Capital Analysts, LLC Purchases in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.26K
+ 4.38%
$91.68 - $109.93 $115K - $138K
29.9K $2.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.3K
+ 46.94%
$222.15 - $428.22 $288K - $555K
4.06K $1.05M
SNPS
Synopsys Inc

Technology
734
+ 10.93%
$428.58 - $551.54 $315K - $405K
7.45K $3.2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
91
+ 3.31%
$254.58 - $302.92 $23.2K - $27.6K
2.84K $726K
AVSC
American Centy ETF Tr Avantis
31
+ 0.28%
$48.08 - $56.12 $1.49K - $1.74K
11.2K $541K
ADI
Analog Devices Inc

Technology
213
+ 2.0%
$201.56 - $243.82 $42.9K - $51.9K
10.8K $2.19M
IYW
Ishares Dj Us Tech ETF

ETFs
1.86K
+ 10.46%
$140.44 - $166.79 $261K - $311K
19.7K $2.76M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
386
+ 0.7%
$31.63 - $35.22 $12.2K - $13.6K
55.7K $1.78M
CFG
Citizens Financial Group Inc

Financial Services
116
+ 0.26%
$39.73 - $48.36 $4.61K - $5.61K
45.1K $1.85M
IWL
Ishares Tr Russell 200 ETF

ETFs
85
+ 0.45%
$135.83 - $151.73 $11.5K - $12.9K
18.8K $2.59M
VRT
Vertiv Holdings CO

Industrials
532
+ 10.64%
N/A
5.53K $399K
HON
Honeywell International Inc

Industrials
104
+ 0.72%
$202.75 - $226.52 $21.1K - $23.6K
14.6K $3.08M
EQIX
Equinix Inc

Real Estate
441
+ 10.25%
$803.0 - $959.97 $354K - $423K
4.74K $3.87M
MRSK
Toews Agility Shares Managed R

Technology
1.27K
+ 0.71%
$31.27 - $33.98 $39.7K - $43.1K
179K $5.67M
ACN
Accenture PLC

Technology
975
+ 7.5%
$300.91 - $398.25 $293K - $388K
14K $4.36M
XLK
Technology Sector Spdr

ETFs
333
+ 2.99%
$206.38 - $242.18 $68.7K - $80.6K
11.5K $2.37M
LOW
Lowes Companies Inc

Consumer Cyclical
347
+ 1.53%
$222.66 - $268.42 $77.3K - $93.1K
23.1K $5.39M
DELL
Dell Technologies Inc.

Technology
2.53K
+ 12.49%
$90.34 - $124.66 $228K - $315K
22.8K $2.07M
DHI
Horton D R Inc

Consumer Cyclical
5.74K
+ 7.37%
$125.29 - $147.65 $719K - $848K
83.6K $10.6M
LMT
Lockheed Martin Corp

Industrials
208
+ 2.21%
$423.19 - $506.29 $88K - $105K
9.61K $4.3M
MCHP
Microchip Technology Inc

Technology
4.12K
+ 7.72%
$48.41 - $64.3 $199K - $265K
57.5K $2.78M
MRK
Merck & Co., Inc.

Healthcare
2.89K
+ 4.81%
$83.01 - $101.02 $240K - $292K
62.9K $5.65M
MSI
Motorola Solutions, Inc.

Technology
1.08K
+ 3.14%
$411.73 - $482.1 $443K - $519K
35.4K $15.5M
WMT
Walmart Inc.

Consumer Defensive
2.24K
+ 0.94%
$84.5 - $105.05 $189K - $235K
240K $21M
ETN
Eaton Corp PLC

Industrials
126
+ 1.65%
$271.83 - $371.23 $34.3K - $46.8K
7.77K $2.11M
DIS
Walt Disney CO

Communication Services
956
+ 2.21%
$96.87 - $114.0 $92.6K - $109K
44.2K $4.37M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
96
+ 0.56%
$165.25 - $224.62 $15.9K - $21.6K
17.2K $2.86M
EMR
Emerson Electric CO

Industrials
491
+ 1.19%
$108.64 - $131.17 $53.3K - $64.4K
41.8K $4.59M
GOOG
Alphabet Inc.

Communication Services
3.08K
+ 10.11%
$156.06 - $207.71 $480K - $639K
33.5K $5.24M
IVW
Ishares S&P 500 Growth ETF

ETFs
11.1K
+ 5.94%
$92.45 - $106.69 $1.03M - $1.19M
199K $18.4M
GS
Goldman Sachs Group Inc

Financial Services
457
+ 1.25%
$524.81 - $672.19 $240K - $307K
37K $20.2M
MS
Morgan Stanley

Financial Services
2.73K
+ 2.36%
$111.68 - $141.08 $304K - $385K
118K $13.8M
DAL
Delta Air Lines, Inc.

Industrials
2.21K
+ 4.46%
$43.6 - $69.06 $96.2K - $152K
51.7K $2.25M
CRM
Salesforce, Inc.

Technology
986
+ 5.59%
$268.36 - $359.95 $265K - $355K
18.6K $5M
ADBE
Adobe Inc.

Technology
72
+ 0.41%
$377.84 - $464.11 $27.2K - $33.4K
17.5K $6.72M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
152K
+ 4.3%
$64.88 - $72.1 $9.87M - $11M
3.69M $243M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.24K
+ 3.77%
$102.49 - $119.96 $742K - $868K
199K $20.8M
GOOGL
Alphabet Inc.

Communication Services
4.07K
+ 6.83%
$154.33 - $206.19 $628K - $839K
63.6K $9.84M
AMZN
Amazon Com Inc

Consumer Cyclical
5.22K
+ 5.96%
$190.26 - $242.06 $994K - $1.26M
92.8K $17.7M
NVDA
Nvidia Corp

Technology
626
+ 0.96%
$106.98 - $149.43 $67K - $93.5K
65.7K $7.12M
IVV
Ishares Core S&P 500 ETF

ETFs
6.76K
+ 3.13%
$554.06 - $615.85 $3.75M - $4.16M
223K $125M
MSFT
Microsoft Corp

Technology
4.48K
+ 3.87%
$375.39 - $447.2 $1.68M - $2M
120K $45.1M
AVGO
Broadcom Inc.

Technology
1.42K
+ 1.62%
$167.43 - $244.7 $238K - $348K
89.3K $15M
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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