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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, IEFA, FBND, IJH, and represent 24.56% of Capital Analysts's stock portfolio.
Added to shares of these 10 stocks: BSV (+$21M), SPGI (+$12M), IAGG, PDEC, BLK, GOOGL, IVV, FBND, IEFA, JCPB.
Started 103 new stock positions in CPSD, MBLY, CGCP, FLCG, HYDB, EOS, CARG, DJT, WBA, BIPC.
Reduced shares in these 10 stocks: AGG (-$13M), ELV (-$7.8M), VUSB (-$5.7M), PMAY, , CVS, Summit Matls Inc cl a, AVGO, Inv Bulletshs 2024 Etf etf/closed end-, Bsco etf.
Sold out of its positions in AYI, AMG, ALGT, ALNY, AEO, ANSS, Arista Networks, ADSK, BCE, BIDU.
Capital Analysts was a net buyer of stock by $70M.
Capital Analysts has $2.5B in assets under management (AUM), dropping by 1.57%.
Central Index Key (CIK): 0001624758

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Portfolio Holdings for Capital Analysts

Capital Analysts holds 1296 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Capital Analysts has 1296 total positions. Only the first 250 positions are shown.

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Download the Capital Analysts December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	9.8	$244M		3.5M	68.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.1	$127M	+2%	216k	588.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.6	$89M	+3%	1.3M	70.28	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.6	$88M	+3%	2.0M	44.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.5	$63M		1.0M	62.31	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	2.1	$51M		2.2M	23.26	View chart
Apple (AAPL)	2.0	$51M		204k	250.42	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$50M		954k	52.22	View chart
Microsoft Corporation (MSFT)	2.0	$49M	+4%	116k	421.50	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	1.9	$47M		2.0M	23.47	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.8	$46M		354k	128.62	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.7	$43M		957k	44.92	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.6	$39M	+121%	501k	77.27	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.6	$39M		769k	50.32	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.4	$35M		328k	106.84	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.2	$31M	+16%	616k	49.92	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	1.2	$30M		1.1M	27.02	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.1	$29M	+9%	619k	46.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$22M		192k	115.22	View chart
Wal-Mart Stores (WMT)	0.9	$22M	-4%	238k	90.35	View chart
Goldman Sachs (GS)	0.8	$21M		37k	572.61	View chart
Select Sector Spdr Tr Energy (XLE)	0.8	$21M		242k	85.66	View chart
Broadcom (AVGO)	0.8	$20M	-10%	88k	231.84	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$20M	+3%	189k	106.55	View chart
Amazon (AMZN)	0.8	$19M	-2%	88k	219.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$19M		187k	101.53	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$17M	-4%	381k	45.20	View chart
Raytheon Technologies Corp (RTX)	0.7	$16M	+2%	141k	115.72	View chart
Citigroup Com New (C)	0.6	$16M		226k	70.39	View chart
Motorola Solutions Com New (MSI)	0.6	$16M		34k	462.24	View chart
Visa Com Cl A (V)	0.6	$15M	+2%	49k	316.04	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.6	$15M	+2%	128k	114.48	View chart
Morgan Stanley Com New (MS)	0.6	$15M		115k	125.72	View chart
Procter & Gamble Company (PG)	0.6	$14M	+2%	85k	167.64	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.6	$14M	+2%	432k	32.76	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$14M		225k	61.34	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.5	$13M	-3%	187k	71.43	View chart
JPMorgan Chase & Co. (JPM)	0.5	$13M	-2%	55k	239.72	View chart
S&p Global (SPGI)	0.5	$13M	+856%	26k	498.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$13M	+2%	29k	453.25	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.5	$13M	-30%	256k	50.63	View chart
Johnson Ctls Intl SHS (JCI)	0.5	$13M		160k	78.93	View chart
ConocoPhillips (COP)	0.5	$12M	+4%	125k	99.17	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$12M	-8%	132k	87.90	View chart
American Electric Power Company (AEP)	0.5	$12M	+3%	125k	92.23	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$11M	-8%	28k	410.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$11M	+58%	60k	189.31	View chart
EOG Resources (EOG)	0.4	$11M	+2%	89k	122.58	View chart
D.R. Horton (DHI)	0.4	$11M	+3%	78k	139.82	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$11M	+2%	57k	190.88	View chart
