Capital Analysts, LLC Reduced Holdings in Q4 2024

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-62
- 0.65%
$134.53 - $150.65 $8.34K - $9.34K
9.49K $1.28M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-535
- 13.18%
$48.87 - $53.53 $26.1K - $28.6K
3.53K $172K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-656
- 2.22%
$60.51 - $65.57 $39.7K - $43K
28.9K $1.76M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-485
- 4.14%
$121.89 - $135.52 $59.1K - $65.7K
11.2K $1.4M
Canadian Pacific Kansas City
-32
- 1.05%
N/A
3.02K $218K
VGT
Vanguard Information Technolog

ETFs
-81
- 33.61%
$571.78 - $647.97 $46.3K - $52.5K
160 $99K
SPMD
Spdr Portfolio

ETFs
-744
- 0.48%
$54.13 - $59.56 $40.3K - $44.3K
153K $8.35M
VLO
Valero Energy Corp

Energy
-24
- 0.82%
$118.59 - $144.02 $2.85K - $3.46K
2.9K $356K
IMFL
Invesco Ex Tr Self Indx Fd Tr
-1.37K
- 58.89%
$23.48 - $25.49 $32.1K - $34.8K
953 $22K
QWLD
Spdr Index Shs Fds

ETFs
-140
- 3.63%
$123.39 - $130.49 $17.3K - $18.3K
3.72K $460K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-647
- 23.21%
$36.15 - $41.9 $23.4K - $27.1K
2.14K $78K
ROP
Roper Technologies Inc

Industrials
-12
- 1.47%
$519.85 - $575.95 $6.24K - $6.91K
803 $417K
KLAC
Kla Corp

Technology
-9
- 4.27%
$614.46 - $829.55 $5.53K - $7.47K
202 $127K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-448
- 63.1%
$78.43 - $87.17 $35.1K - $39.1K
262 $21K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-512
- 18.3%
$40.28 - $44.96 $20.6K - $23K
2.29K $92K
TTE
Total Energies Se

Energy
-158
- 6.18%
N/A
2.4K $131K
Amentum Holdings Inc
-1.02K
- 93.01%
N/A
77 $2K
WY
Weyerhaeuser CO

Real Estate
-414
- 10.49%
$27.21 - $33.7 $11.3K - $14K
3.53K $100K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-721
- 8.98%
$36.54 - $37.53 $26.3K - $27.1K
7.3K $269K
VDC
Vanguard Consumer Staples ETF

ETFs
-144
- 44.58%
$210.96 - $223.62 $30.4K - $32.2K
179 $38K
PH
Parker Hannifin Corp

Industrials
-57
- 7.89%
$621.74 - $709.46 $35.4K - $40.4K
665 $423K
PCQ
Pimco California Municipal Income Fund

Financial Services
-3.02K
- 46.93%
$8.97 - $10.18 $27K - $30.7K
3.41K $31K
WM
Waste Management Inc

Industrials
-43
- 1.1%
$201.79 - $228.46 $8.68K - $9.82K
3.88K $783K
TYL
Tyler Technologies Inc

Technology
-20
- 0.69%
$576.64 - $635.69 $11.5K - $12.7K
2.88K $1.66M
PAVE
Global X Fds Us Infrastructure

ETFs
-734
- 24.45%
$40.41 - $45.95 $29.7K - $33.7K
2.27K $92K
IWS
Ishares Russell Midcap Value E

ETFs
-49
- 0.59%
$128.08 - $140.32 $6.28K - $6.88K
8.23K $1.07M
Fortrea Hldgs Inc
-1.12K
- 15.72%
N/A
5.98K $112K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-10
- 0.08%
$38.96 - $43.28 $390 - $433
12.5K $492K
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.03K
- 5.63%
$38.63 - $40.03 $39.7K - $41.1K
17.2K $681K
PLW
Invesco 1 30 Laddered Treasury

ETFs
-506
- 6.59%
N/A
7.18K $194K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-530
- 27.62%
$43.02 - $47.32 $22.8K - $25.1K
1.39K $60K
COLD
Americold Realty Trust

Real Estate
-586
- 26.25%
$21.03 - $27.78 $12.3K - $16.3K
1.65K $35K
FCX
Freeport Mcmoran Inc

Basic Materials
-18
- 0.79%
$38.08 - $50.82 $685 - $915
2.27K $86K
First Tr Exchng Traded Fd Vi
-962
- 7.3%
N/A
12.2K $472K
TEI
Templeton Emerging Markets Income Fund

Financial Services
-400
- 1.24%
$5.09 - $5.89 $2.04K - $2.36K
31.8K $163K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-257
- 49.81%
$71.56 - $85.77 $18.4K - $22K
259 $19K
HES
Hess Corp

Energy
-177
- 80.45%
$127.66 - $148.65 $22.6K - $26.3K
43 $6K
IBUY
Amplify ETF Tr Amplify Online

ETFs
-382
- 80.42%
$59.83 - $69.71 $22.9K - $26.6K
93 $6K
HEFA
Ishares Currency Hedged Msci E

ETFs
-636
- 29.13%
$34.42 - $35.88 $21.9K - $22.8K
1.55K $54K
BIIB
Biogen Inc.

Healthcare
-15
- 2.91%
$146.47 - $191.55 $2.2K - $2.87K
501 $77K
BSCU
Invesco Exc Self Ind Tr

ETFs
-239
- 0.78%
$16.32 - $16.99 $3.9K - $4.06K
30.3K $496K
VIS
Vanguard Industrial ETF

ETFs
-78
- 84.78%
$254.39 - $279.7 $19.8K - $21.8K
14 $4K
BST
Black Rock Science & Technology Trust

Financial Services
-598
- 44.89%
$34.86 - $38.04 $20.8K - $22.7K
734 $27K
INTU
Intuit Inc

Technology
-38
- 7.92%
$602.01 - $706.25 $22.9K - $26.8K
442 $278K
ROK
Rockwell Automation, Inc

Industrials
-73
- 76.84%
$264.65 - $302.92 $19.3K - $22.1K
22 $6K
UNP
Union Pacific Corp

Industrials
-40
- 7.95%
$223.15 - $249.32 $8.93K - $9.97K
463 $106K
SNY
Sanofi

Healthcare
-77
- 5.01%
$45.89 - $57.31 $3.53K - $4.41K
1.46K $70K
ETN
Eaton Corp PLC

Industrials
-63
- 0.82%
$326.96 - $377.52 $20.6K - $23.8K
7.65K $2.54M
GTO
Invesco Actively Managed ETF T

ETFs
-367
- 57.08%
$46.33 - $48.41 $17K - $17.8K
276 $13K
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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