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
CCI
Crown Castle International Corp

Real Estate
-4
- 0.61%
$95.29 - $120.24 $381 - $481
649 $77K
GNOM
Global X Fds Genomics & Biotec

ETFs
-160
- 0.92%
$10.32 - $11.8 $1.65K - $1.89K
17.2K $194K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-24
- 1.64%
$97.19 - $109.09 $2.33K - $2.62K
1.44K $157K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-39
- 0.72%
$79.58 - $91.64 $3.1K - $3.57K
5.34K $484K
Veralto Corp
-171
- 7.56%
N/A
2.09K $234K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-220
- 2.01%
$84.81 - $93.54 $18.7K - $20.6K
10.7K $987K
COST
Costco Wholesale Corp

Consumer Defensive
-292
- 3.8%
$801.83 - $917.05 $234K - $268K
7.39K $6.55M
VICI
Vici Properties Inc.

Real Estate
-22
- 0.42%
$27.64 - $34.08 $608 - $750
5.23K $174K
SAP
Sap Se

Technology
-43
- 3.3%
$197.21 - $231.0 $8.48K - $9.93K
1.26K $289K
UL
Unilever PLC

Consumer Defensive
-66
- 1.77%
$54.7 - $65.59 $3.61K - $4.33K
3.66K $238K
REET
Ishares Global Reit ETF

ETFs
-105
- 0.98%
$23.07 - $27.17 $2.42K - $2.85K
10.6K $283K
RPM
Rpm International Inc

Basic Materials
-20
- 0.7%
$103.91 - $125.03 $2.08K - $2.5K
2.83K $342K
TXN
Texas Instruments Inc

Technology
-16
- 0.49%
$194.6 - $194.6 $3.11K - $3.11K
3.24K $669K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-98
- 0.79%
$62.4 - $62.4 $6.12K - $6.12K
12.4K $820K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-710
- 5.72%
$111.9 - $124.28 $79.4K - $88.2K
11.7K $1.45M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-3.12K
- 1.23%
$40.48 - $45.39 $126K - $142K
250K $11M
WTW
Willis Towers Watson PLC

Financial Services
-15
- 1.07%
$257.34 - $294.53 $3.86K - $4.42K
1.39K $410K
WSO
Watsco Inc

Industrials
-33
- 1.65%
$448.73 - $519.89 $14.8K - $17.2K
1.96K $966K
RDVY
First Trust Rising Dividend Ac

ETFs
-33
- 0.33%
$53.68 - $59.24 $1.77K - $1.95K
9.84K $583K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-88
- 0.88%
$69.16 - $76.64 $6.09K - $6.74K
9.88K $743K
BALT
Innovator Etfs Tr
-117
- 0.21%
$29.76 - $30.83 $3.48K - $3.61K
56.5K $1.74M
EMLP
First Tr Exchange Traded Iv

ETFs
-230
- 1.44%
$30.38 - $34.0 $6.99K - $7.82K
15.8K $531K
KRE
Spdr S&P Regional Banking ETF

ETFs
-71
- 1.13%
$47.94 - $59.23 $3.4K - $4.21K
6.23K $352K
CORP
Pimco Investment Grade Corp Bd

ETFs
-120
- 0.91%
$94.36 - $100.01 $11.3K - $12K
13.1K $1.31M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-19
- 0.12%
$32.65 - $36.69 $620 - $697
15.7K $569K
D
Dominion Energy, Inc

Utilities
-35
- 0.64%
$48.01 - $58.53 $1.68K - $2.05K
5.39K $312K
GLDM
World Gold Trust

ETFs
-245
- 2.45%
$46.2 - $53.01 $11.3K - $13K
9.76K $509K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-98
- 0.99%
$61.97 - $69.37 $6.07K - $6.8K
9.8K $677K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-9
- 0.07%
$37.61 - $41.72 $338 - $375
12.5K $522K
T Rowe Price ETF Inc
-60
- 0.21%
N/A
28.2K $822K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-35
- 0.17%
$50.43 - $55.76 $1.77K - $1.95K
20.1K $1.12M
PSA
Public Storage

Real Estate
-7
- 0.95%
$283.13 - $365.01 $1.98K - $2.56K
727 $265K
PHG
Koninklijke Philips Nv

Healthcare
-510
- 5.38%
$25.08 - $32.73 $12.8K - $16.7K
8.97K $293K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-416
- 5.15%
$125.95 - $142.04 $52.4K - $59.1K
7.66K $1.09M
VHT
Vanguard Health Care ETF

ETFs
-408
- 3.71%
$261.88 - $288.1 $107K - $118K
10.6K $2.99M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-81
- 0.91%
$102.5 - $112.27 $8.3K - $9.09K
8.79K $986K
FLQH
Franklin Templeton Libertyq In

ETFs
-322
- 0.8%
N/A
39.9K $1.33M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-238
- 0.56%
$37.37 - $41.82 $8.89K - $9.95K
42.4K $1.76M
XLP
Consumer Staples Sector Spdr

ETFs
-189
- 1.1%
$76.04 - $76.04 $14.4K - $14.4K
17K $1.41M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-330
- 1.48%
$63.82 - $70.54 $21.1K - $23.3K
21.9K $1.55M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1.24K
- 4.03%
$54.31 - $61.04 $67.4K - $75.8K
29.5K $1.8M
MCO
Moodys Corp

Financial Services
-50
- 1.97%
$421.49 - $494.67 $21.1K - $24.7K
2.48K $1.18M
HEIA
Heico Crp Cl A
-90
- 1.79%
N/A
4.93K $1M
PFFA
Etfis Ser Tr I

ETFs
-1.37K
- 1.56%
$20.94 - $22.98 $28.7K - $31.5K
86.8K $1.98M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.48K
- 2.54%
$30.61 - $34.92 $45.4K - $51.8K
56.9K $1.96M
SKYY
First Trust Cloud Computing Et

ETFs
-1
- -0.0%
$86.45 - $102.48 $86.5 - $102
23.8K $2.44M
DVY
Ishares Tr

ETFs
-702
- 3.34%
$119.99 - $135.74 $84.2K - $95.3K
20.3K $2.74M
CFG
Citizens Financial Group Inc

Financial Services
-817
- 1.72%
$35.24 - $43.24 $28.8K - $35.3K
46.6K $1.91M
TYL
Tyler Technologies Inc

Technology
-45
- 1.53%
$499.52 - $595.46 $22.5K - $26.8K
2.9K $1.69M
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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