Capital Analysts, LLC Purchases in Q4 2024

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
2.37K
New
N/A
2.37K $147K
COF
Capital One Financial Corp

Financial Services
632
+ 55.0%
$145.19 - $192.01 $91.8K - $121K
1.78K $318K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.4K
+ 48.29%
$100.16 - $100.7 $140K - $141K
4.3K $431K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24K
+ 176.3%
$18.41 - $40.87 $443K - $983K
37.7K $697K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.15K
+ 321.29%
$113.79 - $124.5 $131K - $143K
1.5K $173K
First Tr Exchng Traded Fd Vi
6.67K
+ 257.23%
N/A
9.26K $184K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.9K
+ 3808.0%
$65.31 - $74.15 $124K - $141K
1.95K $132K
FANG
Diamondback Energy, Inc.

Energy
1.71K
+ 9.55%
$153.06 - $199.5 $261K - $340K
19.6K $3.21M
IWL
Ishares Tr Russell 200 ETF

ETFs
323
+ 1.75%
$138.92 - $149.97 $44.9K - $48.4K
18.7K $2.71M
ACN
Accenture PLC

Technology
402
+ 3.19%
$343.9 - $376.86 $138K - $151K
13K $4.57M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.12K
+ 79.38%
$104.52 - $115.08 $117K - $129K
2.53K $267K
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
2.88K
+ 19.84%
$46.67 - $47.99 $134K - $138K
17.4K $814K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
1.65K
+ 36.85%
$66.67 - $74.08 $110K - $122K
6.12K $416K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.5K
+ 3816.1%
$24.94 - $26.14 $112K - $118K
4.62K $115K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.24K
+ 678.69%
$89.9 - $100.66 $112K - $125K
1.43K $129K
First Tr Exchng Traded Fd Vi
5.48K
New
N/A
5.48K $110K
UNM
Unum Group

Financial Services
1.48K
New
$58.88 - $77.07 $86.9K - $114K
1.48K $108K
USXF
Ishares Esg Advanced Msci Usa

Technology
2.08K
+ 35.57%
$48.45 - $52.57 $101K - $109K
7.92K $394K
FDVV
Fidelity High Dividend ETF

ETFs
2.18K
+ 253.43%
$49.66 - $52.63 $108K - $115K
3.04K $151K
JPRE
J P Morgan Exchange Traded Fd

ETFs
2.25K
New
$46.45 - $51.64 $104K - $116K
2.25K $106K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.73K
+ 3.91%
$47.26 - $48.18 $176K - $180K
99K $4.69M
XLK
Technology Sector Spdr

ETFs
127
+ 1.15%
$220.26 - $241.44 $28K - $30.7K
11.1K $2.59M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
4.62K
New
$16.43 - $22.77 $75.8K - $105K
4.62K $102K
NSC
Norfolk Southern Corp

Industrials
430
+ 2150.0%
$230.6 - $277.0 $99.2K - $119K
450 $106K
VGSH
Vanguard

ETFs
1.7K
+ 829.27%
$58.02 - $58.88 $98.6K - $100K
1.91K $111K
WFC
Wells Fargo & Company

Financial Services
759
+ 23.43%
$54.98 - $77.35 $41.7K - $58.7K
4K $280K
IWM
Ishares Russell 2000 ETF

ETFs
423
+ 53.82%
$216.13 - $242.4 $91.4K - $103K
1.21K $267K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.49K
+ 24.15%
$22.39 - $23.45 $100K - $105K
23.1K $530K
FTCS
First Trust Capital Strength E

ETFs
1.67K
+ 9.5%
$87.62 - $94.03 $146K - $157K
19.2K $1.69M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
3.05K
New
$29.34 - $32.61 $89.4K - $99.4K
3.05K $91K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.28K
+ 20.26%
$62.07 - $66.61 $79.7K - $85.5K
7.62K $488K
FTHI
First Trust Exchange Traded Fd

ETFs
3.75K
+ 49.95%
$22.89 - $24.02 $85.8K - $90.1K
11.3K $262K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
204
+ 82.93%
$417.69 - $450.94 $85.2K - $92K
450 $191K
SBR
Sabine Royalty Trust

Energy
200
+ 0.83%
$60.18 - $66.67 $12K - $13.3K
24.2K $1.57M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
3.22K
New
$25.22 - $28.15 $81.1K - $90.5K
3.22K $86K
MCK
Mckesson Corp

Healthcare
108
+ 38.03%
$482.27 - $628.5 $52.1K - $67.9K
392 $224K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.04K
+ 44.69%
$90.42 - $94.5 $93.6K - $97.8K
3.35K $303K
GILD
Gilead Sciences, Inc.

Healthcare
426
+ 8.49%
$83.95 - $97.9 $35.8K - $41.7K
5.44K $503K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
806
+ 55.86%
$105.45 - $117.99 $85K - $95.1K
2.25K $238K
TM
Toyota Motor Corp

Consumer Cyclical
250
+ 13.11%
$169.2 - $199.52 $42.3K - $49.9K
2.16K $420K
XLY
Select Sector Spdr Consumer Di

ETFs
56
+ 1.97%
$194.8 - $239.43 $10.9K - $13.4K
2.89K $648K
IWF
Ishares Russell 1000 Gr ETF

ETFs
41
+ 1.77%
$370.24 - $418.94 $15.2K - $17.2K
2.36K $949K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1.94K
New
$38.63 - $39.95 $74.9K - $77.5K
1.94K $76K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.93K
+ 283.16%
$40.06 - $45.21 $77.5K - $87.4K
2.62K $106K
Innovator Etfs Trust
3.01K
New
N/A
3.01K $75K
Ishares Bitcoin Trust ETF
904
+ 55.63%
N/A
2.53K $134K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
830
+ 11.48%
$91.29 - $91.8 $75.8K - $76.2K
8.06K $737K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
331
+ 0.52%
$47.71 - $49.76 $15.8K - $16.5K
64K $3.13M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.93K
+ 282.64%
$25.79 - $80.4 $256K - $799K
13.4K $351K
Activity Summary
Buys All Purchases 586 New Holdings 103 Increased Positions 483 Sells All Sells 347 Reductions 347 Sold out 0 Options Calls 0 Puts 0
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