Capital Analysts, LLC New Holdings in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MKC
Mccormick & CO Inc

Consumer Defensive
321
New
$71.24 - $84.73 $22.9K - $27.2K
321 $26K
Innovator Etfs Trust
996
New
N/A
996 $25K
Innovator Etfs Trust
1.03K
New
N/A
1.03K $25K
Innovator Etfs Trust
1.05K
New
N/A
1.05K $25K
Exchange Traded Concepts Tru
596
New
N/A
596 $23K
FVD
First Tr Value Line Divid Inde

ETFs
483
New
$42.61 - $45.51 $20.6K - $22K
483 $22K
Blackrock ETF Trust Ii
438
New
N/A
438 $22K
FEM
First Trust Emerging Markets A

ETFs
935
New
$21.28 - $23.9 $19.9K - $22.3K
935 $21K
WES
Western Midstream Partners, LP

Energy
517
New
$37.87 - $42.89 $19.6K - $22.2K
517 $21K
PPL
Ppl Corp

Utilities
554
New
$31.68 - $36.11 $17.6K - $20K
554 $20K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
364
New
$54.56 - $64.66 $19.9K - $23.5K
364 $20K
VRNA
Verona Pharma PLC

Healthcare
318
New
$44.81 - $69.63 $14.2K - $22.1K
318 $20K
RWL
Invesco Exchange Traded Fd Tr

ETFs
200
New
$96.9 - $104.39 $19.4K - $20.9K
200 $20K
Tempus Ai Inc
416
New
N/A
416 $20K
Spinnaker ETF Series
600
New
N/A
600 $20K
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
1.5K
New
$12.77 - $26.22 $19.1K - $39.3K
1.5K $19K
ALVO
Alvotech

Healthcare
1.79K
New
$9.55 - $13.52 $17.1K - $24.2K
1.79K $17K
SBTX
Silverback Therapeutics, Inc.

Healthcare
1.3K
New
N/A
1.3K $16K
Dimensional ETF Trust
302
New
N/A
302 $15K
First Tr Exchng Traded Fd Vi
754
New
N/A
754 $15K
FTXL
First Tr ETF Vi Nasdaq Semicon
200
New
N/A
200 $15K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
242
New
$47.66 - $57.45 $11.5K - $13.9K
242 $13K
WEC
Wec Energy Group, Inc.

Utilities
106
New
$92.12 - $108.98 $9.76K - $11.6K
106 $12K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
256
New
$46.86 - $50.66 $12K - $13K
256 $12K
FLN
First Trust Latin America Alph

ETFs
623
New
$15.09 - $17.97 $9.4K - $11.2K
623 $11K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
739
New
$14.91 - $15.74 $11K - $11.6K
739 $11K
GOLD
Barrick Gold Corp

Basic Materials
500
New
$15.45 - $19.56 $7.73K - $9.78K
500 $10K
COIN
Coinbase Global, Inc.

Technology
51
New
$172.23 - $301.3 $8.78K - $15.4K
51 $9K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
277
New
$30.38 - $34.94 $8.42K - $9.68K
277 $9K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
396
New
$23.53 - $25.24 $9.32K - $10K
396 $9K
FMB
First Tr Exchange Traded Fd Ii

ETFs
183
New
$50.17 - $51.45 $9.18K - $9.42K
183 $9K
FV
First Trust Dorsey Wright Focu

ETFs
167
New
$53.91 - $63.03 $9K - $10.5K
167 $9K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
85
New
$96.06 - $104.96 $8.17K - $8.92K
85 $9K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
250
New
$32.17 - $35.61 $8.04K - $8.9K
250 $9K
CTRE
Care Trust Reit, Inc.

Real Estate
280
New
$24.93 - $29.13 $6.98K - $8.16K
280 $8K
PCH
Potlatchdeltic Corp

Real Estate
177
New
$38.35 - $47.34 $6.79K - $8.38K
177 $8K
HEI
Heico Corp

Industrials
30
New
$219.6 - $270.85 $6.59K - $8.13K
30 $8K
RYN
Rayonier Inc

Real Estate
291
New
$24.95 - $28.24 $7.26K - $8.22K
291 $8K
SCCO
Southern Copper Corp

Basic Materials
87
New
$85.92 - $101.48 $7.48K - $8.83K
87 $8K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
146
New
$51.3 - $56.76 $7.49K - $8.29K
146 $8K
Curbline Pptys Corp
341
New
N/A
341 $8K
BRX
Brixmor Property Group Inc.

Real Estate
312
New
N/A
312 $8K
Outfront Media Inc
431
New
N/A
431 $7K
HIG
Hartford Financial Services Group, Inc.

Financial Services
59
New
$106.31 - $123.73 $6.27K - $7.3K
59 $7K
TRP
Tc Energy Corp

Energy
140
New
$44.29 - $49.27 $6.2K - $6.9K
140 $7K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
115
New
$48.31 - $49.23 $5.56K - $5.66K
115 $6K
VRAI
Etfis Ser Tr I Virtus Real Ass

ETFs
255
New
$22.72 - $24.14 $5.79K - $6.16K
255 $6K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
200
New
$28.64 - $32.91 $5.73K - $6.58K
200 $6K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
250
New
$23.43 - $25.55 $5.86K - $6.39K
250 $6K
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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