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Valerie Widhson

@Capital Analysts, Llc

Latest period2024 - Q3ReportedManaged Assets$2.454BTotal holdings1309
Assets growth rate8.48%Assets growth rate (2-Q avg)7.04%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Analysts, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1309 positions.

Assets under management

The assets under management (AUM) of Capital Analysts, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.454B in assets, with a quarterly growth rate of 8.48% and a 2-quarter average growth rate of 7.04%. The portfolio is managed by Valerie Widhson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JQUAJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$2.423M
45,753 shares@ $52.96 avg price
RSPHInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$2.11M
70,279 shares@ $30.03 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$1.943M
40,441 shares@ $48.05 avg price
GRIDFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$1.64M
14,186 shares@ $115.61 avg price
AGZDWisdomtree Tr
Recent Activity
Exited
0%
$1.368M
61,348 shares@ $22.3 avg price
IGHGProshares Tr
Recent Activity
Exited
0%
$1.269M
16,625 shares@ $76.34 avg price
RSPMInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$822,000
23,845 shares@ $34.48 avg price
FBTFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$240,000
1,557 shares@ $154.15 avg price
RSPDInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$156,000
3,239 shares@ $48.17 avg price
PRNInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$143,000
1,071 shares@ $133.53 avg price