Capital Analysts, LLC Purchases in Q4 2024

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FUTY
Fidelity Covington Tr Msci Uti

ETFs
9
+ 81.82%
$48.17 - $53.38 $434 - $480
20 $1K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
4
+ 0.84%
$20.78 - $21.38 $83.1 - $85.5
482 $10K
Sndl Inc
100
New
N/A
100 $0
ITB
Ishares Tr

ETFs
6
+ 85.71%
$103.31 - $129.34 $620 - $776
13 $1K
OXYWS
Occidental Pete Corp Wt Exp 08
2
New
N/A
2 $0
FNDA
Schwab Fundamental U S Small C

ETFs
2.99K
+ 99.87%
$29.26 - $59.11 $87.5K - $177K
5.98K $178K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4
+ 0.5%
$50.73 - $51.08 $203 - $204
803 $41K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
1
+ 0.37%
$42.95 - $45.72 $43 - $45.7
272 $12K
OXY
Occidental Petroleum Corp

Energy
1
+ 5.88%
$45.36 - $55.91 $45.4 - $55.9
18 $1K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
148
+ 2.28%
$21.34 - $21.82 $3.16K - $3.23K
6.64K $142K
Invesco Exch Trd Slf Idx Fd
3
+ 0.75%
N/A
403 $10K
PSTL
Postal Realty Trust, Inc.

Real Estate
14
+ 2.42%
$12.83 - $14.74 $180 - $206
592 $8K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1
New
$64.85 - $73.04 $64.9 - $73
1 $0
Howard Hughes Holdings Inc
1
+ 0.88%
N/A
114 $9K
SYY
Sysco Corp

Consumer Defensive
13
+ 1.11%
$73.63 - $81.77 $957 - $1.06K
1.19K $91K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3
+ 0.56%
$100.22 - $100.73 $301 - $302
535 $54K
DCI
Donaldson CO Inc

Industrials
1
+ 2.63%
$67.28 - $78.27 $67.3 - $78.3
39 $3K
Aurora Cannabis Inc
5
New
N/A
5 $0
BNS
Bank Of Nova Scotia

Financial Services
6
+ 1.4%
$51.5 - $57.02 $309 - $342
436 $23K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3
+ 1.12%
$42.79 - $44.9 $128 - $135
272 $12K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
6
New
$20.04 - $22.53 $120 - $135
6 $0
RY
Royal Bank Of Canada

Financial Services
2
+ 0.77%
$119.72 - $128.02 $239 - $256
262 $32K
AHH
Armada Hoffler Properties, Inc.

Real Estate
9
+ 1.31%
$10.06 - $11.26 $90.5 - $101
695 $7K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5
+ 1.03%
N/A
490 $12K
Canopy Growth Corp
16
New
N/A
16 $0
HMC
Honda Motor CO LTD

Consumer Cyclical
6
+ 2.32%
$23.7 - $32.62 $142 - $196
265 $8K
BHP
Bhp Group LTD

Basic Materials
1
+ 4.55%
$48.78 - $62.43 $48.8 - $62.4
23 $1K
AMH
American Homes 4 Rent

Real Estate
25
+ 1.76%
$35.02 - $39.25 $876 - $981
1.44K $54K
JPIB
Jpmorgan International Bond Op

ETFs
3
+ 0.41%
$47.26 - $48.47 $142 - $145
731 $35K
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
6
+ 1.8%
$46.0 - $47.12 $276 - $283
340 $16K
EPR
Epr Properties

Real Estate
7
+ 2.17%
$43.17 - $49.39 $302 - $346
329 $15K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
37
+ 1.89%
$7.02 - $7.61 $260 - $282
1.99K $14K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
36
+ 2.53%
$11.1 - $12.03 $400 - $433
1.46K $16K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
229
+ 0.66%
$23.25 - $23.56 $5.32K - $5.4K
35K $814K
Healthcare Rlty Tr
12
+ 1.27%
N/A
957 $16K
SUI
Sun Communities Inc

Real Estate
2
+ 1.75%
$119.89 - $139.05 $240 - $278
116 $14K
FSTA
Fidelity Covington Tr Msci Con

ETFs
2
+ 0.43%
$49.28 - $52.29 $98.6 - $105
463 $23K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
34
+ 1.97%
$11.42 - $12.5 $388 - $425
1.76K $20K
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.33%
$160.89 - $176.18 $161 - $176
302 $49K
ITA
Ishares Tr

ETFs
1
+ 0.75%
$144.31 - $157.31 $144 - $157
134 $19K
JMBS
Janus Detroit Str Tr Henderson

ETFs
5
+ 2.0%
$44.03 - $46.65 $220 - $233
255 $11K
LIT
Global X Fds Global X Lithium

ETFs
40
+ 4.73%
$40.78 - $48.97 $1.63K - $1.96K
885 $36K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
17
+ 0.53%
$77.23 - $82.11 $1.31K - $1.4K
3.22K $250K
CPT
Camden Property Trust

Real Estate
3
+ 1.22%
$112.52 - $127.03 $338 - $381
249 $29K
AOM
Ishares Tr Core Moderate Alloc

ETFs
7
+ 1.88%
$43.44 - $45.05 $304 - $315
379 $16K
ELS
Equity Lifestyle Properties Inc

Real Estate
14
+ 2.35%
$66.06 - $72.51 $925 - $1.02K
610 $41K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
168
+ 1.46%
$21.68 - $22.16 $3.64K - $3.72K
11.6K $252K
VNQI
Vanguard Global Ex U.S. Real

ETFs
5
+ 1.46%
$39.22 - $47.52 $196 - $238
347 $14K
IMO
Imperial Oil LTD

Energy
1
+ 0.67%
$61.13 - $79.21 $61.1 - $79.2
151 $9K
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
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email