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CIK: 0001624758
Total reported value
$4.3B
$4.3B
1360 檔
14.6%
In Q1 2025, Capital Analysts, LLC's U.S. equity holdings reached a combined market value of $4.3B, distributed across 1360 disclosed stock positions.
In Q1 2025, Capital Analysts, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1360 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.06% | +0.11% | +4.30% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.67% | +0.60% | +3.13% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.83% | -0.16% | +7.33% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.78% | -0.10% | +12.54% | |
| 5 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 2.25% | -0.21% | +13.21% | |
| 6 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 2.21% | — | +225034.84% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.93% | -0.12% | +77.76% | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.88% | -0.07% | +8.39% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.82% | -0.01% | -4.97% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.82% | -0.19% | +240.52% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.68% | -0.07% | +3.87% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.63% | -0.03% | -3.11% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.62% | -0.12% | +10.98% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.53% | +0.02% | -5.24% | |
| 15 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 1.31% | — | — | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.24% | — | -14.02% | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.97% | -0.08% | +829.84% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.96% | -0.15% | -16.02% | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 0.87% | -0.01% | +2.42% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.16% | +0.94% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.78% | +0.02% | +3.77% | |
| 22 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.77% | -0.04% | +101.66% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.76% | — | +128.07% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.75% | +0.02% | +1.25% | |
| 25 | DIVI | Franklin International Core | ETF-Other | 0.75% | -0.08% | +1497.73% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.11% | +4.02% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.71% | +0.20% | +8.97% | |
| 28 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.69% | -0.10% | -42.31% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.06% | +5.94% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | -0.02% | +5.96% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.01% | +2.60% | |
| 32 | C | Citigroup Inc | Stock-Financials | 0.61% | -0.13% | +2.05% | |
| 33 | MSI | Motorola Solutions Inc | Stock-Tech | 0.58% | -0.06% | +3.14% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.57% | -0.06% | +10.83% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.05% | +0.68% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.03% | +4.33% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.03% | +1.62% | |
| 38 | AEP | American Electric Power | Stock-Utilities | 0.53% | -0.04% | +4.05% | |
| 39 | COP | Conocophillips | Stock-Energy | 0.53% | -0.18% | +7.80% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.52% | -0.05% | +4.21% | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.51% | +0.05% | +2.36% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | -0.01% | -0.64% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.49% | -0.05% | +22.41% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.03% | +3.08% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | -0.01% | -35.72% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.05% | +5.71% | |
| 47 | EOG | Eog Resources Inc | Stock-Energy | 0.45% | -0.08% | +6.27% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | +0.04% | +17.80% | |
| 49 | AMT | American Tower CORP | Stock-Real Estate | 0.45% | -0.05% | +8.28% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | +0.03% | +12.38% |
According to official SEC Form 13F filings, Capital Analysts, LLC reported a total U.S. public equity portfolio value of $4.3B across 1360 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, IVV, IEFA) accounted for 14.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPYM
市值: $242.8M
During Q1 2025, Capital Analysts, LLC's top holdings by market value included SPYM (9.1%)、IVV (4.7%)、IEFA (3.8%). The largest single position, SPYM, represented 9.1% of total portfolio value.
In Q1 2025, Capital Analysts, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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