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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
TFLOIshares Tr
Recent Activity
Exited
0%
$51,000
1,006 shares@ $50.7 avg price
AIRRFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$44,000
650 shares@ $67.7 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$42,000
277 shares@ $151.63 avg price
RSPRInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$42,000
1,270 shares@ $33.08 avg price
MTZMastec Inc
Recent Activity
Exited
0%
$41,000
386 shares@ $106.22 avg price
FMBFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$37,000
733 shares@ $50.48 avg price
AREAlexandria Real Estate Eq In
Recent Activity
Exited
0%
$36,000
310 shares@ $116.13 avg price
UUPInvesco Db Us Dlr Index Tr
Recent Activity
Exited
0%
$31,000
1,075 shares@ $28.84 avg price
FLTRVaneck Etf Trust
Recent Activity
Exited
0%
$29,000
1,141 shares@ $25.42 avg price
ITMVaneck Etf Trust
Recent Activity
Exited
0%
$26,000
559 shares@ $46.52 avg price