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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
SPSMSpdr Ser Tr
Recent Activity
Increased 3.38%
1.77%
$43.306M
951,560 shares@ $45.52 avg price
USFRWisdomtree Tr
Recent Activity
Increased 88.33%
1.56%
$38.235M
761,358 shares@ $50.22 avg price
LQDIshares Tr
Recent Activity
Increased 3.5%
1.49%
$36.411M
322,278 shares@ $112.99 avg price
RLYSsga Active Etf Tr
Recent Activity
Increased 2.85%
1.32%
$32.297M
1.124M shares@ $28.74 avg price
IAGGIshares Tr
Recent Activity
Increased 5.86%
1.12%
$27.344M
527,667 shares@ $51.83 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 4.9%
1.12%
$27.256M
565,009 shares@ $48.24 avg price
IJRIshares Tr
Recent Activity
Increased 3.62%
0.91%
$22.195M
189,767 shares@ $116.96 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 7.14%
0.86%
$21.054M
239,794 shares@ $87.81 avg price
MUBIshares Tr
Recent Activity
Increased 2.52%
0.81%
$19.843M
182,668 shares@ $108.63 avg price
IUSBIshares Tr
Recent Activity
Increased 81.45%
0.77%
$18.814M
399,282 shares@ $47.12 avg price