Capital Analysts, LLC Sells in Q4 2024

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
-815
- 28.45%
$110.35 - $138.93 $89.9K - $113K
2.05K $234K
OKE
Oneok Inc

Energy
-5.01K
- 12.76%
$92.28 - $117.05 $462K - $586K
34.2K $3.44M
HST
Host Hotels & Resorts, Inc.

Real Estate
-7.37K
- 7.2%
$17.24 - $19.07 $127K - $140K
95K $1.66M
GLDM
World Gold Trust

ETFs
-2.55K
- 26.11%
$50.76 - $55.23 $129K - $141K
7.21K $375K
WMB
Williams Companies, Inc.

Energy
-14.6K
- 18.68%
$46.37 - $59.74 $675K - $870K
63.4K $3.43M
EEMV
Ishares Msci Emerging Markets

ETFs
-526
- 2.57%
$57.85 - $63.11 $30.4K - $33.2K
19.9K $1.16M
MRSK
Toews Agility Shares Managed R

Technology
-6.59K
- 3.57%
$32.13 - $34.12 $212K - $225K
178K $5.87M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-5.76K
- 10.42%
$19.42 - $19.76 $112K - $114K
49.5K $964K
AMGN
Amgen Inc

Healthcare
-29
- 1.53%
$258.78 - $328.31 $7.5K - $9.52K
1.86K $485K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-266
- 1.21%
$65.79 - $72.14 $17.5K - $19.2K
21.7K $1.43M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3.22K
- 21.28%
$37.61 - $38.92 $121K - $125K
11.9K $458K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-505
- 0.53%
$57.38 - $61.11 $29K - $30.9K
95.4K $5.57M
COST
Costco Wholesale Corp

Consumer Defensive
-362
- 4.9%
$873.59 - $994.69 $316K - $360K
7.03K $6.44M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-2.64K
- 77.31%
$41.16 - $42.25 $109K - $112K
775 $33K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.37K
- 5.84%
$45.17 - $47.23 $62.1K - $64.9K
22.2K $1M
HCA
Hca Healthcare, Inc.

Healthcare
-5
- 0.53%
$297.52 - $415.61 $1.49K - $2.08K
947 $284K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.05K
- 3.8%
$51.09 - $55.27 $53.7K - $58.1K
26.6K $1.36M
NXPI
Nxp Semiconductors N.V.

Technology
-161
- 7.67%
$207.27 - $255.58 $33.4K - $41.1K
1.94K $403K
BALT
Innovator Etfs Tr
-4.25K
- 7.52%
$30.76 - $31.55 $131K - $134K
52.3K $1.64M
DVY
Ishares Tr

ETFs
-175
- 0.86%
$129.55 - $143.41 $22.7K - $25.1K
20.1K $2.64M
CORP
Pimco Investment Grade Corp Bd

ETFs
-453
- 3.45%
$95.1 - $99.41 $43.1K - $45K
12.7K $1.21M
BWA
Borgwarner Inc

Consumer Cyclical
-2.5K
- 67.21%
$31.48 - $35.49 $78.6K - $88.6K
1.22K $39K
SBUX
Starbucks Corp

Consumer Cyclical
-132
- 0.99%
$87.44 - $102.5 $11.5K - $13.5K
13.3K $1.21M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-471
- 4.81%
$62.71 - $68.47 $29.5K - $32.2K
9.33K $587K
HEIA
Heico Crp Cl A
-2
- 0.04%
N/A
4.93K $916K
BNDX
Vanguard Total International B

ETFs
-780
- 1.96%
$48.91 - $50.61 $38.1K - $39.5K
38.9K $1.91M
DELL
Dell Technologies Inc.

Technology
-160
- 0.78%
$111.96 - $144.21 $17.9K - $23.1K
20.2K $2.33M
MET
Metlife Inc

Financial Services
-769
- 2.17%
$78.15 - $88.25 $60.1K - $67.9K
34.7K $2.84M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.27K
- 72.33%
$63.58 - $71.15 $80.4K - $90K
484 $31K
VICI
Vici Properties Inc.

Real Estate
-2.06K
- 39.46%
$28.27 - $33.19 $58.3K - $68.4K
3.16K $92K
EWJ
Ishares Msci Japan ETF

ETFs
-1.07K
- 46.59%
$66.18 - $71.84 $70.5K - $76.5K
1.22K $82K
Calamos ETF Tr
-3.46K
- 10.33%
N/A
30.1K $752K
VNQ
Vanguard Specialized Funds Van

ETFs
-10
- 0.12%
$87.85 - $98.6 $879 - $986
8.54K $760K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-567
- 53.14%
$82.28 - $117.52 $46.7K - $66.6K
500 $42K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-373
- 4.24%
$108.28 - $117.54 $40.4K - $43.8K
8.42K $916K
ABR
Arbor Realty Trust Inc

Real Estate
-3.12K
- 24.79%
$13.66 - $15.64 $42.6K - $48.8K
9.46K $131K
INTC
Intel Corp

Technology
-1.65K
- 17.68%
$19.07 - $26.23 $31.4K - $43.2K
7.66K $154K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-375
- 3.04%
N/A
12K $756K
Veralto Corp
-420
- 20.1%
N/A
1.67K $170K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.58K
- 2.78%
$33.7 - $37.69 $53.3K - $59.7K
55.4K $1.9M
SLB
Schlumberger Limited

Energy
-972
- 13.55%
$36.83 - $45.59 $35.8K - $44.3K
6.2K $238K
IBM
International Business Machines Corp

Technology
-194
- 1.34%
$204.9 - $238.04 $39.8K - $46.2K
14.3K $3.14M
URI
United Rentals, Inc.

Industrials
-27
- 6.99%
$704.44 - $880.32 $19K - $23.8K
359 $253K
TCHP
T Rowe Price Exchange Traded F

Technology
-4.1K
- 8.8%
$39.17 - $43.9 $161K - $180K
42.5K $1.79M
ROBO
Robo Global Robotics And Autom

ETFs
-883
- 77.52%
$55.06 - $58.6 $48.6K - $51.7K
256 $14K
NKE
Nike, Inc.

Consumer Cyclical
-259
- 10.46%
$73.36 - $89.13 $19K - $23.1K
2.22K $168K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.11K
- 79.5%
$45.39 - $62.98 $50.2K - $69.6K
285 $16K
GNOM
Global X Fds Genomics & Biotec

ETFs
-2.31K
- 13.42%
$9.62 - $11.13 $22.2K - $25.7K
14.9K $145K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.03K
- 86.72%
$46.94 - $51.62 $48.1K - $52.9K
157 $8K
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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