in Q1 2023. The total value of shares owned was $11,286 in Q4, which increased to $12,496 in Q1.

Amazon Com Inc. (AMZN)

Amazon Com Inc. (AMZN) increased by 17.2%. The fund had 108,265 shares in Q4 2022, which decreased to 103,201 shares in Q1 2023. The total value of shares owned was $9,094 in Q4, which increased to $10,659 in Q1.

Conclusion

In conclusion, the comparison of the Q4 2022 vs. Q1 2023 13F holdings of Capital Investment Advisory Services, LLC show a mix of gains and losses. Some stocks have gained popularity, while others have seen reduced interest from the fund. However, it's worth bearing in mind that the picture may be incomplete without considering the broader market trends and the reasons behind individual stock performance.

As always, investing comes with risks, and investors should do their due diligence and research before making investment decisions.

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