Capital Analysts, LLC Incresed Positions in Q2 2025

Capital Analysts, LLC

  • $3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
1
+ 0.31%
$170.96 - $322.76 $171 - $323
323 $104K
AVSC
American Centy ETF Tr Avantis
40
+ 0.36%
$42.39 - $51.76 $1.7K - $2.07K
11.2K $579K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
280
+ 3.13%
$121.58 - $136.74 $34K - $38.3K
9.22K $1.25M
JPHY
Jp Morgan High Yield Research

ETFs
705
+ 11.88%
N/A
6.64K $310K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1
+ 0.04%
$57.46 - $75.58 $57.5 - $75.6
2.8K $211K
WFC
Wells Fargo & Company

Financial Services
4
+ 0.1%
$60.98 - $80.12 $244 - $320
4.01K $322K
FLQS
Franklin Templeton ETF Tr Libe

ETFs
826
+ 2848.28%
$35.07 - $41.28 $29K - $34.1K
855 $35K
XSMO
Invesco S&P Smallcap Momentum

ETFs
363
+ 23.43%
$55.15 - $68.11 $20K - $24.7K
1.91K $130K
FTHI
First Trust Exchange Traded Fd

ETFs
905
+ 7.47%
$19.66 - $22.85 $17.8K - $20.7K
13K $298K
XLRE
Select Sector Spdr Tr Real Est

ETFs
808
+ 35.42%
$37.08 - $42.26 $30K - $34.1K
3.09K $128K
Ge Vernova Inc
12
+ 11.11%
N/A
120 $64K
FICS
First Tr Exchange Traded Fd Vi

ETFs
684
+ 45.54%
$33.47 - $40.22 $22.9K - $27.5K
2.19K $86K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
300
+ 37.27%
$100.04 - $100.54 $30K - $30.2K
1.11K $111K
BSCW
Invesco Exg Tr Slf Indx Fd Tr
1.32K
+ 12.61%
N/A
11.8K $243K
BSCV
Invesco ETF Self Indexed Fd Tr
1.66K
+ 11.45%
$15.97 - $16.53 $26.5K - $27.5K
16.2K $267K
ISRG
Intuitive Surgical Inc

Healthcare
18
+ 4.22%
$451.58 - $565.94 $8.13K - $10.2K
445 $242K
BSCU
Invesco Exc Self Ind Tr

ETFs
1.41K
+ 4.64%
$16.31 - $16.78 $23.1K - $23.7K
31.9K $535K
ICF
Ishares Tr

ETFs
614
+ 2.89%
$54.56 - $62.47 $33.5K - $38.4K
21.8K $1.34M
EUSB
Ishares Tr Esg Advanced Total

Technology
644
+ 31.63%
$42.54 - $43.56 $27.4K - $28.1K
2.68K $117K
ICVT
Ishares Tr Convertible Bond Et

ETFs
13
+ 0.29%
$78.98 - $90.1 $1.03K - $1.17K
4.42K $398K
QWLD
Spdr Index Shs Fds

ETFs
19
+ 0.51%
$114.78 - $134.88 $2.18K - $2.56K
3.74K $504K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.12K
+ 2.5%
$18.28 - $18.7 $20.5K - $21K
46K $861K
SCHV
Schwab Strategic Tr Us Large C

ETFs
419
+ 2.85%
$23.55 - $27.67 $9.87K - $11.6K
15.1K $418K
OMFL
Invesco Exchange Traded Self I

ETFs
435
+ 68.83%
$48.43 - $57.78 $21.1K - $25.1K
1.07K $62K
First Tr Exchng Traded Fd Vi
1.07K
+ 28.96%
N/A
4.74K $114K
SCMB
Schwab Strategic Tr Mun Bd ETF
1.08K
+ 38.8%
N/A
3.87K $98K
SSNC
Ss&C Technologies Holdings Inc

Technology
762
+ 1.5%
$71.96 - $83.42 $54.8K - $63.6K
51.5K $4.27M
NLOK
Norton Life Lock Inc.

Technology
575
+ 17.94%
N/A
3.78K $111K
XLU
Utilities Sector Spdr

ETFs
5
+ 0.06%
$73.09 - $82.77 $365 - $414
8.85K $723K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
95
+ 3.74%
$59.98 - $74.92 $5.7K - $7.12K
2.64K $196K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.06K
+ 20.63%
$12.82 - $18.15 $13.6K - $19.3K
6.2K $104K
TXT
Textron Inc

Industrials
234
+ 32.68%
$60.72 - $80.34 $14.2K - $18.8K
950 $76K
MPWR
Monolithic Power Systems Inc

Technology
1
+ 0.69%
$455.19 - $737.73 $455 - $738
146 $107K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3
+ 0.09%
$65.84 - $80.81 $198 - $242
3.36K $270K
CTVA
Corteva, Inc.

Basic Materials
2
+ 0.11%
$55.52 - $74.53 $111 - $149
1.81K $135K
Fidelity Wise Origin Bitcoin
109
+ 19.29%
N/A
674 $63K
FJAN
First Exc Trd Viii Cboe Vest U
323
+ 21.25%
N/A
1.84K $88K
TT
Trane Technologies PLC

Industrials
1
+ 0.51%
$315.21 - $437.41 $315 - $437
198 $86K
Franklin Templeton ETF Tr
376
+ 19.49%
N/A
2.31K $69K
JPIB
Jpmorgan International Bond Op

ETFs
328
+ 12.47%
$47.18 - $48.62 $15.5K - $15.9K
2.96K $143K
GILD
Gilead Sciences, Inc.

Healthcare
211
+ 3.2%
$96.91 - $113.0 $20.4K - $23.8K
6.82K $756K
KRE
Spdr S&P Regional Banking ETF

ETFs
2
+ 0.03%
$48.81 - $59.48 $97.6 - $119
6.47K $384K
FEM
First Trust Emerging Markets A

ETFs
579
+ 61.93%
$19.94 - $24.69 $11.5K - $14.3K
1.51K $37K
First Tr Exchng Traded Fd Vi
195
+ 1.29%
N/A
15.4K $323K
ITB
Ishares Tr

ETFs
174
+ 1338.46%
$85.52 - $96.61 $14.9K - $16.8K
187 $17K
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.04%
$59.52 - $79.36 $59.5 - $79.4
2.31K $172K
CGSD
Capital Grp Core Plus Income E
582
+ 7.58%
N/A
8.26K $214K
NOC
Northrop Grumman Corp

Industrials
144
+ 3.0%
$456.3 - $540.39 $65.7K - $77.8K
4.95K $2.47M
FDL
First Tr Morningstar Dividend

ETFs
3.55K
+ 4.15%
$38.19 - $43.19 $136K - $153K
89.2K $3.74M
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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