Capital Analysts, LLC Purchases in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGGO
Capital Group Global Growth Eq

ETFs
17.5K
New
$28.33 - $30.84 $496K - $540K
17.5K $496K
Mfs Active Exchange Traded F
19.2K
New
N/A
19.2K $493K
C
Citigroup Inc

Financial Services
4.64K
+ 2.05%
$67.23 - $84.63 $312K - $393K
231K $16.4M
SCHW
Schwab Charles Corp

Financial Services
3.09K
+ 6.2%
$71.24 - $83.64 $220K - $258K
52.9K $4.14M
Fidelity Covington Trust
14.5K
+ 944.09%
N/A
16K $498K
J P Morgan Exchange Traded F
7.25K
+ 305.31%
N/A
9.62K $574K
XLU
Utilities Sector Spdr

ETFs
5.25K
+ 146.35%
$74.7 - $80.27 $392K - $422K
8.84K $697K
VEA
Vanguard Ftse Developed Market

ETFs
3.39K
+ 4.12%
$47.4 - $52.99 $160K - $179K
85.6K $4.35M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.61K
+ 90.79%
$106.22 - $111.09 $383K - $401K
7.58K $842K
PLD
Prologis, Inc.

Real Estate
1.93K
+ 5.87%
$103.59 - $124.04 $200K - $240K
34.9K $3.9M
UNH
Unitedhealth Group Inc

Healthcare
381
+ 3.45%
$461.52 - $548.18 $176K - $209K
11.4K $5.99M
NOC
Northrop Grumman Corp

Industrials
411
+ 9.36%
$433.45 - $513.82 $178K - $211K
4.8K $2.46M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
6.49K
+ 332.09%
$60.91 - $71.4 $395K - $463K
8.44K $525K
Calamos ETF Tr
15.3K
+ 210.74%
N/A
22.5K $572K
SHW
Sherwin Williams CO

Basic Materials
827
+ 8.17%
$330.16 - $365.55 $273K - $302K
11K $3.83M
PID
Invesco Exchange Traded Fd Tr

ETFs
19K
+ 80.13%
N/A
42.7K $814K
GLDM
World Gold Trust

ETFs
4.78K
+ 66.32%
$52.19 - $61.89 $250K - $296K
12K $742K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.39K
+ 79.26%
$79.17 - $82.04 $347K - $360K
9.92K $811K
IEF
Ishares Barclays

ETFs
2.74K
+ 7.74%
$91.17 - $95.39 $249K - $261K
38.1K $3.63M
HD
Home Depot, Inc.

Consumer Cyclical
1.82K
+ 13.51%
$347.25 - $424.87 $632K - $773K
15.3K $5.6M
YUM
Yum Brands Inc

Consumer Cyclical
2.13K
+ 169.08%
$123.25 - $162.53 $262K - $346K
3.39K $533K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.29K
+ 20828.57%
$49.25 - $50.66 $359K - $369K
7.33K $363K
ABBV
Abb Vie Inc.

Healthcare
586
+ 8.03%
$169.2 - $216.66 $99.2K - $127K
7.88K $1.65M
CMCSA
Comcast Corp

Communication Services
13.6K
+ 5.42%
$33.19 - $38.23 $452K - $521K
265K $9.77M
ALL
Allstate Corp

Financial Services
1.63K
+ 370.0%
$180.99 - $210.18 $295K - $342K
2.07K $428K
MA
Mastercard Inc

Financial Services
13
+ 0.08%
$504.67 - $576.31 $6.56K - $7.49K
15.5K $8.48M
SUB
Ishares Short Term National Mu

ETFs
3.12K
+ 281.39%
$105.3 - $106.24 $328K - $331K
4.22K $446K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.41K
+ 118.1%
$71.17 - $73.66 $314K - $325K
8.14K $598K
IGRO
Ishares Tr International Divid

ETFs
4.12K
+ 63.42%
$66.91 - $73.87 $276K - $304K
10.6K $769K
SPYG
Spdr Portfolio

ETFs
16.3K
+ 12.38%
$80.05 - $92.39 $1.31M - $1.51M
148K $11.9M
EA
Electronic Arts Inc.

Communication Services
2.46K
+ 10.65%
$116.53 - $146.29 $287K - $360K
25.6K $3.69M
FTCS
First Trust Capital Strength E

ETFs
3.09K
+ 16.05%
$86.39 - $91.35 $267K - $282K
22.3K $2M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.4K
+ 30.27%
$19.42 - $19.54 $299K - $301K
66.2K $1.29M
TCHP
T Rowe Price Exchange Traded F

Technology
12.4K
+ 29.16%
$37.86 - $44.2 $469K - $548K
54.9K $2.09M
VXF
Vanguard Extended Market ETF

ETFs
1.76K
+ 1440.98%
$170.36 - $201.04 $299K - $353K
1.88K $324K
USLM
United States Lime & Minerals Inc

Basic Materials
3.39K
New
$85.17 - $125.32 $288K - $424K
3.39K $299K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
3.16K
+ 124.93%
$96.85 - $111.39 $306K - $352K
5.69K $562K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
7.08K
+ 130.88%
$34.34 - $38.51 $243K - $273K
12.5K $478K
AMGN
Amgen Inc

Healthcare
610
+ 32.78%
$258.59 - $327.36 $158K - $200K
2.47K $769K
PAYX
Paychex Inc

Industrials
244
+ 1.41%
$136.06 - $154.52 $33.2K - $37.7K
17.6K $2.71M
DRI
Darden Restaurants Inc

Consumer Cyclical
158
+ 1.35%
$180.02 - $208.56 $28.4K - $33K
11.9K $2.47M
VO
Vanguard Mid Cap ETF

ETFs
1.19K
+ 19.87%
$251.87 - $277.95 $299K - $330K
7.15K $1.85M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.46K
+ 49.3%
$32.49 - $37.99 $307K - $359K
28.6K $960K
HYG
Ishares Tr

ETFs
3.3K
+ 108.1%
$78.51 - $80.11 $259K - $264K
6.35K $501K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.69K
+ 6.03%
$27.01 - $28.54 $181K - $191K
118K $3.29M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.3K
+ 65.51%
$182.82 - $196.21 $238K - $255K
3.29K $619K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
8.79K
+ 83.73%
$29.68 - $32.59 $261K - $286K
19.3K $576K
IWR
Ishares Russell Mid Cap ETF

ETFs
3K
+ 76.59%
$82.81 - $92.93 $249K - $279K
6.93K $589K
IWM
Ishares Russell 2000 ETF

ETFs
1.33K
+ 109.76%
$198.1 - $229.79 $263K - $305K
2.54K $506K
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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