Capital Analysts, LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$2.7B

Holdings

1,360

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,360 positions)

#StockSharesValue% PortfolioType
101
CRMSALESFORCE INC
18,613$5.0M0.19%
102
BSXBOSTON SCIENTIFIC CORP
49,459$5.0M0.19%
103
SCHPSCHWAB STRATEGIC TR
184,933$5.0M0.19%
104
TCAFT ROWE PRICE ETF INC
152,569$4.9M0.18%
105
EPDENTERPRISE PRODS PARTNERS L
141,980$4.8M0.18%
106
MBBISHARES TR
51,589$4.8M0.18%
107
BACBANK AMERICA CORP
115,543$4.8M0.18%
108
PDECINNOVATOR ETFS TRUST
125,058$4.7M0.18%
109
CGGRCAPITAL GROUP GROWTH ETF
136,159$4.7M0.17%
110
KOCOCA COLA CO
64,144$4.6M0.17%
111
VSSVANGUARD INTL EQUITY INDEX F
39,720$4.6M0.17%
112
EMREMERSON ELEC CO
41,822$4.6M0.17%
113
ETENERGY TRANSFER L P
242,198$4.5M0.17%
114
CITHE CIGNA GROUP
13,378$4.4M0.16%
115
DISDISNEY WALT CO
44,227$4.4M0.16%
116
ACNACCENTURE PLC IRELAND
13,970$4.4M0.16%
117
VEAVANGUARD TAX-MANAGED FDS
85,557$4.3M0.16%
118
LMTLOCKHEED MARTIN CORP
9,613$4.3M0.16%
119
GDGENERAL DYNAMICS CORP
15,590$4.2M0.16%
120
BLKBLACKROCK INC
4,489$4.2M0.16%
121
UBERUBER TECHNOLOGIES INC
58,253$4.2M0.16%
122
SSNCSS&C TECHNOLOGIES HLDGS INC
50,753$4.2M0.16%
123
NDQINVESCO QQQ TR
9,013$4.2M0.16%
124
SCHWSCHWAB CHARLES CORP
52,882$4.1M0.15%
125
LHLABCORP HOLDINGS INC
17,153$4.0M0.15%
126
AVUVAMERICAN CENTY ETF TR
45,495$4.0M0.15%
127
DHRDANAHER CORPORATION
19,305$4.0M0.15%
128
QCOMQUALCOMM INC
25,513$3.9M0.15%
129
BACVERIZON COMMUNICATIONS INC
86,053$3.9M0.15%
130
PLDPROLOGIS INC.
34,873$3.9M0.15%
131
EQIXEQUINIX INC
4,743$3.9M0.14%
132
SHWSHERWIN WILLIAMS CO
10,952$3.8M0.14%
133
WMBWILLIAMS COS INC
62,844$3.8M0.14%
134
CSCOCISCO SYS INC
60,444$3.7M0.14%
135
FDLFIRST TR MORNINGSTAR DIVID L
85,648$3.7M0.14%
136
AQLTISHARES TR
27,531$3.7M0.14%
137
EAELECTRONIC ARTS INC
25,560$3.7M0.14%
138
IBMINTERNATIONAL BUSINESS MACHS
14,641$3.6M0.14%
139
IEFISHARES TR
38,089$3.6M0.14%
140
LQDISHARES TR
33,023$3.6M0.13%
141
EFAISHARES TR
43,819$3.6M0.13%
142
OKEONEOK INC NEW
35,662$3.5M0.13%
143
KMIKINDER MORGAN INC DEL
123,200$3.5M0.13%
144
EFGISHARES TR
34,980$3.5M0.13%
145
FANGDIAMONDBACK ENERGY INC
21,522$3.4M0.13%
146
BIVVANGUARD BD INDEX FDS
44,655$3.4M0.13%
147
TMOTHERMO FISHER SCIENTIFIC INC
6,735$3.4M0.13%
148
TSPAT ROWE PRICE ETF INC
94,181$3.3M0.12%
