Capital Analysts, LLC Purchases in Q4 2024

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
25
+ 100.0%
$136.2 - $188.96 $3.4K - $4.72K
50 $7K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
56
+ 466.67%
$49.78 - $66.55 $2.79K - $3.73K
68 $3K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
5
+ 166.67%
$260.53 - $404.79 $1.3K - $2.02K
8 $3K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
57
New
$33.67 - $37.35 $1.92K - $2.13K
57 $2K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
146
+ 9.55%
$67.29 - $73.38 $9.82K - $10.7K
1.68K $114K
CALM
Cal Maine Foods Inc

Consumer Defensive
1
+ 1.25%
$75.41 - $112.24 $75.4 - $112
81 $8K
SONY
Sony Group Corp

Technology
936
+ 400.0%
$17.53 - $96.8 $16.4K - $90.6K
1.17K $25K
Tko Group Holdings Inc
17
New
N/A
17 $2K
VOTE
Engine No 1 ETF Tr

ETFs
3
+ 0.3%
$66.37 - $71.58 $199 - $215
990 $68K
CARG
Car Gurus, Inc.

Communication Services
49
New
$29.05 - $38.78 $1.42K - $1.9K
49 $2K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
250
New
$8.24 - $11.07 $2.06K - $2.77K
250 $2K
Lam Research Corp
33
New
N/A
33 $2K
DOV
Dover Corp

Industrials
13
+ 20.63%
$184.72 - $206.51 $2.4K - $2.68K
76 $14K
VTRS
Viatris Inc

Healthcare
128
+ 29.7%
$11.32 - $13.37 $1.45K - $1.71K
559 $7K
Concentra Group Holdings Par
94
New
N/A
94 $2K
CMS
Cms Energy Corp

Utilities
17
New
$65.76 - $71.94 $1.12K - $1.22K
17 $1K
HNDL
Strategy Shs

ETFs
29
+ 15.43%
$21.25 - $22.4 $616 - $650
217 $5K
REG
Regency Centers Corp

Real Estate
6
+ 1.49%
$69.77 - $75.91 $419 - $455
408 $30K
LYB
Lyondell Basell Industries N.V.

Basic Materials
9
New
$72.97 - $96.75 $657 - $871
9 $1K
IXN
Ishares Global Information Tec

ETFs
1
+ 0.39%
$80.67 - $87.84 $80.7 - $87.8
259 $22K
NVT
N Vent Electric PLC

Industrials
13
+ 86.67%
$67.69 - $79.19 $880 - $1.03K
28 $2K
PII
Polaris Inc.

Consumer Cyclical
12
New
$56.74 - $83.06 $681 - $997
12 $1K
MTN
Vail Resorts Inc

Consumer Cyclical
2
+ 2.25%
$165.69 - $195.44 $331 - $391
91 $17K
ESS
Essex Property Trust, Inc.

Real Estate
6
+ 7.41%
N/A
87 $25K
IIPR
Innovative Industrial Properties Inc

Real Estate
159
+ 112.77%
$66.64 - $135.61 $10.6K - $21.6K
300 $20K
HTRB
Hartford Fds Total Return Bd E

ETFs
18
+ 28.57%
$33.33 - $35.01 $600 - $630
81 $3K
CRL
Charles River Laboratories International, Inc.

Healthcare
6
New
$178.58 - $220.69 $1.07K - $1.32K
6 $1K
CM
Canadian Imperial Bank Of Commerce

Financial Services
6
+ 1.06%
$59.58 - $67.31 $357 - $404
572 $36K
F
Ford Motor CO

Consumer Cyclical
390
+ 8.57%
$9.69 - $11.4 $3.78K - $4.45K
4.94K $49K
F&G Annuities & Life Inc
35
New
N/A
35 $1K
FPI
Farmland Partners Inc.

Real Estate
25
+ 2.24%
$10.17 - $12.76 $254 - $319
1.14K $13K
FSIG
First Tr ETF Iv LTD Duration I
287
+ 2.27%
$18.8 - $19.23 $5.4K - $5.52K
12.9K $244K
AIV
Apartment Investment & Management CO

Real Estate
35
+ 1.74%
$8.03 - $9.09 $281 - $318
2.05K $19K
Grayscale Bitcoin Mini Tr Et
26
New
N/A
26 $1K
DLTR
Dollar Tree, Inc.

Consumer Defensive
12
New
$61.21 - $76.19 $735 - $914
12 $1K
PW
Power Reit

Real Estate
403
New
$0.73 - $2.31 $294 - $931
403 $1K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
25
+ 8.53%
$98.47 - $109.35 $2.46K - $2.73K
318 $31K
BSJR
Invesco Indx Tr

ETFs
160
+ 1.94%
$22.37 - $22.7 $3.58K - $3.63K
8.4K $188K
DWAC
Digital World Acquisition Corp.

Financial Services
25
New
N/A
25 $1K
LVS
Las Vegas Sands Corp

Consumer Cyclical
29
New
$47.96 - $55.17 $1.39K - $1.6K
29 $1K
IBB
Ishares Biotechnology ETF

ETFs
9
+ 81.82%
$131.21 - $148.85 $1.18K - $1.34K
20 $3K
MGM
Mgm Resorts International

Consumer Cyclical
33
New
$33.44 - $41.99 $1.1K - $1.39K
33 $1K
NRG
Nrg Energy, Inc.

Utilities
26
+ 1.74%
$85.3 - $101.61 $2.22K - $2.64K
1.52K $137K
MBLY
Mobileye Global Inc.
51
New
$12.07 - $20.07 $616 - $1.02K
51 $1K
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
7K
+ 111.11%
N/A
13.3K $9K
COOP
Mr. Cooper Group Inc.

Financial Services
4
New
$87.37 - $101.43 $349 - $406
4 $0
SPTL
Spdr Portfolio Long Term Treas

ETFs
16
+ 14.68%
$26.05 - $29.17 $417 - $467
125 $3K
USRT
Ishares Core U.S. Reit ETF

ETFs
1
+ 0.38%
$55.97 - $62.75 $56 - $62.8
262 $16K
IYJ
Ishares Tr

ETFs
2
+ 0.3%
$132.97 - $143.93 $266 - $288
672 $90K
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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