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Capital Analysts

Latest statistics and disclosures from Capital Analysts's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, IVV, FBND, IEFA, IEMG, and represent 21.84% of Capital Analysts's stock portfolio.
Added to shares of these 10 stocks: USTB (+$29M), FBND (+$16M), IGF (+$14M), MFSI (+$13M), PVAL (+$12M), SPIB (+$9.8M), OEF (+$9.1M), DIS (+$7.7M), GOOGL (+$7.4M), CGGO (+$6.6M).
Started 113 new stock positions in KXI, JTEK, TEQI, VRCA, VSGX, VCRB, AVLV, RRX, IVT, ABAT.
Reduced shares in these 10 stocks: USFR (-$30M), XLE (-$21M), CMCSA (-$8.7M), AVGO (-$8.0M), IYW, EFG, LQD, SPY, QUAL, BIL.
Sold out of its positions in AIV, ASH, AVNT, AZEK, SYLD, Chargepoint Holdings Inc Com Cl A, CRL, CRWV, DOCU, DLTR.
Capital Analysts was a net buyer of stock by $262M.
Capital Analysts has $3.4B in assets under management (AUM), dropping by 14.19%.
Central Index Key (CIK): 0001624758

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Portfolio Holdings for Capital Analysts

Capital Analysts holds 1427 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Capital Analysts has 1427 total positions. Only the first 250 positions are shown.

