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
Calamos ETF Tr
4.91K
+ 42.73%
N/A
16.4K $407K
First Tr Exchng Traded Fd Vi
5.69K
+ 61.47%
N/A
15K $297K
Pacer Fds Tr
3.43K
+ 744.03%
N/A
3.89K $120K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
6.35K
+ 45.85%
$15.0 - $15.91 $95.2K - $101K
20.2K $314K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.96K
+ 18.91%
$45.92 - $47.58 $89.8K - $93.1K
12.3K $584K
VGSH
Vanguard

ETFs
1.73K
+ 90.55%
$58.07 - $58.69 $100K - $101K
3.63K $213K
OKE
Oneok Inc

Energy
1.42K
+ 4.16%
$89.57 - $109.85 $127K - $156K
35.7K $3.54M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
231
+ 0.52%
$73.78 - $76.59 $17K - $17.7K
44.7K $3.42M
First Tr Exchng Traded Fd Vi
5.59K
+ 23.3%
N/A
29.6K $616K
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.69K
+ 39.79%
$24.05 - $24.86 $88.6K - $91.6K
12.9K $322K
BWA
Borgwarner Inc

Consumer Cyclical
3.42K
+ 280.87%
$27.78 - $32.9 $95K - $113K
4.64K $133K
ADP
Automatic Data Processing Inc

Industrials
273
+ 34.96%
$286.85 - $318.64 $78.3K - $87K
1.05K $322K
GLD
Spdr Gold Trust

ETFs
184
+ 20.6%
$243.19 - $288.14 $44.7K - $53K
1.08K $311K
FPE
First Tr Pfd Secs & Income ETF

ETFs
5.32K
+ 13641.03%
$17.53 - $17.87 $93.3K - $95.1K
5.36K $94K
DFAI
Dimensional ETF Tr

ETFs
2.98K
+ 1291.77%
$28.88 - $32.4 $86.2K - $96.7K
3.22K $100K
VNQ
Vanguard Specialized Funds Van

ETFs
880
+ 10.31%
$85.55 - $94.34 $75.3K - $83K
9.42K $853K
KOCT
Innovator Laddered Fund Of U.S
3.46K
+ 49.27%
N/A
10.5K $307K
JPIB
Jpmorgan International Bond Op

ETFs
1.9K
+ 259.78%
$46.97 - $48.35 $89.2K - $91.8K
2.63K $126K
SYK
Stryker Corp

Healthcare
196
+ 14.8%
$355.18 - $399.9 $69.6K - $78.4K
1.52K $566K
Innovator Etfs Trust
3.95K
+ 14.8%
N/A
30.6K $725K
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.69K
+ 25.05%
$35.54 - $37.44 $95.7K - $101K
13.4K $481K
MCK
Mckesson Corp

Healthcare
67
+ 17.09%
$566.21 - $672.99 $37.9K - $45.1K
459 $309K
IWV
Ishares Russell 3000 ETF

ETFs
446
+ 13.02%
$313.1 - $349.83 $140K - $156K
3.87K $1.23M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.56K
+ 7.16%
$20.05 - $20.4 $71.3K - $72.5K
53.2K $1.08M
Linde PLC
167
+ 278.33%
N/A
227 $106K
Calamos ETF Tr
3.45K
+ 23.23%
N/A
18.3K $448K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
3.83K
+ 9.31%
$18.18 - $18.58 $69.5K - $71.1K
44.9K $832K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.62K
+ 7.3%
$19.43 - $19.62 $70.2K - $70.9K
53.1K $1.04M
SHYD
Vaneck Short High Yield Muni E

ETFs
3.36K
+ 230.91%
$22.46 - $22.9 $75.5K - $77K
4.82K $108K
WELL
Welltower Inc.

Real Estate
2
+ 0.07%
$124.05 - $156.86 $248 - $314
2.75K $420K
First Tr Exchng Traded Fd Vi
3.63K
+ 66.37%
N/A
9.11K $183K
AON
Aon PLC

Financial Services
135
+ 28.18%
$348.44 - $409.32 $47K - $55.3K
614 $245K
CDNS
Cadence Design Systems Inc

Technology
470
+ 46.17%
$233.96 - $324.52 $110K - $153K
1.49K $378K
EMLP
First Tr Exchange Traded Iv

ETFs
1.17K
+ 7.97%
$35.79 - $38.28 $41.9K - $44.8K
15.8K $594K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.44K
+ 12025.0%
$47.47 - $48.84 $68.5K - $70.5K
1.46K $70K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.34K
+ 10.73%
$38.89 - $41.6 $52.2K - $55.8K
13.8K $560K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
850
+ 7.1%
N/A
12.8K $823K
VGT
Vanguard Information Technolog

ETFs
143
+ 89.38%
$542.38 - $646.34 $77.6K - $92.4K
303 $164K
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
1.35K
+ 304.05%
$48.94 - $56.01 $66.1K - $75.6K
1.79K $89K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
609
+ 38.86%
$120.24 - $134.3 $73.2K - $81.8K
2.18K $266K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
2.9K
+ 24.87%
$21.64 - $22.08 $62.6K - $63.9K
14.5K $315K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
492
+ 5.28%
$61.2 - $68.24 $30.1K - $33.6K
9.82K $648K
SLB
Schlumberger Limited

Energy
924
+ 14.9%
$38.4 - $43.74 $35.5K - $40.4K
7.12K $298K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
750
+ 87.51%
$77.7 - $78.94 $58.3K - $59.2K
1.61K $127K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.41K
+ 26.91%
$22.42 - $23.22 $54K - $56K
11.4K $262K
Calamos ETF Tr
2.47K
+ 10.53%
N/A
25.9K $645K
XLY
Select Sector Spdr Consumer Di

ETFs
678
+ 23.44%
$192.6 - $233.2 $131K - $158K
3.57K $705K
CORP
Pimco Investment Grade Corp Bd

ETFs
374
+ 2.95%
$93.89 - $97.32 $35.1K - $36.4K
13.1K $1.26M
CTVA
Corteva, Inc.

Basic Materials
759
+ 72.7%
$55.94 - $66.15 $42.5K - $50.2K
1.8K $113K
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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