Capital Analysts, LLC Reduced Holdings in Q4 2024

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ILCG
Ishares Morningstar Growth ETF
-215
- 4.59%
N/A
4.47K $401K
EMBC
Embecta Corp.

Healthcare
-85
- 4.62%
$12.51 - $20.83 $1.06K - $1.77K
1.75K $36K
SAP
Sap Se

Technology
-46
- 3.65%
$218.13 - $255.54 $10K - $11.8K
1.22K $299K
META
Meta Platforms, Inc.

Communication Services
-78
- 1.83%
$554.08 - $632.68 $43.2K - $49.3K
4.18K $2.45M
ALK
Alaska Air Group, Inc.

Industrials
-10
- 1.55%
$42.48 - $67.6 $425 - $676
637 $41K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-60
- 0.95%
$81.6 - $90.89 $4.9K - $5.45K
6.27K $538K
UAL
United Airlines Holdings, Inc.

Industrials
-207
- 22.4%
$55.62 - $102.44 $11.5K - $21.2K
717 $69K
APO
Apollo Global Management, Inc.

Financial Services
-175
- 14.92%
$131.36 - $178.61 $23K - $31.3K
998 $165K
KMI
Kinder Morgan, Inc.

Energy
-28.6K
- 18.95%
$22.59 - $28.54 $647K - $817K
122K $3.36M
IWY
Ishares Tr Russell 200 Growth

ETFs
-52
- 2.26%
$216.72 - $244.71 $11.3K - $12.7K
2.25K $529K
CDNS
Cadence Design Systems Inc

Technology
-4
- 0.39%
$249.1 - $324.54 $996 - $1.3K
1.02K $306K
NDAQ
Nasdaq, Inc.

Financial Services
-28
- 0.33%
$70.87 - $83.05 $1.98K - $2.33K
8.47K $655K
BMY
Bristol Myers Squibb CO

Healthcare
-458
- 3.3%
$51.92 - $59.94 $23.8K - $27.5K
13.4K $759K
NI
Nisource Inc.

Utilities
-1.71K
- 3.29%
$33.74 - $38.25 $57.6K - $65.3K
50.1K $1.84M
MAR
Marriott International Inc

Consumer Cyclical
-3
- 0.17%
$246.06 - $292.59 $738 - $878
1.76K $492K
CFG
Citizens Financial Group Inc

Financial Services
-1.6K
- 3.44%
$39.92 - $48.46 $64K - $77.7K
45K $1.97M
Labcorp Holdings Inc
-152
- 0.89%
N/A
16.9K $3.87M
CPRT
Copart Inc

Consumer Cyclical
-53
- 0.37%
$51.36 - $63.8 $2.72K - $3.38K
14.4K $825K
PAYX
Paychex Inc

Industrials
-267
- 1.52%
$135.86 - $148.73 $36.3K - $39.7K
17.3K $2.43M
CRWD
Crowd Strike Holdings, Inc.

Technology
-82
- 5.21%
$275.15 - $388.2 $22.6K - $31.8K
1.49K $511K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-1.41K
- 4.7%
$90.31 - $106.37 $128K - $150K
28.7K $2.86M
KKR
Kkr & Co. Inc.

Financial Services
-2.41K
- 7.31%
$129.87 - $162.87 $312K - $392K
30.5K $4.52M
DRI
Darden Restaurants Inc

Consumer Cyclical
-191
- 1.6%
$155.96 - $188.66 $29.8K - $36K
11.7K $2.19M
TMUS
T Mobile Us, Inc.

Communication Services
-142
- 0.73%
$206.1 - $246.94 $29.3K - $35.1K
19.3K $4.26M
HON
Honeywell International Inc

Industrials
-133
- 0.91%
$202.84 - $236.0 $27K - $31.4K
14.5K $3.27M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-612
- 3.45%
$172.07 - $207.36 $105K - $127K
17.1K $3.38M
EPD
Enterprise Products Partners L.P.

Energy
-290
- 0.2%
$28.66 - $34.43 $8.31K - $9.98K
145K $4.55M
OEF
Ishares S&P 100 ETF

ETFs
-219
- 0.66%
N/A
32.9K $9.49M
CSCO
Cisco Systems, Inc.

Technology
-48
- 0.08%
$52.45 - $60.02 $2.52K - $2.88K
60K $3.55M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.54K
- 1.54%
$124.26 - $134.12 $689K - $743K
354K $45.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-39
- 1.39%
$213.65 - $479.86 $8.33K - $18.7K
2.76K $1.12M
SKYY
First Trust Cloud Computing Et

ETFs
-145
- 0.61%
$99.98 - $130.46 $14.5K - $18.9K
23.7K $2.82M
MA
Mastercard Inc

Financial Services
-241
- 1.54%
$491.3 - $536.15 $118K - $129K
15.5K $8.14M
NFLX
Netflix Inc

Communication Services
-30
- 1.14%
$687.65 - $936.56 $20.6K - $28.1K
2.61K $2.33M
DAL
Delta Air Lines, Inc.

Industrials
-352
- 0.71%
$47.46 - $65.77 $16.7K - $23.2K
49.5K $2.99M
FISV
Fiserv Inc

Technology
-580
- 2.46%
N/A
23K $4.73M
GM
General Motors CO

Consumer Cyclical
-938
- 1.43%
$44.82 - $60.2 $42K - $56.5K
64.8K $3.45M
EMR
Emerson Electric CO

Industrials
-657
- 1.56%
$108.13 - $134.33 $71K - $88.3K
41.3K $5.12M
DIS
Walt Disney CO

Communication Services
-1.27K
- 2.84%
$92.39 - $117.6 $117K - $149K
43.3K $4.82M
NVDA
Nvidia Corp

Technology
-2.46K
- 3.65%
$117.0 - $148.88 $288K - $367K
65K $8.73M
ET
Energy Transfer LP

Energy
-8K
- 3.13%
$16.05 - $19.86 $128K - $159K
247K $4.85M
JPM
Jpmorgan Chase & CO

Financial Services
-1.3K
- 2.3%
$205.18 - $250.29 $268K - $326K
55.4K $13.3M
WMT
Walmart Inc.

Consumer Defensive
-10.9K
- 4.37%
$79.1 - $95.7 $859K - $1.04M
237K $21.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.62K
- 2.9%
$180.88 - $232.93 $473K - $609K
87.6K $19.2M
GS
Goldman Sachs Group Inc

Financial Services
-213
- 0.58%
$486.1 - $608.57 $104K - $130K
36.6K $20.9M
AVGO
Broadcom Inc.

Technology
-10.8K
- 10.9%
$159.67 - $250.0 $1.72M - $2.69M
87.9K $20.4M
Activity Summary
Buys All Purchases 586 New Holdings 103 Increased Positions 483 Sells All Sells 347 Reductions 347 Sold out 0 Options Calls 0 Puts 0
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