Capital Analysts, LLC Incresed Positions in Q2 2025

Capital Analysts, LLC

  • $3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
80.2K
+ 2.17%
$58.41 - $72.69 $4.68M - $5.83M
3.77M $274M
FLQH
Franklin Templeton Libertyq In

ETFs
718K
+ 116.33%
N/A
1.34M $47.6M
MSFT
Microsoft Corp

Technology
2.41K
+ 2.01%
$354.56 - $497.45 $854K - $1.2M
123K $60.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
268K
+ 172.01%
$43.53 - $54.46 $11.7M - $14.6M
424K $23.1M
PVAL
Putnam ETF Tr Putnam Focused L
287K
+ 114.31%
$33.6 - $40.23 $9.64M - $11.5M
538K $21.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
223K
+ 10.06%
$44.68 - $45.96 $9.97M - $10.3M
2.44M $112M
DGRO
Ishares Core Dividend Growth E

ETFs
154K
+ 61.61%
$55.22 - $63.94 $8.48M - $9.82M
403K $25.8M
AVGO
Broadcom Inc.

Technology
2.3K
+ 2.57%
$146.29 - $275.65 $336K - $633K
91.6K $25.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
60.6K
+ 30.52%
$82.96 - $110.1 $5.03M - $6.67M
259K $28.5M
IEMG
Ishares Inc

ETFs
70.2K
+ 7.74%
N/A
977K $58.6M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
104K
+ 53.3%
$35.12 - $48.24 $3.67M - $5.04M
300K $14.5M
GS
Goldman Sachs Group Inc

Financial Services
793
+ 2.14%
$462.22 - $707.75 $367K - $561K
37.8K $26.8M
NVDA
Nvidia Corp

Technology
20.3K
+ 30.87%
$94.31 - $157.99 $1.91M - $3.2M
85.9K $13.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
84.8K
+ 84.45%
$51.16 - $62.02 $4.34M - $5.26M
185K $11.5M
DFIV
Dimensional ETF Tr

ETFs
117K
+ 70.45%
$34.67 - $43.21 $4.07M - $5.07M
284K $12.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
26.2K
+ 51.19%
$152.42 - $182.82 $4M - $4.8M
77.5K $14.2M
CGMU
Capital Group Core Plus Income
200K
+ 171.03%
N/A
317K $8.46M
T Rowe Price ETF Inc
131K
+ 85.98%
N/A
284K $10M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
49.3K
+ 163.71%
$97.29 - $105.63 $4.8M - $5.21M
79.5K $8.07M
JCI
Johnson Controls International PLC

Industrials
6.72K
+ 4.06%
$71.14 - $105.62 $478K - $709K
172K $18.2M
IYW
Ishares Dj Us Tech ETF

ETFs
24.3K
+ 123.8%
$122.57 - $173.27 $2.98M - $4.22M
44K $7.63M
CGGR
Capital Group Growth ETF Shs C

ETFs
95.3K
+ 69.99%
$30.53 - $40.65 $2.91M - $3.87M
231K $9.41M
OEF
Ishares S&P 100 ETF

ETFs
6.7K
+ 8.94%
N/A
81.7K $24.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.02K
+ 0.3%
$108.12 - $135.04 $110K - $137K
337K $45.5M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
73.9K
+ 14.29%
$50.09 - $51.09 $3.7M - $3.78M
591K $30.2M
EFV
Msci Eafe Value ETF

ETFs
60.6K
+ 63.22%
$52.4 - $64.65 $3.17M - $3.92M
156K $9.93M
C
Citigroup Inc

Financial Services
10.1K
+ 4.37%
$58.13 - $85.12 $587K - $860K
241K $20.5M
MS
Morgan Stanley

Financial Services
5.72K
+ 4.85%
$99.83 - $140.86 $571K - $806K
124K $17.4M
AVUV
American Centy ETF Tr Avantis

ETFs
35.8K
+ 78.63%
$75.17 - $91.21 $2.69M - $3.26M
81.3K $7.4M
META
Meta Platforms, Inc.

Communication Services
3.68K
+ 88.5%
$484.66 - $738.09 $1.78M - $2.72M
7.84K $5.79M
Capital Group New Geography
111K
+ 255.7%
N/A
155K $4.46M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
77.2K
+ 81.95%
$31.29 - $38.89 $2.41M - $3M
171K $6.66M
AMZN
Amazon Com Inc

Consumer Cyclical
2.59K
+ 2.79%
$167.32 - $223.3 $434K - $579K
95.4K $20.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
117K
+ 204.26%
$20.42 - $25.3 $2.39M - $2.96M
174K $4.41M
LHX
L3 Harris Technologies, Inc.

Industrials
3.66K
+ 7.66%
$200.21 - $256.99 $733K - $941K
51.5K $12.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
108K
+ 58.54%
$26.18 - $26.93 $2.83M - $2.92M
293K $7.82M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
29.3K
+ 152.34%
$70.44 - $86.87 $2.06M - $2.55M
48.5K $4.22M
RTX
Raytheon Technologies Corp

Industrials
4.67K
+ 3.17%
$113.75 - $148.48 $531K - $693K
152K $22.2M
SPYG
Spdr Portfolio

ETFs
4.34K
+ 2.93%
$71.83 - $95.32 $312K - $414K
153K $14.5M
Mfs Active Exchange Traded F
87.8K
+ 458.43%
N/A
107K $3.04M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
71K
+ 3.3%
$22.4 - $23.8 $1.59M - $1.69M
2.22M $52.9M
VUG
Vanguard Growth ETF

ETFs
549
+ 1.68%
$329.49 - $438.4 $181K - $241K
33.3K $14.6M
CGXU
Capital Group Intl Focus Equit

ETFs
67.1K
+ 32.4%
$21.44 - $27.35 $1.44M - $1.83M
274K $7.44M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
46.9K
+ 484.42%
$48.46 - $50.2 $2.27M - $2.35M
56.5K $2.81M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
28.1K
+ 131.89%
$66.87 - $79.47 $1.88M - $2.24M
49.5K $3.93M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
40.7K
+ 26.94%
$34.72 - $42.74 $1.41M - $1.74M
192K $8.19M
GE
General Electric CO

Industrials
8.43K
+ 1538.5%
$166.81 - $257.39 $1.41M - $2.17M
8.98K $2.31M
NEM
Newmont Corp

Basic Materials
36.6K
+ 22329.88%
$44.18 - $59.46 $1.62M - $2.18M
36.8K $2.14M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
17.5K
+ 1071.43%
$102.02 - $103.5 $1.78M - $1.81M
19.1K $1.97M
Activity Summary
Buys All Purchases 547 New Holdings 74 Increased Positions 473 Sells All Sells 357 Reductions 357 Sold out 0 Options Calls 0 Puts 0
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