Capital Analysts, LLC Purchases in Q3 2025

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
James Hardie Inds PLC
89
New
N/A
89 $2K
Neos ETF Trust
1
+ 0.27%
N/A
374 $20K
PDN
Invesco Fd Tr

ETFs
3
+ 0.58%
$38.58 - $41.85 $116 - $126
522 $21K
EVRG
Evergy, Inc.

Utilities
2
+ 1.19%
$67.73 - $76.02 $135 - $152
170 $12K
WES
Western Midstream Partners, LP

Energy
13
+ 2.46%
$37.5 - $41.18 $488 - $535
542 $21K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
7
+ 1.64%
$10.21 - $11.08 $71.5 - $77.6
434 $5K
SPYI
Shp ETF Tr Neos S&P 500 High I
1
+ 0.13%
N/A
770 $40K
Structure Therapeutics Inc
18
New
N/A
18 $1K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1
+ 0.2%
$29.8 - $32.29 $29.8 - $32.3
508 $16K
Millrose Pptys Inc
16
New
N/A
16 $1K
UITB
Usaa ETF Tr Core Intermediate

ETFs
4
+ 0.37%
$46.38 - $47.74 $186 - $191
1.09K $52K
RVT
Royce Value Trust, Inc.

Financial Services
33
New
$14.94 - $16.5 $493 - $545
33 $1K
HYLB
Xtrackers Usd High Yield Corp

ETFs
19
+ 0.75%
$36.55 - $37.16 $694 - $706
2.54K $94K
IYH
Ishares Tr

ETFs
1
+ 0.67%
$54.36 - $58.96 $54.4 - $59
151 $9K
Invesco Exch Trd Slf Idx Fd
3
+ 0.17%
N/A
1.81K $45K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3
+ 0.27%
$100.16 - $100.7 $300 - $302
1.11K $112K
BSJR
Invesco Indx Tr

ETFs
20
+ 0.2%
$22.64 - $22.85 $453 - $457
10.2K $233K
PMM
Putnam Managed Municipal Income Trust

Financial Services
14
+ 1.32%
$5.78 - $6.16 $80.9 - $86.2
1.08K $7K
DFIC
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.44%
$30.76 - $33.01 $61.5 - $66
452 $15K
NOW
Service Now, Inc.

Technology
4
+ 20.0%
$850.86 - $1044.69 $3.4K - $4.18K
24 $22K
AOM
Ishares Tr Core Moderate Alloc

ETFs
3
+ 0.8%
$45.4 - $47.61 $136 - $143
376 $18K
CLX
Clorox CO

Consumer Defensive
2
+ 0.87%
$117.67 - $131.43 $235 - $263
232 $29K
CSWC
Capital Southwest Corp

Financial Services
69
+ 2.57%
$21.86 - $23.33 $1.51K - $1.61K
2.75K $60K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
21
+ 1.16%
$24.87 - $25.69 $522 - $539
1.83K $47K
American Battery Technology
200
New
N/A
200 $1K
DRLL
Ea Ser Tr Strive U S Energy Et
1
+ 1.1%
N/A
92 $3K
Lam Research Corp
1
+ 3.03%
N/A
34 $4K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
34
+ 1.66%
$6.44 - $6.96 $219 - $237
2.08K $14K
IIPR
Innovative Industrial Properties Inc

Real Estate
7
+ 2.24%
$45.83 - $58.26 $321 - $408
320 $17K
ETR
Entergy Corp

Utilities
1
+ 1.85%
$80.93 - $93.55 $80.9 - $93.6
55 $5K
PCG
Pg&E Corp

Utilities
1
+ 1.08%
$13.0 - $15.73 $13 - $15.7
94 $1K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1
+ 0.91%
$25.67 - $27.21 $25.7 - $27.2
111 $3K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
4
+ 0.28%
$20.52 - $21.16 $82.1 - $84.6
1.44K $30K
Dimensional ETF Trust
4
+ 1.31%
N/A
309 $16K
HTRB
Hartford Fds Total Return Bd E

ETFs
1
+ 1.2%
$33.47 - $34.58 $33.5 - $34.6
84 $3K
COF
Capital One Financial Corp

Financial Services
5
+ 0.28%
$207.29 - $229.74 $1.04K - $1.15K
1.77K $376K
JMBS
Janus Detroit Str Tr Henderson

ETFs
6
+ 1.18%
$44.34 - $45.94 $266 - $276
513 $23K
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
12
+ 1.59%
$46.82 - $47.39 $562 - $569
769 $36K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
9
+ 7.76%
$49.05 - $49.99 $441 - $450
125 $6K
SON
Sonoco Products CO

Consumer Cyclical
2
+ 1.49%
$42.77 - $48.68 $85.5 - $97.4
136 $6K
FCX
Freeport Mcmoran Inc

Basic Materials
285
+ 11.29%
$35.34 - $47.21 $10.1K - $13.5K
2.81K $110K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
3
+ 0.3%
$45.54 - $48.43 $137 - $145
1.02K $47K
CALM
Cal Maine Foods Inc

Consumer Defensive
2
+ 2.35%
$94.1 - $119.16 $188 - $238
87 $8K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3
+ 1.08%
$43.1 - $44.6 $129 - $134
281 $12K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1
+ 2.33%
$90.62 - $107.71 $90.6 - $108
44 $4K
BHP
Bhp Group LTD

Basic Materials
1
+ 4.35%
$48.67 - $56.22 $48.7 - $56.2
24 $1K
STM
St Microelectronics N.V.

Technology
30
+ 13.57%
$24.77 - $33.41 $743 - $1K
251 $7K
RYLD
Global X Fds Russell 2000 Cove

ETFs
12
+ 1.84%
$14.46 - $15.29 $174 - $183
663 $10K
Net Lease Office Properties
3
+ 10.71%
N/A
31 $1K
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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