Capital Analysts, LLC Reduced Holdings in Q2 2025

Capital Analysts, LLC

  • $3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
-772
- 2.27%
N/A
33.2K $1.25M
SAP
Sap Se

Technology
-20
- 1.69%
$237.53 - $309.8 $4.75K - $6.2K
1.16K $353K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-285
- 1.59%
$23.73 - $27.68 $6.76K - $7.89K
17.7K $489K
IDEV
Ishares Core Msci Intl Develop

ETFs
-377
- 4.23%
$61.79 - $76.67 $23.3K - $28.9K
8.55K $650K
URI
United Rentals, Inc.

Industrials
-4
- 1.3%
$551.94 - $753.4 $2.21K - $3.01K
304 $229K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-833
- 7.14%
$63.36 - $80.23 $52.8K - $66.8K
10.8K $870K
IWR
Ishares Russell Mid Cap ETF

ETFs
-86
- 1.24%
$74.88 - $91.97 $6.44K - $7.91K
6.84K $629K
First Tr Exchng Traded Fd Vi
-118
- 0.77%
N/A
15.1K $592K
GLDM
World Gold Trust

ETFs
-15
- 0.13%
$58.96 - $67.97 $884 - $1.02K
12K $785K
NVS
Novartis Ag

Healthcare
-20
- 0.39%
$101.96 - $121.01 $2.04K - $2.42K
5.06K $613K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-37
- 0.13%
$29.52 - $35.31 $1.09K - $1.31K
28.6K $1.01M
RDVY
First Trust Rising Dividend Ac

ETFs
-244
- 1.53%
$51.6 - $62.74 $12.6K - $15.3K
15.7K $984K
IAU
Ishares Gold Trust

ETFs
-5.92K
- 4.8%
$56.1 - $64.74 $332K - $383K
117K $7.33M
PH
Parker Hannifin Corp

Industrials
-11
- 1.65%
$517.23 - $700.54 $5.69K - $7.71K
654 $456K
SYF
Synchrony Financial

Financial Services
-42
- 0.99%
$43.81 - $66.74 $1.84K - $2.8K
4.2K $280K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-605
- 1.57%
$22.61 - $26.12 $13.7K - $15.8K
38K $993K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-327
- 6.64%
$82.32 - $112.47 $26.9K - $36.8K
4.6K $518K
XLY
Select Sector Spdr Consumer Di

ETFs
-22
- 0.62%
$176.34 - $218.59 $3.88K - $4.81K
3.55K $771K
NXPI
Nxp Semiconductors N.V.

Technology
-5
- 0.21%
$153.5 - $218.72 $768 - $1.09K
2.35K $512K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-535
- 0.61%
N/A
87.5K $2.16M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-358
- 1.37%
$22.28 - $27.57 $7.98K - $9.87K
25.8K $711K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-3.86K
- 6.67%
$32.02 - $39.74 $123K - $153K
53.9K $2.14M
MCO
Moodys Corp

Financial Services
-10
- 0.42%
$396.7 - $501.59 $3.97K - $5.02K
2.39K $1.2M
AMAT
Applied Materials Inc

Technology
-33
- 1.37%
$126.95 - $183.52 $4.19K - $6.06K
2.38K $436K
SPMD
Spdr Portfolio

ETFs
-623
- 1.62%
$44.89 - $54.38 $28K - $33.9K
37.8K $2.06M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-15
- 1.0%
$179.95 - $278.88 $2.7K - $4.18K
1.49K $414K
PBT
Permian Basin Royalty Trust

Energy
-6.86K
- 8.88%
$8.81 - $12.46 $60.4K - $85.4K
70.3K $876K
ASML
Asml Holding Nv

Technology
-18
- 1.74%
$595.37 - $815.24 $10.7K - $14.7K
1.02K $817K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-439
- 1.06%
$37.66 - $43.85 $16.5K - $19.3K
40.8K $1.79M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-44
- 1.55%
$144.94 - $210.94 $6.38K - $9.28K
2.79K $588K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-513
- 0.6%
$54.27 - $63.01 $27.8K - $32.3K
84.6K $5.3M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-731
- 2.8%
$57.14 - $72.68 $41.8K - $53.1K
25.4K $1.85M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-119
- 0.24%
$22.27 - $29.21 $2.65K - $3.48K
48.9K $1.43M
COST
Costco Wholesale Corp

Consumer Defensive
-88
- 1.27%
$908.13 - $1056.85 $79.9K - $93K
6.83K $6.76M
TSLA
Tesla, Inc.

Consumer Cyclical
-17
- 0.42%
$221.86 - $362.89 $3.77K - $6.17K
4.04K $1.29M
CRWD
Crowd Strike Holdings, Inc.

Technology
-3
- 0.19%
$321.63 - $509.31 $965 - $1.53K
1.55K $788K
HON
Honeywell International Inc

Industrials
-151
- 1.04%
$182.86 - $232.88 $27.6K - $35.2K
14.4K $3.36M
Labcorp Holdings Inc
-543
- 3.17%
N/A
16.6K $4.36M
GOOG
Alphabet Inc.

Communication Services
-1.91K
- 5.7%
$146.58 - $180.01 $280K - $344K
31.6K $5.61M
XLK
Technology Sector Spdr

ETFs
-639
- 5.57%
$179.73 - $253.23 $115K - $162K
10.8K $2.75M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.08K
- 1.92%
$151.62 - $183.47 $163K - $197K
54.9K $10.1M
SKYY
First Trust Cloud Computing Et

ETFs
-96
- 0.43%
$89.46 - $121.64 $8.59K - $11.7K
22.2K $2.7M
Blackrock Inc
-16
- 0.36%
N/A
4.47K $4.69M
IBM
International Business Machines Corp

Technology
-571
- 3.9%
$221.03 - $294.78 $126K - $168K
14.1K $4.15M
BA
Boeing CO

Industrials
-933
- 5.06%
$136.59 - $217.51 $127K - $203K
17.5K $3.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-229
- 2.54%
$416.06 - $551.64 $95.3K - $126K
8.78K $4.85M
ETN
Eaton Corp PLC

Industrials
-32
- 0.41%
$246.52 - $356.99 $7.89K - $11.4K
7.74K $2.76M
ORCL
Oracle Corp

Technology
-413
- 4.37%
$122.82 - $218.63 $50.7K - $90.3K
9.03K $1.97M
EMR
Emerson Electric CO

Industrials
-492
- 1.18%
$94.15 - $133.33 $46.3K - $65.6K
41.3K $5.51M
Activity Summary
Buys All Purchases 547 New Holdings 74 Increased Positions 473 Sells All Sells 357 Reductions 357 Sold out 0 Options Calls 0 Puts 0
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