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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
IVWIshares Tr
Recent Activity
Increased 6.19%
0.73%
$17.898M
186,924 shares@ $95.76 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 5.77%
0.73%
$17.84M
226,702 shares@ $78.7 avg price
AVGOBroadcom Inc
Recent Activity
Increased 913.47%
0.7%
$17.022M
98,681 shares@ $172.5 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 4.55%
0.69%
$16.811M
90,219 shares@ $186.34 avg price
RTXRtx Corporation
Recent Activity
Increased 3.26%
0.69%
$16.74M
138,168 shares@ $121.16 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Increased 5%
0.65%
$15.725M
124,838 shares@ $125.97 avg price
PGProcter And Gamble Co
Recent Activity
Increased 2.76%
0.59%
$14.354M
82,876 shares@ $173.2 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 1.22%
0.59%
$14.246M
422,601 shares@ $33.72 avg price
CCitigroup Inc
Recent Activity
Increased 1.19%
0.57%
$13.935M
222,604 shares@ $62.6 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 45.36%
0.56%
$13.663M
195,019 shares@ $70.06 avg price