Capital Analysts, LLC Incresed Positions in Q3 2024

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
451K
+ 14.64%
$60.84 - $67.51 $27.4M - $30.5M
3.53M $238M
USFR
Wisdomtree Floating Rate Treas

ETFs
357K
+ 88.33%
$50.2 - $50.48 $17.9M - $18M
761K $38.2M
IEMG
Ishares Inc

ETFs
161K
+ 20.77%
$53.64 - $53.64 $8.64M - $8.64M
937K $53.8M
IEFA
Ishares Tr

ETFs
41.1K
+ 3.46%
$70.09 - $78.74 $2.88M - $3.23M
1.23M $95.8M
AAPL
Apple Inc.

Technology
20.9K
+ 11.44%
$207.23 - $234.82 $4.32M - $4.9M
203K $47.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
179K
+ 81.45%
$44.83 - $47.42 $8.03M - $8.5M
399K $18.8M
IVV
Ishares Core S&P 500 ETF

ETFs
4.17K
+ 2.02%
$520.18 - $576.82 $2.17M - $2.4M
211K $121M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
82.5K
+ 4.53%
$44.65 - $47.21 $3.68M - $3.9M
1.9M $88.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
31.1K
+ 3.38%
$41.02 - $46.01 $1.27M - $1.43M
952K $43.3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
60.9K
+ 45.36%
$63.28 - $70.06 $3.85M - $4.26M
195K $13.7M
EFV
Msci Eafe Value ETF

ETFs
74.7K
+ 283.2%
$51.72 - $57.96 $3.86M - $4.33M
101K $5.81M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
82.4K
+ 4.4%
$23.04 - $24.06 $1.9M - $1.98M
1.96M $47.1M
RTX
Raytheon Technologies Corp

Industrials
4.36K
+ 3.26%
$99.55 - $123.34 $434K - $538K
138K $16.7M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
74.9K
+ 3.59%
$23.21 - $24.2 $1.74M - $1.81M
2.16M $52M
LQD
Ishares Iboxx $ Investment Gra

ETFs
10.9K
+ 3.49%
$106.11 - $113.72 $1.15M - $1.24M
322K $36.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.63K
+ 3.62%
$105.53 - $118.34 $699K - $784K
190K $22.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.1K
+ 55.93%
$162.64 - $179.3 $2.13M - $2.35M
36.5K $6.54M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
46.6K
+ 56.92%
$44.24 - $49.47 $2.06M - $2.31M
128K $6.36M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
29.2K
+ 5.86%
$49.77 - $51.95 $1.45M - $1.52M
528K $27.3M
JCPB
J P Morgan Exchange Traded Fd

ETFs
26.4K
+ 4.89%
$45.87 - $48.53 $1.21M - $1.28M
565K $27.3M
DELL
Dell Technologies Inc.

Technology
18.6K
+ 1040.74%
$87.89 - $145.97 $1.63M - $2.71M
20.4K $2.42M
RLY
Ssga Active ETF Tr

ETFs
31.1K
+ 2.84%
$26.98 - $28.77 $838K - $894K
1.12M $32.3M
JCI
Johnson Controls International PLC

Industrials
2.12K
+ 1.37%
$65.52 - $77.61 $139K - $165K
157K $12.2M
AEP
American Electric Power CO Inc

Utilities
834
+ 0.69%
$87.11 - $104.95 $72.6K - $87.5K
121K $12.4M
AMT
American Tower Corp

Real Estate
746
+ 1.78%
$192.27 - $242.73 $143K - $181K
42.7K $9.93M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.94K
+ 4.99%
$112.99 - $126.45 $671K - $751K
125K $15.7M
MBB
Ishares Tr

ETFs
16.9K
+ 50.53%
$90.85 - $96.66 $1.54M - $1.64M
50.4K $4.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
666
+ 2.46%
$405.19 - $478.57 $270K - $319K
27.7K $12.8M
IVE
Ishares S&P 500 Value ETF

ETFs
4.92K
+ 9.76%
$181.06 - $197.17 $891K - $970K
55.4K $10.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.06K
+ 3.1%
$247.34 - $300.11 $263K - $319K
35.3K $10.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.9K
+ 6.18%
$84.77 - $97.13 $922K - $1.06M
187K $17.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
25.2K
+ 120.27%
$56.04 - $62.99 $1.41M - $1.58M
46.1K $2.82M
Blackrock ETF Trust Ii
28.8K
+ 159.19%
N/A
47K $2.51M
EFG
Msci Eafe Growth ETF

ETFs
12.5K
+ 33.8%
$96.84 - $108.77 $1.21M - $1.36M
49.5K $5.33M
KO
Coca Cola CO

Consumer Defensive
15.2K
+ 30.77%
$62.69 - $73.01 $954K - $1.11M
64.7K $4.65M
MDT
Medtronic PLC

Healthcare
1.68K
+ 1.44%
$76.84 - $91.03 $129K - $153K
118K $10.6M
LLY
Eli Lilly & CO

Healthcare
1.63K
+ 153.4%
$772.14 - $960.02 $1.26M - $1.56M
2.69K $2.38M
PLD
Prologis, Inc.

Real Estate
8.31K
+ 32.42%
$111.95 - $132.43 $931K - $1.1M
34K $4.29M
ICE
Intercontinental Exchange, Inc.

Financial Services
743
+ 1.38%
$136.93 - $162.81 $102K - $121K
54.7K $8.79M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12.4K
+ 5.77%
$76.38 - $78.87 $945K - $975K
227K $17.8M
AVGO
Broadcom Inc.

Technology
88.9K
+ 913.46%
$136.27 - $1745.86 $12.1M - $155M
98.7K $17M
MCD
Mcdonalds Corp

Consumer Cyclical
601
+ 2.6%
$245.82 - $304.51 $148K - $183K
23.8K $7.23M
IXUS
Ishares Tr

ETFs
8.46K
+ 6.05%
$64.9 - $73.35 $549K - $620K
148K $10.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.9K
+ 7.69%
$54.98 - $59.51 $708K - $766K
180K $10.7M
ZTS
Zoetis Inc.

Healthcare
193
+ 0.35%
$172.58 - $196.48 $33.3K - $37.9K
54.7K $10.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13K
+ 66.94%
$75.32 - $84.37 $980K - $1.1M
32.5K $2.72M
HD
Home Depot, Inc.

Consumer Cyclical
1.16K
+ 9.9%
$333.64 - $405.2 $385K - $468K
12.8K $5.2M
LOW
Lowes Companies Inc

Consumer Cyclical
43
+ 0.19%
$213.3 - $270.78 $9.17K - $11.6K
23.2K $6.28M
ABT
Abbott Laboratories

Healthcare
2.3K
+ 2.77%
$100.07 - $118.13 $230K - $271K
85.4K $9.73M
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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