Capital Analysts, LLC New Holdings in Q4 2024

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
4.16K
New
N/A
4.16K $4.27M
PVAL
Putnam ETF Tr Putnam Focused L
64.3K
New
$36.85 - $39.99 $2.37M - $2.57M
64.3K $2.39M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9.86K
New
$201.32 - $217.44 $1.99M - $2.14M
9.86K $2.04M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
61.9K
New
$28.48 - $29.56 $1.76M - $1.83M
61.9K $1.81M
CGMU
Capital Group Core Plus Income
49.3K
New
N/A
49.3K $1.33M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
30.9K
New
$35.71 - $38.39 $1.1M - $1.19M
30.9K $1.14M
Innovator Etfs Trust
26.7K
New
N/A
26.7K $637K
First Tr Exchng Traded Fd Vi
21.4K
New
N/A
21.4K $433K
Calamos ETF Tr
14.8K
New
N/A
14.8K $369K
Capital Grp Fixed Incm ETF T
14K
New
N/A
14K $355K
First Tr Exchng Traded Fd Vi
8.76K
New
N/A
8.76K $269K
First Tr Exch Traded Fd Iii
12.1K
New
N/A
12.1K $261K
Capital Grp Fixed Incm ETF T
9.8K
New
N/A
9.8K $254K
First Tr Exchng Traded Fd Vi
7.99K
New
N/A
7.99K $244K
Calamos ETF Tr
9.37K
New
N/A
9.37K $239K
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.05K
New
$46.68 - $47.95 $189K - $194K
4.05K $190K
Calamos ETF Tr
7.24K
New
N/A
7.24K $185K
IEO
Ishares Tr

ETFs
1.94K
New
$85.22 - $101.77 $165K - $197K
1.94K $174K
First Tr Exchng Traded Fd Vi
4.55K
New
N/A
4.55K $159K
First Tr Exchng Traded Fd Vi
7.16K
New
N/A
7.16K $153K
J P Morgan Exchange Traded F
2.37K
New
N/A
2.37K $147K
First Tr Exchng Traded Fd Vi
5.48K
New
N/A
5.48K $110K
UNM
Unum Group

Financial Services
1.48K
New
$58.88 - $77.07 $86.9K - $114K
1.48K $108K
JPRE
J P Morgan Exchange Traded Fd

ETFs
2.25K
New
$46.45 - $51.64 $104K - $116K
2.25K $106K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
4.62K
New
$16.43 - $22.77 $75.8K - $105K
4.62K $102K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
3.05K
New
$29.34 - $32.61 $89.4K - $99.4K
3.05K $91K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
3.22K
New
$25.22 - $28.15 $81.1K - $90.5K
3.22K $86K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1.94K
New
$38.63 - $39.95 $74.9K - $77.5K
1.94K $76K
Innovator Etfs Trust
3.01K
New
N/A
3.01K $75K
Federated Hermes ETF Trust
2.18K
New
N/A
2.18K $62K
T Rowe Price ETF Inc
1.79K
New
N/A
1.79K $58K
CGCP
Capital Group Core Plus Income

ETFs
2.45K
New
$22.13 - $23.17 $54.2K - $56.8K
2.45K $54K
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.12K
New
$23.14 - $26.91 $49K - $57K
2.12K $50K
IGE
Ishares Tr North Amern Nat Res

ETFs
1.12K
New
$41.52 - $48.01 $46.3K - $53.5K
1.12K $48K
Calamos ETF Tr
1.85K
New
N/A
1.85K $47K
Calamos ETF Tr
1.62K
New
N/A
1.62K $40K
Calamos ETF Tr
1.65K
New
N/A
1.65K $40K
Capital Group New Geography
1.52K
New
N/A
1.52K $38K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
330
New
$108.0 - $116.52 $35.6K - $38.5K
330 $37K
First Tr Exchng Traded Fd Vi
982
New
N/A
982 $30K
FNF
Fidelity National Financial, Inc.

Financial Services
525
New
$55.19 - $63.83 $29K - $33.5K
525 $29K
Fidelity Covington Trust
838
New
N/A
838 $28K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
1.1K
New
$21.45 - $24.97 $23.6K - $27.5K
1.1K $26K
Innovator Etfs Trust
992
New
N/A
992 $25K
First Tr Exchng Traded Fd Vi
1.07K
New
N/A
1.07K $25K
GTLS
Chart Industries Inc

Industrials
129
New
$119.65 - $202.35 $15.4K - $26.1K
129 $25K
Brookfield Infrastructure CO
588
New
N/A
588 $24K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
100
New
$173.13 - $258.09 $17.3K - $25.8K
100 $23K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
721
New
$31.83 - $34.97 $22.9K - $25.2K
721 $23K
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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