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
EOCT
Innovator Etfs Tr Emerging Mar
443
+ 18.32%
N/A
2.86K $76K
UL
Unilever PLC

Consumer Defensive
20
+ 0.54%
$54.72 - $60.29 $1.09K - $1.21K
3.69K $220K
Fidelity Wise Origin Bitcoin
213
+ 60.51%
N/A
565 $41K
CME
Cme Group Inc.

Financial Services
43
+ 238.89%
$225.82 - $266.54 $9.71K - $11.5K
61 $16K
JMBS
Janus Detroit Str Tr Henderson

ETFs
246
+ 96.47%
$43.53 - $45.42 $10.7K - $11.2K
501 $23K
VICI
Vici Properties Inc.

Real Estate
30
+ 0.95%
$28.21 - $32.68 $846 - $980
3.19K $104K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
10
+ 12.99%
$402.49 - $513.76 $4.02K - $5.14K
87 $42K
FNK
First Trust Mid Cap Value Alph

ETFs
214
+ 227.66%
$48.96 - $55.86 $10.5K - $12K
308 $16K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
150
+ 2.89%
$51.52 - $52.37 $7.73K - $7.86K
5.35K $280K
ED
Consolidated Edison Inc

Utilities
2
+ 0.39%
$88.0 - $110.59 $176 - $221
512 $57K
XEL
Xcel Energy Inc

Utilities
131
+ 44.11%
$63.37 - $72.1 $8.3K - $9.45K
428 $30K
HYDB
Ishares Tr Edge High Yield Def

ETFs
207
+ 5.11%
$46.82 - $47.8 $9.69K - $9.89K
4.26K $200K
EXC
Exelon Corp

Utilities
9
+ 0.82%
$37.3 - $46.08 $336 - $415
1.11K $52K
PLW
Invesco 1 30 Laddered Treasury

ETFs
154
+ 2.15%
N/A
7.33K $204K
FCX
Freeport Mcmoran Inc

Basic Materials
284
+ 12.53%
$34.5 - $43.01 $9.8K - $12.2K
2.55K $96K
EVRG
Evergy, Inc.

Utilities
148
+ 822.22%
$59.9 - $69.52 $8.87K - $10.3K
166 $11K
BSCU
Invesco Exc Self Ind Tr

ETFs
135
+ 0.45%
$16.2 - $16.64 $2.19K - $2.25K
30.4K $505K
GLW
Corning Inc

Technology
213
+ 67.83%
$44.91 - $54.25 $9.57K - $11.6K
527 $24K
First Tr Exchange Traded Fd
269
+ 2.06%
N/A
13.3K $276K
WPC
W. P. Carey Inc.

Real Estate
7
+ 0.74%
$53.5 - $65.05 $375 - $455
957 $61K
TDVG
T Rowe Price Exchange Traded F

Technology
21
+ 0.2%
$39.23 - $42.13 $824 - $885
10.5K $425K
First Tr Exchng Traded Fd Vi
958
+ 8.01%
N/A
12.9K $291K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
168
+ 9.69%
$43.76 - $45.31 $7.35K - $7.61K
1.9K $86K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
456
+ 167.03%
$15.88 - $17.78 $7.24K - $8.11K
729 $13K
AJG
Arthur J. Gallagher & Co.

Financial Services
20
+ 74.07%
$275.89 - $345.24 $5.52K - $6.9K
47 $16K
EGP
Eastgroup Properties Inc

Real Estate
2
+ 0.44%
$155.63 - $187.46 $311 - $375
457 $81K
WFC
Wells Fargo & Company

Financial Services
4
+ 0.1%
$66.78 - $81.42 $267 - $326
4K $287K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
142
+ 53.18%
$67.24 - $84.27 $9.55K - $12K
409 $28K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
14
+ 0.44%
$76.77 - $82.22 $1.07K - $1.15K
3.23K $257K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
224
+ 6.8%
$18.46 - $19.19 $4.14K - $4.3K
3.52K $68K
VTR
Ventas, Inc.

Real Estate
3
+ 0.42%
$56.9 - $70.47 $171 - $211
720 $49K
EMQQ
Emqq Emerging Markets Internet

ETFs
30
+ 1.86%
$33.17 - $40.71 $995 - $1.22K
1.64K $63K
IOCT
Innovator Etfs Tr Intl Dev Pow
115
+ 4.76%
N/A
2.53K $78K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
110
+ 17.41%
$110.9 - $132.93 $12.2K - $14.6K
742 $84K
FSIG
First Tr ETF Iv LTD Duration I
289
+ 2.24%
$18.74 - $19.04 $5.42K - $5.5K
13.2K $250K
PTC
Ptc Inc.

Technology
45
+ 80.36%
$153.3 - $193.48 $6.9K - $8.71K
101 $16K
BMO
Bank Of Montreal

Financial Services
62
+ 15.31%
$94.92 - $104.14 $5.89K - $6.46K
467 $45K
HSY
Hershey CO

Consumer Defensive
25
+ 2.01%
$144.74 - $186.36 $3.62K - $4.66K
1.27K $217K
JPIN
Jp Morgan Diversified Return I

ETFs
5
+ 0.31%
$52.75 - $58.91 $264 - $295
1.61K $92K
LYB
Lyondell Basell Industries N.V.

Basic Materials
91
+ 1011.11%
$69.82 - $78.67 $6.35K - $7.16K
100 $7K
OMFL
Invesco Exchange Traded Self I

ETFs
121
+ 23.68%
$52.19 - $57.45 $6.31K - $6.95K
632 $34K
ICVT
Ishares Tr Convertible Bond Et

ETFs
129
+ 3.02%
$83.18 - $89.27 $10.7K - $11.5K
4.41K $369K
First Tr Exchng Traded Fd Vi
423
+ 13.0%
N/A
3.68K $86K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
953
+ 3.78%
$23.88 - $25.48 $22.8K - $24.3K
26.1K $635K
DKNG
Draft Kings Inc.

Consumer Cyclical
148
+ 74.0%
$33.21 - $53.49 $4.92K - $7.92K
348 $12K
IGE
Ishares Tr North Amern Nat Res

ETFs
35
+ 3.14%
$42.6 - $46.27 $1.49K - $1.62K
1.15K $53K
TRNO
Terreno Realty Corp

Real Estate
5
+ 0.44%
$57.4 - $68.5 $287 - $343
1.14K $72K
FNF
Fidelity National Financial, Inc.

Financial Services
4
+ 0.76%
$54.25 - $65.27 $217 - $261
529 $34K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
10
+ 1.05%
$48.65 - $53.06 $487 - $531
965 $50K
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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