Capital Analysts, LLC Purchases in Q3 2024

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
3.83K
+ 6.81%
$44.74 - $53.22 $171K - $204K
60.1K $3.2M
CVS
Cvs Health Corp

Healthcare
3.69K
+ 4.92%
$55.81 - $63.18 $206K - $233K
78.7K $4.95M
TCHP
T Rowe Price Exchange Traded F

Technology
11.9K
+ 34.31%
$35.14 - $40.43 $418K - $481K
46.6K $1.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
349
+ 3.41%
$517.38 - $573.86 $181K - $200K
10.6K $6.08M
GD
General Dynamics Corp

Industrials
1.15K
+ 9.14%
$279.51 - $308.09 $323K - $356K
13.8K $4.17M
VRT
Vertiv Holdings CO

Industrials
5K
New
$86.66 - $86.66 $433K - $433K
5K $497K
VO
Vanguard Mid Cap ETF

ETFs
1.53K
+ 35.86%
$237.84 - $263.83 $364K - $403K
5.79K $1.53M
FNDF
Schwab Fundamental Intl Large

ETFs
12.2K
+ 138.39%
$33.67 - $37.71 $411K - $460K
21K $786K
T
At&T Inc.

Communication Services
17.3K
+ 59.4%
$18.21 - $22.28 $316K - $386K
46.5K $1.02M
FTCS
First Trust Capital Strength E

ETFs
4.1K
+ 30.46%
$83.58 - $90.94 $343K - $373K
17.6K $1.6M
MET
Metlife Inc

Financial Services
261
+ 0.74%
$67.96 - $82.48 $17.7K - $21.5K
35.5K $2.93M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.56K
+ 24.03%
$89.91 - $101.33 $320K - $361K
18.4K $1.8M
ABBV
Abb Vie Inc.

Healthcare
1.46K
+ 24.98%
$163.84 - $199.33 $239K - $291K
7.3K $1.44M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.37K
+ 6.74%
$77.02 - $85.06 $183K - $202K
37.6K $3.18M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.55K
+ 5521.43%
$217.89 - $392.15 $337K - $606K
1.57K $441K
AXP
American Express CO

Financial Services
995
+ 24.73%
$225.92 - $271.17 $225K - $270K
5.02K $1.36M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.22K
+ 0.85%
$25.38 - $26.27 $81.8K - $84.7K
381K $10M
EA
Electronic Arts Inc.

Communication Services
2.2K
+ 11.09%
$137.32 - $151.82 $302K - $334K
22.1K $3.16M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.72K
+ 31.96%
$162.83 - $179.16 $280K - $308K
7.09K $1.27M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.42K
+ 13.59%
$236.42 - $259.82 $336K - $369K
11.9K $3.06M
Calamos ETF Tr
14.6K
New
N/A
14.6K $367K
PJUL
Innovator U.S. Equity Power Bu

ETFs
7.75K
+ 24.73%
$37.89 - $40.48 $294K - $314K
39.1K $1.58M
VZ
Verizon Communications Inc

Communication Services
1.79K
+ 2.32%
$38.89 - $45.0 $69.7K - $80.6K
78.9K $3.54M
DFIS
Dimensional ETF Tr Dimensional

ETFs
12.6K
+ 113.66%
$24.06 - $26.97 $303K - $340K
23.7K $636K
Labcorp Holdings Inc
108
+ 0.64%
N/A
17K $3.8M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.41K
+ 8.71%
$80.24 - $91.14 $193K - $220K
30.1K $2.74M
SPGI
S&P Global Inc.

Financial Services
333
+ 13.73%
$446.32 - $527.38 $149K - $176K
2.76K $1.43M
MRSK
Toews Agility Shares Managed R

Technology
6.38K
+ 3.58%
$30.46 - $32.96 $194K - $210K
185K $6M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
7.43K
+ 42.89%
$39.37 - $41.68 $293K - $310K
24.8K $1.03M
BAC
Bank Of America Corp

Financial Services
8.52K
+ 8.73%
$36.65 - $44.13 $312K - $376K
106K $4.21M
IWF
Ishares Russell 1000 Gr ETF

ETFs
832
+ 55.84%
$332.02 - $382.76 $276K - $318K
2.32K $872K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.57K
+ 124.72%
$36.98 - $41.55 $280K - $314K
13.6K $561K
BMY
Bristol Myers Squibb CO

Healthcare
4.35K
+ 45.66%
$39.66 - $51.75 $173K - $225K
13.9K $718K
DUK
Duke Energy Corp

Utilities
2.3K
+ 89.4%
$99.35 - $117.71 $228K - $270K
4.86K $561K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.34K
+ 140.44%
$194.66 - $225.97 $262K - $304K
2.3K $506K
WM
Waste Management Inc

Industrials
1.5K
+ 61.88%
$196.96 - $223.45 $295K - $335K
3.92K $815K
Calamos ETF Tr
11.5K
New
N/A
11.5K $290K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.79K
+ 6.6%
$60.13 - $68.17 $108K - $122K
28.9K $1.96M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.83K
+ 4038.57%
$100.3 - $100.74 $284K - $285K
2.9K $292K
IEF
Ishares Barclays

ETFs
1.39K
+ 4.13%
$92.67 - $99.14 $128K - $137K
34.9K $3.43M
SBUX
Starbucks Corp

Consumer Cyclical
245
+ 1.86%
$72.51 - $98.6 $17.8K - $24.2K
13.4K $1.31M
PAYX
Paychex Inc

Industrials
64
+ 0.37%
$116.17 - $135.19 $7.43K - $8.65K
17.6K $2.36M
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.01K
+ 86.41%
$35.57 - $37.86 $249K - $265K
15.1K $573K
CDNS
Cadence Design Systems Inc

Technology
1.02K
+ 14500.0%
$246.84 - $321.11 $251K - $326K
1.02K $277K
MEDP
Medpace Holdings, Inc.

Healthcare
790
New
$320.58 - $457.29 $253K - $361K
790 $264K
FDLO
Fidelity Covington Tr Low Vola

ETFs
133
+ 0.23%
$56.38 - $61.35 $7.5K - $8.16K
57.5K $3.53M
Canadian Pacific Kansas City
2.95K
+ 3010.2%
N/A
3.05K $261K
Northern Lts Fd Tr Ii
11.3K
+ 65.83%
N/A
28.4K $648K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
7.42K
+ 14.13%
N/A
59.9K $1.48M
Activity Summary
Buys All Purchases 683 New Holdings 182 Increased Positions 501 Sells All Sells 264 Reductions 264 Sold out 0 Options Calls 0 Puts 0
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