Capital Analysts, LLC Purchases in Q3 2025

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WELL
Welltower Inc.

Real Estate
62
+ 2.3%
$150.71 - $178.14 $9.34K - $11K
2.76K $491K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
2.7K
+ 100.0%
$26.16 - $27.65 $70.7K - $74.7K
5.4K $148K
FGLD
Franklin Templeton Holdings Trust
1.48K
New
N/A
1.48K $76K
CDNS
Cadence Design Systems Inc

Technology
35
+ 2.35%
$309.46 - $373.37 $10.8K - $13.1K
1.52K $535K
USEP
Innovator U.S. Equity Ultra Bu
1.95K
New
N/A
1.95K $75K
DSI
Ishares Msci Kld 400 Social Et

ETFs
339
+ 10.34%
$115.96 - $125.95 $39.3K - $42.7K
3.62K $456K
First Tr Exchng Traded Fd Vi
1.85K
+ 6.05%
N/A
32.4K $794K
VZ
Verizon Communications Inc

Communication Services
288
+ 0.33%
$40.84 - $45.06 $11.8K - $13K
88.3K $3.88M
AFG
American Financial Group Inc

Financial Services
500
New
$122.42 - $145.72 $61.2K - $72.9K
500 $73K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
4.35K
+ 21.65%
$13.77 - $14.45 $60K - $62.9K
24.5K $353K
CGMS
Capital Grp Core Plus Income E
2.55K
+ 139.02%
N/A
4.39K $122K
First Tr Exchange Traded Fd
3.51K
New
N/A
3.51K $70K
FSLR
First Solar, Inc.

Technology
206
+ 46.29%
$160.84 - $223.53 $33.1K - $46K
651 $144K
PSC
Principal ETF U.S. Small Cap M

ETFs
1.24K
New
$51.93 - $57.81 $64.1K - $71.4K
1.24K $70K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.13K
+ 30.09%
$40.68 - $46.33 $46K - $52.4K
4.89K $222K
Fidelity Covington Trust
1.82K
+ 348.37%
N/A
2.35K $87K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
37
+ 0.37%
$122.57 - $132.57 $4.54K - $4.91K
9.98K $1.3M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
1.34K
+ 117.81%
$44.14 - $47.9 $59K - $64K
2.47K $117K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
200
+ 200.0%
$301.44 - $365.84 $60.3K - $73.2K
300 $97K
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.48K
New
$41.29 - $44.71 $61K - $66K
1.48K $65K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
293
New
$195.29 - $223.85 $57.2K - $65.6K
293 $65K
FYC
First Trust Small Cap Growth A

ETFs
633
+ 107.29%
$77.98 - $92.23 $49.4K - $58.4K
1.22K $111K
INTC
Intel Corp

Technology
607
+ 15.46%
$19.31 - $35.5 $11.7K - $21.5K
4.53K $152K
Calamos ETF Tr
2.54K
New
N/A
2.54K $63K
EEMV
Ishares Msci Emerging Markets

ETFs
704
+ 3.85%
$61.94 - $64.63 $43.6K - $45.5K
19K $1.21M
BP
Bp PLC

Energy
357
+ 3.26%
$30.25 - $35.69 $10.8K - $12.7K
11.3K $389K
SCHC
Schwab Strategic Tr Intl Small

ETFs
323
+ 2.06%
$42.28 - $45.71 $13.7K - $14.8K
16K $730K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
1.57K
+ 4.12%
$25.72 - $27.0 $40.3K - $42.3K
39.6K $1.05M
First Tr Exchng Traded Fd Vi
2.48K
+ 27.23%
N/A
11.6K $249K
KLAC
Kla Corp

Technology
15
+ 6.55%
$843.9 - $1078.6 $12.7K - $16.2K
244 $264K
VGT
Vanguard Information Technolog

ETFs
40
+ 12.01%
$656.44 - $753.15 $26.3K - $30.1K
373 $279K
First Tr Exchng Traded Fd Vi
892
+ 5.9%
N/A
16K $648K
NXPI
Nxp Semiconductors N.V.

Technology
152
+ 6.48%
$205.16 - $239.07 $31.2K - $36.3K
2.5K $568K
Federated Hermes ETF Trust
1.79K
New
N/A
1.79K $55K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
646
+ 36.68%
$68.24 - $73.73 $44.1K - $47.6K
2.41K $177K
FLMI
Franklin Dynamic Municipal Bon

ETFs
2.21K
+ 441.8%
$23.96 - $24.81 $52.9K - $54.8K
2.71K $67K
First Tr Exchng Traded Fd Vi
2.11K
+ 123.74%
N/A
3.82K $94K
First Tr Exchng Traded Fd Vi
2.04K
+ 12.39%
N/A
18.5K $392K
FJAN
First Exc Trd Viii Cboe Vest U
976
+ 52.96%
N/A
2.82K $141K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
26
+ 0.09%
$23.82 - $25.84 $619 - $672
27.7K $712K
QTEC
First Trust Nasdaq 100 Technol

ETFs
197
+ 45.6%
$208.95 - $229.72 $41.2K - $45.3K
629 $144K
EMLP
First Tr Exchange Traded Iv

ETFs
962
+ 5.12%
$36.99 - $38.38 $35.6K - $36.9K
19.7K $756K
VXF
Vanguard Extended Market ETF

ETFs
96
+ 4.96%
$193.58 - $213.07 $18.6K - $20.5K
2.03K $425K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.48K
+ 4.01%
$20.66 - $20.74 $51.2K - $51.4K
64.2K $1.33M
AMAT
Applied Materials Inc

Technology
5
+ 0.21%
$156.25 - $204.95 $781 - $1.02K
2.38K $488K
RPM
Rpm International Inc

Basic Materials
247
+ 8.53%
$110.07 - $128.23 $27.2K - $31.7K
3.14K $370K
MO
Altria Group, Inc.

Consumer Defensive
30
+ 0.46%
$57.75 - $67.68 $1.73K - $2.03K
6.59K $435K
XLU
Utilities Sector Spdr

ETFs
18
+ 0.2%
$81.14 - $87.32 $1.46K - $1.57K
8.87K $774K
SYY
Sysco Corp

Consumer Defensive
558
+ 89.0%
$76.33 - $82.51 $42.6K - $46K
1.19K $97K
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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