Capital Analysts, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
1,745
Total Value
2680908
Accession Number
0001624758-25-000004
Form Type
13F-HR
CIK
0001624758
Manager Name
Capital Analysts, LLC
Data Enrichment
58% identified
1,020 identified725 unidentified

Holdings

1,745 positions
Manager:
SEC
Search and click to pin securities to the top
Page 5 of 68
ADOBE INC.
ADBE|00724F101
Shares:
17517(+0.4%)
Value:
$6.7M(-13.4%)
25434V807
25434V807
Shares:
166503(+203.1%)
Value:
$6.6M(+236.3%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
6914(-1.7%)
Value:
$6.5M(+1.5%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
11530(+3.9%)
Value:
$6.4M(-0.8%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
11427(+3.4%)
Value:
$6.0M(+7.1%)
78463X509
78463X509
Shares:
150994(+14.8%)
Value:
$5.9M(+17.8%)
464287507
IJH|464287507
Shares:
100418(-90.0%)
Value:
$5.9M(-90.7%)
46654Q203
46654Q203
Shares:
112914(-0.6%)
Value:
$5.8M(-8.7%)
66538J720
66538J720
Shares:
179217(+0.7%)
Value:
$5.7M(-3.4%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
62942(+4.8%)
Value:
$5.6M(-5.4%)
464288877
464288877
Shares:
95824(-16.6%)
Value:
$5.6M(-6.3%)
HOME DEPOT, INC.
HD|437076102
Shares:
15285(+13.5%)
Value:
$5.6M(+6.9%)
LOWES COMPANIES INC
LOW|548661107
Shares:
23097(+1.5%)
Value:
$5.4M(-4.1%)
46641Q654
46641Q654
Shares:
104432
Value:
$5.3M
T-Mobile US, Inc.
TMUS|872590104
Shares:
19864(+3.0%)
Value:
$5.3M(+24.4%)
FISERV INC
FI|337738108
Shares:
23788(+3.4%)
Value:
$5.3M(+11.2%)
Alphabet Inc.
GOOG|02079K107
Shares:
33522(+10.1%)
Value:
$5.2M(-9.7%)
464288810
464288810
Shares:
85142(-10.8%)
Value:
$5.1M(-7.9%)
14019W109
14019W109
Shares:
207041(+75.0%)
Value:
$5.1M(+73.6%)
PEPSICO INC
PEP|713448108
Shares:
33396(+18.4%)
Value:
$5.0M(+16.8%)