Capital Analysts, LLC Incresed Positions in Q3 2024

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CMI
Cummins Inc

Industrials
1
+ 0.15%
$266.63 - $326.4 $267 - $326
673 $218K
QJUN
First Tr ETF
1.11K
+ 33.35%
$24.85 - $27.22 $27.5K - $30.1K
4.43K $120K
ENB
Enbridge Inc

Energy
31
+ 0.53%
$35.27 - $41.18 $1.09K - $1.28K
5.9K $240K
USXF
Ishares Esg Advanced Msci Usa

Technology
343
+ 6.24%
$43.59 - $49.35 $15K - $16.9K
5.84K $287K
AKAM
Akamai Technologies Inc

Technology
239
+ 36.6%
N/A
892 $90K
MMM
3 M CO

Industrials
3
+ 0.35%
$99.69 - $139.42 $299 - $418
859 $117K
First Tr Exchng Traded Fd Vi
983
+ 4.27%
N/A
24K $502K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
907
+ 12.58%
$22.51 - $23.92 $20.4K - $21.7K
8.12K $193K
ED
Consolidated Edison Inc

Utilities
243
+ 86.48%
$88.42 - $104.97 $21.5K - $25.5K
524 $55K
PFG
Principal Financial Group Inc

Financial Services
213
+ 14.74%
$72.94 - $87.46 $15.5K - $18.6K
1.66K $142K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
38
+ 0.47%
$38.03 - $42.06 $1.45K - $1.6K
8.13K $340K
First Tr Exchng Traded Fd Vi
712
+ 54.6%
N/A
2.02K $73K
ON
On Semiconductor Corp

Technology
328
+ 26.28%
$66.39 - $78.74 $21.8K - $25.8K
1.58K $114K
AMGN
Amgen Inc

Healthcare
33
+ 1.78%
$309.38 - $337.38 $10.2K - $11.1K
1.89K $608K
OWL
Blue Owl Capital Inc.

Financial Services
1.43K
+ 611.59%
$15.81 - $19.83 $22.5K - $28.3K
1.66K $32K
FTSL
First Trust Senior Ln Fund

ETFs
566
+ 6.65%
$45.51 - $46.26 $25.8K - $26.2K
9.08K $417K
MFLX
First Tr Exchange Traded Fd Vi
1.45K
+ 38.66%
N/A
5.19K $91K
SCHO
Schwab Short Term Us Treasury

ETFs
484
+ 17.07%
$47.93 - $49.06 $23.2K - $23.7K
3.32K $163K
HPE
Hewlett Packard Enterprise CO

Technology
1.34K
+ 367.58%
$16.1 - $21.44 $21.5K - $28.7K
1.7K $35K
TDVG
T Rowe Price Exchange Traded F

Technology
18
+ 0.17%
$37.87 - $40.96 $682 - $737
10.5K $430K
APH
Amphenol Corp

Technology
402
+ 324.19%
$58.39 - $70.41 $23.5K - $28.3K
526 $34K
IWR
Ishares Russell Mid Cap ETF

ETFs
3
+ 0.09%
$79.92 - $88.19 $240 - $265
3.51K $309K
KHC
Kraft Heinz CO

Consumer Defensive
631
+ 170.54%
$31.86 - $36.13 $20.1K - $22.8K
1K $36K
PSL
Invesco Dwa Consumer Staples M
214
+ 44.21%
N/A
698 $71K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
351
+ 4.57%
$36.06 - $37.66 $12.7K - $13.2K
8.03K $302K
RWO
Spdr Dow Jones Global Real Est

ETFs
330
+ 22.9%
$41.23 - $48.48 $13.6K - $16K
1.77K $84K
Ge Healthcare Technologies I
60
+ 5.35%
N/A
1.18K $111K
Linde PLC
47
+ 138.24%
N/A
81 $38K
EIX
Edison International

Utilities
177
+ 39.07%
$71.19 - $87.72 $12.6K - $15.5K
630 $55K
VTR
Ventas, Inc.

Real Estate
272
+ 61.54%
$50.88 - $65.33 $13.8K - $17.8K
714 $46K
PPA
Invesco Exchange Traded Fd Tr

ETFs
179
+ 100.56%
$102.05 - $114.97 $18.3K - $20.6K
357 $41K
IDU
Ishares Tr U S Utils ETF

ETFs
101
+ 11.22%
$87.2 - $102.21 $8.81K - $10.3K
1K $102K
VGT
Vanguard Information Technolog

ETFs
36
+ 17.56%
$514.43 - $606.85 $18.5K - $21.8K
241 $141K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
276
+ 1840.0%
$72.22 - $81.88 $19.9K - $22.6K
291 $23K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
96
+ 1371.43%
$201.82 - $234.36 $19.4K - $22.5K
103 $24K
FDX
Fedex Corp

Industrials
83
+ 138.33%
$254.64 - $313.52 $21.1K - $26K
143 $39K
YUM
Yum Brands Inc

Consumer Cyclical
90
+ 7.87%
$125.95 - $139.96 $11.3K - $12.6K
1.23K $172K
ROST
Ross Stores, Inc.

Consumer Cyclical
130
+ 50.78%
$136.06 - $155.24 $17.7K - $20.2K
386 $58K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
39
+ 1.51%
$64.57 - $71.76 $2.52K - $2.8K
2.63K $188K
WST
West Pharmaceutical Services Inc

Healthcare
235
+ 13.62%
$277.16 - $333.3 $65.1K - $78.3K
1.96K $588K
HPQ
Hp Inc

Technology
558
+ 334.13%
$32.02 - $38.11 $17.9K - $21.3K
725 $26K
FCX
Freeport Mcmoran Inc

Basic Materials
339
+ 17.43%
$39.52 - $51.92 $13.4K - $17.6K
2.28K $114K
VMC
Vulcan Materials CO

Basic Materials
80
+ 181.82%
$231.83 - $274.51 $18.5K - $22K
124 $31K
PPG
Ppg Industries Inc

Basic Materials
15
+ 0.55%
$118.32 - $134.55 $1.77K - $2.02K
2.72K $360K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
172
+ 12.68%
$66.31 - $74.08 $11.4K - $12.7K
1.53K $112K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
240
+ 4.76%
$51.02 - $52.74 $12.2K - $12.7K
5.29K $278K
IP
International Paper CO

Consumer Cyclical
133
+ 5.77%
$42.55 - $49.98 $5.66K - $6.65K
2.44K $119K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
16
+ 0.5%
$71.86 - $78.56 $1.15K - $1.26K
3.2K $251K
LCID
Lucid Group, Inc.

Consumer Cyclical
5K
+ 398.41%
$2.64 - $4.26 $13.2K - $21.3K
6.26K $22K
Activity Summary
Buys All Purchases 683 New Holdings 182 Increased Positions 501 Sells All Sells 264 Reductions 264 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email