Capital Analysts, LLC Purchases in Q4 2024

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
76
+ 7.37%
$104.94 - $106.2 $7.98K - $8.07K
1.11K $117K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
22
+ 6.92%
$180.39 - $205.43 $3.97K - $4.52K
340 $65K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
646
+ 21.43%
$20.55 - $23.26 $13.3K - $15K
3.66K $77K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
186
+ 24.28%
$64.91 - $73.47 $12.1K - $13.7K
952 $62K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
109
+ 72.67%
$55.73 - $66.16 $6.07K - $7.21K
259 $16K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
167
+ 6.36%
$69.58 - $74.87 $11.6K - $12.5K
2.79K $195K
EXAS
Exact Sciences Corp

Healthcare
113
New
$49.33 - $71.97 $5.57K - $8.13K
113 $6K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
480
+ 3.82%
$14.28 - $14.81 $6.85K - $7.11K
13K $187K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
300
+ 22.12%
$24.61 - $25.12 $7.38K - $7.54K
1.66K $40K
FNY
First Trust Mid Cap Growth Alp
77
New
N/A
77 $6K
WBD
Warner Bros. Discovery, Inc.

Communication Services
553
+ 96.68%
$7.33 - $12.37 $4.05K - $6.84K
1.13K $11K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
240
+ 64.86%
N/A
610 $18K
QTEC
First Trust Nasdaq 100 Technol

ETFs
40
+ 10.0%
$185.87 - $204.12 $7.43K - $8.16K
440 $83K
First Tr Exchange Traded Fd
843
+ 6.91%
N/A
13K $267K
SNA
Snap On Inc

Industrials
17
+ 130.77%
$285.44 - $371.35 $4.85K - $6.31K
30 $10K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
383
+ 6.78%
$50.14 - $52.56 $19.2K - $20.1K
6.03K $303K
IVZ
Invesco Ltd.

Financial Services
381
+ 15.34%
$16.78 - $18.63 $6.39K - $7.1K
2.86K $50K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
241
+ 0.02%
$61.68 - $67.87 $14.9K - $16.4K
1.01M $62.9M
UBER
Uber Technologies, Inc

Technology
120
+ 79.47%
$59.93 - $86.34 $7.19K - $10.4K
271 $16K
GPC
Genuine Parts CO

Consumer Cyclical
57
+ 78.08%
$113.11 - $143.63 $6.45K - $8.19K
130 $15K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
3
+ 0.48%
$72.85 - $89.2 $219 - $268
633 $53K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
171
+ 60.64%
$39.01 - $50.76 $6.67K - $8.68K
453 $18K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
54
New
$85.41 - $87.1 $4.61K - $4.7K
54 $5K
CIEN
Ciena Corp

Technology
58
New
$61.45 - $91.14 $3.56K - $5.29K
58 $5K
Atlanta Braves Hldgs Inc
94
New
N/A
94 $4K
EMQQ
Emqq Emerging Markets Internet

ETFs
281
+ 21.11%
$34.48 - $41.58 $9.69K - $11.7K
1.61K $56K
NRZ
New Residential Investment Corp.

Real Estate
335
New
N/A
335 $4K
EEM
Ishares Msci Emerging Markets

ETFs
180
+ 22.28%
$41.82 - $47.36 $7.53K - $8.52K
988 $41K
RS
Reliance Steel & Aluminum CO

Basic Materials
16
New
$264.2 - $326.32 $4.23K - $5.22K
16 $4K
MFC
Manulife Financial Corp

Financial Services
17
+ 0.63%
$29.21 - $32.87 $497 - $559
2.73K $84K
PRF
Invesco Exchange Traded Fd Tr

ETFs
130
+ 2.49%
$40.15 - $42.9 $5.22K - $5.58K
5.34K $216K
ACVA
Acv Auctions Inc.

Consumer Cyclical
122
New
$17.04 - $23.17 $2.08K - $2.83K
122 $3K
GNRC
Generac Holdings Inc.

Industrials
15
+ 71.43%
$154.28 - $195.11 $2.31K - $2.93K
36 $6K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
276
+ 0.39%
$23.02 - $23.23 $6.35K - $6.41K
70.8K $1.63M
FLJP
Franklin Templeton ETF Tr

ETFs
121
New
$28.25 - $30.5 $3.42K - $3.69K
121 $3K
Liberty Media Corp Del
34
+ 340.0%
N/A
44 $4K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
77
+ 52.38%
$40.97 - $42.66 $3.15K - $3.28K
224 $9K
NEM
Newmont Corp

Basic Materials
102
+ 164.52%
$37.0 - $58.68 $3.77K - $5.99K
164 $6K
RJF
Raymond James Financial Inc

Financial Services
16
+ 50.0%
$123.0 - $170.1 $1.97K - $2.72K
48 $7K
SNPS
Synopsys Inc

Technology
285
+ 4.43%
$485.36 - $588.0 $138K - $168K
6.72K $3.26M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
64
+ 1.66%
$40.82 - $45.39 $2.61K - $2.9K
3.91K $163K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
250
New
$13.12 - $13.68 $3.28K - $3.42K
250 $3K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
35
+ 700.0%
$99.04 - $109.59 $3.47K - $3.84K
40 $4K
PFF
Ishares Trust Ishares Pfd And

ETFs
94
New
$31.23 - $33.51 $2.94K - $3.15K
94 $3K
IAUM
I Shares Gold Trust Micro

ETFs
114
+ 55.34%
$25.56 - $27.81 $2.91K - $3.17K
320 $8K
Teekay Tankers LTD
69
New
N/A
69 $3K
BMO
Bank Of Montreal

Financial Services
3
+ 0.75%
$89.75 - $103.39 $269 - $310
405 $39K
Amplify ETF
1
+ 0.3%
N/A
330 $25K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
51
+ 30.36%
$59.74 - $60.03 $3.05K - $3.06K
219 $13K
Activity Summary
Buys All Purchases 586 New Holdings 103 Increased Positions 483 Sells All Sells 347 Reductions 347 Sold out 0 Options Calls 0 Puts 0
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