Air Products & Chemicals (APD)	0.4	$11M	+4%	37k	290.04	View chart
Becton, Dickinson and (BDX)	0.4	$11M	+27%	47k	226.87	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$11M		183k	57.53	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.4	$10M	+5%	401k	25.58	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$10M	+10%	198k	51.73	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$10M	+3%	153k	66.14	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.4	$10M		248k	40.49	View chart
Abbott Laboratories (ABT)	0.4	$10M	+3%	89k	113.11	View chart
Medtronic SHS (MDT)	0.4	$9.7M	+2%	121k	79.88	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$9.5M		33k	288.84	View chart
Comcast Corp Cl A (CMCSA)	0.4	$9.4M	+6%	251k	37.53	View chart
Zoetis Cl A (ZTS)	0.4	$9.4M	+5%	58k	162.93	View chart
L3harris Technologies (LHX)	0.4	$9.4M	+4%	45k	210.28	View chart
American Tower Reit (AMT)	0.4	$9.3M	+19%	51k	183.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$9.3M		47k	195.80	View chart
NVIDIA Corporation (NVDA)	0.4	$8.7M	-3%	65k	134.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$8.7M	-6%	51k	169.31	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$8.4M		153k	54.69	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$8.2M		64k	127.49	View chart
Mastercard Incorporated Cl A (MA)	0.3	$8.1M		16k	526.59	View chart
Intercontinental Exchange (ICE)	0.3	$8.1M		55k	149.01	View chart
Adobe Systems Incorporated (ADBE)	0.3	$7.8M	+33%	17k	444.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$7.1M	+9%	40k	178.08	View chart
McDonald's Corporation (MCD)	0.3	$7.0M		24k	289.88	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$7.0M	+6%	137k	51.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$6.6M	-5%	23k	289.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$6.5M	+4%	11k	586.09	View chart
Costco Wholesale Corporation (COST)	0.3	$6.4M	-4%	7.0k	916.36	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$6.4M	+18%	114k	56.38	View chart
Johnson & Johnson (JNJ)	0.2	$6.2M		43k	144.62	View chart
Chevron Corporation (CVX)	0.2	$6.2M		43k	144.85	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$6.1M	+27%	63k	96.83	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$6.0M	+13%	115k	52.47	View chart
Merck & Co (MRK)	0.2	$6.0M		60k	99.48	View chart
salesforce (CRM)	0.2	$5.9M		18k	334.34	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.2	$5.9M	-3%	178k	33.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$5.8M		30k	190.47	View chart
Lowe's Companies (LOW)	0.2	$5.6M		23k	246.80	View chart
UnitedHealth (UNH)	0.2	$5.6M		11k	505.84	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$5.6M		95k	58.38	View chart
Home Depot (HD)	0.2	$5.2M	+5%	14k	388.96	View chart
Emerson Electric (EMR)	0.2	$5.1M		41k	123.94	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$5.0M		132k	38.37	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$5.0M	+8%	55k	91.68	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$4.8M	-3%	247k	19.59	View chart
Walt Disney Company (DIS)	0.2	$4.8M	-2%	43k	111.35	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$4.8M	+958%	125k	38.43	View chart
Coca-Cola Company (KO)	0.2	$4.8M	+19%	77k	62.26	View chart
Bank of America Corporation (BAC)	0.2	$4.8M	+2%	109k	43.95	View chart
Fiserv (FI)	0.2	$4.7M	-2%	23k	205.43	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$4.7M	+3%	99k	47.39	View chart
Kkr & Co (KKR)	0.2	$4.7M	-7%	31k	152.78	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$4.6M	+3%	13k	351.77	View chart
Lockheed Martin Corporation (LMT)	0.2	$4.6M		9.4k	485.93	View chart
Enterprise Products Partners (EPD)	0.2	$4.6M		145k	31.36	View chart
Boston Scientific Corporation (BSX)	0.2	$4.3M		49k	89.32	View chart
Pepsi (PEP)	0.2	$4.3M		28k	152.07	View chart
Blackrock (BLK)	0.2	$4.3M	NEW	4.2k	1025.01	View chart
Metropcs Communications (TMUS)	0.2	$4.3M		19k	220.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$4.1M	+20%	8.0k	511.23	View chart
Equinix (EQIX)	0.2	$4.1M	+3%	4.3k	943.04	View chart
Danaher Corporation (DHR)	0.2	$4.0M	+7%	17k	229.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.9M	-6%	82k	47.82	View chart
Labcorp Holdings Com Shs (LH)	0.2	$3.9M		17k	229.33	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$3.8M	+103%	83k	46.26	View chart
General Dynamics Corporation (GD)	0.2	$3.7M	+3%	14k	263.52	View chart
Charles Schwab Corporation (SCHW)	0.1	$3.7M	+3%	50k	74.01	View chart
Ss&c Technologies Holding (SSNC)	0.1	$3.6M	+5%	48k	75.77	View chart
Cisco Systems (CSCO)	0.1	$3.6M		60k	59.20	View chart
Qualcomm (QCOM)	0.1	$3.5M	+3%	23k	153.61	View chart