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Download the Capital Analysts September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	8.8	$301M		3.8M	78.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.1	$142M	+3%	212k	669.30	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.8	$129M	+14%	2.8M	46.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.2	$111M		1.3M	87.31	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$67M	+3%	1.0M	65.92	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.9	$66M	+11%	1.4M	47.55	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	1.9	$66M	+7%	2.7M	24.27	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	1.9	$65M	+2%	1.8M	36.15	View chart
Microsoft Corporation (MSFT)	1.9	$65M	+2%	125k	517.96	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	1.7	$58M	+20%	1.7M	33.89	View chart
Spdr Series Trust Portfli High Yld (SPHY)	1.6	$55M	+3%	2.3M	23.94	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.5	$53M	+5%	1.4M	37.31	View chart
Apple (AAPL)	1.5	$52M	+2%	202k	254.63	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.5	$50M		341k	145.65	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$47M	+9%	594k	78.91	View chart
Ishares Tr S&p 100 Etf (OEF)	1.1	$36M	+33%	109k	332.85	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.0	$35M	+52%	822k	42.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$32M	+2%	267k	120.72	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.9	$31M	+3%	613k	51.23	View chart
Goldman Sachs (GS)	0.9	$30M		38k	796.33	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.9	$29M	+16%	495k	59.20	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.8	$29M	+49804%	563k	50.99	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.8	$28M	+2%	623k	44.80	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$27M		403k	68.09	View chart
Raytheon Technologies Corp (RTX)	0.8	$26M		154k	167.33	View chart
Wal-Mart Stores (WMT)	0.7	$25M		238k	103.06	View chart
Citigroup Com New (C)	0.7	$25M		242k	101.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$23M	+48%	93k	243.10	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.7	$22M	+40%	215k	104.51	View chart
Broadcom (AVGO)	0.6	$22M	-26%	68k	329.92	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.6	$21M		405k	52.28	View chart
Amazon (AMZN)	0.6	$21M		95k	219.58	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.6	$21M		668k	30.88	View chart
Morgan Stanley Com New (MS)	0.6	$20M	+2%	127k	158.95	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.6	$20M	+22%	367k	53.66	View chart
Johnson Ctls Intl SHS (JCI)	0.6	$19M		175k	109.95	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$19M	-5%	402k	46.71	View chart
Visa Com Cl A (V)	0.5	$19M	+4%	54k	341.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$18M	+14%	38k	479.59	View chart
Motorola Solutions Com New (MSI)	0.5	$18M	+3%	39k	457.29	View chart
L3harris Technologies (LHX)	0.5	$17M	+5%	54k	305.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$17M		33k	502.77	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$17M	+7%	80k	206.51	View chart
D.R. Horton (DHI)	0.5	$17M	+5%	97k	169.47	View chart
American Electric Power Company (AEP)	0.5	$16M	+5%	144k	112.50	View chart
NVIDIA Corporation (NVDA)	0.5	$16M		86k	186.59	View chart
JPMorgan Chase & Co. (JPM)	0.5	$16M	-4%	51k	315.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$16M	+21%	345k	46.12	View chart
Procter & Gamble Company (PG)	0.5	$16M	+8%	103k	153.65	View chart
Mfs Active Exchange Traded F Internatinl Etf (MFSI)	0.5	$16M	+399%	534k	29.54	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$15M	+68%	323k	46.81	View chart
S&p Global (SPGI)	0.4	$15M	+5%	31k	486.70	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.4	$15M	+2063%	242k	61.12	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$15M	+7%	138k	106.49	View chart
ConocoPhillips (COP)	0.4	$15M	+7%	155k	94.59	View chart
Medtronic SHS (MDT)	0.4	$15M	+7%	152k	95.24	View chart
Abbott Laboratories (ABT)	0.4	$14M	+7%	107k	133.94	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$14M	-3%	259k	53.25	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.4	$14M	+26%	360k	37.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$14M	-10%	70k	194.50	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$13M	+19%	71k	186.49	View chart
Walt Disney Company (DIS)	0.4	$13M	+149%	112k	114.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$13M	+5%	196k	65.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$13M	+10%	107k	118.83	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$13M	+47%	173k	72.78	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$13M	+23%	286k	43.92	View chart
Air Products & Chemicals (APD)	0.4	$13M	+8%	46k	272.73	View chart
American Tower Reit (AMT)	0.4	$12M	+9%	64k	192.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$12M	+3%	56k	215.80	View chart
Becton, Dickinson and (BDX)	0.3	$12M	+12%	64k	187.17	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.3	$11M	+2%	247k	45.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$11M	+2%	34k	328.16	View chart
EOG Resources (EOG)	0.3	$11M	-3%	100k	112.12	View chart
Zoetis Cl A (ZTS)	0.3	$11M	+11%	76k	146.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$11M	+2%	192k	57.10	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.3	$11M	+2%	429k	24.93	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$10M	-7%	126k	82.58	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$10M	+26%	101k	102.98	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$10M	+28%	376k	26.95	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$9.9M	+14%	362k	27.29	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$9.6M		68k	141.01	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$9.5M	-10%	140k	67.83	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$9.4M	+16%	95k	99.53	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.3	$9.0M	+25%	214k	41.91	View chart
Intercontinental Exchange (ICE)	0.3	$8.9M	-3%	53k	168.48	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$8.9M	+73%	95k	93.37	View chart
