Capital Analysts, LLC Incresed Positions in Q4 2024

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IMO
Imperial Oil LTD

Energy
1
+ 0.67%
$61.13 - $79.21 $61.1 - $79.2
151 $9K
INVH
Invitation Homes Inc.

Real Estate
10
+ 1.52%
$31.4 - $34.69 $314 - $347
667 $21K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
12
+ 0.38%
$63.01 - $68.55 $756 - $823
3.2K $202K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
168
+ 1.46%
$21.68 - $22.16 $3.64K - $3.72K
11.6K $252K
YUM
Yum Brands Inc

Consumer Cyclical
25
+ 2.03%
$130.36 - $139.54 $3.26K - $3.49K
1.26K $169K
WELL
Welltower Inc.

Real Estate
14
+ 0.51%
$123.11 - $139.3 $1.72K - $1.95K
2.74K $346K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
54
+ 4.56%
$47.66 - $51.84 $2.57K - $2.8K
1.24K $59K
OTIS
Otis Worldwide Corp

Industrials
64
+ 8.93%
$92.57 - $106.01 $5.92K - $6.78K
781 $72K
KRG
Kite Realty Group Trust

Real Estate
14
+ 0.54%
$24.49 - $27.85 $343 - $390
2.58K $65K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1
+ 0.13%
$27.09 - $32.06 $27.1 - $32.1
766 $21K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
10
+ 0.95%
$46.46 - $51.66 $465 - $517
1.06K $51K
EBAY
Ebay Inc

Consumer Cyclical
61
+ 2.71%
$57.51 - $67.17 $3.51K - $4.1K
2.31K $143K
ICLN
Ishares

ETFs
3
+ 0.3%
$11.35 - $14.51 $34.1 - $43.5
1K $11K
MRNA
Moderna, Inc.

Healthcare
21
+ 11.8%
$36.85 - $63.93 $774 - $1.34K
199 $8K
John Hancock Exchange Traded
31
+ 0.45%
N/A
6.86K $179K
JPHY
Jp Morgan High Yield Research

ETFs
72
+ 1.19%
N/A
6.14K $283K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.33K
+ 22.22%
$59.25 - $72.99 $78.7K - $97K
7.31K $437K
VTR
Ventas, Inc.

Real Estate
3
+ 0.42%
$57.73 - $66.48 $173 - $199
717 $42K
MMM
3 M CO

Industrials
11
+ 1.28%
$124.74 - $137.12 $1.37K - $1.51K
870 $112K
HMOP
Hartford Fds Exchange Traded T

ETFs
116
+ 0.84%
$38.56 - $39.45 $4.47K - $4.58K
13.9K $539K
EIX
Edison International

Utilities
3
+ 0.48%
$77.93 - $88.36 $234 - $265
633 $50K
T Rowe Price ETF Inc
2.96K
+ 10.5%
N/A
31.2K $817K
BSCW
Invesco Exg Tr Slf Indx Fd Tr
169
+ 1.46%
N/A
11.8K $237K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 0.04%
$91.94 - $100.02 $91.9 - $100
2.53K $235K
NFTY
First Tr Alphadex Fd Ii India
94
+ 7.33%
N/A
1.38K $77K
BSCV
Invesco ETF Self Indexed Fd Tr
221
+ 1.47%
$16.02 - $16.72 $3.54K - $3.7K
15.3K $245K
FDV
Federated Hermes ETF Tr U S St
17
+ 0.34%
N/A
5.05K $134K
TIP
Ishares Tr Tips Bd ETF

ETFs
79
+ 2.03%
$106.33 - $110.69 $8.4K - $8.74K
3.97K $423K
WPC
W. P. Carey Inc.

Real Estate
7
+ 0.74%
$53.44 - $61.33 $374 - $429
950 $52K
TRNO
Terreno Realty Corp

Real Estate
20
+ 1.8%
$58.62 - $66.94 $1.17K - $1.34K
1.13K $67K
STLD
Steel Dynamics Inc

Basic Materials
14
+ 1.9%
N/A
751 $86K
JPIN
Jp Morgan Diversified Return I

ETFs
30
+ 1.91%
$53.56 - $59.9 $1.61K - $1.8K
1.6K $86K
ICF
Ishares Tr

ETFs
966
+ 8.22%
$58.8 - $66.61 $56.8K - $64.3K
12.7K $766K
BP
Bp PLC

Energy
457
+ 3.94%
$28.16 - $33.14 $12.9K - $15.1K
12K $356K
CTAS
Cintas Corp

Industrials
27
+ 4.96%
$182.7 - $226.47 $4.93K - $6.11K
571 $104K
AOR
Ishares Tr Core Growth Allocat

ETFs
4
+ 0.08%
$57.32 - $59.66 $229 - $239
4.8K $275K
CB
Chubb LTD

Financial Services
7
+ 0.77%
$271.57 - $301.89 $1.9K - $2.11K
919 $254K
EXR
Extra Space Storage Inc.

Real Estate
7
+ 1.92%
$142.35 - $178.32 $996 - $1.25K
372 $56K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
421
+ 1.23%
$42.33 - $43.3 $17.8K - $18.2K
34.7K $1.48M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
814
+ 8.24%
$68.25 - $75.42 $55.6K - $61.4K
10.7K $732K
NVO
Novo Nordisk A S

Healthcare
53
+ 11.75%
$85.0 - $120.04 $4.51K - $6.36K
504 $43K
AZN
Astrazeneca PLC

Healthcare
21
+ 2.26%
$63.2 - $79.58 $1.33K - $1.67K
951 $62K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.06K
+ 3.56%
$51.33 - $53.74 $54.4K - $56.9K
30.8K $1.59M
EGP
Eastgroup Properties Inc

Real Estate
7
+ 1.56%
$158.74 - $185.14 $1.11K - $1.3K
455 $73K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
177
+ 1.74%
$46.33 - $48.6 $8.2K - $8.6K
10.3K $481K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
427
+ 0.87%
$20.08 - $20.61 $8.57K - $8.8K
49.6K $999K
O
Realty Income Corp

Real Estate
17
+ 1.1%
$51.76 - $64.71 $880 - $1.1K
1.56K $84K
CCI
Crown Castle International Corp

Real Estate
47
+ 7.24%
$89.78 - $119.11 $4.22K - $5.6K
696 $63K
TDVG
T Rowe Price Exchange Traded F

Technology
20
+ 0.19%
$39.51 - $41.92 $790 - $838
10.5K $416K
Activity Summary
Buys All Purchases 586 New Holdings 103 Increased Positions 483 Sells All Sells 347 Reductions 347 Sold out 0 Options Calls 0 Puts 0
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