Capital Analysts, LLC Purchases in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
1.89M
+ 225034.84%
N/A
1.89M $59.1M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
837K
New
$41.26 - $44.98 $34.5M - $37.6M
837K $35.2M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.04M
+ 240.52%
$32.5 - $33.3 $33.7M - $34.6M
1.47M $48.9M
JCPB
J P Morgan Exchange Traded Fd

ETFs
481K
+ 77.76%
$45.56 - $47.23 $21.9M - $22.7M
1.1M $51.8M
Blackrock ETF Trust Ii
441K
+ 829.84%
N/A
494K $25.9M
FLQH
Franklin Templeton Libertyq In

ETFs
579K
+ 1497.73%
N/A
617K $20.1M
IEFA
Ishares Tr

ETFs
92.7K
+ 7.33%
$69.57 - $78.65 $6.45M - $7.29M
1.36M $103M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
247K
+ 12.54%
$44.41 - $45.98 $11M - $11.4M
2.22M $101M
OEF
Ishares S&P 100 ETF

ETFs
42.1K
+ 128.07%
N/A
75K $20.3M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
201K
+ 101.66%
$51.26 - $52.53 $10.3M - $10.6M
399K $20.6M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
290K
+ 13.21%
$23.17 - $24.25 $6.72M - $7.03M
2.49M $60.3M
PVAL
Putnam ETF Tr Putnam Focused L
187K
+ 290.58%
$36.8 - $39.59 $6.87M - $7.39M
251K $9.56M
IAU
Ishares Gold Trust

ETFs
96.6K
+ 360.23%
$49.74 - $58.96 $4.8M - $5.69M
123K $7.27M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
104K
New
$50.72 - $50.92 $5.3M - $5.32M
104K $5.31M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
55K
+ 10.98%
$76.94 - $78.28 $4.23M - $4.31M
556K $43.5M
DFIV
Dimensional ETF Tr

ETFs
112K
+ 203.14%
$35.33 - $40.77 $3.94M - $4.55M
167K $6.55M
UBER
Uber Technologies, Inc

Technology
58K
+ 21395.57%
$63.17 - $81.49 $3.66M - $4.72M
58.3K $4.24M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
113K
+ 137.0%
$39.97 - $48.7 $4.53M - $5.52M
196K $7.83M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
167K
+ 8.39%
$23.32 - $23.84 $3.88M - $3.97M
2.15M $50.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
107K
+ 369.03%
$33.98 - $39.84 $3.64M - $4.27M
136K $4.66M
Thornburg ETF Tr
124K
New
N/A
124K $3.28M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
30.1K
+ 75227.5%
$97.25 - $104.79 $2.93M - $3.15M
30.1K $3.13M
RTX
Raytheon Technologies Corp

Industrials
5.69K
+ 4.02%
$114.1 - $135.66 $649K - $772K
147K $19.5M
T Rowe Price ETF Inc
98K
+ 179.69%
N/A
153K $4.93M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
75K
+ 3011.69%
$41.06 - $44.04 $3.08M - $3.3M
77.5K $3.21M
SCHP
Schwab Strategic Us Tips ETF

ETFs
111K
+ 151.16%
$25.69 - $26.89 $2.86M - $2.99M
185K $4.97M
AEP
American Electric Power CO Inc

Utilities
5.08K
+ 4.05%
$90.32 - $109.27 $458K - $555K
130K $14.3M
AMT
American Tower Corp

Real Estate
4.21K
+ 8.28%
$173.46 - $217.6 $731K - $917K
55.1K $12M
AVUV
American Centy ETF Tr Avantis

ETFs
31.5K
+ 224.36%
$84.95 - $100.62 $2.67M - $3.17M
45.5K $3.97M
XLE
Energy Sector Spdr

ETFs
5.86K
+ 2.42%
$85.7 - $93.96 $502K - $551K
248K $23.2M
IVE
Ishares S&P 500 Value ETF

ETFs
12.7K
+ 22.41%
$185.78 - $198.58 $2.37M - $2.53M
69.6K $13.3M
ABT
Abbott Laboratories

Healthcare
5.07K
+ 5.71%
$111.1 - $140.22 $563K - $710K
93.7K $12.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
195
+ 0.68%
$442.66 - $534.52 $86.3K - $104K
28.8K $15.3M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
63.3K
+ 204.76%
$34.58 - $38.65 $2.19M - $2.45M
94.2K $3.31M
CGXU
Capital Group Intl Focus Equit

ETFs
88.7K
+ 74.98%
$24.48 - $26.59 $2.17M - $2.36M
207K $5.07M
VTI
Vanguard Total Stock Market Et

ETFs
9.06K
+ 39.55%
$271.18 - $303.12 $2.46M - $2.75M
32K $8.79M
V
Visa Inc.

Financial Services
1.27K
+ 2.6%
$306.92 - $362.71 $389K - $460K
50K $17.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
23.8K
+ 118.79%
$74.85 - $84.89 $1.78M - $2.02M
43.8K $3.58M
MDT
Medtronic PLC

Healthcare
9.43K
+ 7.78%
$79.84 - $94.5 $753K - $891K
131K $11.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
34.2K
+ 8.97%
$44.72 - $46.25 $1.53M - $1.58M
415K $19.1M
CGMU
Capital Group Core Plus Income
67.6K
+ 136.96%
N/A
117K $3.14M
COP
Conocophillips

Energy
9.74K
+ 7.8%
$88.6 - $105.85 $863K - $1.03M
135K $14.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.5K
+ 28.8%
$168.16 - $186.21 $1.93M - $2.13M
51.2K $8.76M
FDL
First Tr Morningstar Dividend

ETFs
34.1K
+ 66.06%
$39.69 - $43.83 $1.35M - $1.49M
85.6K $3.72M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
21.1K
+ 8040.46%
$75.47 - $84.24 $1.59M - $1.77M
21.3K $1.64M
DGRO
Ishares Core Dividend Growth E

ETFs
24.4K
+ 10.83%
$60.46 - $64.42 $1.47M - $1.57M
249K $15.4M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.49K
+ 2.73%
$142.8 - $176.36 $213K - $263K
56K $9.66M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
18.8K
+ 4222.25%
$77.91 - $92.26 $1.46M - $1.73M
19.2K $1.53M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15.2K
+ 188.51%
$91.45 - $91.75 $1.39M - $1.39M
23.2K $2.13M
Activity Summary
Buys All Purchases 694 New Holdings 143 Increased Positions 551 Sells All Sells 284 Reductions 284 Sold out 0 Options Calls 0 Puts 0
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