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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 24.45% of Capital Analysts's stock portfolio.
Added to shares of these 10 stocks: IJH (+$48M), OMFL (+$31M), RLY (+$29M), WMT (+$13M), SPLG (+$9.8M), OEF (+$7.2M), FBND (+$7.1M), ITOT (+$6.2M), AMZN, SPSM.
Started 65 new stock positions in PBE, KXI, CRSP, FFEB, SHV, DON, BAH, USTB, VGLT, Fidelity Wise Origin Bitcoin.
Reduced shares in these 10 stocks: JVAL (-$22M), GUNR (-$21M), IEFA (-$14M), BG (-$8.9M), WM (-$7.6M), AVGO (-$7.0M), ICF (-$6.4M), DGRO, IVV, XLRE.
Sold out of its positions in ARKF, BLOK, ATRI, TCPC, BF.A, CWT, CNC, DAR, Etf Managers Tr purefunds ise cy, Etf Managers Tr tierra xp latin.
Capital Analysts was a net buyer of stock by $97M.
Capital Analysts has $2.1B in assets under management (AUM), dropping by 7.98%.
Central Index Key (CIK): 0001624758

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Portfolio Holdings for Capital Analysts

Capital Analysts holds 1108 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Capital Analysts has 1108 total positions. Only the first 250 positions are shown.

Sign up to view all of the Capital Analysts March 31, 2024 positions
Download the Capital Analysts March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	8.5	$181M	+5%	2.9M	61.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.9	$104M	-3%	198k	525.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.6	$98M	-12%	1.3M	74.19	View chart
Fidelitymerrimack Str Tr Total Bd Etf (FBND)	3.7	$80M	+9%	1.8M	45.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.8	$60M	+412%	980k	60.75	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	2.2	$48M	+2%	2.0M	23.65	View chart
Microsoft Corporation (MSFT)	2.1	$45M	-4%	107k	420.73	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	2.0	$43M	+3%	1.8M	23.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.9	$42M	+17%	361k	115.29	View chart
Spdrsertr Portfolio S&p600 (SPSM)	1.8	$39M	+6%	897k	43.02	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$38M	+2%	739k	51.55	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.5	$33M		302k	108.92	View chart
Invesco Exchtrdslfidx Rusl 1000 Dynm (OMFL)	1.5	$33M	+1732%	595k	55.23	View chart
Apple (AAPL)	1.4	$30M		177k	171.49	View chart
Ssgaactive Etf Tr Mult Ass Rlrtn (RLY)	1.4	$29M	NEW	1.0M	27.95	View chart
Jpmorgan Exchangetraded F Core Plus Bd Etf (JCPB)	1.1	$25M	+3%	525k	46.64	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.1	$24M	+3%	480k	49.95	View chart
Vanguardbd Index Fds Vanguard Ultra (VUSB)	1.0	$21M	-2%	421k	49.55	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.9	$20M	-2%	394k	50.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$19M	+3%	175k	110.52	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$19M	+5%	172k	107.60	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$18M	-20%	313k	58.06	View chart
Vanguardbd Index Fds Short Trm Bond (BSV)	0.7	$16M	+12%	204k	76.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$16M	-2%	160k	97.73	View chart
Goldman Sachs (GS)	0.7	$15M		37k	417.39	View chart
Amazon (AMZN)	0.7	$15M	+45%	84k	180.39	View chart
Wal-Mart Stores (WMT)	0.7	$15M	+752%	248k	59.63	View chart
ConocoPhillips (COP)	0.7	$15M		115k	127.28	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.7	$14M	+5%	120k	116.84	View chart
Raytheon Technologies Corp (RTX)	0.6	$14M	+7%	129k	105.26	View chart
Citigroup Com New (C)	0.6	$14M	+12%	217k	62.50	View chart
Spdrsertr Portfolio Intrmd (SPIB)	0.6	$13M	+3%	411k	32.69	View chart
Procter & Gamble Company (PG)	0.6	$13M		80k	162.32	View chart
Jpmorgan Exchangetraded F Nasdaq Eqt Prem (JEPQ)	0.6	$13M	+11%	235k	54.24	View chart
Broadcom (AVGO)	0.6	$13M	-35%	9.6k	1321.43	View chart
