Capital Analysts, LLC Purchases in Q3 2025

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
115
New
$393.18 - $439.39 $45.2K - $50.5K
115 $50K
FLLV
Franklin Templeton ETF Tr
815
New
N/A
815 $48K
DHR
Danaher Corp

Healthcare
180
+ 1.03%
$181.46 - $212.2 $32.7K - $38.2K
17.6K $3.49M
Goldman Sachs ETF Tr
894
New
N/A
894 $47K
BWA
Borgwarner Inc

Consumer Cyclical
4
+ 0.09%
$34.53 - $44.44 $138 - $178
4.4K $194K
VOOV
Vanguard S&P 500 Value ETF

ETFs
234
New
$187.97 - $199.47 $44K - $46.7K
234 $47K
First Tr Exchng Traded Fd Vi
1.15K
+ 51.16%
N/A
3.39K $129K
TM
Toyota Motor Corp

Consumer Cyclical
38
+ 1.77%
$167.86 - $202.79 $6.38K - $7.71K
2.18K $416K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.92K
+ 8.74%
$22.64 - $23.22 $43.4K - $44.5K
23.8K $551K
Capital Grp Fixed Incm ETF T
1.75K
New
N/A
1.75K $46K
ALL
Allstate Corp

Financial Services
85
+ 4.14%
$192.0 - $214.65 $16.3K - $18.2K
2.14K $459K
SCHV
Schwab Strategic Tr Us Large C

ETFs
814
+ 5.39%
$27.61 - $29.15 $22.5K - $23.7K
15.9K $463K
Innovator Etfs Trust
1.56K
+ 194.64%
N/A
2.36K $65K
First Tr Exchng Traded Fd Vi
1.41K
+ 29.71%
N/A
6.15K $156K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
194
+ 1.79%
$79.89 - $83.25 $15.5K - $16.2K
11K $912K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
13
+ 0.18%
$84.28 - $89.46 $1.1K - $1.16K
7.3K $650K
WPM
Wheaton Precious Metals Corp.

Basic Materials
201
+ 25.8%
$86.72 - $111.84 $17.4K - $22.5K
980 $110K
J P Morgan Exchange Traded F
202
+ 1.87%
N/A
11K $717K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.14K
+ 32.62%
$28.15 - $30.13 $32.1K - $34.3K
4.63K $137K
VONE
Vanguard Russell 1000 ETF

ETFs
128
New
$280.68 - $303.97 $35.9K - $38.9K
128 $39K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
657
New
$52.31 - $56.47 $34.4K - $37.1K
657 $38K
VPU
Vanguard Utilities ETF

ETFs
196
+ 245.0%
$175.25 - $189.41 $34.3K - $37.1K
276 $52K
PPA
Invesco Exchange Traded Fd Tr

ETFs
140
+ 11.68%
$139.82 - $155.45 $19.6K - $21.8K
1.34K $208K
First Tr Exchange Traded Fd
1.75K
New
N/A
1.75K $37K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
446
New
$77.5 - $86.87 $34.6K - $38.7K
446 $37K
Jacobs Solutions Inc
116
+ 10.62%
N/A
1.21K $181K
First Tr Exchng Traded Fd Vi
1.17K
+ 22.16%
N/A
6.47K $148K
First Tr Exchng Traded Fd Vi
1.46K
+ 193.63%
N/A
2.21K $52K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
381
+ 100.0%
$86.07 - $90.74 $32.8K - $34.6K
762 $68K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.53K
+ 43.76%
$20.76 - $21.78 $31.7K - $33.3K
5.02K $108K
Calamos ETF Tr
1.22K
+ 34.48%
N/A
4.76K $124K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
961
+ 3.07%
$24.73 - $25.29 $23.8K - $24.3K
32.2K $812K
First Tr Exchng Traded Fd Vi
1.01K
+ 5.57%
N/A
19.1K $411K
HII
Huntington Ingalls Industries, Inc.

Industrials
56
+ 14.85%
$246.31 - $287.91 $13.8K - $16.1K
433 $125K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.22K
+ 8.49%
$22.45 - $23.2 $27.3K - $28.2K
15.6K $359K
AMGN
Amgen Inc

Healthcare
91
+ 3.68%
$271.18 - $309.22 $24.7K - $28.1K
2.57K $724K
IWD
Ishares Russell 1000 Val ETF

ETFs
14
+ 0.44%
$192.76 - $203.86 $2.7K - $2.85K
3.18K $648K
XYL
Xylem Inc.

Industrials
200
+ 200.0%
$129.67 - $147.5 $25.9K - $29.5K
300 $45K
Calamos ETF Tr
1.15K
+ 90.69%
N/A
2.42K $65K
Calamos ETF Tr
1.23K
New
N/A
1.23K $32K
D
Dominion Energy, Inc

Utilities
16
+ 0.25%
$56.32 - $62.1 $901 - $994
6.49K $397K
IGM
Ishares Expanded Tech Sector E

ETFs
101
+ 7.91%
$110.96 - $127.67 $11.2K - $12.9K
1.38K $174K
First Tr Exchng Traded Fd Vi
962
New
N/A
962 $31K
VALE
Vale S.A.

Basic Materials
2.24K
+ 44.13%
$9.53 - $10.95 $21.4K - $24.6K
7.33K $80K
JNK
Spdr Bloomberg High Yield Bond

ETFs
287
+ 9.53%
$96.22 - $98.19 $27.6K - $28.2K
3.3K $323K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
48
+ 0.32%
$41.5 - $43.83 $1.99K - $2.1K
14.9K $654K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
678
+ 10.83%
$30.87 - $32.18 $20.9K - $21.8K
6.94K $224K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
556
+ 6.21%
$48.72 - $50.73 $27.1K - $28.2K
9.51K $469K
IJUL
Innovator Etfs Tr

ETFs
784
+ 17.33%
$31.5 - $32.72 $24.7K - $25.7K
5.31K $174K
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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