Capital Analysts, LLC Incresed Positions in Q2 2025

Capital Analysts, LLC

  • $3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
4
+ 0.09%
$104.77 - $106.34 $419 - $425
4.23K $450K
BNS
Bank Of Nova Scotia

Financial Services
7
+ 1.58%
$44.56 - $55.27 $312 - $387
449 $25K
BBY
Best Buy CO Inc

Consumer Cyclical
70
+ 140.0%
$56.17 - $75.73 $3.93K - $5.3K
120 $8K
SBLK
Star Bulk Carriers Corp.

Industrials
7
+ 0.3%
$12.66 - $17.4 $88.6 - $122
2.3K $40K
PFG
Principal Financial Group Inc

Financial Services
151
+ 9.11%
$69.56 - $86.19 $10.5K - $13K
1.81K $144K
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.28%
$276.76 - $326.81 $830 - $980
1.06K $325K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2
+ 0.53%
$75.29 - $91.16 $151 - $182
381 $34K
EPR
Epr Properties

Real Estate
3
+ 0.9%
$43.53 - $59.11 $131 - $177
335 $20K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.57K
+ 5.58%
$24.32 - $27.87 $160K - $183K
124K $3.29M
ED
Consolidated Edison Inc

Utilities
78
+ 15.23%
$98.05 - $113.3 $7.65K - $8.84K
590 $60K
AKAM
Akamai Technologies Inc

Technology
34
+ 3.81%
N/A
926 $74K
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.33%
$68.14 - $82.13 $68.1 - $82.1
307 $25K
FRNW
Fidelity Covington Tr Clean En
6
+ 0.78%
$11.59 - $15.86 $69.5 - $95.2
773 $12K
DFIC
Dimensional ETF Tr Dimensional

ETFs
6
+ 1.35%
$24.94 - $31.15 $150 - $187
450 $14K
VNQI
Vanguard Global Ex U.S. Real

ETFs
5
+ 1.47%
$37.77 - $46.15 $189 - $231
345 $16K
RWO
Spdr Dow Jones Global Real Est

ETFs
16
+ 0.9%
$38.85 - $45.0 $622 - $720
1.79K $79K
ICLN
Ishares

ETFs
3
+ 0.3%
$10.56 - $13.31 $31.7 - $39.9
1.01K $13K
SPTL
Spdr Portfolio Long Term Treas

ETFs
72
+ 189.47%
$25.48 - $27.78 $1.83K - $2K
110 $3K
SPSB
Spdr Portfolio Short Term Corp

ETFs
31
+ 1.07%
$29.82 - $30.19 $924 - $936
2.93K $89K
FPI
Farmland Partners Inc.

Real Estate
4
+ 0.33%
$9.8 - $11.79 $39.2 - $47.2
1.2K $14K
CHTR
Charter Communications, Inc.

Communication Services
1
+ 25.0%
$321.68 - $427.25 $322 - $427
5 $2K
Dimensional ETF Trust
3
+ 0.99%
N/A
305 $16K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
2
+ 0.4%
$23.87 - $29.82 $47.7 - $59.6
507 $15K
GTO
Invesco Actively Managed ETF T

ETFs
1
+ 0.45%
$45.73 - $47.2 $45.7 - $47.2
224 $11K
CSWC
Capital Southwest Corp

Financial Services
69
+ 2.64%
$17.99 - $22.44 $1.24K - $1.55K
2.69K $59K
IMO
Imperial Oil LTD

Energy
1
+ 0.66%
$60.22 - $81.91 $60.2 - $81.9
152 $12K
CALM
Cal Maine Foods Inc

Consumer Defensive
3
+ 3.66%
$90.17 - $103.07 $271 - $309
85 $8K
WBD
Warner Bros. Discovery, Inc.

Communication Services
4
+ 0.61%
$7.69 - $11.46 $30.8 - $45.8
660 $8K
AMCR
Amcor PLC

Consumer Cyclical
156
+ 48.45%
$8.57 - $9.81 $1.34K - $1.53K
478 $4K
KRG
Kite Realty Group Trust

Real Estate
18
+ 0.72%
$19.53 - $23.3 $352 - $419
2.52K $57K
UITB
Usaa ETF Tr Core Intermediate

ETFs
11
+ 1.03%
$45.95 - $47.33 $505 - $521
1.08K $51K
INGR
Ingredion Inc

Consumer Defensive
2
+ 0.42%
$123.22 - $140.95 $246 - $282
478 $65K
CTRE
Care Trust Reit, Inc.

Real Estate
2
+ 0.71%
$26.65 - $30.69 $53.3 - $61.4
282 $9K
HNDL
Strategy Shs

ETFs
21
+ 10.1%
$19.2 - $21.66 $403 - $455
229 $5K
KORP
American Centy ETF Tr Diversif

ETFs
14
+ 0.64%
$45.37 - $47.07 $635 - $659
2.2K $103K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
20
+ 0.95%
$28.21 - $28.85 $564 - $577
2.12K $61K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4
+ 0.32%
$116.93 - $119.39 $468 - $478
1.26K $150K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
4
+ 0.55%
$16.37 - $18.59 $65.5 - $74.4
733 $14K
Amentum Holdings Inc
1
+ 1.3%
N/A
78 $2K
FSTA
Fidelity Covington Tr Msci Con

ETFs
3
+ 0.64%
$47.94 - $52.5 $144 - $158
469 $24K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1
+ 0.78%
$136.63 - $176.62 $137 - $177
130 $22K
SON
Sonoco Products CO

Consumer Cyclical
2
+ 1.52%
$40.6 - $47.93 $81.2 - $95.9
134 $6K
IIPR
Innovative Industrial Properties Inc

Real Estate
8
+ 2.62%
$48.03 - $58.9 $384 - $471
313 $17K
BXP
Boston Properties Inc

Real Estate
3
+ 0.84%
$56.86 - $74.12 $171 - $222
360 $24K
HTRB
Hartford Fds Total Return Bd E

ETFs
1
+ 1.22%
$33.14 - $34.12 $33.1 - $34.1
83 $3K
BRX
Brixmor Property Group Inc.

Real Estate
2
+ 0.64%
N/A
314 $8K
PMM
Putnam Managed Municipal Income Trust

Financial Services
5
+ 0.47%
$5.75 - $6.19 $28.8 - $31
1.06K $6K
JMBS
Janus Detroit Str Tr Henderson

ETFs
6
+ 1.2%
$43.89 - $45.45 $263 - $273
507 $23K
VTRS
Viatris Inc

Healthcare
16
+ 3.54%
$7.26 - $9.12 $116 - $146
468 $4K
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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