Visa Com Cl A (V)	0.6	$13M		45k	279.69	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$13M	+8%	36k	343.51	View chart
D.R. Horton (DHI)	0.6	$12M	-2%	74k	164.55	View chart
Motorola Solutions Com New (MSI)	0.6	$12M		34k	354.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$12M		141k	84.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$11M		26k	420.52	View chart
Ishares Frontier And Sel (FM)	0.5	$11M	+2%	384k	28.65	View chart
Medtronic SHS (MDT)	0.5	$11M	+22%	110k	100.00	View chart
Anthem (ELV)	0.5	$11M		21k	518.54	View chart
JPMorgan Chase & Co. (JPM)	0.5	$11M	-2%	55k	199.13	View chart
Johnson Ctls Intl SHS (JCI)	0.5	$11M	+6%	152k	71.43	View chart
Eog Res Comcall (EOG)	0.5	$11M	+23%	83k	128.21	View chart
Spdrsertr Prtflo S&p500 Gw (SPYG)	0.5	$11M	+8%	144k	73.15	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.5	$10M	-5%	241k	41.84	View chart
American Electric Power Company (AEP)	0.5	$10M	+28%	117k	86.10	View chart
Spdrsertr Nuveen Bloomberg (HYMB)	0.4	$9.5M		368k	25.69	View chart
Comcast Corp Cl A (CMCSA)	0.4	$9.1M	+2%	211k	43.25	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$9.1M	+5%	156k	57.97	View chart
Abbott Laboratories (ABT)	0.4	$9.0M		80k	112.75	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$9.0M	+4%	132k	67.86	View chart
Zoetis Cl A (ZTS)	0.4	$8.8M		52k	169.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$8.6M	+10%	53k	162.48	View chart
Becton, Dickinson and (BDX)	0.4	$8.6M	+5%	34k	250.00	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$8.5M	+19%	162k	52.47	View chart
Air Products & Chemicals (APD)	0.4	$8.5M	+5%	33k	260.87	View chart
American Tower Reit (AMT)	0.4	$8.4M	+3%	45k	187.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$8.3M	+9%	45k	186.34	View chart
Merck & Co (MRK)	0.4	$8.0M	-4%	61k	131.72	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$7.8M	+1035%	32k	247.41	View chart
Vanguardwhitehall Fds High Div Yld (VYM)	0.4	$7.6M	-10%	63k	120.99	View chart
Mastercard Incorporated Cl A (MA)	0.4	$7.5M		16k	477.61	View chart
Spdrsertr Portfoli S&p1500 (SPTM)	0.4	$7.5M	-10%	117k	64.15	View chart
Spdrsertr Portfolio S&p400 (SPMD)	0.3	$7.3M	+19%	137k	53.38	View chart
Morgan Stanley Com New (MS)	0.3	$7.3M		109k	66.67	View chart
Intercontinental Exchange (ICE)	0.3	$7.2M		53k	137.43	View chart
Vanguardspecialized Funds Div App Etf (VIG)	0.3	$7.1M		39k	182.60	View chart
McDonald's Corporation (MCD)	0.3	$6.5M	-4%	23k	285.71	View chart
Adobe Systems Incorporated (ADBE)	0.3	$6.4M	-2%	13k	506.10	View chart
Chevron Corporation (CVX)	0.3	$6.4M	+2%	40k	157.56	View chart
CVS Caremark Corporation (CVS)	0.3	$6.3M	+3%	78k	81.08	View chart
Johnson & Johnson (JNJ)	0.3	$6.2M		39k	156.80	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.3	$6.0M	-8%	102k	58.59	View chart
Lowe's Companies (LOW)	0.3	$5.8M	-5%	23k	250.00	View chart
NVIDIA Corporation (NVDA)	0.3	$5.8M	+4%	6.4k	902.99	View chart
L3harris Technologies (LHX)	0.3	$5.7M	+2%	40k	142.86	View chart
Costco Wholesale Corporation (COST)	0.3	$5.7M	+2%	7.8k	732.83	View chart
Walt Disney Company (DIS)	0.3	$5.5M		46k	120.00	View chart
UnitedHealth (UNH)	0.3	$5.4M	+2%	11k	483.87	View chart
Northern Lights Fd Trtoews Agilty Shs (MRSK)	0.2	$5.2M	+8%	169k	30.90	View chart
Pepsi (PEP)	0.2	$5.1M		29k	174.64	View chart
Emerson Elec Comcall (EMR)	0.2	$4.8M		42k	113.42	View chart
Microchip Technology (MCHP)	0.2	$4.7M		53k	89.70	View chart
Spdrindex Shsfds Portfolio Emg Mk (SPEM)	0.2	$4.7M	+2%	130k	36.19	View chart
Energy Transfer Com Ut Ltd Ptn10+ Yr Invst Grd (ET)	0.2	$4.7M	-6%	297k	15.73	View chart
Lockheed Martin Corporation (LMT)	0.2	$4.6M		9.7k	473.68	View chart
Spdrsertr Nuveen Blmbrg Sh (SHM)	0.2	$4.5M	+6%	95k	47.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$4.5M	+6%	17k	259.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$4.4M		29k	150.85	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$4.3M	+29%	95k	45.59	View chart
