Valerie Widhson

@Capital Analysts, Llc

Latest period2024 - Q3

Reported2mo 6d ago

Managed Assets$2.454B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LRGELegg Mason Etf Invt Recent Activity Exited	0%	$134,000 1,924 shares@ $69.65 avg price	Exited
RSPFInvesco Exchange Traded Fd T Recent Activity Exited	0%	$118,000 1,926 shares@ $61.27 avg price	Exited
CECelanese Corp Del Recent Activity Exited	0%	$117,000 870 shares@ $134.49 avg price	Exited
XMESpdr Ser Tr Recent Activity Exited	0%	$111,000 1,863 shares@ $59.59 avg price	Exited
AEEAmeren Corp Recent Activity Exited	0%	$100,000 1,406 shares@ $71.13 avg price	Exited
NYFIshares Tr Recent Activity Exited	0%	$94,000 1,767 shares@ $53.2 avg price	Exited
IWBIshares Tr Recent Activity Exited	0%	$65,000 219 shares@ $296.81 avg price	Exited
TFISpdr Ser Tr Recent Activity Exited	0%	$65,000 1,418 shares@ $45.84 avg price	Exited
SIMSSpdr Ser Tr Recent Activity Exited	0%	$63,000 1,895 shares@ $33.25 avg price	Exited
WIPSpdr Ser Tr Recent Activity Exited	0%	$58,000 1,500 shares@ $38.67 avg price	Exited