Capital Analysts, LLC Incresed Positions in Q2 2025

Capital Analysts, LLC

  • $3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
364
+ 4.48%
$53.69 - $67.27 $19.5K - $24.5K
8.49K $571K
NI
Nisource Inc.

Utilities
1.62K
+ 3.22%
$37.11 - $40.64 $60.2K - $65.9K
52K $2.1M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.87K
+ 5.84%
$19.44 - $19.56 $75.2K - $75.6K
70.1K $1.37M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.79K
+ 7.14%
$19.49 - $19.66 $73.9K - $74.5K
56.9K $1.12M
XLF
Financial Sector Spdr

ETFs
1.25K
+ 27.02%
$43.92 - $52.37 $54.7K - $65.2K
5.85K $307K
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
1.5K
+ 8.86%
$47.03 - $48.37 $70.7K - $72.7K
18.5K $891K
CGGO
Capital Group Global Growth Eq

ETFs
348
+ 1.99%
$25.31 - $32.17 $8.81K - $11.2K
17.9K $571K
BX
Blackstone Inc.

Financial Services
10
+ 0.14%
$120.07 - $151.11 $1.2K - $1.51K
7.23K $1.08M
PG
Procter & Gamble CO

Consumer Defensive
6.64K
+ 7.48%
$157.66 - $172.39 $1.05M - $1.14M
95.4K $15.2M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.47K
+ 11.97%
$46.41 - $47.7 $68.3K - $70.2K
13.8K $654K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
383
+ 1.14%
$23.45 - $26.56 $8.98K - $10.2K
34K $903K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.73K
+ 23.98%
$22.43 - $23.23 $61.1K - $63.3K
14.1K $327K
Spinnaker ETF Series
1.37K
+ 227.67%
N/A
1.97K $85K
PID
Invesco Exchange Traded Fd Tr

ETFs
186
+ 0.44%
N/A
42.9K $879K
KO
Coca Cola CO

Consumer Defensive
1.71K
+ 2.66%
$68.37 - $73.9 $117K - $126K
65.8K $4.66M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.03K
+ 7.45%
$36.02 - $41.92 $37.1K - $43.2K
14.9K $624K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
686
+ 2.95%
$91.43 - $91.74 $62.7K - $62.9K
23.9K $2.2M
CGDV
Capital Group Divid Value ETF

ETFs
1.51K
+ 180.6%
$31.93 - $39.49 $48.2K - $59.6K
2.34K $93K
SHW
Sherwin Williams CO

Basic Materials
366
+ 3.34%
$313.51 - $363.51 $115K - $133K
11.3K $3.89M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.15K
+ 788.36%
$46.92 - $55.01 $54K - $63.3K
1.3K $70K
COF
Capital One Financial Corp

Financial Services
7
+ 0.4%
$150.57 - $212.76 $1.05K - $1.49K
1.76K $376K
BK
Bank Of New York Mellon Corp

Financial Services
398
+ 12.45%
$73.31 - $91.62 $29.2K - $36.5K
3.6K $328K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
370
+ 49.87%
$101.93 - $128.63 $37.7K - $47.6K
1.11K $143K
HYG
Ishares Tr

ETFs
572
+ 9.01%
$75.75 - $80.65 $43.3K - $46.1K
6.92K $558K
VGT
Vanguard Information Technolog

ETFs
30
+ 9.9%
$470.37 - $663.28 $14.1K - $19.9K
333 $221K
PPA
Invesco Exchange Traded Fd Tr

ETFs
218
+ 22.22%
$105.2 - $141.69 $22.9K - $30.9K
1.2K $170K
DSI
Ishares Msci Kld 400 Social Et

ETFs
104
+ 3.27%
$91.62 - $116.16 $9.53K - $12.1K
3.28K $381K
UFPT
Ufp Technologies Inc

Healthcare
5
+ 0.4%
$186.83 - $253.3 $934 - $1.27K
1.25K $306K
EWJ
Ishares Msci Japan ETF

ETFs
641
+ 94.96%
$61.32 - $75.28 $39.3K - $48.3K
1.32K $99K
FTCS
First Trust Capital Strength E

ETFs
253
+ 1.13%
$81.6 - $92.39 $20.6K - $23.4K
22.6K $2.05M
SGOL
Abrdn Gold ETF Trust

ETFs
24
+ 0.08%
$28.39 - $32.75 $681 - $786
28.5K $900K
Pacer Fds Tr
1.99K
+ 54.48%
N/A
5.64K $138K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
20
+ 0.16%
$36.45 - $42.47 $729 - $849
12.5K $527K
VXF
Vanguard Extended Market ETF

ETFs
57
+ 3.03%
$150.43 - $192.71 $8.57K - $11K
1.94K $373K
PJUN
Innovator U.S. Equity Power Bu

ETFs
689
+ 9.07%
$34.48 - $39.76 $23.8K - $27.4K
8.29K $330K
PAVE
Global X Fds Us Infrastructure

ETFs
765
+ 31.95%
$33.78 - $43.68 $25.8K - $33.4K
3.16K $138K
WM
Waste Management Inc

Industrials
246
+ 6.38%
$216.47 - $242.1 $53.3K - $59.6K
4.1K $938K
Annaly Capital Management In
2.55K
+ 169.87%
N/A
4.05K $76K
BALT
Innovator Etfs Tr
221
+ 0.43%
$30.33 - $32.1 $6.7K - $7.09K
51.9K $1.66M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.89K
+ 9.46%
$22.54 - $23.17 $42.7K - $43.9K
21.9K $504K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
107
+ 4.92%
$108.06 - $135.3 $11.6K - $14.5K
2.28K $308K
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.12K
+ 79.37%
$34.72 - $36.92 $38.7K - $41.2K
2.52K $93K
First Tr Exchng Traded Fd Vi
1.53K
+ 10.22%
N/A
16.5K $338K
NKE
Nike, Inc.

Consumer Cyclical
5
+ 0.1%
$53.27 - $72.04 $266 - $360
5.22K $370K
TYL
Tyler Technologies Inc

Technology
15
+ 0.54%
$521.68 - $592.84 $7.83K - $8.89K
2.77K $1.64M
GUNR
Flexshares Tr Morningstar Glob

ETFs
917
+ 33.98%
$33.77 - $41.16 $31K - $37.7K
3.62K $145K
GLD
Spdr Gold Trust

ETFs
77
+ 7.15%
$273.71 - $316.29 $21.1K - $24.4K
1.15K $351K
First Tr Exchng Traded Fd Vi
319
+ 2.68%
N/A
12.2K $488K
First Tr Exchng Traded Fd Vi
989
+ 113.68%
N/A
1.86K $72K
Activity Summary
Buys All Purchases 547 New Holdings 74 Increased Positions 473 Sells All Sells 357 Reductions 357 Sold out 0 Options Calls 0 Puts 0
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