Oneok (OKE)	0.2	$4.2M	-5%	53k	80.17	View chart
salesforce (CRM)	0.2	$4.2M		14k	295.77	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$4.1M		49k	83.58	View chart
Enterprise Prods Partners L Comcall (EPD)	0.2	$4.1M	-5%	139k	29.18	View chart
Vanguardtax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$4.0M	+4%	78k	50.82	View chart
Home Depot (HD)	0.2	$4.0M	+2%	10k	383.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$3.9M		26k	152.29	View chart
Williams Companies (WMB)	0.2	$3.8M	-3%	98k	38.97	View chart
Eaton Corp SHS (ETN)	0.2	$3.7M	-7%	11k	333.33	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$3.6M		17k	208.26	View chart
Innovatoretfstrust Us Eqty Pwr Bf (PAUG)	0.2	$3.6M		102k	35.38	View chart
Laboratory Corp Amer Hldgs Com New (LH)	0.2	$3.6M		17k	218.47	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$3.5M	+2%	10k	346.63	View chart
General Dynamics Corporation (GD)	0.2	$3.5M	+2%	12k	285.71	View chart
Fidelitycovington Trust Low Volity Etf (FDLO)	0.2	$3.4M	+5%	62k	56.00	View chart
BlackRock (BLK)	0.2	$3.4M		4.1k	833.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$3.4M	-27%	6.5k	523.08	View chart
Bank of America Corporation (BAC)	0.2	$3.4M	+10%	89k	37.68	View chart
Kkr & Co (KKR)	0.2	$3.3M		33k	100.58	View chart
Fiserv (FI)	0.2	$3.3M	+2%	21k	159.84	View chart
Danaher Corporation (DHR)	0.2	$3.3M	+5%	14k	242.42	View chart
Qualcomm (QCOM)	0.2	$3.2M	+2%	19k	169.88	View chart
Cigna Corp (CI)	0.2	$3.2M		9.0k	358.21	View chart
Verizon Communications (VZ)	0.1	$3.2M	+7%	76k	41.97	View chart
Boston Scientific Corporation (BSX)	0.1	$3.2M	+2%	42k	75.47	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$3.2M	-14%	45k	70.88	View chart
Synopsys (SNPS)	0.1	$3.2M		5.6k	571.53	View chart
Vanguardworld Health Car Etf (VHT)	0.1	$3.1M	-6%	12k	270.55	View chart
Honeywell International (HON)	0.1	$3.1M	+2%	15k	210.53	View chart
Kinder Morgan (KMI)	0.1	$3.1M	-2%	170k	18.34	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$3.1M	+4%	64k	47.86	View chart
Prologis (PLD)	0.1	$3.1M		25k	125.00	View chart
Summit Matls Cl A (SUM)	0.1	$3.1M	+2%	69k	44.57	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.0M	+11%	32k	94.66	View chart
General Motors Company (GM)	0.1	$3.0M		66k	45.51	View chart
Boeing Company (BA)	0.1	$3.0M		16k	193.27	View chart
Coca-Cola Company (KO)	0.1	$2.9M	+6%	48k	61.12	View chart
Invesco Exchangetraded Fd T S&p500 Eql Tec (RSPT)	0.1	$2.9M	+2%	83k	34.33	View chart
Sherwin-Williams Company (SHW)	0.1	$2.8M	+3%	8.2k	347.28	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.8M	+2%	39k	72.33	View chart
Diamondback Energy (FANG)	0.1	$2.8M	+5%	15k	191.49	View chart
Metropcs Communications (TMUS)	0.1	$2.8M	+3%	17k	163.19	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.1	$2.7M	+4%	120k	22.73	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.7M		4.5k	600.00	View chart
International Business Machines (IBM)	0.1	$2.7M	-14%	14k	188.52	View chart
Schwab Strategictr Us Dividend Eq (SCHD)	0.1	$2.7M	+19%	33k	80.81	View chart
Equinix Comglobal Equity (EQIX)	0.1	$2.7M	+3%	3.2k	825.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.6M	+2%	5.8k	444.02	View chart
Cisco Systems (CSCO)	0.1	$2.6M		53k	48.78	View chart
Constellation Brands Cl A (STZ)	0.1	$2.6M	+4%	9.4k	271.72	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	0.1	$2.6M		102k	25.09	View chart
Electronic Arts Comresidential Mult (EA)	0.1	$2.6M	+3%	18k	142.86	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.5M		71k	35.84	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.5M	-22%	20k	122.91	View chart
Invesco Exchangetraded Fd T S&p500 Eql Hlt (RSPH)	0.1	$2.5M		78k	31.79	View chart
