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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
PTYPimco Corporate & Income Opp
Recent Activity
New Position
0.01%
$181,000
12,556 shares@ $14.42 avg price
AVSCAmerican Centy Etf Tr
Recent Activity
New Position
0.01%
$178,000
3,296 shares@ $54.01 avg price
CPNSCalamos Etf Tr
Recent Activity
New Position
0.01%
$143,000
5,710 shares@ $25.05 avg price
XSMOInvesco Exchange Traded Fd T
Recent Activity
New Position
0.01%
$97,000
1,459 shares@ $66.49 avg price
UTESEtfis Ser Tr I
Recent Activity
New Position
0.01%
$85,000
1,336 shares@ $63.63 avg price
GAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$79,000
2,281 shares@ $34.64 avg price
JULMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$77,000
2,471 shares@ $31.17 avg price
RSSEFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$52,000
2,593 shares@ $20.06 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
New Position
0.01%
$49,000
698 shares@ $70.21 avg price
CQPCheniere Energy Partners Lp
Recent Activity
New Position
0.01%
$49,000
1,000 shares@ $49.0 avg price