Capital Analysts, LLC Purchases in Q4 2024

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
274K
+ 121.07%
$77.02 - $78.58 $21.1M - $21.6M
501K $38.7M
SPGI
S&P Global Inc.

Financial Services
23.6K
+ 856.54%
$480.36 - $529.17 $11.4M - $12.5M
26.4K $13.1M
IVV
Ishares Core S&P 500 ETF

ETFs
5.66K
+ 2.69%
$570.51 - $610.59 $3.23M - $3.46M
216K $127M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.48K
+ 0.27%
$66.77 - $71.52 $633K - $678K
3.54M $244M
GOOGL
Alphabet Inc.

Communication Services
22.1K
+ 58.88%
$161.86 - $196.66 $3.57M - $4.34M
59.6K $11.3M
PDEC
Innovator U.S. Equity Power Bu
113K
+ 958.74%
N/A
125K $4.81M
Blackrock Inc
4.16K
New
N/A
4.16K $4.27M
AAPL
Apple Inc.

Technology
343
+ 0.17%
$221.69 - $259.02 $76K - $88.8K
204K $51M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
88K
+ 16.67%
$49.87 - $52.46 $4.39M - $4.61M
616K $30.7M
MS
Morgan Stanley

Financial Services
904
+ 0.79%
$104.42 - $134.99 $94.4K - $122K
115K $14.5M
V
Visa Inc.

Financial Services
1.2K
+ 2.52%
$273.87 - $320.91 $328K - $384K
48.7K $15.4M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
42.1K
+ 103.78%
$42.05 - $48.31 $1.77M - $2.03M
82.7K $3.82M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9.86K
New
$201.32 - $217.44 $1.99M - $2.14M
9.86K $2.04M
C
Citigroup Inc

Financial Services
3.82K
+ 1.72%
$61.31 - $72.5 $234K - $277K
226K $15.9M
DFIV
Dimensional ETF Tr

ETFs
52.1K
+ 1870.12%
$34.86 - $37.97 $1.82M - $1.98M
54.9K $1.95M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
61.9K
New
$28.48 - $29.56 $1.76M - $1.83M
61.9K $1.81M
BDX
Becton Dickinson & CO

Healthcare
10.2K
+ 27.94%
$220.02 - $243.75 $2.25M - $2.49M
46.8K $10.6M
T Rowe Price ETF Inc
44K
+ 416.23%
N/A
54.6K $1.82M
CGMU
Capital Group Core Plus Income
49.3K
New
N/A
49.3K $1.33M
JCPB
J P Morgan Exchange Traded Fd

ETFs
54.1K
+ 9.58%
$46.07 - $48.17 $2.49M - $2.61M
619K $28.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
18.1K
+ 18.93%
$53.94 - $58.15 $975K - $1.05M
114K $6.41M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
30.9K
New
$35.71 - $38.39 $1.1M - $1.19M
30.9K $1.14M
AVUV
American Centy ETF Tr Avantis

ETFs
11.8K
+ 532.94%
$94.37 - $106.41 $1.11M - $1.26M
14K $1.35M
CRM
Salesforce, Inc.

Technology
230
+ 1.32%
$270.87 - $367.87 $62.3K - $84.6K
17.6K $5.89M
IVW
Ishares S&P 500 Growth ETF

ETFs
465
+ 0.25%
$94.43 - $105.47 $43.9K - $49K
187K $19M
CGXU
Capital Group Intl Focus Equit

ETFs
51K
+ 75.65%
$24.67 - $26.94 $1.26M - $1.37M
118K $2.92M
CGGR
Capital Group Growth ETF Shs C

ETFs
28K
+ 2771.41%
$34.49 - $39.24 $966K - $1.1M
29K $1.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.85K
+ 82.39%
$174.22 - $187.62 $1.02M - $1.1M
12.9K $2.27M
ADBE
Adobe Inc.

Technology
4.36K
+ 33.35%
$437.39 - $552.96 $1.91M - $2.41M
17.4K $7.76M
MSFT
Microsoft Corp

Technology
4.64K
+ 4.18%
$406.35 - $454.46 $1.89M - $2.11M
116K $48.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
6.13K
+ 54.71%
$116.4 - $138.52 $714K - $849K
17.3K $2.2M
IAU
Ishares Gold Trust

ETFs
17.7K
+ 193.65%
$48.37 - $52.65 $855K - $931K
26.8K $1.33M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.37K
+ 20.64%
$481.22 - $538.17 $657K - $735K
7.98K $4.08M
GOOG
Alphabet Inc.

Communication Services
477
+ 1.59%
$163.08 - $198.16 $77.8K - $94.5K
30.4K $5.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
52.7K
+ 251.6%
$25.74 - $53.78 $1.36M - $2.83M
73.6K $1.9M
EFG
Msci Eafe Growth ETF

ETFs
13.4K
+ 27.1%
$96.83 - $106.88 $1.3M - $1.43M
62.9K $6.09M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
18.8K
+ 10.47%
$51.58 - $52.91 $968K - $993K
198K $10.2M
NEAR
Blackrock Short Maturity Bond

ETFs
13.4K
+ 15634.88%
$50.28 - $51.08 $676K - $687K
13.5K $683K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.08K
+ 6.29%
$49.03 - $53.35 $396K - $431K
137K $7M
Innovator Etfs Trust
26.7K
New
N/A
26.7K $637K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
12.7K
+ 531.6%
$50.02 - $51.24 $634K - $649K
15.1K $755K
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.46K
+ 51.5%
$87.1 - $98.49 $824K - $931K
27.8K $2.43M
SCHW
Schwab Charles Corp

Financial Services
1.9K
+ 3.96%
$63.31 - $82.85 $120K - $157K
49.8K $3.69M
BAC
Bank Of America Corp

Financial Services
2.87K
+ 2.71%
$39.22 - $47.77 $113K - $137K
109K $4.79M
MSI
Motorola Solutions, Inc.

Technology
313
+ 0.92%
$449.08 - $504.6 $141K - $158K
34.4K $15.9M
Pimco ETF Tr
21.9K
+ 78.32%
N/A
49.9K $1.29M
FDL
First Tr Morningstar Dividend

ETFs
15.1K
+ 41.21%
$39.59 - $43.95 $596K - $661K
51.6K $2.08M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.29K
+ 9.01%
$176.42 - $186.91 $580K - $615K
39.8K $7.09M
BA
Boeing CO

Industrials
383
+ 2.23%
$138.14 - $180.72 $52.9K - $69.2K
17.5K $3.1M
Activity Summary
Buys All Purchases 586 New Holdings 103 Increased Positions 483 Sells All Sells 347 Reductions 347 Sold out 0 Options Calls 0 Puts 0
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