Nextera Energy (NEE)	0.1	$2.4M	+23%	40k	60.98	View chart
Ss&c Technologies Holding (SSNC)	0.1	$2.4M	+6%	37k	64.37	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$2.3M	+4%	48k	49.18	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.3M	+57336%	17k	136.08	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.1	$2.3M	-4%	58k	40.00	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$2.3M		24k	95.59	View chart
Vanguardindexfds Sm Cp Val Etf (VBR)	0.1	$2.2M		12k	191.90	View chart
Jpmorgan Exchangetraded F Us Qualty Fctr (JQUA)	0.1	$2.2M	+7%	41k	52.88	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.2M		12k	183.86	View chart
Paychex (PAYX)	0.1	$2.2M		18k	122.72	View chart
Firsttr Exchng Traded Fd Vift Vest Uq Eqt (FDEC)	0.1	$2.1M	+29%	51k	41.21	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.1M	-6%	12k	168.67	View chart
Americancentyetf Tr Us Quality Grow (QGRO)	0.1	$2.0M	+2%	24k	84.95	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$2.0M	+2%	40k	50.45	View chart
Analog Devices (ADI)	0.1	$2.0M		11k	181.82	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$2.0M	+5%	53k	38.05	View chart
Darden Restaurants (DRI)	0.1	$2.0M	-2%	12k	167.15	View chart
Agnico (AEM)	0.1	$1.9M	+14%	33k	59.63	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$1.9M	NEW	43k	44.40	View chart
Firsttrexchange-traded Fst Low Oppt Eft (LMBS)	0.1	$1.9M	+2%	40k	48.25	View chart
Invesco Exchtradedfd Trii S&p Midcp Low (XMLV)	0.1	$1.9M	+6%	34k	56.41	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$1.9M	+15%	15k	127.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.8M		8.9k	206.31	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$1.8M		56k	32.68	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.8M		38k	47.89	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$1.8M	+6%	86k	20.97	View chart
Vanguardstar Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.8M	+4%	30k	60.30	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$1.8M		61k	29.27	View chart
Citizens Financial (CFG)	0.1	$1.8M	+5%	48k	36.29	View chart
MetLife (MET)	0.1	$1.7M	+2%	35k	50.00	View chart
Expeditors Intl Wash Comloomis Sayles (EXPD)	0.1	$1.7M		14k	121.60	View chart
Meta Platforms Cl A (META)	0.1	$1.7M	+21%	3.5k	486.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.7M	+12%	7.4k	228.48	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.7M	+11%	27k	63.28	View chart
Spdrsertr Prtflo S&p500 Vl (SPYV)	0.1	$1.7M	+90%	33k	50.17	View chart
Global Xfds Us Infr Dev Etf (PAVE)	0.1	$1.6M	-3%	41k	39.69	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.1	$1.6M	-2%	26k	63.58	View chart
Crown Castle Intl (CCI)	0.1	$1.6M	+44%	15k	105.26	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$1.6M	+2%	22k	73.06	View chart
Firsttrexchange Traded Nasdq Cln Edge (GRID)	0.1	$1.6M	-11%	14k	114.60	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$1.6M	-93%	39k	41.06	View chart
Innovatoretfstrust Us Eqty Pwr Buf (POCT)	0.1	$1.6M		42k	37.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.1	$1.6M	+99%	69k	22.96	View chart
Etfis Ser Tr I Virtus Infrcapput (PFFA)	0.1	$1.6M	-2%	75k	20.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.6M		20k	79.91	View chart
Netflix (NFLX)	0.1	$1.5M		2.5k	607.33	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.5M	-25%	40k	37.84	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.5M	+4%	3.1k	478.52	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.5M		14k	103.82	View chart
NiSource (NI)	0.1	$1.5M	NEW	53k	27.66	View chart
Spdrsertr Prtflo S&p500 Hi (SPYD)	0.1	$1.5M	+9%	36k	40.72	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$1.5M		31k	47.64	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.5M		12k	118.25	View chart
