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
AVDVAmerican Centy Etf Tr Recent Activity New Position	0.01%	$49,000 698 shares@ $70.21 avg price	New Position
AAAUGoldman Sachs Physical Gold Recent Activity New Position	0.01%	$49,000 1,900 shares@ $25.79 avg price	New Position
TELTe Connectivity Plc Recent Activity New Position	0.01%	$42,000 277 shares@ $151.63 avg price	New Position
RACEFerrari N V Recent Activity New Position	0.01%	$42,000 90 shares@ $466.67 avg price	New Position
WSMWilliams Sonoma Inc Recent Activity New Position	0.01%	$41,000 265 shares@ $154.72 avg price	New Position
ASHAshland Inc Recent Activity New Position	0.01%	$40,000 462 shares@ $86.59 avg price	New Position
AMTMAmentum Holdings Inc Recent Activity New Position	0.01%	$36,000 1,101 shares@ $32.7 avg price	New Position
IRMIron Mtn Inc Del Recent Activity New Position	0.01%	$36,000 300 shares@ $120.0 avg price	New Position
CNICanadian Natl Ry Co Recent Activity New Position	0.01%	$35,000 300 shares@ $116.67 avg price	New Position
INGRIngredion Inc Recent Activity New Position	0.01%	$34,000 250 shares@ $136.0 avg price	New Position