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
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
17.3K
+ 28.92%
N/A
77.3K $1.87M
EQIX
Equinix Inc

Real Estate
154
+ 3.71%
$865.69 - $985.0 $133K - $152K
4.3K $4.06M
LLY
Eli Lilly & CO

Healthcare
871
+ 32.43%
$727.2 - $932.06 $633K - $812K
3.56K $2.75M
MUB
Ishares National Muni Bond ETF

ETFs
6.72K
+ 3.68%
$105.78 - $108.7 $711K - $731K
189K $20.2M
BSX
Boston Scientific Corp

Healthcare
728
+ 1.52%
$83.62 - $91.5 $60.9K - $66.6K
48.6K $4.34M
AXP
American Express CO

Financial Services
647
+ 12.89%
$267.35 - $305.57 $173K - $198K
5.67K $1.68M
IYW
Ishares Dj Us Tech ETF

ETFs
1.15K
+ 6.93%
$148.14 - $166.23 $171K - $192K
17.8K $2.84M
ABT
Abbott Laboratories

Healthcare
3.31K
+ 3.88%
$111.93 - $119.39 $371K - $396K
88.7K $10M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.02K
+ 242.24%
$264.18 - $304.19 $268K - $309K
1.43K $402K
EOG
Eog Resources Inc

Energy
2.59K
+ 2.98%
$118.22 - $136.54 $306K - $353K
89.3K $10.9M
PM
Philip Morris International Inc.

Consumer Defensive
2.4K
+ 28.8%
$118.38 - $133.06 $284K - $319K
10.7K $1.29M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6.65K
+ 41.03%
$50.06 - $55.0 $333K - $366K
22.8K $1.15M
XOM
Exxon Mobil Corp

Energy
3.5K
+ 29.5%
$105.51 - $125.37 $369K - $438K
15.4K $1.65M
Blackrock ETF Trust Ii
6.17K
+ 13.13%
N/A
53.1K $2.76M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.31K
+ 5.05%
$69.93 - $77.36 $161K - $178K
48K $3.64M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
19.7K
+ 5.17%
$25.3 - $26.31 $499K - $519K
401K $10.3M
EA
Electronic Arts Inc.

Communication Services
1.05K
+ 4.75%
$140.69 - $167.97 $147K - $176K
23.1K $3.38M
EFV
Msci Eafe Value ETF

ETFs
13.8K
+ 13.67%
$51.78 - $57.15 $715K - $789K
115K $6.03M
RDVY
First Trust Rising Dividend Ac

ETFs
3.51K
+ 35.69%
$58.65 - $64.37 $206K - $226K
13.4K $790K
Capital Group International
13.6K
+ 23.03%
N/A
72.8K $2M
MBB
Ishares Tr

ETFs
4.46K
+ 8.84%
$91.26 - $95.82 $407K - $427K
54.9K $5.03M
SJNK
Spdr Bloomberg Short Term High

ETFs
7.61K
+ 33.86%
$25.09 - $25.69 $191K - $195K
30.1K $760K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.56K
+ 4.41%
$285.5 - $335.62 $445K - $523K
36.9K $10.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
816
+ 2.94%
$442.29 - $483.08 $361K - $394K
28.6K $12.9M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.94K
+ 83.21%
$83.09 - $89.28 $161K - $173K
4.28K $364K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10K
+ 32.19%
$18.28 - $18.87 $183K - $189K
41.1K $753K
Calamos ETF Tr
6.15K
+ 107.72%
N/A
11.9K $301K
KO
Coca Cola CO

Consumer Defensive
12.5K
+ 19.24%
$61.74 - $71.71 $769K - $893K
77.2K $4.8M
COF
Capital One Financial Corp

Financial Services
632
+ 55.0%
$145.19 - $192.01 $91.8K - $121K
1.78K $318K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.4K
+ 48.29%
$100.16 - $100.7 $140K - $141K
4.3K $431K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24K
+ 176.3%
$18.41 - $40.87 $443K - $983K
37.7K $697K
First Tr Exchng Traded Fd Vi
6.67K
+ 257.23%
N/A
9.26K $184K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.15K
+ 321.29%
$113.79 - $124.5 $131K - $143K
1.5K $173K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.9K
+ 3808.0%
$65.31 - $74.15 $124K - $141K
1.95K $132K
FANG
Diamondback Energy, Inc.

Energy
1.71K
+ 9.55%
$153.06 - $199.5 $261K - $340K
19.6K $3.21M
IWL
Ishares Tr Russell 200 ETF

ETFs
323
+ 1.75%
$138.92 - $149.97 $44.9K - $48.4K
18.7K $2.71M
ACN
Accenture PLC

Technology
402
+ 3.19%
$343.9 - $376.86 $138K - $151K
13K $4.57M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.54K
+ 22.61%
$35.45 - $40.33 $125K - $143K
19.2K $688K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.12K
+ 79.38%
$104.52 - $115.08 $117K - $129K
2.53K $267K
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
2.88K
+ 19.84%
$46.67 - $47.99 $134K - $138K
17.4K $814K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
1.65K
+ 36.85%
$66.67 - $74.08 $110K - $122K
6.12K $416K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.24K
+ 678.69%
$89.9 - $100.66 $112K - $125K
1.43K $129K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.5K
+ 3816.1%
$24.94 - $26.14 $112K - $118K
4.62K $115K
USXF
Ishares Esg Advanced Msci Usa

Technology
2.08K
+ 35.57%
$48.45 - $52.57 $101K - $109K
7.92K $394K
FDVV
Fidelity High Dividend ETF

ETFs
2.18K
+ 253.43%
$49.66 - $52.63 $108K - $115K
3.04K $151K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.73K
+ 3.91%
$47.26 - $48.18 $176K - $180K
99K $4.69M
XLK
Technology Sector Spdr

ETFs
127
+ 1.15%
$220.26 - $241.44 $28K - $30.7K
11.1K $2.59M
NSC
Norfolk Southern Corp

Industrials
430
+ 2150.0%
$230.6 - $277.0 $99.2K - $119K
450 $106K
VGSH
Vanguard

ETFs
1.7K
+ 829.27%
$58.02 - $58.88 $98.6K - $100K
1.91K $111K
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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