Capital Analysts, LLC Purchases in Q4 2024

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
45
+ 70.31%
N/A
109 $36K
VOX
Vanguard Communication Service

ETFs
127
+ 577.27%
$144.31 - $163.57 $18.3K - $20.8K
149 $23K
Capital Group Core Balanced
601
New
N/A
601 $19K
NWL
Newell Brands Inc.

Consumer Defensive
1.94K
New
$7.18 - $11.63 $13.9K - $22.6K
1.94K $19K
CTSH
Cognizant Technology Solutions Corp

Technology
248
+ 20.68%
$74.37 - $82.32 $18.4K - $20.4K
1.45K $111K
TNL
Travel & Leisure Co.

Consumer Cyclical
227
+ 16.83%
$45.26 - $56.28 $10.3K - $12.8K
1.58K $80K
VEEV
Veeva Systems Inc

Healthcare
84
+ 21.21%
$201.81 - $250.45 $17K - $21K
480 $101K
EOCT
Innovator Etfs Tr Emerging Mar
744
+ 44.44%
N/A
2.42K $63K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
409
+ 19.66%
$41.66 - $43.47 $17K - $17.8K
2.49K $106K
VCIT
Vanguard Intermediate Term Cor

ETFs
445
+ 8.74%
$80.13 - $83.77 $35.7K - $37.3K
5.54K $444K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
225
+ 28.02%
N/A
1.03K $95K
IOCT
Innovator Etfs Tr Intl Dev Pow
652
+ 36.94%
N/A
2.42K $71K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
535
+ 19.8%
$58.88 - $64.8 $31.5K - $34.7K
3.24K $191K
Northern Lts Fd Tr Ii
448
+ 1.58%
N/A
28.8K $664K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
706
+ 5.34%
$20.98 - $21.19 $14.8K - $15K
13.9K $293K
CBRE
Cbre Group, Inc.

Real Estate
23
+ 1.32%
$119.22 - $140.71 $2.74K - $3.24K
1.76K $231K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
400
New
$32.63 - $37.1 $13.1K - $14.8K
400 $14K
SHEL
Shell PLC

Energy
444
+ 10.01%
$60.63 - $70.23 $26.9K - $31.2K
4.88K $306K
XLV
Select Sector Spdr Fund Health

ETFs
349
+ 17.49%
$136.28 - $154.74 $47.6K - $54K
2.34K $322K
FID
First Tr Exchange Trded Fd Vi

ETFs
853
New
$16.06 - $17.64 $13.7K - $15K
853 $14K
PARA
Paramount Global

Communication Services
1.38K
New
$10.27 - $11.57 $14.2K - $16K
1.38K $14K
Tidal ETF Tr
650
New
N/A
650 $13K
Flaherty & Crumrine Dynamic
3.16K
+ 9.76%
N/A
35.5K $708K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
7
+ 0.26%
$278.19 - $315.36 $1.95K - $2.21K
2.75K $791K
IWD
Ishares Russell 1000 Val ETF

ETFs
110
+ 5.86%
$183.23 - $199.79 $20.2K - $22K
1.99K $368K
PWR
Quanta Services, Inc.

Industrials
35
+ 116.67%
$296.05 - $346.6 $10.4K - $12.1K
65 $21K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
489
+ 22.84%
$28.56 - $30.02 $14K - $14.7K
2.63K $75K
EVX
Vaneck ETF Tr Environmental Se

ETFs
292
+ 6.78%
$170.76 - $191.9 $49.9K - $56K
4.6K $788K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
837
+ 10.31%
$22.65 - $23.8 $19K - $19.9K
8.96K $204K
CAH
Cardinal Health Inc

Healthcare
98
+ 1225.0%
$107.89 - $125.33 $10.6K - $12.3K
106 $12K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
530
New
$20.35 - $21.68 $10.8K - $11.5K
530 $11K
KHC
Kraft Heinz CO

Consumer Defensive
506
+ 50.55%
$30.1 - $36.02 $15.2K - $18.2K
1.51K $47K
ENB
Enbridge Inc

Energy
3
+ 0.05%
$40.4 - $43.92 $121 - $132
5.9K $251K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.88K
+ 10.6%
$55.45 - $61.08 $271K - $298K
50.9K $2.83M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
52
+ 56.52%
$159.11 - $178.39 $8.27K - $9.28K
144 $24K
IHF
Ishares Tr

ETFs
185
New
$47.41 - $56.83 $8.77K - $10.5K
185 $9K
PCAR
Paccar Inc

Industrials
4
+ 0.27%
$97.92 - $118.41 $392 - $474
1.51K $157K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
713
+ 15.19%
$34.74 - $38.36 $24.8K - $27.4K
5.41K $189K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
242
New
$37.33 - $40.39 $9.03K - $9.77K
242 $9K
LCTD
Blackrock ETF World Ex Us Carb
351
+ 23.32%
N/A
1.86K $81K
LNG
Cheniere Energy, Inc.

Energy
25
+ 36.76%
$181.07 - $225.92 $4.53K - $5.65K
93 $20K
CSWC
Capital Southwest Corp

Financial Services
669
+ 35.57%
$20.85 - $25.85 $13.9K - $17.3K
2.55K $56K
OHI
Omega Healthcare Investors Inc

Real Estate
703
+ 11.01%
$37.51 - $42.56 $26.4K - $29.9K
7.09K $268K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
223
+ 17.04%
$47.77 - $51.75 $10.7K - $11.5K
1.53K $74K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
440
New
$18.62 - $19.05 $8.19K - $8.38K
440 $8K
ABNB
Airbnb, Inc.

Consumer Cyclical
39
+ 6.24%
$125.36 - $147.37 $4.89K - $5.75K
664 $87K
DFAI
Dimensional ETF Tr

ETFs
231
New
$29.0 - $31.6 $6.7K - $7.3K
231 $7K
XLI
Industrial Sector Spdr

ETFs
54
+ 34.18%
$131.76 - $143.99 $7.12K - $7.78K
212 $28K
Arista Networks Inc
60
New
N/A
60 $7K
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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