Capital Analysts, LLC Purchases in Q2 2025

Capital Analysts, LLC

  • $3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRL
Charles River Laboratories International, Inc.

Healthcare
6
New
$99.75 - $151.89 $599 - $911
6 $1K
DLTR
Dollar Tree, Inc.

Consumer Defensive
12
New
$67.22 - $100.51 $807 - $1.21K
12 $1K
IOO
Ishares Tr Global 100 ETF

ETFs
12
New
$84.95 - $107.81 $1.02K - $1.29K
12 $1K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
32
New
$25.27 - $27.14 $809 - $868
32 $1K
Newsmax Inc
70
New
N/A
70 $1K
FDN
First Tr Fd Dow Jones

ETFs
2
New
$200.29 - $269.33 $401 - $539
2 $1K
GTO
Invesco Actively Managed ETF T

ETFs
1
+ 0.45%
$45.73 - $47.2 $45.7 - $47.2
224 $11K
Nebius Group N.V.
17
New
N/A
17 $1K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4
+ 0.32%
$116.93 - $119.39 $468 - $478
1.26K $150K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
20
+ 0.95%
$28.21 - $28.85 $564 - $577
2.12K $61K
FXL
First Tr Exchange Traded Fd Fi

ETFs
5
New
$115.28 - $157.36 $576 - $787
5 $1K
HNDL
Strategy Shs

ETFs
21
+ 10.1%
$19.2 - $21.66 $403 - $455
229 $5K
CTRE
Care Trust Reit, Inc.

Real Estate
2
+ 0.71%
$26.65 - $30.69 $53.3 - $61.4
282 $9K
PMM
Putnam Managed Municipal Income Trust

Financial Services
5
+ 0.47%
$5.75 - $6.19 $28.8 - $31
1.06K $6K
EVRG
Evergy, Inc.

Utilities
2
+ 1.2%
$64.06 - $69.64 $128 - $139
168 $11K
BXP
Boston Properties Inc

Real Estate
3
+ 0.84%
$56.86 - $74.12 $171 - $222
360 $24K
VTRS
Viatris Inc

Healthcare
16
+ 3.54%
$7.26 - $9.12 $116 - $146
468 $4K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3
+ 1.09%
$42.51 - $43.7 $128 - $131
278 $12K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
1
+ 0.14%
$34.34 - $40.99 $34.3 - $41
724 $29K
UNM
Unum Group

Financial Services
8
+ 0.54%
$70.48 - $82.91 $564 - $663
1.48K $120K
IIPR
Innovative Industrial Properties Inc

Real Estate
8
+ 2.62%
$48.03 - $58.9 $384 - $471
313 $17K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1
+ 0.78%
$136.63 - $176.62 $137 - $177
130 $22K
Invesco Exch Trd Slf Idx Fd
4
+ 0.22%
N/A
1.8K $44K
SUI
Sun Communities Inc

Real Estate
3
+ 2.59%
$114.62 - $132.25 $344 - $397
119 $15K
JMBS
Janus Detroit Str Tr Henderson

ETFs
6
+ 1.2%
$43.89 - $45.45 $263 - $273
507 $23K
SON
Sonoco Products CO

Consumer Cyclical
2
+ 1.52%
$40.6 - $47.93 $81.2 - $95.9
134 $6K
FSTA
Fidelity Covington Tr Msci Con

ETFs
3
+ 0.64%
$47.94 - $52.5 $144 - $158
469 $24K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1
+ 0.87%
$48.5 - $49.35 $48.5 - $49.4
116 $6K
NCA
Nuveen California Municipal Value Fund

Financial Services
30
+ 1.03%
$8.24 - $8.73 $247 - $262
2.93K $25K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
4
+ 0.28%
$20.08 - $20.98 $80.3 - $83.9
1.44K $30K
HLN
Haleon PLC

Healthcare
3
+ 1.22%
$9.27 - $11.41 $27.8 - $34.2
248 $3K
HTRB
Hartford Fds Total Return Bd E

ETFs
1
+ 1.22%
$33.14 - $34.12 $33.1 - $34.1
83 $3K
BRX
Brixmor Property Group Inc.

Real Estate
2
+ 0.64%
N/A
314 $8K
WES
Western Midstream Partners, LP

Energy
12
+ 2.32%
$34.99 - $41.61 $420 - $499
529 $20K
JKHY
Henry Jack & Associates Inc

Technology
1
+ 0.48%
$163.54 - $186.02 $164 - $186
208 $37K
EXPD
Expeditors International Of Washington Inc

Industrials
2
+ 0.75%
$102.84 - $122.24 $206 - $244
268 $31K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
32
+ 1.59%
$6.54 - $7.1 $209 - $227
2.04K $13K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
29
+ 1.96%
$10.29 - $11.24 $298 - $326
1.51K $16K
John Hancock Exchange Traded
36
+ 0.52%
N/A
6.97K $178K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
2
+ 0.47%
$10.23 - $11.0 $20.5 - $22
427 $4K
WPC
W. P. Carey Inc.

Real Estate
7
+ 0.73%
$56.12 - $64.53 $393 - $452
964 $60K
PSA
Public Storage

Real Estate
1
+ 0.56%
$266.31 - $309.77 $266 - $310
181 $53K
PCH
Potlatchdeltic Corp

Real Estate
1
+ 0.56%
$37.16 - $44.86 $37.2 - $44.9
178 $7K
REG
Regency Centers Corp

Real Estate
2
+ 0.49%
$65.48 - $74.74 $131 - $149
412 $29K
ADC
Agree Realty Corp

Real Estate
2
+ 0.62%
$70.68 - $79.12 $141 - $158
323 $24K
CCI
Crown Castle International Corp

Real Estate
4
+ 0.59%
$94.83 - $107.06 $379 - $428
684 $70K
PRU
Prudential Financial Inc

Financial Services
6
+ 1.34%
$95.12 - $112.71 $571 - $676
453 $49K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
4
+ 0.99%
$28.81 - $34.65 $115 - $139
407 $12K
HMOP
Hartford Fds Exchange Traded T

ETFs
16
+ 0.09%
$37.54 - $38.74 $601 - $620
18.2K $698K
Activity Summary
Buys All Purchases 547 New Holdings 74 Increased Positions 473 Sells All Sells 357 Reductions 357 Sold out 0 Options Calls 0 Puts 0
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