Prologis (PLD)	0.1	$3.5M	-3%	33k	105.70	View chart
General Motors Company (GM)	0.1	$3.5M		65k	53.26	View chart
Sherwin-Williams Company (SHW)	0.1	$3.4M	+3%	10k	339.97	View chart
Oneok (OKE)	0.1	$3.4M	-12%	34k	100.41	View chart
Williams Companies (WMB)	0.1	$3.4M	-18%	63k	54.11	View chart
Cigna Corp (CI)	0.1	$3.4M	+9%	12k	276.11	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.4M	-3%	17k	197.71	View chart
Electronic Arts (EA)	0.1	$3.4M	+4%	23k	146.29	View chart
Verizon Communications (VZ)	0.1	$3.4M	+7%	84k	39.99	View chart
Kinder Morgan (KMI)	0.1	$3.4M	-18%	122k	27.40	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.3M	+21%	44k	74.77	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.3M		35k	92.44	View chart
Honeywell International (HON)	0.1	$3.3M		15k	225.89	View chart
Synopsys (SNPS)	0.1	$3.3M	+4%	6.7k	485.35	View chart
Diamondback Energy (FANG)	0.1	$3.2M	+9%	20k	163.83	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.2M	+10%	6.1k	520.15	View chart
International Business Machines (IBM)	0.1	$3.1M		14k	219.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$3.1M		64k	48.97	View chart
Boeing Company (BA)	0.1	$3.1M	+2%	18k	176.99	View chart
Microchip Technology (MCHP)	0.1	$3.1M		53k	57.36	View chart
Constellation Brands Cl A (STZ)	0.1	$3.0M	+15%	14k	221.01	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.0M	+195%	111k	27.32	View chart
Nextera Energy (NEE)	0.1	$3.0M		42k	71.69	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$3.0M		50k	60.49	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$2.9M	+75%	118k	24.67	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$2.9M	-4%	29k	101.06	View chart
MetLife (MET)	0.1	$2.8M	-2%	35k	81.88	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.8M	+6%	18k	159.53	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$2.8M	+10%	51k	55.45	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$2.8M	+13%	53k	52.02	View chart
Eli Lilly & Co. (LLY)	0.1	$2.7M	+32%	3.6k	771.86	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$2.7M		19k	144.73	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.6M		20k	131.31	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$2.6M		11k	232.47	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.6M	-3%	10k	250.00	View chart
Eaton Corp SHS (ETN)	0.1	$2.5M		7.6k	331.85	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$2.5M		24k	105.26	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.5M		73k	34.14	View chart
Meta Platforms Cl A (META)	0.1	$2.4M		4.2k	585.56	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.4M	+51%	28k	87.34	View chart
Paychex (PAYX)	0.1	$2.4M		17k	140.24	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$2.4M	NEW	64k	37.11	View chart
Netflix (NFLX)	0.1	$2.3M		2.6k	893.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.3M	-85%	24k	96.88	View chart
Dell Technologies CL C (DELL)	0.1	$2.3M		20k	115.22	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$2.3M	-2%	32k	70.70	View chart
Agnico (AEM)	0.1	$2.3M	-4%	29k	78.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.3M	+82%	13k	175.21	View chart
Analog Devices (ADI)	0.1	$2.3M		11k	212.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$2.2M	+54%	17k	126.75	View chart
Darden Restaurants (DRI)	0.1	$2.2M		12k	186.69	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$2.2M	-37%	36k	60.59	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.1M	+41%	52k	40.35	View chart
Northrop Grumman Corporation (NOC)	0.1	$2.1M	+4%	4.4k	469.39	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.0M	NEW	9.9k	206.93	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.0M	-29%	23k	88.79	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$2.0M	+12%	59k	34.20	View chart
Capital Group International SHS (CGIE)	0.1	$2.0M	+23%	73k	27.51	View chart
Citizens Financial (CFG)	0.1	$2.0M	-3%	45k	43.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.9M	+1870%	55k	35.48	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.9M		39k	49.04	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.9M	+251%	74k	25.83	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$1.9M	-2%	55k	34.34	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$1.9M	+28%	77k	24.24	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.9M	+6%	31k	60.77	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$1.9M	-2%	85k	21.90	View chart
NiSource (NI)	0.1	$1.8M	-3%	50k	36.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.8M		7.7k	240.20	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$1.8M	+416%	55k	33.27	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$1.8M	NEW	62k	29.29	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$1.8M	-8%	43k	42.10	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$1.8M	-2%	29k	60.83	View chart
