Capital Analysts, LLC Reduced Holdings in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-909K
- 90.05%
$57.21 - $65.8 $52M - $59.8M
100K $5.86M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-892K
- 93.19%
$40.03 - $46.81 $35.7M - $41.8M
65.1K $2.66M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-295K
- 89.93%
$105.1 - $109.61 $31M - $32.3M
33K $3.59M
RLY
Ssga Active ETF Tr

ETFs
-474K
- 42.31%
$27.21 - $28.6 $12.9M - $13.6M
646K $18.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-88.1K
- 68.92%
$110.75 - $119.78 $9.75M - $10.5M
39.7K $4.59M
MUB
Ishares National Muni Bond ETF

ETFs
-67.7K
- 35.72%
$104.71 - $107.69 $7.08M - $7.29M
122K $12.8M
AAPL
Apple Inc.

Technology
-6.33K
- 3.11%
$209.68 - $247.1 $1.33M - $1.57M
197K $43.8M
SPMD
Spdr Portfolio

ETFs
-114K
- 74.84%
$50.21 - $57.73 $5.74M - $6.6M
38.4K $1.97M
USFR
Wisdomtree Floating Rate Treas

ETFs
-108K
- 14.02%
$50.29 - $50.5 $5.42M - $5.44M
661K $33.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-98.7K
- 16.02%
$49.42 - $50.43 $4.88M - $4.98M
517K $25.8M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-97.2K
- 98.2%
$47.33 - $47.92 $4.6M - $4.66M
1.78K $85K
VUSB
Vanguard Bd Index Fds
-91.6K
- 35.84%
N/A
164K $8.17M
STZ
Constellation Brands, Inc.

Consumer Defensive
-13.5K
- 98.08%
$161.05 - $222.93 $2.17M - $3.01M
264 $48K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-55.2K
- 86.24%
$47.09 - $50.46 $2.6M - $2.78M
8.8K $419K
EFG
Msci Eafe Growth ETF

ETFs
-28K
- 44.42%
$96.1 - $106.37 $2.69M - $2.97M
35K $3.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-27.1K
- 97.25%
$85.29 - $92.57 $2.31M - $2.5M
766 $70K
KKR
Kkr & Co. Inc.

Financial Services
-8.58K
- 28.11%
$108.17 - $167.07 $928K - $1.43M
21.9K $2.54M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-17.8K
- 9.53%
$67.03 - $74.61 $1.2M - $1.33M
169K $11.5M
LLY
Eli Lilly & CO

Healthcare
-1.42K
- 39.78%
$725.72 - $929.72 $1.03M - $1.32M
2.14K $1.77M
IEMG
Ishares Inc

ETFs
-47.4K
- 4.97%
N/A
906K $48.9M
IFRA
Ishares Tr

ETFs
-17.2K
- 99.88%
$44.8 - $49.25 $771K - $848K
20 $1K
VBR
Vanguard Small Cap Value ETF

ETFs
-3.65K
- 43.5%
$183.02 - $207.75 $667K - $757K
4.74K $882K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-14.1K
- 61.71%
$49.22 - $51.73 $694K - $729K
8.75K $442K
Pimco ETF Tr
-22.3K
- 44.67%
N/A
27.6K $728K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-691
- 0.61%
$51.45 - $58.51 $35.6K - $40.4K
113K $5.85M
SKYY
First Trust Cloud Computing Et

ETFs
-1.44K
- 6.05%
$102.23 - $131.18 $147K - $188K
22.3K $2.28M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-11.6K
- 81.6%
$42.86 - $45.92 $496K - $532K
2.61K $113K
FNDX
Schwab Fundamental U S Large C

ETFs
-20.6K
- 51.4%
$23.03 - $25.01 $474K - $515K
19.5K $460K
GM
General Motors CO

Consumer Cyclical
-966
- 1.49%
$45.22 - $54.92 $43.7K - $53.1K
63.8K $3M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-10.3K
- 10.76%
$58.32 - $65.09 $599K - $668K
85.1K $5.13M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-5.77K
- 3.15%
$56.17 - $59.71 $324K - $344K
177K $10.1M
ILCG
Ishares Morningstar Growth ETF
-4.39K
- 98.06%
N/A
87 $7K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-6.57K
- 22.75%
$59.15 - $62.71 $388K - $412K
22.3K $1.38M
EFV
Msci Eafe Value ETF

ETFs
-19K
- 16.55%
$51.88 - $60.73 $986K - $1.15M
95.8K $5.65M
ORCL
Oracle Corp

Technology
-712
- 7.01%
$139.81 - $186.47 $99.5K - $133K
9.44K $1.32M
ET
Energy Transfer LP

Energy
-5.25K
- 2.12%
$17.26 - $21.08 $90.6K - $111K
242K $4.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.33K
- 77.61%
$100.34 - $100.68 $335K - $336K
962 $97K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-2.4K
- 31.95%
$122.03 - $134.83 $293K - $324K
5.12K $628K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.58K
- 12.2%
$169.43 - $182.84 $267K - $289K
11.4K $1.97M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-5.38K
- 35.73%
$49.69 - $50.76 $267K - $273K
9.67K $484K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-15K
- 6.03%
$39.65 - $43.35 $593K - $648K
233K $9.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.61K
- 5.93%
$23.16 - $27.04 $83.6K - $97.6K
57.3K $1.34M
VB
Vanguard Small Cap ETF

ETFs
-387
- 5.05%
$217.89 - $252.64 $84.3K - $97.8K
7.27K $1.61M
FNDF
Schwab Fundamental Intl Large

ETFs
-7.59K
- 43.93%
$32.9 - $37.45 $250K - $284K
9.69K $350K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-6.19K
- 49.62%
$35.29 - $36.56 $219K - $226K
6.29K $225K
KO
Coca Cola CO

Consumer Defensive
-13K
- 16.86%
$60.81 - $72.32 $791K - $941K
64.1K $4.59M
IWP
Ishares Russell Mid Cap Growth

ETFs
-419
- 2.42%
$114.9 - $139.6 $48.1K - $58.5K
16.9K $1.99M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-4.57K
- 14.89%
$59.28 - $66.1 $271K - $302K
26.1K $1.66M
XLP
Consumer Staples Sector Spdr

ETFs
-2.95K
- 19.57%
N/A
12.1K $988K
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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