Capital Analysts, LLC Sells in Q3 2025

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-591K
- 86.27%
$50.23 - $50.48 $29.7M - $29.8M
94K $4.73M
XLE
Energy Sector Spdr

ETFs
-233K
- 95.26%
$84.25 - $91.99 $19.6M - $21.4M
11.6K $1.04M
CMCSA
Comcast Corp

Communication Services
-276K
- 94.24%
$31.41 - $36.33 $8.66M - $10M
16.9K $529K
EFG
Msci Eafe Growth ETF

ETFs
-33.9K
- 89.53%
$106.99 - $114.46 $3.63M - $3.88M
3.97K $452K
AVGO
Broadcom Inc.

Technology
-24.2K
- 26.39%
$264.74 - $369.57 $6.4M - $8.94M
67.5K $22.3M
IYW
Ishares Dj Us Tech ETF

ETFs
-20K
- 45.55%
$171.38 - $197.01 $3.44M - $3.95M
24K $4.69M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-18.8K
- 56.26%
$107.66 - $112.36 $2.03M - $2.12M
14.6K $1.63M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-15.4K
- 64.54%
$91.44 - $91.77 $1.41M - $1.42M
8.49K $778K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.85K
- 27.26%
$617.65 - $666.84 $1.76M - $1.9M
7.6K $5.06M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-28.8K
- 53.34%
$37.5 - $40.3 $1.08M - $1.16M
25.2K $1M
EOG
Eog Resources Inc

Energy
-3.2K
- 3.11%
$112.12 - $126.1 $359K - $404K
99.8K $11.2M
ADBE
Adobe Inc.

Technology
-1.2K
- 6.8%
$333.65 - $392.1 $401K - $471K
16.4K $5.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-24.3K
- 5.7%
$45.6 - $46.92 $1.11M - $1.14M
402K $18.8M
VUSB
Vanguard Bd Index Fds
-17.9K
- 11.08%
N/A
143K $7.17M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7.9K
- 10.19%
$182.33 - $194.5 $1.44M - $1.54M
69.6K $13.5M
BSX
Boston Scientific Corp

Healthcare
-1.36K
- 2.72%
$97.03 - $108.14 $132K - $148K
48.7K $4.75M
COST
Costco Wholesale Corp

Consumer Defensive
-187
- 2.74%
$915.95 - $994.57 $171K - $186K
6.64K $6.15M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-22.9K
- 28.46%
$23.03 - $23.12 $526K - $529K
57.5K $1.33M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-5.1K
- 6.03%
$59.29 - $62.87 $302K - $321K
79.5K $4.78M
EFV
Msci Eafe Value ETF

ETFs
-16.8K
- 10.75%
$62.79 - $68.42 $1.06M - $1.15M
140K $9.47M
Blackrock ETF Trust Ii
-10.5K
- 3.88%
N/A
259K $13.8M
DRI
Darden Restaurants Inc

Consumer Cyclical
-402
- 3.31%
$184.73 - $220.27 $74.3K - $88.5K
11.7K $2.24M
KO
Coca Cola CO

Consumer Defensive
-1.69K
- 2.56%
$65.67 - $71.67 $111K - $121K
64.2K $4.26M
PAYX
Paychex Inc

Industrials
-306
- 1.74%
$126.69 - $147.99 $38.8K - $45.3K
17.3K $2.19M
IBM
International Business Machines Corp

Technology
-591
- 4.2%
$234.77 - $292.47 $139K - $173K
13.5K $3.8M
EMR
Emerson Electric CO

Industrials
-1.88K
- 4.54%
$128.6 - $149.63 $241K - $281K
39.5K $5.18M
IEF
Ishares Barclays

ETFs
-3.51K
- 8.32%
$93.91 - $97.26 $329K - $341K
38.6K $3.72M
MCHP
Microchip Technology Inc

Technology
-3.98K
- 99.18%
$60.95 - $75.26 $243K - $300K
33 $2K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-10.9K
- 9.34%
$53.81 - $57.52 $586K - $627K
106K $6.09M
PM
Philip Morris International Inc.

Consumer Defensive
-199
- 2.17%
$157.77 - $183.27 $31.4K - $36.5K
8.99K $1.46M
SNPS
Synopsys Inc

Technology
-108
- 1.4%
$387.78 - $645.35 $41.9K - $69.7K
7.58K $3.74M
TGT
Target Corp

Consumer Defensive
-1.67K
- 35.58%
$86.56 - $107.43 $144K - $179K
3.01K $270K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-3.76K
- 19.25%
$57.15 - $62.12 $215K - $233K
15.7K $979K
IXUS
Ishares Tr

ETFs
-10.9K
- 7.96%
$76.35 - $82.58 $832K - $899K
126K $10.4M
SBUX
Starbucks Corp

Consumer Cyclical
-932
- 9.27%
$81.9 - $96.86 $76.3K - $90.3K
9.12K $771K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.23K
- 18.81%
$137.51 - $145.26 $168K - $178K
5.29K $753K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-6.46K
- 15.98%
$23.27 - $23.51 $150K - $152K
33.9K $794K
UPS
United Parcel Service Inc

Industrials
-841
- 19.87%
$82.58 - $105.54 $69.4K - $88.8K
3.39K $284K
MA
Mastercard Inc

Financial Services
-424
- 2.89%
$550.18 - $598.96 $233K - $254K
14.3K $8.11M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.44K
- 35.64%
$293.94 - $444.72 $424K - $641K
2.6K $1.16M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-2.28K
- 10.63%
$69.62 - $73.99 $159K - $169K
19.2K $1.39M
CI
Cigna Corp

Healthcare
-75
- 3.61%
$262.23 - $334.39 $19.7K - $25.1K
2K $577K
LLY
Eli Lilly & CO

Healthcare
-98
- 4.7%
$625.65 - $812.69 $61.3K - $79.6K
1.99K $1.52M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-993
- 17.87%
$131.47 - $143.64 $131K - $143K
4.56K $645K
OHI
Omega Healthcare Investors Inc

Real Estate
-2.87K
- 42.98%
$36.29 - $43.34 $104K - $124K
3.8K $160K
TMUS
T Mobile Us, Inc.

Communication Services
-416
- 2.09%
$226.02 - $259.01 $94K - $108K
19.5K $4.66M
TXN
Texas Instruments Inc

Technology
-33
- 1.17%
N/A
2.79K $512K
NKE
Nike, Inc.

Consumer Cyclical
-963
- 18.46%
$69.24 - $79.24 $66.7K - $76.3K
4.25K $297K
MET
Metlife Inc

Financial Services
-1.71K
- 4.89%
$73.82 - $82.37 $126K - $141K
33.3K $2.74M
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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