Capital Analysts, LLC Sells in Q3 2025

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NI
Nisource Inc.

Utilities
-2.15K
- 4.13%
$39.0 - $43.33 $83.9K - $93.2K
49.9K $2.16M
VHT
Vanguard Health Care ETF

ETFs
-186
- 1.82%
$239.12 - $259.95 $44.5K - $48.4K
10K $2.6M
IWM
Ishares Russell 2000 ETF

ETFs
-14
- 0.5%
$214.92 - $244.84 $3.01K - $3.43K
2.79K $676K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-402
- 2.07%
$58.56 - $63.63 $23.5K - $25.6K
19K $1.21M
VLO
Valero Energy Corp

Energy
-31
- 1.1%
$131.77 - $175.63 $4.08K - $5.44K
2.79K $475K
IWN
Ishares Russell2000 Val ETF

ETFs
-21
- 0.39%
$157.1 - $178.94 $3.3K - $3.76K
5.3K $938K
TJX
Tjx Companies Inc

Consumer Cyclical
-4
- 0.08%
$121.35 - $144.54 $485 - $578
4.76K $688K
VTR
Ventas, Inc.

Real Estate
-258
- 1.39%
$62.76 - $69.99 $16.2K - $18.1K
18.3K $1.28M
HST
Host Hotels & Resorts, Inc.

Real Estate
-636
- 0.86%
$15.27 - $17.68 $9.71K - $11.2K
73.3K $1.25M
PBT
Permian Basin Royalty Trust

Energy
-15.9K
- 22.67%
$12.46 - $18.83 $199K - $300K
54.4K $992K
QCOM
Qualcomm Inc

Technology
-270
- 1.03%
$145.84 - $173.55 $39.4K - $46.9K
25.8K $4.3M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-73
- 0.24%
$107.5 - $115.86 $7.85K - $8.46K
30.5K $3.49M
SCHW
Schwab Charles Corp

Financial Services
-362
- 0.68%
$91.03 - $98.69 $33K - $35.7K
52.9K $5.05M
NEE
Nextera Energy Inc

Utilities
-962
- 2.2%
$69.77 - $77.54 $67.1K - $74.6K
42.9K $3.24M
ABBV
Abb Vie Inc.

Healthcare
-684
- 8.65%
$184.85 - $231.54 $126K - $158K
7.22K $1.67M
MRSK
Toews Agility Shares Managed R

Technology
-4.3K
- 2.4%
$33.48 - $35.68 $144K - $154K
175K $6.23M
SSNC
Ss&C Technologies Holdings Inc

Technology
-963
- 1.87%
$81.85 - $90.2 $78.8K - $86.9K
50.6K $4.49M
MCD
Mcdonalds Corp

Consumer Cyclical
-149
- 0.61%
$291.67 - $316.99 $43.5K - $47.2K
24.4K $7.42M
Labcorp Holdings Inc
-505
- 3.04%
N/A
16.1K $4.62M
UBER
Uber Technologies, Inc

Technology
-94
- 0.16%
$86.91 - $99.57 $8.17K - $9.36K
58.4K $5.72M
ORCL
Oracle Corp

Technology
-950
- 10.52%
$218.96 - $328.33 $208K - $312K
8.08K $2.27M
CFG
Citizens Financial Group Inc

Financial Services
-1.76K
- 3.74%
$46.1 - $53.65 $81K - $94.3K
45.2K $2.41M
GE
General Electric CO

Industrials
-246
- 2.74%
$244.75 - $305.63 $60.2K - $75.2K
8.73K $2.63M
LMT
Lockheed Martin Corp

Industrials
-29
- 0.31%
$410.74 - $499.21 $11.9K - $14.5K
9.23K $4.61M
DELL
Dell Technologies Inc.

Technology
-500
- 2.13%
$120.96 - $141.77 $60.5K - $70.9K
23K $3.26M
BAC
Bank Of America Corp

Financial Services
-2.25K
- 1.92%
$44.92 - $52.42 $101K - $118K
115K $5.94M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-975
- 1.4%
$132.9 - $142.03 $130K - $138K
68.4K $9.65M
Blackrock Inc
-95
- 2.12%
N/A
4.38K $5.1M
GM
General Motors CO

Consumer Cyclical
-3.59K
- 5.99%
$48.89 - $61.24 $175K - $220K
56.3K $3.43M
NOC
Northrop Grumman Corp

Industrials
-71
- 1.44%
$498.9 - $609.32 $35.4K - $43.3K
4.88K $2.97M
LOW
Lowes Companies Inc

Consumer Cyclical
-550
- 2.46%
$215.01 - $273.02 $118K - $150K
21.8K $5.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-38
- 0.12%
$459.11 - $506.91 $17.4K - $19.3K
33K $16.6M
JPM
Jpmorgan Chase & CO

Financial Services
-2.23K
- 4.22%
$282.78 - $316.06 $630K - $704K
50.6K $16M
GD
General Dynamics Corp

Industrials
-344
- 2.17%
$293.92 - $341.0 $101K - $117K
15.5K $5.3M
NEM
Newmont Corp

Basic Materials
-2.36K
- 6.41%
$57.35 - $85.25 $135K - $201K
34.4K $2.9M
AEM
Agnico Eagle Mines LTD

Basic Materials
-2.21K
- 8.33%
$116.14 - $168.56 $256K - $372K
24.3K $4.09M
JNJ
Johnson & Johnson

Healthcare
-2.08K
- 5.06%
$155.17 - $185.42 $323K - $386K
39.1K $7.24M
EA
Electronic Arts Inc.

Communication Services
-431
- 1.66%
$147.79 - $202.05 $63.7K - $87.1K
25.6K $5.16M
DGRO
Ishares Core Dividend Growth E

ETFs
-284
- 0.07%
$64.12 - $68.08 $18.2K - $19.3K
403K $27.4M
GS
Goldman Sachs Group Inc

Financial Services
-349
- 0.92%
$696.56 - $806.32 $243K - $281K
37.5K $29.8M
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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