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
WFC
Wells Fargo & Company

Financial Services
759
+ 23.43%
$54.98 - $77.35 $41.7K - $58.7K
4K $280K
IWM
Ishares Russell 2000 ETF

ETFs
423
+ 53.82%
$216.13 - $242.4 $91.4K - $103K
1.21K $267K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.49K
+ 24.15%
$22.39 - $23.45 $100K - $105K
23.1K $530K
FTCS
First Trust Capital Strength E

ETFs
1.67K
+ 9.5%
$87.62 - $94.03 $146K - $157K
19.2K $1.69M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.28K
+ 20.26%
$62.07 - $66.61 $79.7K - $85.5K
7.62K $488K
FTHI
First Trust Exchange Traded Fd

ETFs
3.75K
+ 49.95%
$22.89 - $24.02 $85.8K - $90.1K
11.3K $262K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
204
+ 82.93%
$417.69 - $450.94 $85.2K - $92K
450 $191K
SBR
Sabine Royalty Trust

Energy
200
+ 0.83%
$60.18 - $66.67 $12K - $13.3K
24.2K $1.57M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.04K
+ 44.69%
$90.42 - $94.5 $93.6K - $97.8K
3.35K $303K
MCK
Mckesson Corp

Healthcare
108
+ 38.03%
$482.27 - $628.5 $52.1K - $67.9K
392 $224K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
806
+ 55.86%
$105.45 - $117.99 $85K - $95.1K
2.25K $238K
TM
Toyota Motor Corp

Consumer Cyclical
250
+ 13.11%
$169.2 - $199.52 $42.3K - $49.9K
2.16K $420K
XLY
Select Sector Spdr Consumer Di

ETFs
56
+ 1.97%
$194.8 - $239.43 $10.9K - $13.4K
2.89K $648K
IWF
Ishares Russell 1000 Gr ETF

ETFs
41
+ 1.77%
$370.24 - $418.94 $15.2K - $17.2K
2.36K $949K
Ishares Bitcoin Trust ETF
904
+ 55.63%
N/A
2.53K $134K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.93K
+ 283.16%
$40.06 - $45.21 $77.5K - $87.4K
2.62K $106K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
830
+ 11.48%
$91.29 - $91.8 $75.8K - $76.2K
8.06K $737K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
331
+ 0.52%
$47.71 - $49.76 $15.8K - $16.5K
64K $3.13M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.93K
+ 282.64%
$25.79 - $80.4 $256K - $799K
13.4K $351K
SYF
Synchrony Financial

Financial Services
57
+ 1.36%
$49.01 - $68.55 $2.79K - $3.91K
4.25K $276K
ADP
Automatic Data Processing Inc

Industrials
192
+ 32.6%
$280.08 - $307.97 $53.8K - $59.1K
781 $228K
MO
Altria Group, Inc.

Consumer Defensive
1.1K
+ 19.71%
$49.06 - $57.74 $54.1K - $63.7K
6.7K $351K
CSX
Csx Corp

Industrials
2.4K
+ 39.85%
$31.58 - $36.88 $75.9K - $88.6K
8.43K $272K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
173
+ 6.05%
$198.04 - $221.51 $34.3K - $38.3K
3.03K $638K
SCHR
Schwab Intermediate Term Us Tr

ETFs
6.05K
+ 187.91%
$24.19 - $50.58 $146K - $306K
9.26K $225K
HYG
Ishares Tr

ETFs
808
+ 36.04%
$78.09 - $80.04 $63.1K - $64.7K
3.05K $240K
KMB
Kimberly Clark Corp

Consumer Defensive
523
+ 62.11%
$130.37 - $146.09 $68.2K - $76.4K
1.37K $179K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
2.02K
+ 85.85%
$30.42 - $36.45 $61.4K - $73.6K
4.37K $139K
SMOT
Vaneck ETF Tr Morningstar Smid
1.8K
+ 23.03%
N/A
9.62K $331K
TFC
Truist Financial Corp

Financial Services
1.22K
+ 26.45%
$41.51 - $48.1 $50.5K - $58.5K
5.81K $252K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.36K
+ 96.09%
$26.63 - $30.23 $62.8K - $71.3K
4.81K $128K
DLR
Digital Realty Trust, Inc.

Real Estate
158
+ 8.79%
$156.46 - $195.69 $24.7K - $30.9K
1.96K $347K
CMI
Cummins Inc

Industrials
108
+ 16.05%
$324.93 - $383.42 $35.1K - $41.4K
781 $272K
IWN
Ishares Russell2000 Val ETF

ETFs
403
+ 8.4%
$162.69 - $181.35 $65.6K - $73.1K
5.2K $854K
DUK
Duke Energy Corp

Utilities
821
+ 16.89%
$105.76 - $120.76 $86.8K - $99.1K
5.68K $612K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
646
+ 306.16%
$77.86 - $79.27 $50.3K - $51.2K
857 $67K
IGRO
Ishares Tr International Divid

ETFs
1.24K
+ 23.54%
$67.76 - $74.48 $83.9K - $92.2K
6.5K $442K
VO
Vanguard Mid Cap ETF

ETFs
175
+ 3.02%
$261.5 - $284.63 $45.8K - $49.8K
5.97K $1.58M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
486
+ 58.62%
$100.24 - $101.35 $48.7K - $49.3K
1.32K $132K
BND
Vanguard Bd Index Fd Inc Total

ETFs
765
+ 25.77%
$71.75 - $75.11 $54.9K - $57.5K
3.73K $269K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
366
+ 137.59%
$119.61 - $136.3 $43.8K - $49.9K
632 $78K
VB
Vanguard Small Cap ETF

ETFs
94
+ 1.24%
$233.76 - $261.58 $22K - $24.6K
7.66K $1.84M
DFIS
Dimensional ETF Tr Dimensional

ETFs
4.06K
+ 17.13%
$24.25 - $26.7 $98.4K - $108K
27.7K $681K
USB
Us Bancorp \De\

Financial Services
844
+ 43.98%
$43.98 - $53.66 $37.1K - $45.3K
2.76K $132K
EMB
Ishares Tr

ETFs
839
+ 12.36%
$88.94 - $93.46 $74.6K - $78.4K
7.63K $679K
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.91K
+ 892.06%
$16.99 - $27.42 $32.4K - $52.3K
2.12K $48K
WSO
Watsco Inc

Industrials
165
+ 8.41%
$466.57 - $568.78 $77K - $93.8K
2.13K $1.01M
HD
Home Depot, Inc.

Consumer Cyclical
646
+ 5.04%
$385.02 - $431.37 $249K - $279K
13.5K $5.24M
PNC
Pnc Financial Services Group, Inc.

Financial Services
155
+ 10.53%
$178.39 - $215.0 $27.7K - $33.3K
1.63K $314K
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
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email