Capital Analysts, LLC Purchases in Q3 2025

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGE
Ishares Tr North Amern Nat Res

ETFs
7
+ 0.62%
$44.5 - $49.6 $312 - $347
1.13K $55K
DFAT
Dimensional ETF Tr U S Target

ETFs
89
New
$53.36 - $59.69 $4.75K - $5.31K
89 $5K
VDC
Vanguard Consumer Staples ETF

ETFs
28
+ 18.42%
$212.64 - $225.25 $5.95K - $6.31K
180 $38K
Capital Grp Fixed Incm ETF T
29
+ 0.3%
N/A
9.84K $262K
Canadian Pacific Kansas City
250
+ 8.38%
N/A
3.23K $241K
SPOT
Spotify Technology S.A.

Communication Services
9
+ 36.0%
$620.01 - $738.53 $5.58K - $6.65K
34 $23K
BNS
Bank Of Nova Scotia

Financial Services
6
+ 1.34%
$54.5 - $64.93 $327 - $390
455 $29K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
116
New
$32.7 - $36.57 $3.79K - $4.24K
116 $4K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
28
New
$138.08 - $151.2 $3.87K - $4.23K
28 $4K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
212
+ 28.92%
$17.96 - $19.62 $3.81K - $4.16K
945 $18K
FTGC
First Trust Global Tactical CO

ETFs
150
+ 89.82%
$24.67 - $26.32 $3.7K - $3.95K
317 $8K
CTRE
Care Trust Reit, Inc.

Real Estate
105
+ 37.23%
$30.29 - $34.8 $3.18K - $3.65K
387 $13K
TOL
Toll Brothers, Inc.

Consumer Cyclical
21
+ 63.64%
$113.78 - $148.0 $2.39K - $3.11K
54 $8K
XLC
Select Sector Spdr Tr Communic

ETFs
1
+ 0.2%
$105.99 - $119.41 $106 - $119
503 $59K
BSCV
Invesco ETF Self Indexed Fd Tr
94
+ 0.58%
$16.39 - $16.83 $1.54K - $1.58K
16.3K $271K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
13
+ 0.71%
$47.56 - $49.7 $618 - $646
1.84K $91K
SBLK
Star Bulk Carriers Corp.

Industrials
6
+ 0.26%
$17.38 - $19.87 $104 - $119
2.31K $43K
EXC
Exelon Corp

Utilities
10
+ 0.89%
$42.73 - $45.54 $427 - $455
1.13K $51K
FRNW
Fidelity Covington Tr Clean En
3
+ 0.39%
$15.74 - $19.43 $47.2 - $58.3
776 $15K
FSIG
First Tr ETF Iv LTD Duration I
106
+ 0.84%
$19.03 - $19.33 $2.02K - $2.05K
12.7K $244K
VFMV
Vanguard Wellington Fd

ETFs
23
New
$126.35 - $131.95 $2.91K - $3.03K
23 $3K
AWK
American Water Works Company, Inc.

Utilities
18
+ 5.11%
$135.05 - $147.0 $2.43K - $2.65K
370 $52K
ILCB
Ishares Morningstar U.S. Equit

ETFs
1
+ 0.21%
$85.66 - $92.67 $85.7 - $92.7
486 $45K
SWBI
Smith & Wesson Brands, Inc.

Industrials
313
New
$7.74 - $9.83 $2.42K - $3.08K
313 $3K
IYJ
Ishares Tr

ETFs
2
+ 0.3%
$142.42 - $148.18 $285 - $296
676 $99K
Spdr Series Trust
106
New
N/A
106 $3K
SUI
Sun Communities Inc

Real Estate
18
+ 15.13%
$116.6 - $131.28 $2.1K - $2.36K
137 $18K
MMM
3 M CO

Industrials
3
+ 0.36%
$144.41 - $160.2 $433 - $481
848 $131K
SUB
Ishares Short Term National Mu

ETFs
20
+ 0.47%
$106.17 - $107.3 $2.12K - $2.15K
4.25K $453K
SO
Southern CO

Utilities
1
+ 0.18%
$90.83 - $96.0 $90.8 - $96
557 $53K
HNDL
Strategy Shs

ETFs
47
+ 20.52%
$21.41 - $22.28 $1.01K - $1.05K
276 $7K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
11
+ 0.87%
$117.65 - $120.08 $1.29K - $1.32K
1.27K $152K
TER
Teradyne, Inc

Technology
12
New
$90.15 - $137.64 $1.08K - $1.65K
12 $2K
GPC
Genuine Parts CO

Consumer Cyclical
1
+ 0.9%
$122.23 - $142.77 $122 - $143
112 $15K
Siriusxm Holdings Inc
100
New
N/A
100 $2K
IRBO
Ishares Robotics & Artificial

ETFs
45
New
N/A
45 $2K
USRT
Ishares Core U.S. Reit ETF

ETFs
1
+ 0.39%
$55.64 - $59.37 $55.6 - $59.4
260 $16K
ILMN
Illumina, Inc.

Healthcare
17
New
$91.69 - $109.88 $1.56K - $1.87K
17 $2K
BNDI
Shp ETF Tr Neos Enhanced Incom
35
+ 2.7%
N/A
1.33K $63K
Neos ETF Trust
36
+ 2.98%
N/A
1.25K $63K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
1
+ 0.14%
$40.51 - $44.74 $40.5 - $44.7
725 $31K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
31
+ 2.05%
$10.62 - $11.43 $329 - $354
1.54K $18K
PEY
Invesco Exchange Traded Fd Tr

ETFs
15
+ 1.2%
$20.38 - $21.7 $306 - $326
1.26K $27K
ONON
On Holding Ag

Consumer Cyclical
55
New
$42.35 - $54.36 $2.33K - $2.99K
55 $2K
Achieve Life Sciences Inc
510
New
N/A
510 $2K
FID
First Tr Exchange Trded Fd Vi

ETFs
3
+ 0.09%
$19.17 - $20.16 $57.5 - $60.5
3.22K $64K
Capital Group Dividend Growe
11
+ 0.68%
N/A
1.63K $56K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
26
+ 7.93%
$185.65 - $214.38 $4.83K - $5.57K
354 $71K
VOX
Vanguard Communication Service

ETFs
1
+ 0.67%
$169.0 - $192.17 $169 - $192
150 $28K
Activity Summary
Buys All Purchases 685 New Holdings 113 Increased Positions 572 Sells All Sells 291 Reductions 291 Sold out 0 Options Calls 0 Puts 0
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