Capital Analysts, LLC Purchases in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USTB
Victory Portfolios Ii Victorys

ETFs
37
+ 3.39%
$50.08 - $50.71 $1.85K - $1.88K
1.13K $57K
CSWC
Capital Southwest Corp

Financial Services
66
+ 2.59%
$21.69 - $23.81 $1.43K - $1.57K
2.62K $58K
MAR
Marriott International Inc

Consumer Cyclical
308
+ 17.46%
$237.01 - $304.45 $73K - $93.8K
2.07K $494K
VGIT
Vanguard Intermediate Term Tre

ETFs
4
+ 0.28%
$57.44 - $59.4 $230 - $238
1.45K $86K
VGLT
Vanguard Long Term Treasury Et

ETFs
20
+ 4.26%
$53.99 - $58.43 $1.08K - $1.17K
489 $28K
JWN
Nordstrom Inc

Consumer Cyclical
20
+ 0.75%
$24.01 - $24.46 $480 - $489
2.68K $66K
CPT
Camden Property Trust

Real Estate
2
+ 0.8%
$109.16 - $125.53 $218 - $251
251 $31K
BJK
Vaneck ETF Tr Vaneck Gaming Et

ETFs
57
New
$37.42 - $43.1 $2.13K - $2.46K
57 $2K
ROKU
Roku, Inc

Communication Services
33
New
$67.36 - $99.07 $2.22K - $3.27K
33 $2K
ARGT
Global X Msci Argentina ETF

ETFs
23
New
$78.45 - $89.29 $1.8K - $2.05K
23 $2K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
19
+ 1.3%
$11.13 - $11.61 $211 - $221
1.48K $17K
MTH
Meritage Homes Corp

Consumer Cyclical
10
New
$69.41 - $152.01 $694 - $1.52K
10 $1K
XSMO
Invesco S&P Smallcap Momentum

ETFs
90
+ 6.17%
$59.97 - $70.03 $5.4K - $6.3K
1.55K $97K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
132
New
$5.62 - $10.15 $742 - $1.34K
132 $1K
Innovator Etfs Trust
59
New
N/A
59 $1K
Net Power Inc
522
New
N/A
522 $1K
PSTL
Postal Realty Trust, Inc.

Real Estate
7
+ 1.18%
$12.42 - $14.39 $86.9 - $101
599 $9K
FSTA
Fidelity Covington Tr Msci Con

ETFs
3
+ 0.65%
$48.3 - $52.85 $145 - $159
466 $24K
NCA
Nuveen California Municipal Value Fund

Financial Services
19
+ 0.66%
$8.41 - $8.73 $160 - $166
2.9K $25K
Millrose Pptys Inc
24
New
N/A
24 $1K
DFIC
Dimensional ETF Tr Dimensional

ETFs
1
+ 0.23%
$25.54 - $28.79 $25.5 - $28.8
444 $12K
AMH
American Homes 4 Rent

Real Estate
6
+ 0.42%
$34.43 - $37.81 $207 - $227
1.45K $55K
Amplify ETF Tr
34
New
N/A
34 $1K
Desktop Metal Inc
200
New
N/A
200 $1K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
57
New
$21.87 - $34.63 $1.25K - $1.97K
57 $1K
HPQ
Hp Inc

Technology
179
+ 24.69%
$27.69 - $34.72 $4.96K - $6.21K
904 $25K
DOCU
Docusign, Inc.

Technology
15
+ 46.88%
$74.7 - $97.7 $1.12K - $1.47K
47 $4K
FLQS
Franklin Templeton ETF Tr Libe

ETFs
29
New
$38.27 - $43.58 $1.11K - $1.26K
29 $1K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1
+ 0.2%
$26.53 - $29.63 $26.5 - $29.6
505 $14K
HTRB
Hartford Fds Total Return Bd E

ETFs
1
+ 1.23%
$33.03 - $34.09 $33 - $34.1
82 $3K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1
+ 0.13%
$25.93 - $29.28 $25.9 - $29.3
767 $21K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
19
+ 0.95%
$7.01 - $7.34 $133 - $139
2.01K $14K
John Hancock Exchange Traded
72
+ 1.05%
N/A
6.94K $179K
TDOC
Teladoc Health, Inc.

Healthcare
68
+ 80.95%
$7.96 - $14.33 $541 - $974
152 $1K
AIV
Apartment Investment & Management CO

Real Estate
66
+ 3.22%
$8.54 - $9.12 $564 - $602
2.11K $19K
ELS
Equity Lifestyle Properties Inc

Real Estate
2
+ 0.33%
$64.36 - $69.32 $129 - $139
612 $41K
FPI
Farmland Partners Inc.

Real Estate
61
+ 5.36%
$10.72 - $12.51 $654 - $763
1.2K $13K
REG
Regency Centers Corp

Real Estate
2
+ 0.49%
$68.83 - $77.74 $138 - $155
410 $30K
SON
Sonoco Products CO

Consumer Cyclical
1
+ 0.76%
$44.71 - $49.22 $44.7 - $49.2
132 $6K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3
+ 1.1%
$42.36 - $43.8 $127 - $131
275 $12K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
3
+ 0.75%
$31.75 - $36.0 $95.3 - $108
403 $14K
SRE
Sempra Energy

Utilities
176
+ 20.54%
$67.85 - $87.67 $11.9K - $15.4K
1.03K $74K
IX
Orix Corp

Financial Services
700
+ 400.0%
$20.44 - $107.42 $14.3K - $75.2K
875 $18K
INGR
Ingredion Inc

Consumer Defensive
1
+ 0.21%
$125.6 - $137.36 $126 - $137
476 $64K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1
+ 0.48%
$72.01 - $79.94 $72 - $79.9
209 $15K
CM
Canadian Imperial Bank Of Commerce

Financial Services
52
+ 9.09%
$55.05 - $64.52 $2.86K - $3.36K
624 $35K
CALM
Cal Maine Foods Inc

Consumer Defensive
1
+ 1.23%
$80.87 - $115.8 $80.9 - $116
82 $7K
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
3K
+ 22.56%
N/A
16.3K $7K
RY
Royal Bank Of Canada

Financial Services
2
+ 0.76%
$108.81 - $123.4 $218 - $247
264 $30K
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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