Capital Group New Geography SHS (CGNG)	0.3	$8.8M	+84%	285k	30.90	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.3	$8.7M		108k	80.64	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$8.3M	+2%	280k	29.62	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$8.2M	+347%	97k	84.11	View chart
Mastercard Incorporated Cl A (MA)	0.2	$8.1M	-2%	14k	568.80	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.2	$7.8M	+258%	113k	68.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$7.8M		32k	243.52	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.2	$7.5M	+641%	210k	35.75	View chart
McDonald's Corporation (MCD)	0.2	$7.4M		24k	303.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$7.3M	+36%	121k	59.92	View chart
Johnson & Johnson (JNJ)	0.2	$7.2M	-5%	39k	185.43	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$7.2M	+1086%	212k	34.18	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$7.0M	-11%	144k	48.78	View chart
Chevron Corporation (CVX)	0.2	$6.9M		45k	155.29	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$6.7M	+27%	131k	51.04	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.2	$6.2M	-2%	175k	35.63	View chart
Home Depot (HD)	0.2	$6.2M		15k	405.16	View chart
Costco Wholesale Corporation (COST)	0.2	$6.1M	-2%	6.6k	925.77	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$6.1M	-9%	106k	57.52	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$6.0M	+178%	87k	68.46	View chart
Bank of America Corporation (BAC)	0.2	$5.9M		115k	51.59	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$5.9M	+155%	228k	25.85	View chart
Meta Platforms Cl A (META)	0.2	$5.8M		7.9k	734.36	View chart
Adobe Systems Incorporated (ADBE)	0.2	$5.8M	-6%	16k	352.78	View chart
Uber Technologies (UBER)	0.2	$5.7M		58k	97.97	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$5.7M	+196%	167k	34.16	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$5.7M	+9%	60k	95.14	View chart
Merck & Co (MRK)	0.2	$5.6M	+2%	67k	83.93	View chart
Lowe's Companies (LOW)	0.2	$5.5M	-2%	22k	251.33	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$5.4M	+65%	172k	31.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$5.3M		8.9k	600.34	View chart
General Dynamics Corporation (GD)	0.2	$5.3M	-2%	16k	341.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$5.3M		125k	42.23	View chart
Emerson Electric (EMR)	0.2	$5.2M	-4%	40k	131.17	View chart
Electronic Arts (EA)	0.2	$5.2M		26k	201.70	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$5.1M	+40%	66k	78.13	View chart
Blackrock (BLK)	0.1	$5.1M	-2%	4.4k	1165.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$5.1M	-27%	7.6k	666.18	View chart
Charles Schwab Corporation (SCHW)	0.1	$5.1M		53k	95.48	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$5.0M	+74%	99k	50.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.0M	+2%	178k	27.90	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$4.9M		17k	279.26	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$4.8M	-6%	80k	60.19	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$4.8M	+19%	112k	42.79	View chart
Boston Scientific Corporation (BSX)	0.1	$4.8M	-2%	49k	97.63	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$4.7M	-86%	94k	50.27	View chart
Thornburg Etf Tr Intl Equity Etf (TXUE)	0.1	$4.7M	+13%	155k	30.39	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.7M	-45%	24k	195.74	View chart
Metropcs Communications (TMUS)	0.1	$4.7M	-2%	20k	239.36	View chart
Labcorp Holdings Com Shs (LH)	0.1	$4.6M	-3%	16k	287.07	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.6M		9.2k	499.15	View chart
salesforce (CRM)	0.1	$4.6M	+2%	19k	237.00	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$4.5M	+10%	119k	37.86	View chart
Ss&c Technologies Holding (SSNC)	0.1	$4.5M		51k	88.75	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$4.4M	+55%	109k	40.59	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$4.4M	+619%	15k	293.83	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.1	$4.3M	-2%	47k	91.56	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$4.3M	+11%	100k	43.41	View chart
Enterprise Products Partners (EPD)	0.1	$4.3M	+3%	138k	31.27	View chart
Cisco Systems (CSCO)	0.1	$4.3M		63k	68.42	View chart
Qualcomm (QCOM)	0.1	$4.3M		26k	166.36	View chart
Coca-Cola Company (KO)	0.1	$4.3M	-2%	64k	66.32	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$4.2M	+4155%	100k	42.09	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$4.2M	+82%	45k	93.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$4.1M	+4%	87k	47.51	View chart
Agnico (AEM)	0.1	$4.1M	-8%	24k	168.56	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$4.0M	+2%	234k	17.16	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$4.0M	+2%	28k	142.07	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$4.0M	+22%	72k	55.33	View chart
Equinix (EQIX)	0.1	$4.0M		5.1k	783.07	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$4.0M	+41%	80k	49.47	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.1	$4.0M	-4%	47k	83.42	View chart
Prologis (PLD)	0.1	$3.9M		34k	114.52	View chart
Williams Companies (WMB)	0.1	$3.9M	+7%	62k	63.35	View chart
Verizon Communications (VZ)	0.1	$3.9M		88k	43.95	View chart
Sherwin-Williams Company (SHW)	0.1	$3.9M		11k	346.27	View chart
International Business Machines (IBM)	0.1	$3.8M	-4%	14k	282.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.8M	+75%	20k	189.68	View chart
Synopsys (SNPS)	0.1	$3.7M		7.6k	493.43	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.7M	-8%	39k	96.48	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.7M	+8%	135k	27.30	View chart
Boeing Company (BA)	0.1	$3.7M	-3%	17k	215.84	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.6M	+7%	7.5k	484.92	View chart
Oneok (OKE)	0.1	$3.6M	+49%	50k	72.96	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.5M		14k	246.60	View chart
Danaher Corporation (DHR)	0.1	$3.5M		18k	198.25	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$3.5M		31k	114.40	View chart
General Motors Company (GM)	0.1	$3.4M	-5%	56k	60.98	View chart