149
SCHDSCHWAB STRATEGIC TR
117,670$3.3M0.12%
150
TXUETHORNBURG ETF TR
124,118$3.3M0.12%
151
FOCTFIRST TR EXCHNG TRADED FD VI
77,450$3.2M0.12%
152
SNPSSYNOPSYS INC
7,451$3.2M0.12%
153
BABOEING CO
18,451$3.1M0.12%
154
CGMUCAPITAL GRP FIXED INCM ETF T
116,898$3.1M0.12%
155
AEMAGNICO EAGLE MINES LTD
28,887$3.1M0.12%
156
TLHISHARES TR
30,131$3.1M0.12%
157
HONHONEYWELL INTL INC
14,563$3.1M0.11%
158
SPDWSPDR INDEX SHS FDS
84,629$3.1M0.11%
159
NEENEXTERA ENERGY INC
43,010$3.0M0.11%
160
GMGENERAL MTRS CO
63,812$3.0M0.11%
161
TSMTAIWAN SEMICONDUCTOR MFG LTD
17,226$2.9M0.11%
162
METMETLIFE INC
34,969$2.8M0.10%
163
QGROAMERICAN CENTY ETF TR
29,921$2.8M0.10%
164
MCHPMICROCHIP TECHNOLOGY INC.
57,457$2.8M0.10%
165
IYWISHARES TR
19,664$2.8M0.10%
166
EMXCISHARES INC
49,983$2.8M0.10%
167
PAYXPAYCHEX INC
17,557$2.7M0.10%
168
VHTVANGUARD WORLD FD
10,224$2.7M0.10%
169
SHYISHARES TR
32,293$2.7M0.10%
170
SPSMSPDR SER TR
65,136$2.7M0.10%
171
AQLTISHARES TR
18,816$2.6M0.10%
172
KKRKKR & CO INC
21,946$2.5M0.09%
173
EFAVISHARES TR
32,301$2.5M0.09%
174
DRIDARDEN RESTAURANTS INC
11,878$2.5M0.09%
175
NOCNORTHROP GRUMMAN CORP
4,803$2.5M0.09%
176
NFLXNETFLIX INC
2,620$2.4M0.09%
177
METAMETA PLATFORMS INC
4,158$2.4M0.09%
178
XLKSELECT SECTOR SPDR TR
11,477$2.4M0.09%
179
SKYYFIRST TR EXCHANGE TRADED FD
22,266$2.3M0.08%
180
DALDELTA AIR LINES INC DEL
51,660$2.3M0.08%
181
MTUMISHARES TR
11,069$2.2M0.08%
182
CGIECAPITAL GROUP INTERNATIONAL
76,148$2.2M0.08%
183
USMVISHARES TR
23,770$2.2M0.08%
184
AGGISHARES TR
22,426$2.2M0.08%
185
ADIANALOG DEVICES INC
10,842$2.2M0.08%
186
BNDXVANGUARD CHARLOTTE FDS
43,810$2.1M0.08%
187
BILSPDR SER TR
23,245$2.1M0.08%
188
ETNEATON CORP PLC
7,771$2.1M0.08%
189
TMEDT ROWE PRICE ETF INC
54,878$2.1M0.08%
190
RDVIFIRST TR EXCHANGE-TRADED FD
88,019$2.1M0.08%
191
DELLDELL TECHNOLOGIES INC
22,751$2.1M0.08%
192
IQDGWISDOMTREE TR
57,765$2.1M0.08%
193
NINISOURCE INC
50,416$2.0M0.08%
194
FDLOFIDELITY COVINGTON TRUST
33,319$2.0M0.08%
195
TOTLSSGA ACTIVE ETF TR
49,832$2.0M0.07%
196
FTCSFIRST TR EXCHANGE-TRADED FD
22,332$2.0M0.07%
197
IWPISHARES TR
16,922$2.0M0.07%
198
RSPINVESCO EXCHANGE TRADED FD T
11,361$2.0M0.07%
199
SPMDSPDR SER TR
38,434$2.0M0.07%
200
BSJPINVESCO EXCH TRD SLF IDX FD
80,833$1.9M0.07%
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