Capital Analysts, LLC Purchases in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHYD
Vaneck Short High Yield Muni E

ETFs
3.36K
+ 230.91%
$22.46 - $22.9 $75.5K - $77K
4.82K $108K
WELL
Welltower Inc.

Real Estate
2
+ 0.07%
$124.05 - $156.86 $248 - $314
2.75K $420K
AON
Aon PLC

Financial Services
135
+ 28.18%
$348.44 - $409.32 $47K - $55.3K
614 $245K
First Tr Exchng Traded Fd Vi
3.63K
+ 66.37%
N/A
9.11K $183K
CDNS
Cadence Design Systems Inc

Technology
470
+ 46.17%
$233.96 - $324.52 $110K - $153K
1.49K $378K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
3.58K
New
$20.07 - $20.16 $71.8K - $72.1K
3.58K $72K
EMLP
First Tr Exchange Traded Iv

ETFs
1.17K
+ 7.97%
$35.79 - $38.28 $41.9K - $44.8K
15.8K $594K
FBT
First Trust Nyse Arca Biotechn

ETFs
418
New
$164.86 - $182.19 $68.9K - $76.2K
418 $71K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.44K
+ 12025.0%
$47.47 - $48.84 $68.5K - $70.5K
1.46K $70K
NICE
Nice Ltd.

Technology
450
New
$139.18 - $178.5 $62.6K - $80.3K
450 $69K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
850
+ 7.1%
N/A
12.8K $823K
Innovator Etfs Trust
2.19K
New
N/A
2.19K $66K
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
1.35K
+ 304.05%
$48.94 - $56.01 $66.1K - $75.6K
1.79K $89K
VGT
Vanguard Information Technolog

ETFs
143
+ 89.38%
$542.38 - $646.34 $77.6K - $92.4K
303 $164K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
609
+ 38.86%
$120.24 - $134.3 $73.2K - $81.8K
2.18K $266K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
2.9K
+ 24.87%
$21.64 - $22.08 $62.6K - $63.9K
14.5K $315K
IDV
Ishares Tr

ETFs
2.01K
New
$27.0 - $31.7 $54.3K - $63.8K
2.01K $62K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
492
+ 5.28%
$61.2 - $68.24 $30.1K - $33.6K
9.82K $648K
SLB
Schlumberger Limited

Energy
924
+ 14.9%
$38.4 - $43.74 $35.5K - $40.4K
7.12K $298K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.1K
New
$27.64 - $28.58 $57.9K - $59.9K
2.1K $60K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
750
+ 87.51%
$77.7 - $78.94 $58.3K - $59.2K
1.61K $127K
Calamos ETF Tr
2.47K
+ 10.53%
N/A
25.9K $645K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.41K
+ 26.91%
$22.42 - $23.22 $54K - $56K
11.4K $262K
XLY
Select Sector Spdr Consumer Di

ETFs
678
+ 23.44%
$192.6 - $233.2 $131K - $158K
3.57K $705K
CORP
Pimco Investment Grade Corp Bd

ETFs
374
+ 2.95%
$93.89 - $97.32 $35.1K - $36.4K
13.1K $1.26M
FICS
First Tr Exchange Traded Fd Vi

ETFs
1.5K
New
$33.49 - $37.82 $50.3K - $56.8K
1.5K $55K
CTVA
Corteva, Inc.

Basic Materials
759
+ 72.7%
$55.94 - $66.15 $42.5K - $50.2K
1.8K $113K
IGF
Ishares Global Infrastructure

ETFs
511
+ 4.78%
$51.96 - $54.84 $26.6K - $28K
11.2K $613K
Morgan Stanley ETF Trust
1.05K
+ 804.58%
N/A
1.19K $60K
JGRO
J P Morgan Exchange Traded Fd
700
New
N/A
700 $52K
Franklin Templeton ETF Tr
1.93K
New
N/A
1.93K $52K
FDV
Federated Hermes ETF Tr U S St
1.51K
+ 29.87%
N/A
6.55K $185K
VALE
Vale S.A.

Basic Materials
5.09K
New
$8.5 - $10.19 $43.2K - $51.8K
5.09K $51K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
2.29K
+ 573.68%
$22.19 - $22.84 $50.8K - $52.3K
2.69K $60K
ELV
Elevance Health, Inc.

Healthcare
35
+ 6.46%
$365.9 - $436.25 $12.8K - $15.3K
577 $251K
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.07K
New
$45.41 - $47.18 $48.6K - $50.5K
1.07K $50K
EEM
Ishares Msci Emerging Markets

ETFs
1.1K
+ 111.54%
$40.81 - $45.34 $45K - $50K
2.09K $91K
Capital Group Dividend Growe
1.61K
New
N/A
1.61K $50K
MSTR
Microstrategy Inc

Technology
170
New
$239.27 - $396.5 $40.7K - $67.4K
170 $49K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
373
+ 3.49%
$66.9 - $71.57 $25K - $26.7K
11.1K $780K
First Tr Exchng Traded Fd Vi
2.52K
+ 90.61%
N/A
5.3K $108K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
569
+ 2.57%
$44.68 - $46.49 $25.4K - $26.5K
22.7K $1.05M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.81K
+ 20.37%
$29.34 - $31.31 $53.1K - $56.7K
10.7K $318K
Ishares Tr
1.84K
New
N/A
1.84K $47K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
1.99K
+ 48.41%
$26.06 - $28.54 $51.9K - $56.8K
6.1K $160K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.15K
+ 3.31%
$42.38 - $43.28 $48.7K - $49.8K
35.9K $1.53M
CDW
Cdw Corp

Technology
289
New
$160.26 - $206.13 $46.3K - $59.6K
289 $46K
MFLX
First Tr Exchange Traded Fd Vi
2.68K
+ 51.71%
N/A
7.87K $133K
DD
Du Pont De Nemours, Inc.

Basic Materials
718
+ 13.22%
$72.7 - $84.32 $52.2K - $60.5K
6.15K $459K
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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