Capital Analysts, LLC
Q2 2025 13F Holdings
- Locationfort washington, PA
- Num holdings
1,383
- Value ($000)
$3,001
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001624758
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $274.25 K | 9 % | 3,772,865 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $127.50 K | 4 % | 205,354 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $111.67 K | 4 % | 2,440,985 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $103.78 K | 4 % | 1,243,140 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $60.94 K | 2 % | 122,518 | ||
TDTF FLEXSHARES TR | IBOXX 5YR TRGT | 33939L605 | $60.59 K | 2 % | 2,516,422 | ||
FMDE FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 | $60.59 K | 2 % | 1,760,733 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $58.83 K | 2 % | 1,250,002 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $58.63 K | 2 % | 976,670 | ||
KRE SPDR SERIES TRUST | PORTFLI HIGH YLD | 78468R606 | $52.90 K | 2 % | 2,222,540 |
Rows Per Page
10
- 10
- 50
- 100