Capital Analysts, LLC Incresed Positions in Q2 2025

Capital Analysts, LLC

  • $3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
19.5K
+ 215.09%
$72.61 - $88.75 $1.42M - $1.73M
28.6K $2.54M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
24.7K
+ 355.73%
$56.84 - $65.5 $1.4M - $1.62M
31.6K $2.07M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.18K
+ 98.7%
$320.42 - $424.58 $1.02M - $1.35M
6.4K $2.72M
DFIS
Dimensional ETF Tr Dimensional

ETFs
43.1K
+ 70.45%
$23.2 - $29.84 $1M - $1.29M
104K $3.11M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
28K
+ 90.8%
$45.11 - $52.34 $1.26M - $1.46M
58.8K $3.08M
DFAS
Dimensional ETF Tr U S Small C

ETFs
20.6K
+ 192.72%
$52.31 - $63.72 $1.08M - $1.31M
31.3K $1.99M
SPGI
S&P Global Inc.

Financial Services
1.51K
+ 5.48%
$438.31 - $527.29 $661K - $795K
29K $15.3M
VTI
Vanguard Total Stock Market Et

ETFs
1.28K
+ 4.02%
$243.75 - $303.93 $313K - $390K
33.3K $10.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.9K
+ 24.81%
$72.96 - $90.39 $793K - $983K
54.7K $4.89M
BOND
Pimco Active Bond Exchange Tra

ETFs
14.1K
+ 138.6%
$89.87 - $92.93 $1.27M - $1.31M
24.3K $2.24M
DHI
Horton D R Inc

Consumer Cyclical
8.43K
+ 10.08%
$115.1 - $129.63 $971K - $1.09M
92.1K $11.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
47.3K
+ 113.38%
$24.98 - $25.66 $1.18M - $1.21M
89K $2.28M
UBER
Uber Technologies, Inc

Technology
231
+ 0.4%
$64.62 - $93.3 $14.9K - $21.6K
58.5K $5.46M
DIS
Walt Disney CO

Communication Services
570
+ 1.29%
$81.72 - $124.01 $46.6K - $70.7K
44.8K $5.56M
USFR
Wisdomtree Floating Rate Treas

ETFs
23.7K
+ 3.59%
$50.28 - $50.47 $1.19M - $1.2M
685K $34.4M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
19.3K
+ 7959.5%
$48.22 - $60.41 $929K - $1.16M
19.5K $1.17M
VTR
Ventas, Inc.

Real Estate
17.8K
+ 2474.44%
$62.45 - $70.08 $1.11M - $1.25M
18.5K $1.17M
ABT
Abbott Laboratories

Healthcare
5.72K
+ 6.1%
$123.95 - $138.08 $709K - $790K
99.5K $13.5M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.46K
+ 3.2%
$37.51 - $45.52 $280K - $340K
240K $10.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
114
+ 0.66%
$141.37 - $228.57 $16.1K - $26.1K
17.3K $3.93M
AMT
American Tower Corp

Real Estate
3.7K
+ 6.72%
$203.96 - $228.19 $755K - $845K
58.8K $13M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.8K
+ 119.36%
$79.56 - $82.92 $942K - $982K
21.8K $1.81M
V
Visa Inc.

Financial Services
1.97K
+ 3.94%
$308.27 - $373.31 $607K - $735K
52K $18.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.25K
+ 37.17%
$456.74 - $568.03 $571K - $711K
4.62K $2.62M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.39K
+ 106.74%
$171.4 - $227.1 $581K - $769K
6.56K $1.49M
PHYL
Pgim ETF Tr

ETFs
24.5K
+ 649.93%
$33.41 - $35.49 $819K - $870K
28.3K $1M
DELL
Dell Technologies Inc.

Technology
748
+ 3.29%
$71.63 - $125.98 $53.6K - $94.2K
23.5K $2.88M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
20.1K
+ 40.37%
$39.34 - $40.41 $791K - $813K
69.9K $2.81M
RLY
Ssga Active ETF Tr

ETFs
14.1K
+ 2.18%
$25.82 - $29.59 $365K - $418K
660K $19.2M
Thornburg ETF Tr
12.5K
+ 10.09%
N/A
137K $4.04M
EFG
Msci Eafe Growth ETF

ETFs
2.91K
+ 8.31%
$89.8 - $112.0 $261K - $325K
37.9K $4.24M
SNPS
Synopsys Inc

Technology
237
+ 3.18%
$380.9 - $517.66 $90.3K - $123K
7.69K $3.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.29K
+ 14.9%
$483.48 - $539.8 $2.07M - $2.31M
33K $16M
BAC
Bank Of America Corp

Financial Services
1.83K
+ 1.59%
$34.39 - $47.46 $63.1K - $87K
117K $5.56M
SCHW
Schwab Charles Corp

Financial Services
396
+ 0.75%
$69.06 - $91.24 $27.3K - $36.1K
53.3K $4.86M
VEA
Vanguard Ftse Developed Market

ETFs
3.29K
+ 3.85%
$45.65 - $57.01 $150K - $188K
88.8K $5.07M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.14K
+ 10.8%
$32.66 - $40.75 $299K - $372K
93.8K $3.8M
AVEM
American Centy ETF Tr Avantis

ETFs
8K
+ 48.39%
$53.08 - $68.54 $425K - $549K
24.5K $1.68M
CMCSA
Comcast Corp

Communication Services
27.8K
+ 10.5%
$32.84 - $36.72 $913K - $1.02M
293K $10.4M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.03K
+ 9.32%
$180.84 - $240.32 $187K - $248K
12.1K $2.91M
VIG
Vanguard Dividend Appreciation

ETFs
479
+ 0.9%
N/A
53.8K $11M
BNDX
Vanguard Total International B

ETFs
12.8K
+ 29.25%
$48.77 - $49.55 $625K - $635K
56.6K $2.8M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
5.03K
+ 15.56%
$73.0 - $85.5 $367K - $430K
37.3K $3.14M
MUB
Ishares National Muni Bond ETF

ETFs
6.79K
+ 5.58%
$102.31 - $105.8 $695K - $719K
129K $13.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.9K
+ 2.62%
$45.12 - $46.23 $490K - $502K
426K $19.7M
MDT
Medtronic PLC

Healthcare
10.5K
+ 8.04%
$80.68 - $88.86 $848K - $934K
141K $12.3M
CSCO
Cisco Systems, Inc.

Technology
1.37K
+ 2.26%
$53.19 - $69.38 $72.8K - $94.9K
61.8K $4.29M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
669
+ 2.24%
$83.67 - $109.12 $56K - $73K
30.6K $3.34M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.1K
+ 5.71%
$51.14 - $57.0 $517K - $577K
187K $10.6M
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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