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
Kenvue Inc
2
+ 0.02%
N/A
8.46K $180K
CAT
Caterpillar Inc

Industrials
20
+ 2.34%
$360.37 - $416.88 $7.21K - $8.34K
876 $318K
CARR
Carrier Global Corp

Industrials
127
+ 6.45%
$66.69 - $82.65 $8.47K - $10.5K
2.1K $143K
Ge Healthcare Technologies I
3
+ 0.25%
N/A
1.18K $93K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
3.24K
+ 9.22%
$23.41 - $25.88 $75.8K - $83.8K
38.4K $898K
XLU
Utilities Sector Spdr

ETFs
6
+ 0.17%
$74.89 - $82.93 $449 - $498
3.59K $272K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
24
+ 0.26%
$80.93 - $85.66 $1.94K - $2.06K
9.4K $760K
FSLR
First Solar, Inc.

Technology
129
+ 22.36%
$175.88 - $240.66 $22.7K - $31K
706 $124K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.88K
+ 15.8%
$219.66 - $257.62 $412K - $483K
13.8K $3.04M
REET
Ishares Global Reit ETF

ETFs
305
+ 2.88%
$23.43 - $26.54 $7.15K - $8.09K
10.9K $261K
PGR
Progressive Corp

Financial Services
28
+ 1.29%
$239.6 - $268.88 $6.71K - $7.53K
2.2K $528K
RIO
Rio Tinto PLC

Basic Materials
163
+ 5.99%
$58.59 - $71.15 $9.55K - $11.6K
2.89K $170K
SCHO
Schwab Short Term Us Treasury

ETFs
2.42K
+ 72.8%
$24.06 - $48.88 $58.2K - $118K
5.74K $138K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
575
+ 3.96%
$33.39 - $37.66 $19.2K - $21.7K
15.1K $504K
UL
Unilever PLC

Consumer Defensive
11
+ 0.3%
$56.7 - $64.64 $624 - $711
3.67K $208K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.1K
+ 172.56%
$22.01 - $66.82 $267K - $810K
19.2K $434K
ORCL
Oracle Corp

Technology
14
+ 0.14%
$165.41 - $192.43 $2.32K - $2.69K
10.2K $1.69M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
1.1K
+ 4.55%
$25.02 - $27.43 $27.4K - $30K
25.2K $630K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
6.31K
+ 12.06%
$34.21 - $38.73 $216K - $245K
58.7K $2.01M
UPS
United Parcel Service Inc

Industrials
51
+ 1.0%
$122.65 - $138.35 $6.26K - $7.06K
5.16K $651K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.63K
+ 160.55%
$25.93 - $105.3 $68.1K - $276K
4.26K $119K
PBT
Permian Basin Royalty Trust

Energy
500
+ 0.65%
$10.49 - $13.86 $5.25K - $6.93K
77.9K $863K
TXN
Texas Instruments Inc

Technology
9
+ 0.28%
N/A
3.25K $609K
PHG
Koninklijke Philips Nv

Healthcare
178
+ 1.99%
$24.71 - $32.66 $4.4K - $5.81K
9.14K $231K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
69
+ 21.04%
$701.85 - $1046.91 $48.4K - $72.2K
397 $283K
ASML
Asml Holding Nv

Technology
103
+ 10.79%
$658.43 - $872.27 $67.8K - $89.8K
1.06K $733K
IVE
Ishares S&P 500 Value ETF

ETFs
1.48K
+ 2.68%
$189.5 - $206.17 $281K - $306K
56.8K $10.9M
DD
Du Pont De Nemours, Inc.

Basic Materials
3
+ 0.06%
$75.95 - $88.05 $228 - $264
5.43K $414K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
42
+ 0.55%
$131.66 - $144.0 $5.53K - $6.05K
7.7K $1.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.24K
+ 1.18%
$113.92 - $127.38 $256K - $286K
192K $22.1M
UFPT
Ufp Technologies Inc

Healthcare
6
+ 0.56%
$238.73 - $346.29 $1.43K - $2.08K
1.07K $263K
VIG
Vanguard Dividend Appreciation

ETFs
149
+ 0.32%
N/A
47.3K $9.26M
SCHC
Schwab Strategic Tr Intl Small

ETFs
602
+ 2.64%
$33.93 - $38.37 $20.4K - $23.1K
23.4K $803K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
110
+ 0.91%
$75.65 - $83.47 $8.32K - $9.18K
12.1K $924K
PG
Procter & Gamble CO

Consumer Defensive
2.22K
+ 2.67%
$161.05 - $179.7 $357K - $398K
85.1K $14.3M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.83K
+ 6.35%
$60.13 - $67.31 $110K - $123K
30.7K $1.87M
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.16K
+ 2.17%
$32.65 - $33.68 $299K - $309K
432K $14.1M
CVX
Chevron Corp

Energy
2
+ 0.0%
$141.15 - $162.53 $282 - $325
42.8K $6.2M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.2K
+ 5.2%
$37.12 - $41.23 $81.8K - $90.9K
44.6K $1.66M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
5.22K
+ 57.23%
$22.02 - $46.16 $115K - $241K
14.3K $317K
PHM
Pultegroup Inc

Consumer Cyclical
55
+ 1.66%
$108.86 - $149.04 $5.99K - $8.2K
3.37K $366K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
73.4K
+ 195.42%
$26.93 - $84.95 $1.98M - $6.24M
111K $3.03M
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.04%
$164.99 - $203.87 $495 - $612
7.3K $1.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
27.4K
+ 81.88%
$25.33 - $51.16 $695K - $1.4M
60.9K $1.58M
IEF
Ishares Barclays

ETFs
423
+ 1.21%
$92.08 - $98.18 $38.9K - $41.5K
35.4K $3.27M
NOC
Northrop Grumman Corp

Industrials
176
+ 4.17%
$466.52 - $543.88 $82.1K - $95.7K
4.39K $2.06M
VZ
Verizon Communications Inc

Communication Services
5.53K
+ 7.01%
$39.6 - $45.21 $219K - $250K
84.4K $3.38M
COP
Conocophillips

Energy
5.34K
+ 4.46%
$95.12 - $114.72 $507K - $612K
125K $12.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.68K
+ 1.49%
$57.53 - $60.83 $154K - $163K
183K $10.5M
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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