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
SUSBIshares Tr Recent Activity New Position	0.01%	$34,000 1,356 shares@ $25.08 avg price	New Position
TECKTeck Resources Ltd Recent Activity New Position	0.01%	$34,000 659 shares@ $51.6 avg price	New Position
NGGNational Grid Plc Recent Activity New Position	0.01%	$33,000 479 shares@ $68.9 avg price	New Position
PEGPublic Svc Enterprise Grp In Recent Activity New Position	0.01%	$30,000 339 shares@ $88.5 avg price	New Position
AERAercap Holdings Nv Recent Activity New Position	0.01%	$27,000 288 shares@ $93.75 avg price	New Position
MUFGMitsubishi Ufj Finl Group In Recent Activity New Position	0.01%	$27,000 2,634 shares@ $10.26 avg price	New Position
HSBCHsbc Hldgs Plc Recent Activity New Position	0.01%	$26,000 586 shares@ $44.37 avg price	New Position
EWYIshares Inc Recent Activity New Position	0.01%	$26,000 407 shares@ $63.89 avg price	New Position
KAUGInnovator Etfs Trust Recent Activity New Position	0.01%	$25,000 998 shares@ $25.06 avg price	New Position
RELXRelx Plc Recent Activity New Position	0.01%	$25,000 522 shares@ $47.9 avg price	New Position