Capital Analysts, LLC Purchases in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICVT
Ishares Tr Convertible Bond Et

ETFs
129
+ 3.02%
$83.18 - $89.27 $10.7K - $11.5K
4.41K $369K
First Tr Exchng Traded Fd Vi
423
+ 13.0%
N/A
3.68K $86K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
55
New
$92.51 - $102.81 $5.09K - $5.65K
55 $5K
DKNG
Draft Kings Inc.

Consumer Cyclical
148
+ 74.0%
$33.21 - $53.49 $4.92K - $7.92K
348 $12K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
400
New
$12.18 - $13.34 $4.87K - $5.34K
400 $5K
IGE
Ishares Tr North Amern Nat Res

ETFs
35
+ 3.14%
$42.6 - $46.27 $1.49K - $1.62K
1.15K $53K
FLQG
Franklin Templeton Libertyq Gl

ETFs
105
New
N/A
105 $5K
FNF
Fidelity National Financial, Inc.

Financial Services
4
+ 0.76%
$54.25 - $65.27 $217 - $261
529 $34K
ETR
Entergy Corp

Utilities
54
New
$75.26 - $87.89 $4.06K - $4.75K
54 $5K
NSA
National Storage Affiliates Trust

Real Estate
123
New
$35.92 - $39.59 $4.42K - $4.87K
123 $5K
FDM
First Trust Dow Jones Select M

ETFs
83
New
$61.73 - $71.81 $5.12K - $5.96K
83 $5K
NNN
National Retail Properties, Inc.

Real Estate
100
New
$38.0 - $43.19 $3.8K - $4.32K
100 $4K
ITW
Illinois Tool Works Inc

Industrials
25
+ 9.8%
$244.9 - $274.48 $6.12K - $6.86K
280 $69K
SHV
Ishares Tr

ETFs
37
New
$110.11 - $110.51 $4.07K - $4.09K
37 $4K
HBAN
Huntington Bancshares Inc

Financial Services
403
+ 25.69%
$14.28 - $17.39 $5.75K - $7.01K
1.97K $30K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
10
+ 1.05%
$48.65 - $53.06 $487 - $531
965 $50K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
499
+ 6.55%
$59.79 - $67.15 $29.8K - $33.5K
8.12K $492K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
408
+ 2.93%
$20.7 - $21.15 $8.45K - $8.63K
14.3K $297K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
79
New
$46.77 - $52.97 $3.69K - $4.18K
79 $4K
ETF Opportunities Trust
750
New
N/A
750 $4K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
19
New
$191.06 - $228.87 $3.63K - $4.35K
19 $4K
BBY
Best Buy CO Inc

Consumer Cyclical
50
New
$70.3 - $91.1 $3.52K - $4.56K
50 $4K
FTGC
First Trust Global Tactical CO

ETFs
167
New
$23.95 - $25.86 $4K - $4.32K
167 $4K
BROS
Dutch Bros Inc.

Consumer Cyclical
72
New
$55.77 - $85.37 $4.02K - $6.15K
72 $4K
RNA
Avidity Biosciences, Inc.

Healthcare
143
New
$27.05 - $35.11 $3.87K - $5.02K
143 $4K
FAST
Fastenal CO

Industrials
58
New
$71.11 - $79.98 $4.12K - $4.64K
58 $4K
TTEK
Tetra Tech Inc

Industrials
100
New
$28.26 - $42.58 $2.83K - $4.26K
100 $3K
AMCR
Amcor PLC

Consumer Cyclical
322
New
$9.33 - $10.39 $3K - $3.35K
322 $3K
SOFI
So Fi Technologies, Inc.

Financial Services
240
New
$11.18 - $18.03 $2.68K - $4.33K
240 $3K
First Tr Exchng Traded Fd Vi
149
+ 1.86%
N/A
8.14K $247K
CTSH
Cognizant Technology Solutions Corp

Technology
41
+ 2.83%
$75.32 - $90.7 $3.09K - $3.72K
1.49K $114K
DRLL
Ea Ser Tr Strive U S Energy Et
91
New
N/A
91 $3K
FE
Firstenergy Corp

Utilities
70
New
$37.95 - $43.5 $2.66K - $3.05K
70 $3K
FTHI
First Trust Exchange Traded Fd

ETFs
862
+ 7.66%
$21.62 - $23.74 $18.6K - $20.5K
12.1K $265K
ITA
Ishares Tr

ETFs
7
+ 5.22%
$144.84 - $159.5 $1.01K - $1.12K
141 $22K
TSCO
Tractor Supply CO

Consumer Cyclical
50
New
$51.66 - $57.94 $2.58K - $2.9K
50 $3K
Capital Group Equity ETF Tr
115
New
N/A
115 $3K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
39
+ 118.18%
$60.05 - $72.21 $2.34K - $2.82K
72 $5K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
62
+ 47.69%
$62.43 - $84.12 $3.87K - $5.22K
192 $13K
ADC
Agree Realty Corp

Real Estate
2
+ 0.63%
$68.36 - $77.19 $137 - $154
321 $25K
JKHY
Henry Jack & Associates Inc

Technology
1
+ 0.49%
$166.47 - $191.28 $166 - $191
207 $38K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
6
+ 15.38%
$522.96 - $601.18 $3.14K - $3.61K
45 $24K
INVH
Invitation Homes Inc.

Real Estate
4
+ 0.6%
$30.28 - $34.85 $121 - $139
671 $23K
PYPL
Pay Pal Holdings, Inc.

Financial Services
62
+ 42.47%
$65.15 - $91.81 $4.04K - $5.69K
208 $14K
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 0.75%
$146.9 - $170.92 $147 - $171
135 $23K
MFC
Manulife Financial Corp

Financial Services
20
+ 0.73%
$28.41 - $31.82 $568 - $636
2.75K $86K
FREL
Fidelity Covington Tr Msci Rea

ETFs
56
New
$25.98 - $28.59 $1.45K - $1.6K
56 $2K
EPR
Epr Properties

Real Estate
3
+ 0.91%
$43.98 - $53.81 $132 - $161
332 $17K
SBLK
Star Bulk Carriers Corp.

Industrials
12
+ 0.53%
$14.35 - $17.15 $172 - $206
2.3K $36K
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
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email