Capital Analysts, LLC Purchases in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.26K
New
$20.82 - $22.08 $26.3K - $27.9K
1.26K $27K
GUNR
Flexshares Tr Morningstar Glob

ETFs
558
+ 26.06%
$36.6 - $39.56 $20.4K - $22.1K
2.7K $105K
POCT
Innovator U.S. Equity Power Bu

ETFs
973
+ 5.65%
$38.53 - $40.49 $37.5K - $39.4K
18.2K $707K
HES
Hess Corp

Energy
158
+ 367.44%
$135.42 - $160.52 $21.4K - $25.4K
201 $32K
MKC
Mccormick & CO Inc

Consumer Defensive
321
New
$71.24 - $84.73 $22.9K - $27.2K
321 $26K
MGV
Vanguard Mega Cap Value

ETFs
178
+ 21.45%
$123.61 - $133.01 $22K - $23.7K
1.01K $130K
Innovator Etfs Trust
996
New
N/A
996 $25K
Innovator Etfs Trust
1.03K
New
N/A
1.03K $25K
Innovator Etfs Trust
1.05K
New
N/A
1.05K $25K
Northern Lts Fd Tr Ii
665
+ 2.31%
N/A
29.5K $689K
First Tr Exch Traded Fd Iii
2.12K
+ 17.47%
N/A
14.2K $285K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
187
+ 2.22%
$106.44 - $113.12 $19.9K - $21.2K
8.61K $940K
STT
State Street Corp

Financial Services
274
+ 3914.29%
$84.47 - $102.23 $23.1K - $28K
281 $25K
O
Realty Income Corp

Real Estate
294
+ 18.85%
$51.67 - $58.49 $15.2K - $17.2K
1.85K $107K
Exchange Traded Concepts Tru
596
New
N/A
596 $23K
Blackrock ETF Trust Ii
438
New
N/A
438 $22K
SNY
Sanofi

Healthcare
204
+ 13.97%
$48.15 - $59.42 $9.82K - $12.1K
1.66K $92K
FVD
First Tr Value Line Divid Inde

ETFs
483
New
$42.61 - $45.51 $20.6K - $22K
483 $22K
EVX
Vaneck ETF Tr Environmental Se

ETFs
18.2K
+ 396.52%
$33.9 - $179.35 $618K - $3.27M
22.8K $809K
WES
Western Midstream Partners, LP

Energy
517
New
$37.87 - $42.89 $19.6K - $22.2K
517 $21K
FEM
First Trust Emerging Markets A

ETFs
935
New
$21.28 - $23.9 $19.9K - $22.3K
935 $21K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
14
+ 700.0%
$1187.71 - $1432.58 $16.6K - $20.1K
16 $23K
TJX
Tjx Companies Inc

Consumer Cyclical
121
+ 2.12%
$112.81 - $126.16 $13.7K - $15.3K
5.82K $709K
Tempus Ai Inc
416
New
N/A
416 $20K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
951
+ 197.3%
$20.57 - $21.12 $19.6K - $20.1K
1.43K $30K
VIS
Vanguard Industrial ETF

ETFs
82
+ 585.71%
$243.63 - $273.99 $20K - $22.5K
96 $24K
Spinnaker ETF Series
600
New
N/A
600 $20K
VRNA
Verona Pharma PLC

Healthcare
318
New
$44.81 - $69.63 $14.2K - $22.1K
318 $20K
First Tr Exchng Traded Fd Vi
585
+ 25.65%
N/A
2.87K $100K
JMEE
J P Morgan Exchange Traded Fd

ETFs
350
+ 673.08%
$54.51 - $63.63 $19.1K - $22.3K
402 $23K
FYT
First Trust Small Cap

ETFs
557
+ 39.48%
$48.74 - $56.7 $27.1K - $31.6K
1.97K $98K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
236
New
$83.91 - $90.87 $19.8K - $21.4K
236 $20K
PPL
Ppl Corp

Utilities
554
New
$31.68 - $36.11 $17.6K - $20K
554 $20K
FTSL
First Trust Senior Ln Fund

ETFs
563
+ 5.9%
$45.65 - $46.48 $25.7K - $26.2K
10.1K $461K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
91
+ 3.26%
$68.32 - $75.06 $6.22K - $6.83K
2.88K $215K
RWL
Invesco Exchange Traded Fd Tr

ETFs
200
New
$96.9 - $104.39 $19.4K - $20.9K
200 $20K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
364
New
$54.56 - $64.66 $19.9K - $23.5K
364 $20K
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
1.5K
New
$12.77 - $26.22 $19.1K - $39.3K
1.5K $19K
ENB
Enbridge Inc

Energy
207
+ 3.51%
$41.54 - $45.45 $8.6K - $9.41K
6.11K $270K
IGM
Ishares Expanded Tech Sector E

ETFs
323
+ 33.86%
$90.67 - $108.46 $29.3K - $35K
1.28K $116K
VOE
Vanguard Mid Cap Value Index F

ETFs
120
+ 39.74%
$156.61 - $168.02 $18.8K - $20.2K
422 $68K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
64
+ 60.95%
$208.48 - $244.03 $13.3K - $15.6K
169 $41K
D
Dominion Energy, Inc

Utilities
81
+ 1.27%
$52.85 - $57.43 $4.28K - $4.65K
6.48K $364K
QJUN
First Tr ETF
924
+ 20.88%
$26.45 - $29.15 $24.4K - $26.9K
5.35K $142K
PLTR
Palantir Technologies Inc.

Technology
200
+ 97.09%
$64.98 - $124.62 $13K - $24.9K
406 $34K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
125
+ 3.86%
$58.01 - $64.46 $7.25K - $8.06K
3.36K $209K
Innovator Etfs Trust
803
+ 80.46%
N/A
1.8K $43K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
350
+ 25.2%
$42.18 - $45.16 $14.8K - $15.8K
1.74K $77K
ESS
Essex Property Trust, Inc.

Real Estate
49
+ 56.32%
N/A
136 $42K
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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