Capital Analysts, LLC

Q4 2024 13F Holdings

  • Location
    fort washington, PA
  • Num holdings

    1,296

  • Value ($000)

    $2,491

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001624758
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$244.09K
10 %

3,540,572

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$127.33K
5 %

216,289

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$88.93K
4 %

1,265,413

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$88.43K
4 %

1,970,788

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$62.90K
3 %

1,009,491

TDTF
TDTF

FLEXSHARES TR

IBOXX 5YR TRGT
33939L605
$51.06K
2 %

2,195,217

AAPL
AAPL

APPLE INC

COM
037833100
$50.98K
2 %

203,564

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$49.81K
2 %

953,845

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$48.74K
2 %

115,631

KRE
KRE

SPDR SER TR

PORTFLI HIGH YLD
78468R606
$46.59K
2 %

1,984,963

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