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
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
270
+ 50.47%
$100.32 - $100.76 $27.1K - $27.2K
805 $81K
GUNR
Flexshares Tr Morningstar Glob

ETFs
558
+ 26.06%
$36.6 - $39.56 $20.4K - $22.1K
2.7K $105K
MGV
Vanguard Mega Cap Value

ETFs
178
+ 21.45%
$123.61 - $133.01 $22K - $23.7K
1.01K $130K
POCT
Innovator U.S. Equity Power Bu

ETFs
973
+ 5.65%
$38.53 - $40.49 $37.5K - $39.4K
18.2K $707K
HES
Hess Corp

Energy
158
+ 367.44%
$135.42 - $160.52 $21.4K - $25.4K
201 $32K
Northern Lts Fd Tr Ii
665
+ 2.31%
N/A
29.5K $689K
TRV
Travelers Companies, Inc.

Financial Services
87
+ 248.57%
$232.43 - $265.13 $20.2K - $23.1K
122 $33K
STT
State Street Corp

Financial Services
274
+ 3914.29%
$84.47 - $102.23 $23.1K - $28K
281 $25K
First Tr Exch Traded Fd Iii
2.12K
+ 17.47%
N/A
14.2K $285K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
187
+ 2.22%
$106.44 - $113.12 $19.9K - $21.2K
8.61K $940K
SNY
Sanofi

Healthcare
204
+ 13.97%
$48.15 - $59.42 $9.82K - $12.1K
1.66K $92K
EVX
Vaneck ETF Tr Environmental Se

ETFs
18.2K
+ 396.52%
$33.9 - $179.35 $618K - $3.27M
22.8K $809K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
14
+ 700.0%
$1187.71 - $1432.58 $16.6K - $20.1K
16 $23K
FTSL
First Trust Senior Ln Fund

ETFs
563
+ 5.9%
$45.65 - $46.48 $25.7K - $26.2K
10.1K $461K
FYT
First Trust Small Cap

ETFs
557
+ 39.48%
$48.74 - $56.7 $27.1K - $31.6K
1.97K $98K
JMEE
J P Morgan Exchange Traded Fd

ETFs
350
+ 673.08%
$54.51 - $63.63 $19.1K - $22.3K
402 $23K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
91
+ 3.26%
$68.32 - $75.06 $6.22K - $6.83K
2.88K $215K
First Tr Exchng Traded Fd Vi
585
+ 25.65%
N/A
2.87K $100K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
951
+ 197.3%
$20.57 - $21.12 $19.6K - $20.1K
1.43K $30K
VIS
Vanguard Industrial ETF

ETFs
82
+ 585.71%
$243.63 - $273.99 $20K - $22.5K
96 $24K
TJX
Tjx Companies Inc

Consumer Cyclical
121
+ 2.12%
$112.81 - $126.16 $13.7K - $15.3K
5.82K $709K
ENB
Enbridge Inc

Energy
207
+ 3.51%
$41.54 - $45.45 $8.6K - $9.41K
6.11K $270K
VOE
Vanguard Mid Cap Value Index F

ETFs
120
+ 39.74%
$156.61 - $168.02 $18.8K - $20.2K
422 $68K
IGM
Ishares Expanded Tech Sector E

ETFs
323
+ 33.86%
$90.67 - $108.46 $29.3K - $35K
1.28K $116K
D
Dominion Energy, Inc

Utilities
81
+ 1.27%
$52.85 - $57.43 $4.28K - $4.65K
6.48K $364K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
64
+ 60.95%
$208.48 - $244.03 $13.3K - $15.6K
169 $41K
Innovator Etfs Trust
803
+ 80.46%
N/A
1.8K $43K
QJUN
First Tr ETF
924
+ 20.88%
$26.45 - $29.15 $24.4K - $26.9K
5.35K $142K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
125
+ 3.86%
$58.01 - $64.46 $7.25K - $8.06K
3.36K $209K
PLTR
Palantir Technologies Inc.

Technology
200
+ 97.09%
$64.98 - $124.62 $13K - $24.9K
406 $34K
Innovator Etfs Trust
480
+ 14.66%
N/A
3.75K $174K
First Tr Exchng Traded Fd Vi
519
+ 42.89%
N/A
1.73K $54K
ESS
Essex Property Trust, Inc.

Real Estate
49
+ 56.32%
N/A
136 $42K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
350
+ 25.2%
$42.18 - $45.16 $14.8K - $15.8K
1.74K $77K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
214
+ 3.55%
$49.67 - $51.43 $10.6K - $11K
6.25K $319K
AVB
Avalonbay Communities Inc

Real Estate
80
+ 48.48%
$207.86 - $228.08 $16.6K - $18.2K
245 $53K
AZN
Astrazeneca PLC

Healthcare
107
+ 11.25%
$65.37 - $77.96 $6.99K - $8.34K
1.06K $78K
PJAN
Innovator U.S. Equity Power Bu

ETFs
403
+ 52.0%
$41.09 - $43.24 $16.6K - $17.4K
1.18K $49K
LCTD
Blackrock ETF World Ex Us Carb
206
+ 11.1%
N/A
2.06K $96K
USXF
Ishares Esg Advanced Msci Usa

Technology
830
+ 10.48%
$46.38 - $52.65 $38.5K - $43.7K
8.75K $409K
PFF
Ishares Trust Ishares Pfd And

ETFs
500
+ 531.91%
$30.73 - $32.26 $15.4K - $16.1K
594 $18K
First Tr Exchng Traded Fd Vi
492
+ 50.1%
N/A
1.47K $45K
XLB
Select Sector Spdr Fd Material

ETFs
171
+ 1554.55%
$83.19 - $90.99 $14.2K - $15.6K
182 $16K
CARR
Carrier Global Corp

Industrials
405
+ 19.31%
$62.07 - $70.55 $25.1K - $28.6K
2.5K $158K
VDC
Vanguard Consumer Staples ETF

ETFs
58
+ 32.4%
$206.54 - $226.16 $12K - $13.1K
237 $52K
NGG
National Grid PLC

Utilities
161
+ 33.61%
$56.13 - $65.61 $9.04K - $10.6K
640 $42K
ISRG
Intuitive Surgical Inc

Healthcare
46
+ 12.07%
$476.63 - $610.45 $21.9K - $28.1K
427 $212K
First Tr Exchng Traded Fd Vi
640
+ 60.04%
N/A
1.71K $38K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
164
+ 51.57%
$89.18 - $104.04 $14.6K - $17.1K
482 $44K
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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