Pimcoetf Trinv Grd Crp Bd (CORP)	0.1	$1.4M	+12%	15k	96.07	View chart
Starbucks Corporation (SBUX)	0.1	$1.4M		15k	91.34	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$1.4M	-3%	21k	66.56	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.4M	-4%	27k	49.82	View chart
Invesco Exchtradedfd Trii Sr Ln Etf (BKLN)	0.1	$1.3M		63k	21.15	View chart
Spdrsertr S&p Kensho Clean (CNRG)	0.1	$1.3M		20k	64.78	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.3M	+9%	31k	42.54	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.3M	-8%	17k	76.33	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.1	$1.3M	+3%	58k	22.08	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.3M	-33%	23k	54.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$1.3M	+3%	62k	20.43	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.2M		9.4k	133.33	View chart
Tyler Technologies (TYL)	0.1	$1.2M		2.9k	424.87	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.2M	+41%	14k	92.45	View chart
Vanguardbd Index Fds Total Bnd Mrkt (BND)	0.1	$1.2M	+6%	16k	76.92	View chart
Innovatoretfstrust Us Eqty Pwr Buf (PJUL)	0.1	$1.2M	-2%	31k	39.68	View chart
Oracle Corporation (ORCL)	0.1	$1.2M	-7%	9.8k	125.60	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.1	$1.2M		16k	76.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.2M	+35%	4.8k	249.72	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$1.2M	-18%	33k	35.31	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.2M		32k	36.74	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$1.2M	+5%	21k	55.12	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$1.1M	+69%	47k	24.47	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.1M	+2%	11k	100.67	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.1M	+16%	21k	51.60	View chart
Firsttrexchange-traded Cap Strength Etf (FTCS)	0.1	$1.1M	+12%	13k	85.66	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.1M	+12%	39k	28.05	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.1M	-5%	8.2k	131.19	View chart
Deere & Company (DE)	0.0	$1.1M		2.6k	410.68	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$1.1M	+3%	9.3k	114.16	View chart
Vanguardintl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$1.0M	-5%	25k	41.20	View chart
Fortinet (FTNT)	0.0	$1.0M	-6%	15k	68.30	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$1.0M	+3%	8.3k	125.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.0	$1.0M		32k	32.93	View chart
S&p Global (SPGI)	0.0	$1.0M		2.4k	425.41	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$1.0M		3.4k	300.06	View chart
Exxon Mobil Corp Comcom (XOM)	0.0	$1.0M	+4%	8.7k	116.26	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$1.0M	+3%	13k	76.15	View chart
Permian Basin Rty Tr Unit Ben Int (PBT)	0.0	$1.0M	+52%	83k	12.10	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$1000k		11k	91.28	View chart
Moody's Corporation (MCO)	0.0	$994k		2.5k	392.89	View chart
Abbvie (ABBV)	0.0	$993k	+12%	5.5k	180.33	View chart
Invesco Exchangetraded Fd T Hig Yld Eq Div (PEY)	0.0	$983k	+14%	48k	20.65	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$970k	+5%	8.0k	121.22	View chart
Invesco Exchangetraded Fd T S&p Mdcp Quality (XMHQ)	0.0	$954k	+11%	8.7k	110.05	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$949k		26k	36.59	View chart
Innovatoretfstrust Us Sml Cp Pwr B (KJAN)	0.0	$946k	+2%	27k	35.39	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$943k		7.0k	135.00	View chart

Past Filings by Capital Analysts

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

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
Capital Analysts 2021 Q1 filed May 17, 2021
Capital Analysts 2020 Q4 filed Feb. 16, 2021
Capital Analysts 2020 Q3 filed Nov. 12, 2020

View all past filings

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