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
PJUL
Innovator U.S. Equity Power Bu

ETFs
6.45K
+ 18.54%
$39.81 - $42.17 $257K - $272K
41.2K $1.66M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
14.6K
+ 3.64%
$25.12 - $26.05 $367K - $380K
416K $10.5M
Innovator Etfs Trust
7.27K
+ 27.18%
N/A
34K $1.22M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.73K
+ 44.18%
$63.77 - $71.36 $174K - $195K
8.92K $615K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
10.8K
+ 13.91%
N/A
88K $2.09M
IWF
Ishares Russell 1000 Gr ETF

ETFs
856
+ 36.23%
$360.07 - $417.26 $308K - $357K
3.22K $1.16M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.21K
+ 15.83%
$49.78 - $53.19 $210K - $224K
30.8K $1.57M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
976
+ 4.28%
$87.68 - $94.52 $85.6K - $92.3K
23.8K $2.23M
EXR
Extra Space Storage Inc.

Real Estate
1.34K
+ 359.14%
$143.8 - $161.28 $192K - $215K
1.71K $254K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.21K
+ 12.22%
$196.12 - $229.48 $236K - $277K
11.1K $2.24M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
7.42K
+ 70.33%
$24.29 - $25.89 $180K - $192K
18K $454K
NI
Nisource Inc.

Utilities
283
+ 0.56%
$35.57 - $41.23 $10.1K - $11.7K
50.4K $2.02M
CSCO
Cisco Systems, Inc.

Technology
410
+ 0.68%
$58.74 - $64.87 $24.1K - $26.6K
60.4K $3.73M
KJUL
Innovator U.S. Small Cap Power

Technology
7.04K
+ 46.52%
$27.83 - $30.18 $196K - $212K
22.2K $620K
CAT
Caterpillar Inc

Industrials
604
+ 68.95%
$326.75 - $407.63 $197K - $246K
1.48K $488K
First Tr Exchng Traded Fd Vi
7.23K
+ 57.38%
N/A
19.8K $466K
NKE
Nike, Inc.

Consumer Cyclical
3K
+ 135.09%
$63.29 - $81.72 $190K - $245K
5.21K $330K
HMOP
Hartford Fds Exchange Traded T

ETFs
4.28K
+ 30.73%
$38.25 - $39.12 $164K - $167K
18.2K $700K
KMI
Kinder Morgan, Inc.

Energy
762
+ 0.62%
$26.1 - $31.22 $19.9K - $23.8K
123K $3.52M
TMO
Thermo Fisher Scientific Inc.

Healthcare
598
+ 9.74%
$497.6 - $606.74 $298K - $363K
6.74K $3.35M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.54K
+ 967.56%
$62.72 - $71.92 $159K - $182K
2.8K $176K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.21K
+ 1423.31%
$36.64 - $45.76 $154K - $193K
4.51K $169K
First Tr Exchng Traded Fd Vi
8K
+ 111.81%
N/A
15.2K $307K
CGUS
Capital Group Core Equity ETF
4.65K
+ 464.9%
$33.08 - $36.62 $154K - $170K
5.65K $189K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.19K
+ 57.38%
$36.63 - $37.45 $154K - $157K
11.5K $423K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.93K
+ 364.88%
$50.87 - $51.09 $149K - $150K
3.73K $190K
XLF
Financial Sector Spdr

ETFs
2.91K
+ 172.12%
$47.32 - $52.19 $138K - $152K
4.61K $230K
EMB
Ishares Tr

ETFs
1.49K
+ 19.55%
$88.64 - $92.03 $132K - $137K
9.12K $826K
CHH
Choice Hotels International Inc

Consumer Cyclical
1.16K
+ 126.89%
$127.89 - $155.97 $148K - $181K
2.08K $276K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.03K
+ 12.9%
$468.34 - $539.52 $482K - $556K
9.01K $4.23M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.83K
+ 137.66%
$50.39 - $50.66 $143K - $143K
4.88K $248K
T Rowe Price ETF Inc
1.72K
+ 5.51%
N/A
32.9K $961K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.7K
+ 75.37%
$94.32 - $110.46 $160K - $187K
3.94K $381K
RDVY
First Trust Rising Dividend Ac

ETFs
2.57K
+ 19.27%
$57.22 - $63.39 $147K - $163K
15.9K $933K
WY
Weyerhaeuser CO

Real Estate
4.46K
+ 126.29%
$27.29 - $31.39 $122K - $140K
8K $234K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.69K
+ 100.66%
$67.08 - $76.14 $113K - $128K
3.36K $247K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
5.94K
+ 21.47%
$24.66 - $26.1 $146K - $155K
33.6K $838K
First Tr Exchng Traded Fd Vi
7.31K
+ 34.12%
N/A
28.7K $564K
PULS
Pgim ETF Tr

ETFs
2.61K
+ 187.5%
$49.56 - $49.78 $129K - $130K
4K $199K
SJNK
Spdr Bloomberg Short Term High

ETFs
5.31K
+ 17.66%
$25.08 - $25.64 $133K - $136K
35.4K $890K
BKNG
Booking Holdings Inc.

Consumer Cyclical
29
+ 170.59%
$4295.4 - $5141.88 $125K - $149K
46 $213K
UNP
Union Pacific Corp

Industrials
525
+ 113.39%
$225.21 - $254.42 $118K - $134K
988 $233K
Labcorp Holdings Inc
301
+ 1.79%
N/A
17.2K $3.99M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.88K
+ 35.91%
$21.23 - $23.75 $146K - $163K
26K $560K
First Tr Exchng Traded Fd Vi
3.45K
+ 29.26%
N/A
15.2K $552K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
5.19K
+ 14.85%
$23.19 - $23.5 $120K - $122K
40.2K $931K
NFLX
Netflix Inc

Communication Services
9
+ 0.34%
$828.4 - $1058.6 $7.46K - $9.53K
2.62K $2.44M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.86K
+ 7.31%
$42.5 - $46.71 $79.2K - $87K
27.3K $1.24M
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.05%
$254.06 - $273.83 $1.27K - $1.37K
10.2K $2.71M
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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