Capital Analysts, LLC Sells in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-162
- 6.4%
$90.0 - $96.32 $14.6K - $15.6K
2.37K $219K
OHI
Omega Healthcare Investors Inc

Real Estate
-456
- 6.43%
$35.7 - $38.33 $16.3K - $17.5K
6.63K $253K
EMBC
Embecta Corp.

Healthcare
-81
- 4.62%
$12.28 - $20.93 $995 - $1.7K
1.67K $21K
LIT
Global X Fds Global X Lithium

ETFs
-349
- 39.44%
$38.8 - $42.84 $13.5K - $15K
536 $21K
NVO
Novo Nordisk A S

Healthcare
-100
- 19.84%
$69.3 - $90.95 $6.93K - $9.1K
404 $28K
CAPE
Barclays Bank PLC

ETFs
-500
- 14.94%
$29.41 - $31.62 $14.7K - $15.8K
2.85K $86K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-742
- 36.35%
$55.75 - $77.63 $41.4K - $57.6K
1.3K $101K
PAYC
Paycom Software, Inc.

Technology
-69
- 36.7%
$199.42 - $225.82 $13.8K - $15.6K
119 $26K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-328
- 6.14%
$39.4 - $42.61 $12.9K - $14K
5.02K $203K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-246
- 10.76%
$38.84 - $41.54 $9.55K - $10.2K
2.04K $79K
URA
Global X Uranium ETF

ETFs
-442
- 63.6%
$22.92 - $30.98 $10.1K - $13.7K
253 $6K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-214
- 10.08%
$17.57 - $25.81 $3.76K - $5.52K
1.91K $35K
IVZ
Invesco Ltd.

Financial Services
-351
- 12.26%
$14.82 - $19.34 $5.2K - $6.79K
2.51K $38K
JLL
Jones Lang Lasalle Inc

Real Estate
-43
- 13.56%
$238.0 - $284.76 $10.2K - $12.2K
274 $68K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-147
- 9.01%
$24.13 - $30.02 $3.55K - $4.41K
1.49K $37K
CL
Colgate Palmolive CO

Consumer Defensive
-137
- 25.42%
$85.68 - $97.5 $11.7K - $13.4K
402 $38K
PWR
Quanta Services, Inc.

Industrials
-25
- 38.46%
$236.71 - $358.03 $5.92K - $8.95K
40 $10K
REET
Ishares Global Reit ETF

ETFs
-578
- 5.3%
$23.24 - $25.16 $13.4K - $14.5K
10.3K $250K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-336
- 12.84%
$39.18 - $43.52 $13.2K - $14.6K
2.28K $95K
IFF
International Flavors & Fragrances Inc

Basic Materials
-83
- 13.79%
$76.48 - $87.72 $6.35K - $7.28K
519 $40K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
-274
- 60.49%
$39.27 - $44.5 $10.8K - $12.2K
179 $7K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-159
- 61.39%
$47.79 - $59.89 $7.6K - $9.52K
100 $5K
DRIV
Global X Fds Global X Autonomo

ETFs
-297
- 15.91%
$21.14 - $24.23 $6.28K - $7.2K
1.57K $33K
CPER
United States Copper Index Fun

ETFs
-458
- 61.73%
$25.32 - $32.75 $11.6K - $15K
284 $9K
PPLT
Abrdn Platinum ETF Trust

ETFs
-131
- 60.37%
N/A
86 $8K
JPHY
Jp Morgan High Yield Research

ETFs
-205
- 3.34%
N/A
5.93K $273K
KRG
Kite Realty Group Trust

Real Estate
-81
- 3.14%
$21.24 - $25.05 $1.72K - $2.03K
2.5K $56K
PSA
Public Storage

Real Estate
-29
- 13.88%
$288.99 - $313.98 $8.38K - $9.11K
180 $54K
BSCV
Invesco ETF Self Indexed Fd Tr
-783
- 5.12%
$15.87 - $16.38 $12.4K - $12.8K
14.5K $237K
IMFL
Invesco Ex Tr Self Indx Fd Tr
-370
- 38.82%
$23.3 - $25.76 $8.62K - $9.53K
583 $14K
MNST
Monster Beverage Corp

Consumer Defensive
-280
- 20.22%
$46.16 - $58.58 $12.9K - $16.4K
1.11K $65K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-75
- 2.36%
$94.86 - $97.12 $7.11K - $7.28K
3.11K $296K
MKL
Markel Corp

Financial Services
-8
- 13.33%
$1660.14 - $2059.83 $13.3K - $16.5K
52 $97K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-21
- 13.46%
$308.87 - $383.33 $6.49K - $8.05K
135 $44K
T Rowe Price ETF Inc
-120
- 6.71%
N/A
1.67K $51K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-30
- 75.0%
$217.62 - $242.36 $6.53K - $7.27K
10 $2K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1
- 0.23%
$173.56 - $210.67 $174 - $211
439 $76K
IP
International Paper CO

Consumer Cyclical
-99
- 3.51%
$49.38 - $60.09 $4.89K - $5.95K
2.72K $145K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-27
- 2.63%
N/A
1K $88K
SWK
Stanley Black & Decker, Inc.

Industrials
-74
- 13.75%
$76.43 - $90.41 $5.66K - $6.69K
464 $36K
FDX
Fedex Corp

Industrials
-8
- 5.59%
$230.33 - $281.53 $1.84K - $2.25K
135 $33K
PALL
Abrdn Palladium ETF Trust

ETFs
-74
- 45.68%
$83.55 - $92.52 $6.18K - $6.85K
88 $8K
XLC
Select Sector Spdr Tr Communic

ETFs
-64
- 9.24%
$94.84 - $105.31 $6.07K - $6.74K
629 $61K
RJF
Raymond James Financial Inc

Financial Services
-40
- 83.33%
$137.62 - $172.64 $5.5K - $6.91K
8 $1K
NEAR
Blackrock Short Maturity Bond

ETFs
-216
- 1.6%
$50.4 - $50.89 $10.9K - $11K
13.3K $677K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-114
- 15.72%
$30.46 - $36.6 $3.47K - $4.17K
611 $19K
SCHO
Schwab Short Term Us Treasury

ETFs
-274
- 4.78%
$24.1 - $24.34 $6.6K - $6.67K
5.46K $133K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-13
- 3.82%
$175.5 - $209.86 $2.28K - $2.73K
327 $60K
BST
Black Rock Science & Technology Trust

Financial Services
-74
- 10.08%
$32.99 - $38.94 $2.44K - $2.88K
660 $22K
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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