Oracle Corporation (ORCL)	0.1	$1.7M		10k	166.65	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.7M	+9%	19k	87.82	View chart
American Express Company (AXP)	0.1	$1.7M	+12%	5.7k	296.86	View chart
Host Hotels & Resorts (HST)	0.1	$1.7M	-7%	95k	17.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.7M	-23%	8.4k	198.23	View chart
Tyler Technologies (TYL)	0.1	$1.7M		2.9k	576.74	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.7M	+5%	45k	37.11	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.7M	+29%	15k	107.61	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$1.6M	-7%	52k	31.48	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.1	$1.6M		71k	23.07	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.6M	-19%	19k	81.99	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.6M	+3%	31k	51.51	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.6M	+3%	6.0k	264.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.6M	+81%	61k	25.86	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.1	$1.6M		24k	64.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.5M	-38%	20k	75.59	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.5M		35k	42.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$1.4M	-10%	70k	20.65	View chart
Fortinet (FTNT)	0.1	$1.4M		15k	94.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$1.4M	-10%	35k	41.17	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$1.4M		22k	65.73	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$1.4M	+45%	36k	39.40	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.4M	-4%	11k	124.97	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$1.4M	-3%	27k	51.12	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.4M	+532%	14k	96.56	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$1.3M	NEW	49k	26.92	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.3M	+193%	27k	49.51	View chart
Abbvie (ABBV)	0.1	$1.3M		7.3k	177.75	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$1.3M	+78%	50k	25.92	View chart
Philip Morris International (PM)	0.1	$1.3M	+28%	11k	120.39	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.3M		9.5k	135.33	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$1.2M		11k	108.58	View chart
Deere & Company (DE)	0.0	$1.2M		2.9k	424.31	View chart
Starbucks Corporation (SBUX)	0.0	$1.2M		13k	91.28	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.0	$1.2M	-3%	13k	95.13	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$1.2M	-11%	15k	79.60	View chart
Moody's Corporation (MCO)	0.0	$1.2M		2.5k	473.54	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.0	$1.2M	-3%	39k	30.01	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$1.2M	-2%	20k	57.97	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$1.1M	+41%	23k	50.20	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$1.1M		3.4k	334.21	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.0	$1.1M	NEW	31k	36.95	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.0	$1.1M		20k	56.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$1.1M	-4%	26k	44.06	View chart
Tesla Motors (TSLA)	0.0	$1.1M		2.8k	404.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.1M	+137%	47k	23.19	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$1.1M	+2771%	29k	37.17	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$1.1M	-2%	4.0k	269.75	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$1.1M		8.2k	129.39	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.1M		6.1k	172.36	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$1.0M		7.7k	133.08	View chart
Watsco, Incorporated (WSO)	0.0	$1.0M	+8%	2.1k	473.96	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$1.0M	-5%	22k	45.33	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$999k		50k	20.12	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$998k		27k	37.33	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$987k	-13%	51k	19.42	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$976k		11k	90.92	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$964k	-10%	50k	19.47	View chart

Past Filings by Capital Analysts

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

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
Capital Analysts 2021 Q2 restated filed Nov. 15, 2021
Capital Analysts 2021 Q3 filed Nov. 4, 2021
Capital Analysts 2021 Q2 filed Aug. 5, 2021

View all past filings

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