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
DEO
Diageo PLC

Consumer Defensive
448
+ 40.91%
$118.0 - $139.88 $52.9K - $62.7K
1.54K $196K
PFE
Pfizer Inc

Healthcare
3.42K
+ 16.13%
$24.8 - $30.19 $84.9K - $103K
24.7K $654K
FTLS
First Tr Long/Short Equity ETF

ETFs
470
+ 11.85%
$63.1 - $67.29 $29.7K - $31.6K
4.44K $292K
IGV
Ishares Expanded Tech Software

ETFs
337
+ 62.99%
$87.5 - $110.17 $29.5K - $37.1K
872 $88K
DSI
Ishares Msci Kld 400 Social Et

ETFs
324
+ 12.39%
$107.41 - $115.71 $34.8K - $37.5K
2.94K $324K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
922
+ 33.48%
$64.62 - $71.43 $59.6K - $65.9K
3.68K $237K
DOW
Dow Inc.

Basic Materials
1.12K
+ 259.58%
$39.1 - $55.34 $43.9K - $62.2K
1.56K $62K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
275
+ 21.28%
$124.61 - $133.96 $34.3K - $36.8K
1.57K $202K
SOXX
Ishares Semiconductor ETF

ETFs
203
+ 62.65%
$211.27 - $239.8 $42.9K - $48.7K
527 $114K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
982
+ 3.68%
$24.94 - $25.74 $24.5K - $25.3K
27.7K $706K
IWR
Ishares Russell Mid Cap ETF

ETFs
415
+ 11.83%
$87.25 - $95.52 $36.2K - $39.6K
3.92K $346K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.07K
+ 13.68%
$29.73 - $30.81 $31.8K - $33K
8.89K $271K
PBE
Invesco Exchange Traded Fd Tr

ETFs
615
+ 55.91%
$65.93 - $72.24 $40.5K - $44.4K
1.72K $114K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.06K
+ 20.74%
$64.18 - $70.42 $68.2K - $74.9K
6.19K $399K
IFRA
Ishares Tr

ETFs
1.02K
+ 6.27%
$45.94 - $51.71 $46.7K - $52.6K
17.2K $798K
SO
Southern CO

Utilities
476
+ 90.84%
$81.5 - $94.15 $38.8K - $44.8K
1K $82K
IP
International Paper CO

Consumer Cyclical
380
+ 15.58%
$46.64 - $59.57 $17.7K - $22.6K
2.82K $152K
GE
General Electric CO

Industrials
238
+ 73.91%
$159.95 - $194.23 $38.1K - $46.2K
560 $93K
D
Dominion Energy, Inc

Utilities
1K
+ 18.62%
$52.63 - $60.92 $52.8K - $61.2K
6.4K $345K
FNV
Franco Nevada Corp

Basic Materials
310
+ 45.59%
$113.26 - $137.22 $35.1K - $42.5K
990 $116K
PID
Invesco Exchange Traded Fd Tr

ETFs
3.36K
+ 16.48%
N/A
23.7K $434K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.82K
+ 331.73%
$27.54 - $83.04 $77.7K - $234K
3.67K $102K
INGR
Ingredion Inc

Consumer Defensive
225
+ 90.0%
$132.76 - $154.86 $29.9K - $34.8K
475 $65K
MRVL
Marvell Technology, Inc.

Technology
241
+ 236.27%
$70.31 - $124.78 $16.9K - $30.1K
343 $38K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
16
+ 0.14%
$72.18 - $81.41 $1.15K - $1.3K
11.9K $895K
SRE
Sempra Energy

Utilities
325
+ 61.09%
$80.81 - $94.77 $26.3K - $30.8K
857 $75K
IYK
Ishares U.S. Consumer Staples

ETFs
453
+ 228.79%
$65.32 - $70.92 $29.6K - $32.1K
651 $43K
XAR
Spdr S&P Aerospace & Defense E

ETFs
31
+ 1.12%
$153.8 - $176.52 $4.77K - $5.47K
2.79K $463K
XLF
Financial Sector Spdr

ETFs
507
+ 42.75%
$44.89 - $51.34 $22.8K - $26K
1.69K $82K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2.24K
+ 19.27%
$15.05 - $16.03 $33.7K - $35.9K
13.8K $211K
PANW
Palo Alto Networks Inc

Technology
1.61K
+ 96.98%
$181.96 - $405.9 $292K - $652K
3.26K $594K
Calamos ETF Tr
1.04K
+ 55.42%
N/A
2.93K $81K
SCMB
Schwab Strategic Tr Mun Bd ETF
1.94K
+ 228.35%
N/A
2.79K $72K
WDAY
Workday, Inc.

Technology
79
+ 16.32%
$233.85 - $279.91 $18.5K - $22.1K
563 $145K
ISRG
Intuitive Surgical Inc

Healthcare
31
+ 8.86%
$471.27 - $550.62 $14.6K - $17.1K
381 $199K
KRE
Spdr S&P Regional Banking ETF

ETFs
39
+ 0.63%
$54.6 - $68.9 $2.13K - $2.69K
6.27K $378K
BEN
Franklin Resources Inc

Financial Services
1.25K
+ 19.96%
$19.35 - $22.76 $24.2K - $28.5K
7.51K $152K
IHE
Ishares Tr

ETFs
464
+ 41.76%
$65.15 - $71.86 $30.2K - $33.3K
1.58K $104K
BK
Bank Of New York Mellon Corp

Financial Services
119
+ 3.72%
$70.82 - $81.87 $8.43K - $9.74K
3.32K $255K
NOCT
Innovator Growth 100 Power Buf

ETFs
403
+ 15.99%
$49.49 - $52.11 $19.9K - $21K
2.92K $150K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
484
+ 102.76%
$46.48 - $51.32 $22.5K - $24.8K
955 $46K
FTSL
First Trust Senior Ln Fund

ETFs
459
+ 5.05%
$45.9 - $46.48 $21.1K - $21.3K
9.54K $441K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
479
+ 30.39%
$50.37 - $50.6 $24.1K - $24.2K
2.06K $103K
JNK
Spdr Bloomberg High Yield Bond

ETFs
303
+ 10.53%
$94.77 - $97.36 $28.7K - $29.5K
3.18K $304K
VONG
Vanguard Russell 1000 Growth E

ETFs
64
+ 2.85%
$95.27 - $107.82 $6.1K - $6.9K
2.31K $239K
KOCT
Innovator Laddered Fund Of U.S
664
+ 10.45%
N/A
7.02K $214K
VOX
Vanguard Communication Service

ETFs
127
+ 577.27%
$144.31 - $163.57 $18.3K - $20.8K
149 $23K
Ge Vernova Inc
45
+ 70.31%
N/A
109 $36K
VEEV
Veeva Systems Inc

Healthcare
84
+ 21.21%
$201.81 - $250.45 $17K - $21K
480 $101K
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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