Capital Analysts, LLC Purchases in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
115
+ 3.36%
$110.86 - $121.12 $12.7K - $13.9K
3.54K $429K
BA
Boeing CO

Industrials
917
+ 5.23%
$148.15 - $186.25 $136K - $171K
18.5K $3.15M
EUSB
Ishares Tr Esg Advanced Total

Technology
1.01K
+ 97.67%
$42.05 - $43.43 $42.3K - $43.7K
2.04K $88K
Calamos ETF Tr
1.78K
+ 18.97%
N/A
11.2K $283K
NXPI
Nxp Semiconductors N.V.

Technology
412
+ 21.26%
$189.99 - $245.86 $78.3K - $101K
2.35K $446K
PSX
Phillips 66

Energy
186
+ 9.07%
$113.93 - $131.55 $21.2K - $24.5K
2.24K $276K
First Tr Exchng Traded Fd Vi
1.33K
+ 23.3%
N/A
7.02K $223K
NOCT
Innovator Growth 100 Power Buf

ETFs
939
+ 32.12%
$49.54 - $52.84 $46.5K - $49.6K
3.86K $192K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.12K
+ 16.0%
$30.35 - $33.16 $33.9K - $37.1K
8.11K $259K
NJUL
Innovator Growth 100 Power Buf

Technology
906
+ 20.18%
$59.98 - $64.86 $54.3K - $58.8K
5.4K $324K
FID
First Tr Exchange Trded Fd Vi

ETFs
2.36K
+ 277.02%
$15.83 - $17.53 $37.4K - $41.4K
3.22K $55K
Federated Hermes ETF Trust
1.8K
+ 82.7%
N/A
3.98K $103K
FYC
First Trust Small Cap Growth A

ETFs
590
New
$68.13 - $80.57 $40.2K - $47.5K
590 $41K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
395
+ 14.11%
N/A
3.2K $337K
Touchstone ETF Trust
1.54K
New
N/A
1.54K $40K
BSMU
Invesco Exchange Self Ind Tr

ETFs
1.86K
+ 39.58%
$21.49 - $22.03 $40K - $41K
6.57K $142K
ECL
Ecolab Inc.

Basic Materials
157
New
$229.72 - $269.82 $36.1K - $42.4K
157 $40K
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.3K
New
$30.71 - $30.87 $39.9K - $40.1K
1.3K $40K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
244
+ 0.64%
$23.18 - $24.68 $5.66K - $6.02K
38.6K $937K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.23K
+ 9.16%
$25.77 - $27.6 $31.7K - $34K
14.7K $390K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.74K
+ 2.48%
$20.64 - $20.73 $36K - $36.2K
71.9K $1.49M
FXH
First Tr Exchange Trd Fd Healt

ETFs
352
+ 300.85%
$102.5 - $112.02 $36.1K - $39.4K
469 $49K
BSJR
Invesco Indx Tr

ETFs
1.65K
+ 19.66%
$22.4 - $22.69 $37K - $37.5K
10.1K $225K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
316
+ 24.03%
$100.59 - $103.47 $31.8K - $32.7K
1.63K $169K
XLV
Select Sector Spdr Fund Health

ETFs
108
+ 4.61%
$137.61 - $149.68 $14.9K - $16.2K
2.45K $358K
KR
Kroger CO

Consumer Defensive
527
New
$58.36 - $67.72 $30.8K - $35.7K
527 $36K
CRWD
Crowd Strike Holdings, Inc.

Technology
58
+ 3.89%
$308.86 - $455.36 $17.9K - $26.4K
1.55K $546K
Invesco Exch Trd Slf Idx Fd
1.4K
+ 346.15%
N/A
1.8K $44K
First Tr Exchng Traded Fd Vi
1.6K
New
N/A
1.6K $32K
ROST
Ross Stores, Inc.

Consumer Cyclical
312
+ 82.11%
$123.3 - $154.95 $38.5K - $48.3K
692 $88K
NU
Nu Holdings Ltd.

Financial Services
3.05K
New
$10.12 - $13.95 $30.9K - $42.6K
3.05K $31K
Capital Group International
1.18K
New
N/A
1.18K $31K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
717
+ 17.73%
$49.36 - $53.08 $35.4K - $38.1K
4.76K $238K
J P Morgan Exchange Traded F
452
New
N/A
452 $30K
OTIS
Otis Worldwide Corp

Industrials
207
+ 26.5%
$90.77 - $104.01 $18.8K - $21.5K
988 $102K
CGDV
Capital Group Divid Value ETF

ETFs
835
New
$34.95 - $37.36 $29.2K - $31.2K
835 $30K
FTLS
First Tr Long/Short Equity ETF

ETFs
584
+ 13.16%
$63.42 - $68.17 $37K - $39.8K
5.02K $322K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
1.5K
+ 15.85%
$19.8 - $19.97 $29.6K - $29.9K
10.9K $217K
IBND
Spdr Bloomberg International C

ETFs
971
New
$27.72 - $29.79 $26.9K - $28.9K
971 $29K
Kenvue Inc
225
+ 2.66%
N/A
8.68K $209K
First Tr Exchng Traded Fd Vi
1.5K
New
N/A
1.5K $29K
KLAC
Kla Corp

Technology
27
+ 13.37%
$636.62 - $777.63 $17.2K - $21K
229 $156K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
723
New
$37.78 - $43.82 $27.3K - $31.7K
723 $29K
TTE
Total Energies Se

Energy
64
+ 2.67%
N/A
2.46K $159K
NEE
Nextera Energy Inc

Utilities
871
+ 2.07%
$66.96 - $76.16 $58.3K - $66.3K
43K $3.05M
BAC
Bank Of America Corp

Financial Services
6.46K
+ 5.93%
$39.61 - $47.74 $256K - $309K
116K $4.82M
CB
Chubb LTD

Financial Services
14
+ 1.52%
$257.71 - $301.99 $3.61K - $4.23K
933 $282K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
677
+ 248.9%
$40.87 - $45.28 $27.7K - $30.7K
949 $39K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
270
+ 50.47%
$100.32 - $100.76 $27.1K - $27.2K
805 $81K
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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