Capital Analysts, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3 Billion distributed in 1786 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $274M, Ishares Core S&P 500 ETF with a value of $128M, Fidelity Merrimack Str Tr Tota with a value of $112M, Ishares Tr with a value of $104M, and Microsoft Corp with a value of $60.9M.
Examining the 13F form we can see an increase of $320M in the current position value, from $2.68B to 3B.
Capital Analysts, LLC is based out at Fort Washington, PA
Below you can find more details about Capital Analysts, LLC portfolio as well as his latest detailed transactions.
