Capital Analysts, LLC

Q2 2025 13F Holdings

  • Location
    fort washington, PA
  • Num holdings

    1,383

  • Value ($000)

    $3,001

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001624758
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$274.25K
9 %

3,772,865

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$127.50K
4 %

205,354

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$111.67K
4 %

2,440,985

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$103.78K
4 %

1,243,140

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$60.94K
2 %

122,518

TDTF
TDTF

FLEXSHARES TR

IBOXX 5YR TRGT
33939L605
$60.59K
2 %

2,516,422

FMDE
FMDE

FIDELITY COVINGTON TRUST

ENHANCED MID
31609A503
$60.59K
2 %

1,760,733

JCPB
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
46641Q670
$58.83K
2 %

1,250,002

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$58.63K
2 %

976,670

KRE
KRE

SPDR SERIES TRUST

PORTFLI HIGH YLD
78468R606
$52.90K
2 %

2,222,540

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