Capital Analysts, LLC Purchases in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.75K
+ 117.28%
$61.9 - $66.89 $232K - $251K
6.94K $441K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
66
+ 0.2%
$69.81 - $78.9 $4.61K - $5.21K
32.3K $2.52M
GILD
Gilead Sciences, Inc.

Healthcare
1.16K
+ 21.31%
$89.14 - $117.41 $103K - $136K
6.6K $740K
FANG
Diamondback Energy, Inc.

Energy
1.96K
+ 10.01%
$139.9 - $180.18 $274K - $353K
21.5K $3.44M
Capital Group International
3.37K
+ 4.63%
N/A
76.1K $2.23M
BNDX
Vanguard Total International B

ETFs
4.88K
+ 12.52%
$48.33 - $49.5 $236K - $241K
43.8K $2.14M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
10K
+ 14.14%
$23.03 - $23.17 $231K - $232K
80.8K $1.86M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.1K
+ 168.18%
$25.81 - $28.52 $209K - $231K
12.9K $356K
PJUL
Innovator U.S. Equity Power Bu

ETFs
6.45K
+ 18.54%
$39.81 - $42.17 $257K - $272K
41.2K $1.66M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
14.6K
+ 3.64%
$25.12 - $26.05 $367K - $380K
416K $10.5M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.73K
+ 44.18%
$63.77 - $71.36 $174K - $195K
8.92K $615K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
10.8K
+ 13.91%
N/A
88K $2.09M
IWF
Ishares Russell 1000 Gr ETF

ETFs
856
+ 36.23%
$360.07 - $417.26 $308K - $357K
3.22K $1.16M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.21K
+ 15.83%
$49.78 - $53.19 $210K - $224K
30.8K $1.57M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
976
+ 4.28%
$87.68 - $94.52 $85.6K - $92.3K
23.8K $2.23M
CGSD
Capital Grp Core Plus Income E
7.67K
New
N/A
7.67K $198K
EXR
Extra Space Storage Inc.

Real Estate
1.34K
+ 359.14%
$143.8 - $161.28 $192K - $215K
1.71K $254K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.24K
+ 16.12%
$128.74 - $138.67 $160K - $172K
8.94K $1.21M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.21K
+ 12.22%
$196.12 - $229.48 $236K - $277K
11.1K $2.24M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
7.42K
+ 70.33%
$24.29 - $25.89 $180K - $192K
18K $454K
NI
Nisource Inc.

Utilities
283
+ 0.56%
$35.57 - $41.23 $10.1K - $11.7K
50.4K $2.02M
CSCO
Cisco Systems, Inc.

Technology
410
+ 0.68%
$58.74 - $64.87 $24.1K - $26.6K
60.4K $3.73M
KJUL
Innovator U.S. Small Cap Power

Technology
7.04K
+ 46.52%
$27.83 - $30.18 $196K - $212K
22.2K $620K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
7.37K
New
$23.49 - $23.77 $173K - $175K
7.37K $174K
CAT
Caterpillar Inc

Industrials
604
+ 68.95%
$326.75 - $407.63 $197K - $246K
1.48K $488K
First Tr Exchng Traded Fd Vi
7.23K
+ 57.38%
N/A
19.8K $466K
NKE
Nike, Inc.

Consumer Cyclical
3K
+ 135.09%
$63.29 - $81.72 $190K - $245K
5.21K $330K
HMOP
Hartford Fds Exchange Traded T

ETFs
4.28K
+ 30.73%
$38.25 - $39.12 $164K - $167K
18.2K $700K
TMO
Thermo Fisher Scientific Inc.

Healthcare
598
+ 9.74%
$497.6 - $606.74 $298K - $363K
6.74K $3.35M
KMI
Kinder Morgan, Inc.

Energy
762
+ 0.62%
$26.1 - $31.22 $19.9K - $23.8K
123K $3.52M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.54K
+ 967.56%
$62.72 - $71.92 $159K - $182K
2.8K $176K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.21K
+ 1423.31%
$36.64 - $45.76 $154K - $193K
4.51K $169K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.19K
+ 57.38%
$36.63 - $37.45 $154K - $157K
11.5K $423K
CGUS
Capital Group Core Equity ETF
4.65K
+ 464.9%
$33.08 - $36.62 $154K - $170K
5.65K $189K
First Tr Exchng Traded Fd Vi
8K
+ 111.81%
N/A
15.2K $307K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.93K
+ 364.88%
$50.87 - $51.09 $149K - $150K
3.73K $190K
XLF
Financial Sector Spdr

ETFs
2.91K
+ 172.12%
$47.32 - $52.19 $138K - $152K
4.61K $230K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
3.5K
New
$41.74 - $43.57 $146K - $152K
3.5K $148K
EMB
Ishares Tr

ETFs
1.49K
+ 19.55%
$88.64 - $92.03 $132K - $137K
9.12K $826K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.03K
+ 12.9%
$468.34 - $539.52 $482K - $556K
9.01K $4.23M
CHH
Choice Hotels International Inc

Consumer Cyclical
1.16K
+ 126.89%
$127.89 - $155.97 $148K - $181K
2.08K $276K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.83K
+ 137.66%
$50.39 - $50.66 $143K - $143K
4.88K $248K
T Rowe Price ETF Inc
1.72K
+ 5.51%
N/A
32.9K $961K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.7K
+ 75.37%
$94.32 - $110.46 $160K - $187K
3.94K $381K
RDVY
First Trust Rising Dividend Ac

ETFs
2.57K
+ 19.27%
$57.22 - $63.39 $147K - $163K
15.9K $933K
NUE
Nucor Corp

Basic Materials
1.11K
New
$114.48 - $142.52 $127K - $158K
1.11K $134K
WY
Weyerhaeuser CO

Real Estate
4.46K
+ 126.29%
$27.29 - $31.39 $122K - $140K
8K $234K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.69K
+ 100.66%
$67.08 - $76.14 $113K - $128K
3.36K $247K
IJUL
Innovator Etfs Tr

ETFs
4.53K
New
$27.58 - $29.96 $125K - $136K
4.53K $132K
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