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
VCIT
Vanguard Intermediate Term Cor

ETFs
445
+ 8.74%
$80.13 - $83.77 $35.7K - $37.3K
5.54K $444K
TNL
Travel & Leisure Co.

Consumer Cyclical
227
+ 16.83%
$45.26 - $56.28 $10.3K - $12.8K
1.58K $80K
CTSH
Cognizant Technology Solutions Corp

Technology
248
+ 20.68%
$74.37 - $82.32 $18.4K - $20.4K
1.45K $111K
EOCT
Innovator Etfs Tr Emerging Mar
744
+ 44.44%
N/A
2.42K $63K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
409
+ 19.66%
$41.66 - $43.47 $17K - $17.8K
2.49K $106K
IOCT
Innovator Etfs Tr Intl Dev Pow
652
+ 36.94%
N/A
2.42K $71K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
225
+ 28.02%
N/A
1.03K $95K
SBLK
Star Bulk Carriers Corp.

Industrials
1.56K
+ 215.91%
$14.7 - $23.59 $22.9K - $36.8K
2.28K $34K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
535
+ 19.8%
$58.88 - $64.8 $31.5K - $34.7K
3.24K $191K
Northern Lts Fd Tr Ii
448
+ 1.58%
N/A
28.8K $664K
CBRE
Cbre Group, Inc.

Real Estate
23
+ 1.32%
$119.22 - $140.71 $2.74K - $3.24K
1.76K $231K
SHEL
Shell PLC

Energy
444
+ 10.01%
$60.63 - $70.23 $26.9K - $31.2K
4.88K $306K
XLV
Select Sector Spdr Fund Health

ETFs
349
+ 17.49%
$136.28 - $154.74 $47.6K - $54K
2.34K $322K
Flaherty & Crumrine Dynamic
3.16K
+ 9.76%
N/A
35.5K $708K
PWR
Quanta Services, Inc.

Industrials
35
+ 116.67%
$296.05 - $346.6 $10.4K - $12.1K
65 $21K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
7
+ 0.26%
$278.19 - $315.36 $1.95K - $2.21K
2.75K $791K
IWD
Ishares Russell 1000 Val ETF

ETFs
110
+ 5.86%
$183.23 - $199.79 $20.2K - $22K
1.99K $368K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
837
+ 10.31%
$22.65 - $23.8 $19K - $19.9K
8.96K $204K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
489
+ 22.84%
$28.56 - $30.02 $14K - $14.7K
2.63K $75K
KHC
Kraft Heinz CO

Consumer Defensive
506
+ 50.55%
$30.1 - $36.02 $15.2K - $18.2K
1.51K $47K
EVX
Vaneck ETF Tr Environmental Se

ETFs
292
+ 6.78%
$170.76 - $191.9 $49.9K - $56K
4.6K $788K
CAH
Cardinal Health Inc

Healthcare
98
+ 1225.0%
$107.89 - $125.33 $10.6K - $12.3K
106 $12K
ENB
Enbridge Inc

Energy
3
+ 0.05%
$40.4 - $43.92 $121 - $132
5.9K $251K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.88K
+ 10.6%
$55.45 - $61.08 $271K - $298K
50.9K $2.83M
PCAR
Paccar Inc

Industrials
4
+ 0.27%
$97.92 - $118.41 $392 - $474
1.51K $157K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
713
+ 15.19%
$34.74 - $38.36 $24.8K - $27.4K
5.41K $189K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
52
+ 56.52%
$159.11 - $178.39 $8.27K - $9.28K
144 $24K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
223
+ 17.04%
$47.77 - $51.75 $10.7K - $11.5K
1.53K $74K
ABNB
Airbnb, Inc.

Consumer Cyclical
39
+ 6.24%
$125.36 - $147.37 $4.89K - $5.75K
664 $87K
CSWC
Capital Southwest Corp

Financial Services
669
+ 35.57%
$20.85 - $25.85 $13.9K - $17.3K
2.55K $56K
OHI
Omega Healthcare Investors Inc

Real Estate
703
+ 11.01%
$37.51 - $42.56 $26.4K - $29.9K
7.09K $268K
LCTD
Blackrock ETF World Ex Us Carb
351
+ 23.32%
N/A
1.86K $81K
LNG
Cheniere Energy, Inc.

Energy
25
+ 36.76%
$181.07 - $225.92 $4.53K - $5.65K
93 $20K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
186
+ 24.28%
$64.91 - $73.47 $12.1K - $13.7K
952 $62K
XLI
Industrial Sector Spdr

ETFs
54
+ 34.18%
$131.76 - $143.99 $7.12K - $7.78K
212 $28K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
22
+ 6.92%
$180.39 - $205.43 $3.97K - $4.52K
340 $65K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
109
+ 72.67%
$55.73 - $66.16 $6.07K - $7.21K
259 $16K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
646
+ 21.43%
$20.55 - $23.26 $13.3K - $15K
3.66K $77K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
167
+ 6.36%
$69.58 - $74.87 $11.6K - $12.5K
2.79K $195K
SUB
Ishares Short Term National Mu

ETFs
76
+ 7.37%
$104.94 - $106.2 $7.98K - $8.07K
1.11K $117K
IVZ
Invesco Ltd.

Financial Services
381
+ 15.34%
$16.78 - $18.63 $6.39K - $7.1K
2.86K $50K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
300
+ 22.12%
$24.61 - $25.12 $7.38K - $7.54K
1.66K $40K
SNA
Snap On Inc

Industrials
17
+ 130.77%
$285.44 - $371.35 $4.85K - $6.31K
30 $10K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
480
+ 3.82%
$14.28 - $14.81 $6.85K - $7.11K
13K $187K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
383
+ 6.78%
$50.14 - $52.56 $19.2K - $20.1K
6.03K $303K
QTEC
First Trust Nasdaq 100 Technol

ETFs
40
+ 10.0%
$185.87 - $204.12 $7.43K - $8.16K
440 $83K
WBD
Warner Bros. Discovery, Inc.

Communication Services
553
+ 96.68%
$7.33 - $12.37 $4.05K - $6.84K
1.13K $11K
First Tr Exchange Traded Fd
843
+ 6.91%
N/A
13K $267K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
240
+ 64.86%
N/A
610 $18K
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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