Capital Analysts, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.45 Billion distributed in 1587 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 $238M, Ishares Core S&P 500 ETF with a value of $121M, Ishares Tr with a value of $95.8M, Fidelity Merrimack Str Tr Tota with a value of $88.9M, and Ishares Core S&P Mid Cap ETF with a value of $62.9M.
Examining the 13F form we can see an increase of $192M in the current position value, from $2.26B to 2.45B.
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.
Portfolio value
$2.45 Billion
ETFs: $1.6 Billion
Technology: $197 Million
Financial Services: $131 Million
Healthcare: $103 Million
Industrials: $78.9 Million
Consumer Cyclical: $62.3 Million
Energy: $58.1 Million
Consumer Defensive: $57.5 Million
Other: $105 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
