Capital Analysts, LLC Purchases in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
5.94K
+ 21.47%
$24.66 - $26.1 $146K - $155K
33.6K $838K
PHYL
Pgim ETF Tr

ETFs
3.77K
New
$34.67 - $35.44 $131K - $134K
3.77K $131K
First Tr Exchng Traded Fd Vi
7.31K
+ 34.12%
N/A
28.7K $564K
SJNK
Spdr Bloomberg Short Term High

ETFs
5.31K
+ 17.66%
$25.08 - $25.64 $133K - $136K
35.4K $890K
PULS
Pgim ETF Tr

ETFs
2.61K
+ 187.5%
$49.56 - $49.78 $129K - $130K
4K $199K
BKNG
Booking Holdings Inc.

Consumer Cyclical
29
+ 170.59%
$4295.4 - $5141.88 $125K - $149K
46 $213K
UNP
Union Pacific Corp

Industrials
525
+ 113.39%
$225.21 - $254.42 $118K - $134K
988 $233K
Labcorp Holdings Inc
301
+ 1.79%
N/A
17.2K $3.99M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.88K
+ 35.91%
$21.23 - $23.75 $146K - $163K
26K $560K
Franklin Templeton ETF Tr
4.5K
New
N/A
4.5K $120K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
5.19K
+ 14.85%
$23.19 - $23.5 $120K - $122K
40.2K $931K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.86K
+ 7.31%
$42.5 - $46.71 $79.2K - $87K
27.3K $1.24M
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.05%
$254.06 - $273.83 $1.27K - $1.37K
10.2K $2.71M
NFLX
Netflix Inc

Communication Services
9
+ 0.34%
$828.4 - $1058.6 $7.46K - $9.53K
2.62K $2.44M
Calamos ETF Tr
4.91K
+ 42.73%
N/A
16.4K $407K
First Tr Exchng Traded Fd Vi
5.69K
+ 61.47%
N/A
15K $297K
Capital Grp Fixed Incm ETF T
4.1K
New
N/A
4.1K $108K
Pacer Fds Tr
3.43K
+ 744.03%
N/A
3.89K $120K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
6.35K
+ 45.85%
$15.0 - $15.91 $95.2K - $101K
20.2K $314K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.96K
+ 18.91%
$45.92 - $47.58 $89.8K - $93.1K
12.3K $584K
VGSH
Vanguard

ETFs
1.73K
+ 90.55%
$58.07 - $58.69 $100K - $101K
3.63K $213K
KORP
American Centy ETF Tr Diversif

ETFs
2.18K
New
$45.26 - $47.12 $98.8K - $103K
2.18K $102K
OKE
Oneok Inc

Energy
1.42K
+ 4.16%
$89.57 - $109.85 $127K - $156K
35.7K $3.54M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
231
+ 0.52%
$73.78 - $76.59 $17K - $17.7K
44.7K $3.42M
First Tr Exchng Traded Fd Vi
5.59K
+ 23.3%
N/A
29.6K $616K
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.69K
+ 39.79%
$24.05 - $24.86 $88.6K - $91.6K
12.9K $322K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
6.52K
+ 50.01%
$14.22 - $14.83 $92.7K - $96.7K
19.6K $283K
Innovator Etfs Trust
2.31K
New
N/A
2.31K $96K
ADP
Automatic Data Processing Inc

Industrials
273
+ 34.96%
$286.85 - $318.64 $78.3K - $87K
1.05K $322K
GLD
Spdr Gold Trust

ETFs
184
+ 20.6%
$243.19 - $288.14 $44.7K - $53K
1.08K $311K
BWA
Borgwarner Inc

Consumer Cyclical
3.42K
+ 280.87%
$27.78 - $32.9 $95K - $113K
4.64K $133K
KOCT
Innovator Laddered Fund Of U.S
3.46K
+ 49.27%
N/A
10.5K $307K
VNQ
Vanguard Specialized Funds Van

ETFs
880
+ 10.31%
$85.55 - $94.34 $75.3K - $83K
9.42K $853K
DFAI
Dimensional ETF Tr

ETFs
2.98K
+ 1291.77%
$28.88 - $32.4 $86.2K - $96.7K
3.22K $100K
FPE
First Tr Pfd Secs & Income ETF

ETFs
5.32K
+ 13641.03%
$17.53 - $17.87 $93.3K - $95.1K
5.36K $94K
JPIB
Jpmorgan International Bond Op

ETFs
1.9K
+ 259.78%
$46.97 - $48.35 $89.2K - $91.8K
2.63K $126K
SYK
Stryker Corp

Healthcare
196
+ 14.8%
$355.18 - $399.9 $69.6K - $78.4K
1.52K $566K
Innovator Etfs Trust
3.95K
+ 14.8%
N/A
30.6K $725K
Pacer Fds Tr
3.65K
New
N/A
3.65K $88K
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.69K
+ 25.05%
$35.54 - $37.44 $95.7K - $101K
13.4K $481K
MCK
Mckesson Corp

Healthcare
67
+ 17.09%
$566.21 - $672.99 $37.9K - $45.1K
459 $309K
IWV
Ishares Russell 3000 ETF

ETFs
446
+ 13.02%
$313.1 - $349.83 $140K - $156K
3.87K $1.23M
NLOK
Norton Life Lock Inc.

Technology
3.21K
New
N/A
3.21K $85K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.56K
+ 7.16%
$20.05 - $20.4 $71.3K - $72.5K
53.2K $1.08M
Linde PLC
167
+ 278.33%
N/A
227 $106K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
3.83K
+ 9.31%
$18.18 - $18.58 $69.5K - $71.1K
44.9K $832K
Calamos ETF Tr
3.45K
+ 23.23%
N/A
18.3K $448K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.62K
+ 7.3%
$19.43 - $19.62 $70.2K - $70.9K
53.1K $1.04M
HII
Huntington Ingalls Industries, Inc.

Industrials
377
New
$159.75 - $208.61 $60.2K - $78.6K
377 $77K
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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