Capital Analysts, LLC Sells in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
-3.27K
- 5.96%
$90.37 - $94.08 $296K - $308K
51.6K $4.84M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-2.16K
- 35.24%
$61.55 - $71.27 $133K - $154K
3.97K $248K
SBUX
Starbucks Corp

Consumer Cyclical
-2.61K
- 19.68%
$91.75 - $115.81 $239K - $302K
10.6K $1.04M
AXP
American Express CO

Financial Services
-29
- 0.51%
$255.39 - $325.87 $7.41K - $9.45K
5.64K $1.52M
TGT
Target Corp

Consumer Defensive
-103
- 2.15%
$103.65 - $142.5 $10.7K - $14.7K
4.68K $488K
UPS
United Parcel Service Inc

Industrials
-653
- 12.65%
$109.66 - $136.26 $71.6K - $89K
4.51K $496K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-1.73K
- 8.68%
$52.53 - $58.51 $91K - $101K
18.2K $975K
EEMV
Ishares Msci Emerging Markets

ETFs
-2.56K
- 12.84%
$57.07 - $59.29 $146K - $152K
17.4K $1.01M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-2.35K
- 6.58%
$59.43 - $63.22 $140K - $148K
33.3K $2.02M
FTNT
Fortinet, Inc.

Technology
-1.69K
- 11.02%
$92.49 - $114.57 $156K - $194K
13.6K $1.31M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-4.6K
- 19.64%
$33.57 - $37.22 $154K - $171K
18.8K $675K
Innovator Etfs Trust
-4.99K
- 34.64%
N/A
9.42K $231K
PHM
Pultegroup Inc

Consumer Cyclical
-1.02K
- 30.16%
$101.09 - $118.51 $103K - $120K
2.35K $242K
PFE
Pfizer Inc

Healthcare
-3.74K
- 15.16%
$25.01 - $27.13 $93.5K - $101K
20.9K $530K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-548
- 4.88%
$117.4 - $131.02 $64.3K - $71.8K
10.7K $1.28M
GNOM
Global X Fds Genomics & Biotec

ETFs
-12.2K
- 81.82%
$7.95 - $10.29 $96.9K - $125K
2.71K $22K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.91K
- 50.28%
$39.51 - $41.0 $115K - $119K
2.88K $115K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.66K
- 6.91%
$95.85 - $99.25 $159K - $165K
22.4K $2.22M
HYLS
First Tr Tactical High Yield L

ETFs
-2.73K
- 56.73%
$40.95 - $41.77 $112K - $114K
2.08K $85K
MPWR
Monolithic Power Systems Inc

Technology
-170
- 53.97%
$565.7 - $720.25 $96.2K - $122K
145 $84K
CVS
Cvs Health Corp

Healthcare
-2.8K
- 72.55%
$44.22 - $68.64 $124K - $192K
1.06K $72K
FDVV
Fidelity High Dividend ETF

ETFs
-1.98K
- 64.9%
$48.86 - $52.28 $96.5K - $103K
1.07K $53K
PBT
Permian Basin Royalty Trust

Energy
-740
- 0.95%
$9.67 - $12.15 $7.16K - $8.99K
77.2K $765K
ON
On Semiconductor Corp

Technology
-1.44K
- 93.81%
$40.69 - $64.51 $58.6K - $92.9K
95 $4K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.39K
- 17.15%
$37.84 - $44.02 $52.7K - $61.3K
6.73K $258K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-3.9K
- 63.09%
$24.11 - $28.41 $94.1K - $111K
2.28K $65K
NVR
Nvr Inc

Consumer Cyclical
-9
- 56.25%
$7062.02 - $8382.63 $63.6K - $75.4K
7 $51K
PHG
Koninklijke Philips Nv

Healthcare
-3.08K
- 33.66%
$24.92 - $28.61 $76.7K - $88.1K
6.07K $154K
FNDA
Schwab Fundamental U S Small C

ETFs
-2.14K
- 35.76%
$26.87 - $30.99 $57.5K - $66.3K
3.84K $105K
Fortrea Hldgs Inc
-719
- 12.03%
N/A
5.26K $40K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-961
- 1.89%
$54.25 - $57.64 $52.1K - $55.4K
50K $2.75M
Calamos ETF Tr
-2.62K
- 8.73%
N/A
27.4K $681K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.05K
- 13.22%
$22.25 - $23.0 $67.9K - $70.2K
20K $460K
TXT
Textron Inc

Industrials
-852
- 54.34%
$70.19 - $81.2 $59.8K - $69.2K
716 $52K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.6K
- 17.21%
$32.74 - $36.2 $85.1K - $94K
12.5K $437K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-1.13K
- 30.82%
$63.91 - $70.19 $72.4K - $79.5K
2.54K $171K
IWY
Ishares Tr Russell 200 Growth

ETFs
-51
- 2.27%
$210.19 - $243.33 $10.7K - $12.4K
2.2K $464K
CSX
Csx Corp

Industrials
-1.34K
- 15.84%
$29.11 - $33.67 $38.9K - $44.9K
7.09K $209K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-456
- 0.96%
$21.75 - $24.28 $9.92K - $11.1K
47K $1.04M
VV
Vanguard Large Cap ETF

ETFs
-41
- 1.03%
$253.32 - $282.66 $10.4K - $11.6K
3.96K $1.02M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-187
- 1.58%
$69.69 - $79.99 $13K - $15K
11.7K $834K
URI
United Rentals, Inc.

Industrials
-51
- 14.21%
$594.17 - $789.56 $30.3K - $40.3K
308 $193K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-523
- 34.77%
$113.59 - $123.29 $59.4K - $64.5K
981 $114K
TYL
Tyler Technologies Inc

Technology
-125
- 4.34%
$553.41 - $646.74 $69.2K - $80.8K
2.76K $1.6M
FSLR
First Solar, Inc.

Technology
-179
- 25.35%
$126.34 - $197.73 $22.6K - $35.4K
527 $67K
MCO
Moodys Corp

Financial Services
-80
- 3.23%
$437.8 - $527.48 $35K - $42.2K
2.4K $1.12M
KMB
Kimberly Clark Corp

Consumer Defensive
-502
- 36.78%
$124.46 - $147.4 $62.5K - $74K
863 $123K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-598
- 5.24%
$38.41 - $44.06 $23K - $26.3K
10.8K $422K
SLV
I Shares Silver Trust

ETFs
-2.32K
- 59.85%
$26.93 - $31.32 $62.5K - $72.7K
1.56K $48K
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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