Capital Analysts, LLC Reduced Holdings in Q3 2024

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
-68
- 80.0%
$49.91 - $63.73 $3.39K - $4.33K
17 $1K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-90
- 38.14%
$57.22 - $80.08 $5.15K - $7.21K
146 $11K
EW
Edwards Lifesciences Corp

Healthcare
-23
- 54.76%
$59.7 - $93.78 $1.37K - $2.16K
19 $1K
ANET
Arista Networks, Inc.

Technology
-10
- 66.67%
$311.42 - $388.21 $3.11K - $3.88K
5 $2K
BMO
Bank Of Montreal

Financial Services
-61
- 13.17%
$79.1 - $90.77 $4.83K - $5.54K
402 $36K
FEMB
First Tr ETF Emerging Markets

ETFs
-168
- 16.44%
$26.93 - $29.14 $4.52K - $4.9K
854 $25K
IGM
Ishares Expanded Tech Sector E

ETFs
-42
- 4.22%
$84.03 - $98.62 $3.53K - $4.14K
954 $92K
ADSK
Autodesk, Inc.

Technology
-10
- 47.62%
$245.83 - $245.83 $2.46K - $2.46K
11 $3K
NDSN
Nordson Corp

Industrials
-9
- 24.32%
$225.0 - $262.63 $2.03K - $2.36K
28 $7K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-147
- 23.48%
$24.51 - $27.14 $3.6K - $3.99K
479 $13K
VONV
Vanguard Russell 1000 Value Et

ETFs
-31
- 16.76%
$76.07 - $83.33 $2.36K - $2.58K
154 $13K
PFE
Pfizer Inc

Healthcare
-729
- 3.32%
$27.7 - $31.39 $20.2K - $22.9K
21.2K $614K
FPI
Farmland Partners Inc.

Real Estate
-8
- 0.71%
$9.93 - $11.75 $79.4 - $94
1.11K $12K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-52
- 32.3%
$26.69 - $29.87 $1.39K - $1.55K
109 $3K
CNQ
Canadian Natural Resources LTD

Energy
-45
- 50.0%
$31.97 - $37.41 $1.44K - $1.68K
45 $2K
OGN
Organon & Co.

Healthcare
-24
- 14.63%
$18.65 - $23.03 $448 - $553
140 $3K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-9
- 5.63%
$210.25 - $231.86 $1.89K - $2.09K
151 $34K
PSTL
Postal Realty Trust, Inc.

Real Estate
-3
- 0.52%
$13.15 - $14.96 $39.5 - $44.9
578 $8K
SUI
Sun Communities Inc

Real Estate
-1
- 0.87%
$117.46 - $147.6 $117 - $148
114 $15K
AIV
Apartment Investment & Management CO

Real Estate
-5
- 0.25%
$8.2 - $9.38 $41 - $46.9
2.01K $18K
AMH
American Homes 4 Rent

Real Estate
-5
- 0.35%
$34.87 - $41.14 $174 - $206
1.42K $54K
CLX
Clorox CO

Consumer Defensive
-72
- 15.86%
$131.73 - $166.97 $9.48K - $12K
382 $63K
EPR
Epr Properties

Real Estate
-1
- 0.31%
$41.26 - $49.58 $41.3 - $49.6
322 $16K
EMBC
Embecta Corp.

Healthcare
-99
- 5.11%
$11.46 - $16.56 $1.13K - $1.64K
1.84K $26K
MNST
Monster Beverage Corp

Consumer Defensive
-27
- 1.75%
$45.01 - $52.47 $1.22K - $1.42K
1.52K $79K
CPT
Camden Property Trust

Real Estate
-3
- 1.2%
$107.5 - $126.88 $323 - $381
246 $30K
ADI
Analog Devices Inc

Technology
-75
- 0.69%
$200.56 - $243.33 $15K - $18.2K
10.8K $2.48M
ADC
Agree Realty Corp

Real Estate
-2
- 0.63%
$61.47 - $76.71 $123 - $153
316 $24K
ELS
Equity Lifestyle Properties Inc

Real Estate
-2
- 0.33%
$63.6 - $76.23 $127 - $152
596 $43K
AVB
Avalonbay Communities Inc

Real Estate
-1
- 0.47%
$200.95 - $234.65 $201 - $235
212 $48K
REG
Regency Centers Corp

Real Estate
-2
- 0.5%
$61.64 - $75.18 $123 - $150
402 $29K
XLF
Financial Sector Spdr

ETFs
-31
- 2.55%
$40.84 - $45.74 $1.27K - $1.42K
1.19K $54K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-76
- 3.0%
$25.45 - $29.53 $1.93K - $2.24K
2.46K $72K
NFTY
First Tr Alphadex Fd Ii India
-4
- 0.31%
N/A
1.28K $83K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-26
- 2.42%
$43.9 - $52.34 $1.14K - $1.36K
1.05K $54K
Ge Vernova Inc
-2
- 3.03%
N/A
64 $16K
CTVA
Corteva, Inc.

Basic Materials
-6
- 0.57%
$50.72 - $58.78 $304 - $353
1.05K $62K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-54
- 3.96%
$44.07 - $50.57 $2.38K - $2.73K
1.31K $66K
BXP
Boston Properties Inc

Real Estate
-10
- 2.76%
$60.3 - $82.49 $603 - $825
352 $28K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-23
- 1.75%
$113.45 - $126.18 $2.61K - $2.9K
1.29K $163K
FSIG
First Tr ETF Iv LTD Duration I
-7
- 0.06%
$18.72 - $19.32 $131 - $135
12.6K $243K
UNP
Union Pacific Corp

Industrials
-23
- 4.37%
$221.78 - $256.09 $5.1K - $5.89K
503 $124K
EGP
Eastgroup Properties Inc

Real Estate
-5
- 1.1%
$169.51 - $191.71 $848 - $959
448 $84K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.74K
- 1.8%
$47.01 - $48.2 $81.9K - $84K
95.3K $4.59M
TRNO
Terreno Realty Corp

Real Estate
-10
- 0.89%
$59.43 - $71.02 $594 - $710
1.11K $74K
KRG
Kite Realty Group Trust

Real Estate
-29
- 1.12%
$21.76 - $26.86 $631 - $779
2.57K $68K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1
- 0.03%
$93.65 - $97.81 $93.7 - $97.8
2.88K $281K
First Tr Exchange Traded Fd
-11
- 0.09%
N/A
12.2K $261K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-99
- 3.42%
$39.55 - $45.17 $3.92K - $4.47K
2.8K $126K
Activity Summary
Buys All Purchases 683 New Holdings 182 Increased Positions 501 Sells All Sells 264 Reductions 264 Sold out 0 Options Calls 0 Puts 0
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