Capital Analysts, LLC Incresed Positions in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
37.6K
+ 7965.68%
N/A
38.1K $1.2M
HEFA
Ishares Currency Hedged Msci E

ETFs
32.2K
+ 2084.1%
$34.83 - $37.52 $1.12M - $1.21M
33.8K $1.23M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
20.9K
+ 5657.99%
$53.6 - $58.97 $1.12M - $1.23M
21.2K $1.16M
JNJ
Johnson & Johnson

Healthcare
1.26K
+ 2.92%
$142.06 - $167.7 $179K - $211K
44.3K $7.34M
SCHG
Schwab Strategic Tr Us Large C

ETFs
44.7K
+ 1050.02%
$24.91 - $29.02 $1.11M - $1.3M
49K $1.23M
VIG
Vanguard Dividend Appreciation

ETFs
6.02K
+ 12.74%
N/A
53.3K $10.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
12.9K
+ 66.3%
$81.83 - $82.73 $1.05M - $1.07M
32.3K $2.67M
Capital Group New Geography
42K
+ 2763.77%
N/A
43.5K $1.09M
DVY
Ishares Tr

ETFs
7.42K
+ 36.89%
$128.58 - $138.1 $954K - $1.02M
27.5K $3.7M
IXUS
Ishares Tr

ETFs
7.06K
+ 4.62%
$65.06 - $72.31 $459K - $510K
160K $11.2M
BDX
Becton Dickinson & CO

Healthcare
4.04K
+ 8.63%
$222.79 - $249.08 $899K - $1.01M
50.8K $11.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.01K
+ 148.05%
$507.05 - $563.67 $1.02M - $1.13M
3.37K $1.73M
CI
Cigna Corp

Healthcare
1.01K
+ 8.14%
$274.49 - $329.0 $276K - $331K
13.4K $4.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
37.1K
+ 803.07%
$24.73 - $25.62 $918K - $951K
41.7K $1.07M
DFIS
Dimensional ETF Tr Dimensional

ETFs
33.4K
+ 120.44%
$23.92 - $26.89 $799K - $899K
61.2K $1.58M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.4K
+ 14.78%
$37.07 - $40.63 $721K - $790K
151K $5.95M
PG
Procter & Gamble CO

Consumer Defensive
3.68K
+ 4.33%
$158.56 - $176.26 $584K - $649K
88.8K $15.1M
ZTS
Zoetis Inc.

Healthcare
4.56K
+ 7.9%
$156.48 - $175.67 $714K - $801K
62.3K $10.3M
SPGI
S&P Global Inc.

Financial Services
1.11K
+ 4.21%
$478.26 - $543.77 $532K - $605K
27.5K $14M
CGCP
Capital Group Core Plus Income

ETFs
35.2K
+ 1436.94%
$21.94 - $22.64 $772K - $797K
37.7K $845K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
37.2K
+ 98.7%
$18.36 - $20.51 $683K - $763K
74.9K $1.48M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
31.4K
+ 3153.26%
$24.5 - $24.95 $770K - $784K
32.4K $803K
MCD
Mcdonalds Corp

Consumer Cyclical
682
+ 2.81%
$279.74 - $321.29 $191K - $219K
24.9K $7.78M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.95K
+ 5.28%
$283.24 - $338.07 $551K - $658K
38.9K $11.5M
VUG
Vanguard Growth ETF

ETFs
4.95K
+ 17.8%
$369.1 - $427.61 $1.83M - $2.12M
32.8K $12.2M
PEP
Pepsico Inc

Consumer Defensive
5.19K
+ 18.4%
$142.64 - $156.42 $740K - $812K
33.4K $5.01M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.88K
+ 7.61%
$126.11 - $135.06 $616K - $659K
69K $8.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.88K
+ 200.7%
$247.97 - $296.33 $714K - $853K
4.31K $1.09M
LHX
L3 Harris Technologies, Inc.

Industrials
3.3K
+ 7.41%
$194.65 - $222.86 $642K - $735K
47.8K $10M
BSX
Boston Scientific Corp

Healthcare
822
+ 1.69%
$89.38 - $106.18 $73.5K - $87.3K
49.5K $4.99M
BOND
Pimco Active Bond Exchange Tra

ETFs
6.84K
+ 204.18%
$89.27 - $92.9 $611K - $636K
10.2K $943K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
7.64K
+ 536.07%
$80.73 - $94.96 $617K - $725K
9.06K $752K
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.2K
+ 2107.85%
$58.81 - $68.2 $600K - $696K
10.7K $638K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.74K
+ 5.7%
$74.75 - $89.13 $205K - $244K
50.8K $4.24M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
19.2K
+ 14.07%
$48.06 - $53.73 $923K - $1.03M
156K $7.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.7K
+ 15.97%
$33.84 - $37.77 $394K - $440K
84.6K $3.08M
JCI
Johnson Controls International PLC

Industrials
4.94K
+ 3.08%
$76.12 - $90.6 $376K - $448K
165K $13.2M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
13.7K
+ 37.99%
$38.99 - $40.37 $535K - $554K
49.8K $2.01M
AVEM
American Centy ETF Tr Avantis

ETFs
8.82K
+ 114.32%
$57.11 - $62.4 $504K - $551K
16.5K $995K
ICF
Ishares Tr

ETFs
8.5K
+ 66.88%
$57.98 - $63.8 $493K - $542K
21.2K $1.31M
VZ
Verizon Communications Inc

Communication Services
1.65K
+ 1.95%
$37.81 - $46.49 $62.3K - $76.6K
86.1K $3.9M
FISV
Fiserv Inc

Technology
788
+ 3.43%
N/A
23.8K $5.25M
GD
General Dynamics Corp

Industrials
1.39K
+ 9.78%
$241.94 - $272.58 $336K - $379K
15.6K $4.25M
IBM
International Business Machines Corp

Technology
369
+ 2.59%
$217.4 - $264.74 $80.2K - $97.7K
14.6K $3.64M
C
Citigroup Inc

Financial Services
4.64K
+ 2.05%
$67.23 - $84.63 $312K - $393K
231K $16.4M
SCHW
Schwab Charles Corp

Financial Services
3.09K
+ 6.2%
$71.24 - $83.64 $220K - $258K
52.9K $4.14M
Fidelity Covington Trust
14.5K
+ 944.09%
N/A
16K $498K
J P Morgan Exchange Traded F
7.25K
+ 305.31%
N/A
9.62K $574K
XLU
Utilities Sector Spdr

ETFs
5.25K
+ 146.35%
$74.7 - $80.27 $392K - $422K
8.84K $697K
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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