Capital Analysts, LLC Incresed Positions in Q4 2024

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
474
+ 2.0%
$288.47 - $316.54 $137K - $150K
24.2K $7.02M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
612
+ 0.85%
$34.13 - $37.35 $20.9K - $22.9K
73K $2.49M
QCOM
Qualcomm Inc

Technology
854
+ 3.88%
$150.4 - $178.04 $128K - $152K
22.9K $3.52M
TMO
Thermo Fisher Scientific Inc.

Healthcare
599
+ 10.82%
$501.29 - $612.85 $300K - $367K
6.14K $3.19M
DGRO
Ishares Core Dividend Growth E

ETFs
924
+ 0.41%
$60.73 - $64.94 $56.1K - $60K
225K $13.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
27.5K
+ 137.95%
$22.4 - $68.28 $616K - $1.88M
47.4K $1.1M
FNDX
Schwab Fundamental U S Large C

ETFs
23.1K
+ 136.01%
$23.49 - $71.77 $542K - $1.66M
40.1K $949K
SHW
Sherwin Williams CO

Basic Materials
368
+ 3.77%
$338.75 - $399.71 $125K - $147K
10.1K $3.44M
XLE
Energy Sector Spdr

ETFs
2.59K
+ 1.08%
$83.32 - $97.27 $216K - $252K
242K $20.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.54K
+ 0.58%
$44.33 - $49.55 $246K - $275K
957K $43M
CMCSA
Comcast Corp

Communication Services
16.3K
+ 6.96%
$37.39 - $45.14 $611K - $738K
251K $9.43M
GD
General Dynamics Corp

Industrials
418
+ 3.03%
$260.28 - $314.03 $109K - $131K
14.2K $3.74M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
28.2K
+ 1.44%
$23.29 - $23.93 $657K - $675K
1.98M $46.6M
DHR
Danaher Corp

Healthcare
1.27K
+ 7.96%
$226.16 - $274.52 $288K - $349K
17.3K $3.96M
CI
Cigna Corp

Healthcare
1.09K
+ 9.64%
$265.59 - $358.58 $289K - $390K
12.4K $3.42M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
68.1K
+ 3.58%
$44.87 - $46.86 $3.05M - $3.19M
1.97M $88.4M
NEE
Nextera Energy Inc

Utilities
390
+ 0.93%
$69.77 - $85.43 $27.2K - $33.3K
42.1K $3.02M
AMT
American Tower Corp

Real Estate
8.2K
+ 19.21%
$179.4 - $232.01 $1.47M - $1.9M
50.9K $9.33M
JNJ
Johnson & Johnson

Healthcare
580
+ 1.37%
$143.34 - $165.86 $83.1K - $96.2K
43K $6.22M
IXUS
Ishares Tr

ETFs
4.53K
+ 3.06%
$65.95 - $72.56 $299K - $329K
153K $10.1M
LHX
L3 Harris Technologies, Inc.

Industrials
1.81K
+ 4.23%
$208.94 - $264.22 $378K - $478K
44.5K $9.36M
UNH
Unitedhealth Group Inc

Healthcare
111
+ 1.02%
$485.52 - $625.25 $53.9K - $69.4K
11K $5.59M
AEP
American Electric Power CO Inc

Utilities
4.23K
+ 3.49%
$90.91 - $102.21 $384K - $432K
125K $11.6M
MDT
Medtronic PLC

Healthcare
3.18K
+ 2.69%
$79.61 - $92.24 $253K - $293K
121K $9.69M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
36K
+ 1.67%
$23.17 - $24.12 $834K - $868K
2.2M $51.1M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.96K
+ 2.37%
$114.08 - $125.68 $337K - $372K
128K $14.6M
MCHP
Microchip Technology Inc

Technology
439
+ 0.83%
$55.51 - $79.05 $24.4K - $34.7K
53.3K $3.06M
ZTS
Zoetis Inc.

Healthcare
3.03K
+ 5.53%
$162.24 - $194.42 $491K - $588K
57.7K $9.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.74K
+ 1.78%
$106.56 - $113.11 $612K - $649K
328K $35M
DHI
Horton D R Inc

Consumer Cyclical
2.48K
+ 3.29%
$137.24 - $194.56 $340K - $482K
77.9K $10.9M
IEMG
Ishares Inc

ETFs
17.3K
+ 1.84%
N/A
954K $49.8M
IEFA
Ishares Tr

ETFs
37.9K
+ 3.09%
$70.06 - $77.43 $2.66M - $2.93M
1.27M $88.9M
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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