Capital Analysts, LLC Purchases in Q3 2024

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
1.33K
+ 10.07%
$46.51 - $48.2 $61.7K - $64K
14.5K $697K
ADP
Automatic Data Processing Inc

Industrials
250
+ 73.75%
$233.44 - $279.45 $58.4K - $69.9K
589 $163K
ALL
Allstate Corp

Financial Services
412
+ 1056.41%
$158.43 - $192.86 $65.3K - $79.5K
451 $86K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
351
+ 13.99%
$178.94 - $207.0 $62.8K - $72.7K
2.86K $574K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
2.25K
+ 2184.47%
$27.14 - $35.2 $61.1K - $79.2K
2.35K $82K
CBRE
Cbre Group, Inc.

Real Estate
203
+ 13.22%
$85.97 - $124.48 $17.5K - $25.3K
1.74K $216K
First Tr Exchng Traded Fd Vi
2.28K
New
N/A
2.28K $79K
First Tr Exchng Traded Fd Vi
2.47K
New
N/A
2.47K $77K
SCHC
Schwab Strategic Tr Intl Small

ETFs
247
+ 1.09%
$34.48 - $38.87 $8.52K - $9.6K
22.8K $879K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
592
+ 52.67%
$114.73 - $120.23 $67.9K - $71.2K
1.72K $205K
PID
Invesco Exchange Traded Fd Tr

ETFs
2.07K
+ 11.32%
$17.85 - $17.85 $36.9K - $36.9K
20.4K $403K
CAT
Caterpillar Inc

Industrials
72
+ 9.18%
$316.8 - $391.12 $22.8K - $28.2K
856 $334K
T Rowe Price ETF Inc
1.72K
+ 19.4%
N/A
10.6K $351K
HII
Huntington Ingalls Industries, Inc.

Industrials
268
+ 3350.0%
$241.93 - $282.86 $64.8K - $75.8K
276 $73K
TM
Toyota Motor Corp

Consumer Cyclical
595
+ 45.35%
$167.18 - $207.59 $99.5K - $124K
1.91K $340K
FSLR
First Solar, Inc.

Technology
236
+ 69.21%
$205.36 - $255.78 $48.5K - $60.4K
577 $144K
XLV
Select Sector Spdr Fund Health

ETFs
340
+ 20.54%
$143.3 - $157.24 $48.7K - $53.5K
2K $308K
First Tr Exchng Traded Fd Vi
2.08K
+ 20.98%
N/A
12K $280K
CTSH
Cognizant Technology Solutions Corp

Technology
766
+ 176.91%
$66.89 - $77.87 $51.2K - $59.6K
1.2K $93K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
439
+ 1.9%
$44.9 - $47.55 $19.7K - $20.9K
23.5K $1.11M
ITW
Illinois Tool Works Inc

Industrials
233
+ 665.71%
$233.14 - $263.97 $54.3K - $61.5K
268 $70K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
643
+ 9.77%
$91.42 - $91.82 $58.8K - $59K
7.23K $664K
VCIT
Vanguard Intermediate Term Cor

ETFs
503
+ 10.97%
$79.29 - $84.02 $39.9K - $42.3K
5.09K $426K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
684
+ 33.04%
$64.83 - $72.82 $44.3K - $49.8K
2.75K $198K
TFC
Truist Financial Corp

Financial Services
1.04K
+ 29.34%
$38.22 - $44.94 $39.9K - $46.9K
4.6K $196K
ALC
Alcon Inc

Healthcare
100
+ 2.45%
$88.07 - $100.79 $8.81K - $10.1K
4.18K $418K
First Tr Exchng Traded Fd Vi
2.59K
New
N/A
2.59K $52K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
287
+ 24.3%
$211.47 - $281.27 $60.7K - $80.7K
1.47K $360K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.08K
+ 1070.3%
$42.54 - $47.97 $46K - $51.9K
1.18K $56K
ISRG
Intuitive Surgical Inc

Healthcare
78
+ 28.68%
$416.14 - $494.01 $32.5K - $38.5K
350 $172K
BOND
Pimco Active Bond Exchange Tra

ETFs
465
+ 25.12%
$90.01 - $95.32 $41.9K - $44.3K
2.32K $219K
TJX
Tjx Companies Inc

Consumer Cyclical
57
+ 0.98%
$107.93 - $120.23 $6.15K - $6.85K
5.86K $689K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
1.9K
New
$23.06 - $26.41 $43.8K - $50.2K
1.9K $49K
CQP
Cheniere Energy Partners, L.P.

Energy
1K
New
$47.4 - $54.36 $47.4K - $54.4K
1K $49K
HOG
Harley Davidson, Inc.

Consumer Cyclical
1.23K
+ 302.96%
$31.83 - $39.53 $39.1K - $48.5K
1.63K $63K
SYK
Stryker Corp

Healthcare
59
+ 4.59%
$315.94 - $371.96 $18.6K - $21.9K
1.34K $486K
AVDV
American Centy ETF Tr Avantis

ETFs
698
New
$62.52 - $71.12 $43.6K - $49.6K
698 $49K
AMD
Advanced Micro Devices Inc

Technology
254
+ 6.84%
$128.67 - $183.96 $32.7K - $46.7K
3.97K $651K
First Tr Exchng Traded Fd Vi
1.54K
New
N/A
1.54K $49K
USTB
Victory Portfolios Ii Victorys

ETFs
949
+ 668.31%
$49.79 - $50.91 $47.3K - $48.3K
1.09K $55K
DD
Du Pont De Nemours, Inc.

Basic Materials
13
+ 0.24%
$77.22 - $89.49 $1K - $1.16K
5.43K $483K
UPS
United Parcel Service Inc

Industrials
364
+ 7.66%
$123.32 - $147.38 $44.9K - $53.6K
5.11K $697K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1.76K
+ 38.28%
$20.27 - $20.27 $35.7K - $35.7K
6.36K $140K
O
Realty Income Corp

Real Estate
581
+ 60.4%
$52.36 - $63.42 $30.4K - $36.8K
1.54K $98K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
581
+ 6.06%
$46.18 - $48.92 $26.8K - $28.4K
10.2K $494K
EMN
Eastman Chemical CO

Basic Materials
272
+ 23.55%
$93.82 - $113.74 $25.5K - $30.9K
1.43K $160K
NOW
Service Now, Inc.

Technology
51
+ 5100.0%
$730.87 - $937.36 $37.3K - $47.8K
52 $47K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
94
+ 0.65%
$32.04 - $37.11 $3.01K - $3.49K
14.5K $529K
CB
Chubb LTD

Financial Services
50
+ 5.8%
$252.51 - $292.2 $12.6K - $14.6K
912 $263K
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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