Capital Analysts, LLC Purchases in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
168
+ 9.69%
$43.76 - $45.31 $7.35K - $7.61K
1.9K $86K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
250
New
$32.17 - $35.61 $8.04K - $8.9K
250 $9K
COIN
Coinbase Global, Inc.

Technology
51
New
$172.23 - $301.3 $8.78K - $15.4K
51 $9K
First Tr Exchng Traded Fd Vi
958
+ 8.01%
N/A
12.9K $291K
First Tr Exchange Traded Fd
269
+ 2.06%
N/A
13.3K $276K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
396
New
$23.53 - $25.24 $9.32K - $10K
396 $9K
GLW
Corning Inc

Technology
213
+ 67.83%
$44.91 - $54.25 $9.57K - $11.6K
527 $24K
WPC
W. P. Carey Inc.

Real Estate
7
+ 0.74%
$53.5 - $65.05 $375 - $455
957 $61K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
85
New
$96.06 - $104.96 $8.17K - $8.92K
85 $9K
AJG
Arthur J. Gallagher & Co.

Financial Services
20
+ 74.07%
$275.89 - $345.24 $5.52K - $6.9K
47 $16K
SCCO
Southern Copper Corp

Basic Materials
87
New
$85.92 - $101.48 $7.48K - $8.83K
87 $8K
Curbline Pptys Corp
341
New
N/A
341 $8K
EGP
Eastgroup Properties Inc

Real Estate
2
+ 0.44%
$155.63 - $187.46 $311 - $375
457 $81K
BRX
Brixmor Property Group Inc.

Real Estate
312
New
N/A
312 $8K
HEI
Heico Corp

Industrials
30
New
$219.6 - $270.85 $6.59K - $8.13K
30 $8K
CTRE
Care Trust Reit, Inc.

Real Estate
280
New
$24.93 - $29.13 $6.98K - $8.16K
280 $8K
PCH
Potlatchdeltic Corp

Real Estate
177
New
$38.35 - $47.34 $6.79K - $8.38K
177 $8K
RYN
Rayonier Inc

Real Estate
291
New
$24.95 - $28.24 $7.26K - $8.22K
291 $8K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
146
New
$51.3 - $56.76 $7.49K - $8.29K
146 $8K
Outfront Media Inc
431
New
N/A
431 $7K
EMQQ
Emqq Emerging Markets Internet

ETFs
30
+ 1.86%
$33.17 - $40.71 $995 - $1.22K
1.64K $63K
HIG
Hartford Financial Services Group, Inc.

Financial Services
59
New
$106.31 - $123.73 $6.27K - $7.3K
59 $7K
TRP
Tc Energy Corp

Energy
140
New
$44.29 - $49.27 $6.2K - $6.9K
140 $7K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
142
+ 53.18%
$67.24 - $84.27 $9.55K - $12K
409 $28K
IOCT
Innovator Etfs Tr Intl Dev Pow
115
+ 4.76%
N/A
2.53K $78K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
14
+ 0.44%
$76.77 - $82.22 $1.07K - $1.15K
3.23K $257K
WFC
Wells Fargo & Company

Financial Services
4
+ 0.1%
$66.78 - $81.42 $267 - $326
4K $287K
VTR
Ventas, Inc.

Real Estate
3
+ 0.42%
$56.9 - $70.47 $171 - $211
720 $49K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
224
+ 6.8%
$18.46 - $19.19 $4.14K - $4.3K
3.52K $68K
OMFL
Invesco Exchange Traded Self I

ETFs
121
+ 23.68%
$52.19 - $57.45 $6.31K - $6.95K
632 $34K
HSY
Hershey CO

Consumer Defensive
25
+ 2.01%
$144.74 - $186.36 $3.62K - $4.66K
1.27K $217K
JPIN
Jp Morgan Diversified Return I

ETFs
5
+ 0.31%
$52.75 - $58.91 $264 - $295
1.61K $92K
Ginkgo Bioworks Holdings Inc
1.13K
New
N/A
1.13K $6K
Global X Fds
266
New
N/A
266 $6K
PTC
Ptc Inc.

Technology
45
+ 80.36%
$153.3 - $193.48 $6.9K - $8.71K
101 $16K
BMO
Bank Of Montreal

Financial Services
62
+ 15.31%
$94.92 - $104.14 $5.89K - $6.46K
467 $45K
GIS
General Mills Inc

Consumer Defensive
100
New
$57.56 - $65.3 $5.76K - $6.53K
100 $6K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
250
New
$23.43 - $25.55 $5.86K - $6.39K
250 $6K
LYB
Lyondell Basell Industries N.V.

Basic Materials
91
+ 1011.11%
$69.82 - $78.67 $6.35K - $7.16K
100 $7K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
200
New
$28.64 - $32.91 $5.73K - $6.58K
200 $6K
VRAI
Etfis Ser Tr I Virtus Real Ass

ETFs
255
New
$22.72 - $24.14 $5.79K - $6.16K
255 $6K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
110
+ 17.41%
$110.9 - $132.93 $12.2K - $14.6K
742 $84K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
115
New
$48.31 - $49.23 $5.56K - $5.66K
115 $6K
FSIG
First Tr ETF Iv LTD Duration I
289
+ 2.24%
$18.74 - $19.04 $5.42K - $5.5K
13.2K $250K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
953
+ 3.78%
$23.88 - $25.48 $22.8K - $24.3K
26.1K $635K
Celestica Inc
61
New
N/A
61 $5K
TRNO
Terreno Realty Corp

Real Estate
5
+ 0.44%
$57.4 - $68.5 $287 - $343
1.14K $72K
Capital Group Global Equity
206
New
N/A
206 $5K
Sandisk Corp
102
New
N/A
102 $5K
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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