Capital Analysts, LLC Purchases in Q3 2025

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Pacer Fds Tr
5.07K
+ 89.89%
N/A
10.7K $278K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.32%
$225.11 - $247.9 $4.73K - $5.21K
6.58K $1.63M
Fidelity Covington Trust
3.25K
+ 688.56%
N/A
3.72K $153K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
422
+ 1.66%
$72.04 - $77.35 $30.4K - $32.6K
25.8K $1.98M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
1.94K
+ 3.0%
$30.43 - $31.63 $59.2K - $61.5K
66.7K $2.11M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.05K
+ 4.15%
$92.18 - $95.14 $96.5K - $99.6K
26.3K $2.5M
KMI
Kinder Morgan, Inc.

Energy
8.88K
+ 7.94%
$26.23 - $28.5 $233K - $253K
121K $3.42M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.54K
+ 9.95%
N/A
17.1K $1.14M
FTCS
First Trust Capital Strength E

ETFs
685
+ 3.03%
$89.72 - $93.74 $61.5K - $64.2K
23.3K $2.18M
Ishares Tr
4K
New
N/A
4K $126K
BK
Bank Of New York Mellon Corp

Financial Services
525
+ 14.6%
$90.65 - $109.75 $47.6K - $57.6K
4.12K $449K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
153
+ 10.3%
$275.84 - $326.36 $42.2K - $49.9K
1.64K $535K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
845
+ 7.09%
$74.73 - $80.82 $63.1K - $68.3K
12.8K $1.02M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
4.72K
+ 33.52%
$22.89 - $23.7 $108K - $112K
18.8K $443K
OXY
Occidental Petroleum Corp

Energy
2.45K
+ 13588.89%
$42.54 - $48.1 $104K - $118K
2.46K $116K
PLTR
Palantir Technologies Inc.

Technology
524
+ 129.06%
$130.68 - $186.97 $68.5K - $98K
930 $170K
SCHX
Schwab Strategic Tr Us Large C

ETFs
697
+ 1.38%
$24.46 - $26.5 $17K - $18.5K
51.4K $1.35M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
826
+ 37.82%
$100.63 - $112.27 $83.1K - $92.7K
3.01K $333K
Vanguard Malvern Fds
1.42K
New
N/A
1.42K $111K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.03%
$351.04 - $379.81 $351 - $380
3.87K $1.47M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.42K
+ 50.61%
$70.85 - $76.96 $100K - $109K
4.21K $320K
First Tr Exchng Traded Fd Vi
3.28K
New
N/A
3.28K $108K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
848
+ 9.99%
$67.21 - $72.65 $57K - $61.6K
9.33K $678K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
964
+ 200.0%
$98.53 - $107.1 $95K - $103K
1.45K $152K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
560
+ 4.03%
$87.05 - $93.19 $48.7K - $52.2K
14.5K $1.34M
Global X Fds
1.47K
New
N/A
1.47K $103K
EMB
Ishares Tr

ETFs
795
+ 8.02%
$91.52 - $95.59 $72.8K - $76K
10.7K $1.02M
First Tr Exchng Traded Fd Vi
3.11K
New
N/A
3.11K $98K
CMI
Cummins Inc

Industrials
51
+ 6.51%
$327.85 - $426.39 $16.7K - $21.7K
834 $353K
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.76K
+ 29.15%
$24.69 - $25.26 $92.7K - $94.9K
16.6K $418K
VV
Vanguard Large Cap ETF

ETFs
23
+ 0.58%
$285.05 - $309.14 $6.56K - $7.11K
3.98K $1.23M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
2.71K
+ 44.42%
$29.18 - $31.13 $79.1K - $84.4K
8.81K $274K
AVDV
American Centy ETF Tr Avantis

ETFs
140
+ 1.69%
$79.24 - $89.03 $11.1K - $12.5K
8.44K $751K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
793
+ 3.61%
$60.96 - $64.31 $48.3K - $51K
22.8K $1.45M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.39K
+ 28.83%
$51.7 - $54.73 $71.7K - $75.9K
6.19K $339K
RDVY
First Trust Rising Dividend Ac

ETFs
253
+ 1.61%
$62.38 - $67.29 $15.8K - $17K
15.9K $1.07M
V
Visa Inc.

Financial Services
2.33K
+ 4.49%
$332.09 - $358.86 $774K - $837K
54.3K $18.5M
HGER
Harbor ETF Tr All Weather Infl
3.26K
New
$24.26 - $25.91 $79K - $84.4K
3.26K $84K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.09K
+ 3.62%
$52.55 - $54.37 $57.3K - $59.3K
31.2K $1.69M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
585
+ 4.38%
$39.06 - $43.42 $22.9K - $25.4K
13.9K $605K
VNQ
Vanguard Specialized Funds Van

ETFs
657
+ 6.8%
$88.47 - $93.24 $58.1K - $61.3K
10.3K $944K
CET
Central Securities Corp

Financial Services
1.62K
New
$47.84 - $51.7 $77.5K - $83.8K
1.62K $83K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.13K
+ 2125.0%
$38.58 - $58.24 $82K - $124K
2.23K $87K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
900
+ 198.68%
$50.79 - $76.4 $45.7K - $68.8K
1.35K $104K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
409
+ 444.57%
$170.68 - $192.95 $69.8K - $78.9K
501 $96K
PFE
Pfizer Inc

Healthcare
2.1K
+ 10.1%
$23.29 - $25.88 $49K - $54.4K
22.9K $584K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3.09K
+ 577.38%
$25.0 - $25.33 $77.2K - $78.2K
3.62K $92K
XSMO
Invesco S&P Smallcap Momentum

ETFs
930
+ 48.64%
$67.1 - $74.29 $62.4K - $69.1K
2.84K $209K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
5K
+ 24.14%
$14.8 - $15.15 $74K - $75.7K
25.7K $385K
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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