Capital Analysts, LLC Portfolio Holdings
Capital Analysts, LLC
- $2.49 Billion
- Q4 2024
Capital Analysts, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.49 Billion distributed in 1653 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $244M, Ishares Core S&P 500 ETF with a value of $127M, Ishares Tr with a value of $88.9M, Fidelity Merrimack Str Tr Tota with a value of $88.4M, and Ishares Core S&P Mid Cap ETF with a value of $62.9M.
Examining the 13F form we can see an increase of $36.9M in the current position value, from $2.45B to 2.49B.
Capital Analysts, LLC is based out at Fort Washington, PA
Below you can find more details about Capital Analysts, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 1,653
- Current Value $2.49 Billion
- Prior Value $2.45 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 103 stocks
- Additional Purchases 483 stocks
- Sold out of 0 stocks
- Reduced holdings in 347 stocks