Capital Analysts, LLC Incresed Positions in Q2 2025

Capital Analysts, LLC

  • $3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
5.97K
+ 7.7%
$38.29 - $44.77 $228K - $267K
83.4K $3.74M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.79K
+ 3.35%
$45.88 - $54.4 $174K - $206K
117K $6.35M
ADI
Analog Devices Inc

Technology
424
+ 3.91%
$164.6 - $238.02 $69.8K - $101K
11.3K $2.68M
VTV
Vanguard Value ETF

ETFs
1.48K
+ 2.58%
$153.67 - $176.74 $228K - $262K
59K $10.4M
CGCP
Capital Group Core Plus Income

ETFs
20.8K
+ 55.2%
$21.92 - $22.56 $456K - $469K
58.4K $1.32M
EA
Electronic Arts Inc.

Communication Services
475
+ 1.86%
$132.53 - $159.7 $63K - $75.9K
26K $4.16M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
12K
+ 104.03%
$35.3 - $37.51 $422K - $449K
23.5K $880K
Calamos ETF Tr
16.5K
+ 73.11%
N/A
39K $1.03M
IGRO
Ishares Tr International Divid

ETFs
4.84K
+ 45.62%
$66.32 - $80.17 $321K - $388K
15.5K $1.22M
TCHP
T Rowe Price Exchange Traded F

Technology
1.12K
+ 2.04%
$34.07 - $45.35 $38.1K - $50.7K
56K $2.54M
VRT
Vertiv Holdings CO

Industrials
1K
+ 18.08%
N/A
6.53K $839K
Tr Exchng Traded Fd Vi
15.6K
+ 78.63%
N/A
35.4K $883K
IEF
Ishares Barclays

ETFs
4.02K
+ 10.56%
$93.15 - $96.56 $375K - $388K
42.1K $4.03M
BSX
Boston Scientific Corp

Healthcare
602
+ 1.22%
$89.7 - $107.41 $54K - $64.7K
50.1K $5.38M
KKR
Kkr & Co. Inc.

Financial Services
30
+ 0.14%
$92.79 - $134.29 $2.78K - $4.03K
22K $2.92M
GD
General Dynamics Corp

Industrials
289
+ 1.85%
$247.68 - $291.66 $71.6K - $84.3K
15.9K $4.63M
IWL
Ishares Tr Russell 200 ETF

ETFs
537
+ 2.85%
$122.36 - $153.12 $65.7K - $82.2K
19.4K $2.96M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.1K
+ 7.98%
$248.61 - $294.96 $770K - $914K
42K $11.8M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
18.4K
+ 514.35%
$20.01 - $20.15 $368K - $371K
22K $441K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
8.98K
+ 39.07%
$32.99 - $38.56 $296K - $346K
32K $1.21M
Franklin Templeton ETF Tr
13.3K
+ 295.6%
N/A
17.8K $482K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
417
+ 0.6%
$114.78 - $133.31 $47.9K - $55.6K
69.4K $9.25M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
4.51K
+ 53.37%
$54.28 - $67.95 $245K - $306K
12.9K $880K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.02K
+ 28.35%
$47.46 - $55.3 $286K - $333K
27.3K $1.5M
ZTS
Zoetis Inc.

Healthcare
5.62K
+ 9.03%
$144.41 - $170.3 $812K - $958K
67.9K $10.6M
CGUS
Capital Group Core Equity ETF
8.42K
+ 149.12%
$29.93 - $36.93 $252K - $311K
14.1K $520K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
31.1K
+ 1.25%
$23.58 - $24.2 $734K - $753K
2.52M $60.6M
CORP
Pimco Investment Grade Corp Bd

ETFs
3.19K
+ 24.39%
$94.14 - $97.31 $300K - $310K
16.2K $1.58M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.55K
+ 22.51%
$73.02 - $90.22 $186K - $230K
13.9K $1.24M
AXP
American Express CO

Financial Services
24
+ 0.43%
$231.39 - $318.98 $5.55K - $7.66K
5.66K $1.81M
Pimco ETF Tr
10.1K
+ 36.49%
N/A
37.7K $1M
PULS
Pgim ETF Tr

ETFs
5.26K
+ 131.36%
$49.39 - $49.76 $260K - $262K
9.26K $461K
MSI
Motorola Solutions, Inc.

Technology
2.07K
+ 5.85%
$394.72 - $440.39 $818K - $913K
37.5K $15.8M
MBB
Ishares Tr

ETFs
2.66K
+ 5.15%
$91.41 - $94.22 $243K - $250K
54.2K $5.09M
CFG
Citizens Financial Group Inc

Financial Services
1.87K
+ 4.14%
$34.27 - $44.75 $64.1K - $83.6K
47K $2.1M
T
At&T Inc.

Communication Services
8.02K
+ 29.09%
$26.33 - $28.94 $211K - $232K
35.6K $1.03M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
2.1K
+ 21.39%
$59.57 - $75.11 $125K - $158K
11.9K $895K
QCOM
Qualcomm Inc

Technology
590
+ 2.31%
$124.66 - $159.48 $73.5K - $94.1K
26.1K $4.16M
SJNK
Spdr Bloomberg Short Term High

ETFs
8.88K
+ 25.1%
$24.12 - $25.48 $214K - $226K
44.3K $1.13M
SBR
Sabine Royalty Trust

Energy
3.83K
+ 16.23%
$60.25 - $68.76 $231K - $263K
27.4K $1.83M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
2.21K
+ 25.62%
$95.52 - $109.98 $211K - $243K
10.8K $1.17M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.43K
+ 3.24%
$17.76 - $22.1 $43.1K - $53.6K
77.3K $1.71M
PM
Philip Morris International Inc.

Consumer Defensive
14
+ 0.15%
$149.23 - $184.95 $2.09K - $2.59K
9.19K $1.67M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.8K
+ 44.9%
$24.38 - $30.18 $141K - $175K
18.7K $564K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.23K
+ 4.99%
$75.05 - $77.34 $167K - $172K
46.9K $3.63M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.75K
+ 33.8%
$72.02 - $73.82 $198K - $203K
10.9K $803K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.69K
+ 7.85%
$19.6 - $24.44 $72.3K - $90.1K
50.7K $1.24M
VO
Vanguard Mid Cap ETF

ETFs
145
+ 2.03%
$228.54 - $279.83 $33.1K - $40.6K
7.3K $2.04M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.69K
+ 20.96%
N/A
15.5K $1.01M
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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