Kinder Morgan (KMI)	0.1	$3.4M	+7%	121k	28.31	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$3.4M	+25%	74k	46.33	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.4M	+532%	68k	50.08	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$3.4M	+8%	13k	256.43	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$3.3M	+2%	20k	166.11	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$3.3M	+3%	39k	84.83	View chart
Diamondback Energy (FANG)	0.1	$3.3M		23k	143.10	View chart
Dell Technologies CL C (DELL)	0.1	$3.3M	-2%	23k	141.78	View chart
Nextera Energy (NEE)	0.1	$3.2M	-2%	43k	75.49	View chart
Fiserv (FI)	0.1	$3.2M		25k	128.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$3.2M	+11%	5.2k	612.23	View chart
UnitedHealth (UNH)	0.1	$3.2M	-9%	9.1k	345.29	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$3.1M	+209%	117k	26.84	View chart
Netflix (NFLX)	0.1	$3.1M		2.6k	1195.49	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$3.1M	+14%	33k	94.32	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.1M	+17%	37k	82.95	View chart
Honeywell International (HON)	0.1	$3.0M		14k	210.49	View chart
Eaton Corp SHS (ETN)	0.1	$3.0M	+4%	8.1k	374.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.0M		6.4k	468.40	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$3.0M	+91%	52k	57.46	View chart
Northrop Grumman Corporation (NOC)	0.1	$3.0M		4.9k	609.31	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$2.9M	+10%	66k	44.18	View chart
Kkr & Co (KKR)	0.1	$2.9M		22k	133.33	View chart
Newmont Mining Corporation (NEM)	0.1	$2.9M	-6%	34k	84.32	View chart
MetLife (MET)	0.1	$2.7M	-4%	33k	82.38	View chart
Fundx Invt Tr Future Fund Oppo (FFOX)	0.1	$2.7M	+19%	99k	27.48	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$2.7M	+207%	72k	37.78	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.7M		10k	270.83	View chart
Analog Devices (ADI)	0.1	$2.7M	-3%	11k	245.68	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$2.7M	-12%	9.5k	281.34	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$2.6M	+98%	116k	22.72	View chart
Capital Group International SHS (CGIE)	0.1	$2.6M	+15%	78k	33.72	View chart
Ge Aerospace Com New (GE)	0.1	$2.6M	-2%	8.7k	300.85	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$2.6M	+42%	110k	23.29	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$2.5M	-7%	52k	48.87	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.5M	+34%	9.9k	254.33	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.5M	+4%	26k	95.13	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$2.5M	+15%	44k	57.16	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$2.5M	-7%	17k	142.56	View chart
Citizens Financial (CFG)	0.1	$2.4M	-3%	45k	53.16	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$2.4M	+5%	93k	25.85	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$2.3M	+3%	35k	65.87	View chart
Oracle Corporation (ORCL)	0.1	$2.3M	-10%	8.1k	281.20	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$2.3M	+476%	101k	22.34	View chart
Darden Restaurants (DRI)	0.1	$2.2M	-3%	12k	190.35	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$2.2M	-9%	20k	111.11	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.1	$2.2M		28k	79.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.2M	+3%	7.5k	293.79	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$2.2M	+11%	21k	103.37	View chart
Paychex (PAYX)	0.1	$2.2M		17k	126.74	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.2M	+3%	23k	93.66	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$2.2M	+17%	29k	75.12	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.2M	+7805%	10k	209.23	View chart
NiSource (NI)	0.1	$2.2M	-4%	50k	43.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.2M	+38%	40k	54.20	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$2.1M	+3%	64k	33.69	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$2.1M	+4%	98k	21.71	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$2.1M	+3%	67k	31.59	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$2.1M	+64%	53k	39.63	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.0M		26k	76.73	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$1.9M	+4%	43k	45.59	View chart
American Express Company (AXP)	0.1	$1.8M	-2%	5.5k	332.23	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$1.8M	+4904%	72k	25.29	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.1	$1.8M	+72%	67k	26.86	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$1.8M	+11%	18k	98.58	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.7M	+4%	15k	112.73	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$1.7M	+27%	28k	61.60	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$1.7M	+3%	31k	54.09	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$1.7M		52k	32.77	View chart
Abbvie (ABBV)	0.0	$1.7M	-8%	7.2k	231.59	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$1.7M	+33%	35k	46.94	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$1.6M	+33%	21k	79.72	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$1.6M	-56%	15k	111.50	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$1.6M		6.6k	247.08	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$1.6M	+250%	32k	49.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$1.6M		50k	31.90	View chart

Past Filings by Capital Analysts

SEC 13F filings are viewable for Capital Analysts going back to 2012

Capital Analysts 2025 Q3 filed Nov. 14, 2025
Capital Analysts 2025 Q2 filed Aug. 13, 2025
Capital Analysts 2025 Q1 filed May 14, 2025
Capital Analysts 2024 Q4 filed Feb. 14, 2025
Capital Analysts 2024 Q3 filed Nov. 13, 2024
Capital Analysts 2024 Q2 filed Aug. 14, 2024
Capital Analysts 2024 Q1 filed May 14, 2024
Capital Analysts 2023 Q4 filed Jan. 30, 2024
Capital Analysts 2023 Q3 filed Nov. 13, 2023
Capital Analysts 2023 Q2 filed Aug. 11, 2023
Capital Analysts 2023 Q1 filed May 5, 2023
Capital Analysts 2022 Q4 filed Feb. 8, 2023
Capital Analysts 2022 Q3 filed Nov. 14, 2022
Capital Analysts 2022 Q2 filed Aug. 12, 2022
Capital Analysts 2022 Q1 filed May 12, 2022
Capital Analysts 2021 Q4 filed Feb. 10, 2022

View all past filings

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