• 13F History

Capital Analysts, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$2.49B
Signature - Title
Valerie Widhson - DIRECTOR, RIA COMPLIANCE
Location
Fort Washington, PA
Summary
This page shows a list of all the recent 13F filings made by Capital Analysts, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Capital Analysts, LLC reported 1292 stock holdings with total value $2.49B as of Q4 2024. Top holdings included SPLG, IVV, IEFA, FBND, and IJH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,292 $2.49B +$147M -$76.4M +$70.6M SPLG, IVV, IEFA, FBND, IJH 13F-HR 2/14/2025, 12:44 PM
Q3 2024 1,316 $2.45B +$202M -$123M +$78.8M SPLG, IVV, IEFA, FBND, IJH 13F-HR 11/13/2024, 05:14 PM
Q2 2024 1,209 $2.26B +$159M -$50.8M +$109M SPLG, IVV, IEFA, FBND, IJH 13F-HR 8/14/2024, 09:49 AM
Q1 2024 1,063 $2.12B +$221M -$126M +$94.8M SPLG, IVV, IEFA, FBND, IJH 13F-HR 5/14/2024, 11:47 AM
Q4 2023 1,038 $1.95B +$122M -$94.8M +$27.4M SPLG, IEFA, IVV, FBND, IJH 13F-HR 1/30/2024, 02:44 PM
Q3 2023 1,127 $1.78B +$229M -$157M +$72.2M SPLG, IEFA, IVV, FBND, IJH 13F-HR 11/13/2023, 10:25 AM
Q2 2023 963 $1.79B +$109M -$116M -$7.38M SPLG, IEFA, IVV, FBND, STIP 13F-HR 8/11/2023, 11:42 AM
Q1 2023 937 $1.74B +$202M -$133M +$68.6M SPLG, IVV, IEFA, FBND, STIP 13F-HR 5/5/2023, 10:56 AM
Q4 2022 1,020 $1.64B +$263M -$190M +$73.1M IVV, SPLG, FBND, STIP, GUNR 13F-HR 2/8/2023, 01:44 PM
Q3 2022 1,022 $1.45B +$160M -$56.2M +$104M IVV, SPLG, FBND, TIPX, IEFA 13F-HR 11/14/2022, 11:18 AM
Q2 2022 963 $1.43B +$144M -$77.1M +$66.5M IVV, SPLG, IEFA, FBND, TIPX 13F-HR 8/12/2022, 11:59 AM
Q1 2022 891 $1.56B +$207M -$195M +$11.8M IVV, SPLG, IEFA, TIPX, FBND 13F-HR 5/12/2022, 02:10 PM
Q4 2021 967 $1.64B +$63.7M -$25.2M +$38.5M IVV, SPLG, IEFA, AGG, IJH 13F-HR 2/10/2022, 08:15 AM
Q3 2021 966 $1.52B +$81.7M -$24.8M +$56.9M IVV, SPLG, IEFA, AGG, IJH 13F-HR 11/4/2021, 04:49 PM
Q2 2021 922 $1.49B +$87.1M -$114M -$27.1M IVV, SPLG, IEFA, AGG, IJH Restatement 11/15/2021, 01:58 PM
Q1 2021 1,036 $1.45B +$381M -$120M +$262M IVV, SPLG, IEFA, AGG, IJH 13F-HR 5/17/2021, 04:30 PM
Q4 2020 711 $1.13B +$85M -$73.8M +$11.2M IVV, SPLG, AGG, IEFA, ITOT 13F-HR 2/12/2021, 06:37 PM
Q3 2020 735 $1.05B +$77.1M -$23.5M +$53.6M IVV, SPLG, AGG, ITOT, GLDMXXXX 13F-HR 11/12/2020, 03:07 PM
Q2 2020 677 $950M +$111M -$91.3M +$19.8M IVV, SPLG, AGG, ITOT, GLDMXXXX 13F-HR 8/7/2020, 06:28 PM
Q1 2020 652 $813M +$56.7M -$69.4M -$12.7M IVV, AGG, ITOT, IEFA, SPLG 13F-HR 5/8/2020, 04:37 PM
Q4 2019 695 $1.01B +$35.2M -$16.4M +$18.8M IVV, IEFA, ITOT, AGG, IJH 13F-HR 2/12/2020, 03:52 PM
Q3 2019 652 $946M +$88.8M -$65.4M +$23.4M IVV, IEFA, AGG, ITOT, IJH 13F-HR 11/12/2019, 08:45 AM
Q2 2019 660 $918M +$70.9M -$39.2M +$31.7M IVV, IEFA, AGG, RSP, ITOT 13F-HR 8/13/2019, 01:23 PM
Q1 2019 617 $865M +$71.5M -$43M +$28.6M IVV, IEFA, AGG, ITOT, RSP 13F-HR 5/13/2019, 10:20 AM
Q4 2018 570 $761M +$76.4M -$78.7M -$2.32M IVV, IEFA, AGG, ITOT, MINT 13F-HR 2/13/2019, 10:29 AM
Q3 2018 544 $876M +$50.4M -$34.5M +$15.9M IVV, IEFA, AGG, ITOT, RSP Restatement 11/7/2018, 04:22 PM
Q2 2018 552 $840M +$110M -$36.4M +$73.6M IVV, IEFA, AGG, ITOT, IJH Restatement 11/7/2018, 04:42 PM
Q1 2018 542 $805M +$68.7M -$42M +$26.6M IVV, IEFA, AGG, ITOT, IEMG 13F-HR 5/14/2018, 08:52 AM
Q4 2017 438 $798M +$45.7M -$15.5M +$30.2M IVV, IEFA, AGG, ITOT, IJH Restatement 2/14/2018, 02:43 PM
Q3 2017 445 $746M +$62.6M -$33.2M +$29.4M IVV, IEFA, AGG, ITOT, IJH 13F-HR 11/6/2017, 01:25 PM
Q2 2017 374 $701M +$64.7M -$11.6M +$53.1M IVV, IEFA, AGG, ITOT, IJH 13F-HR 8/8/2017, 01:55 PM
Q1 2017 334 $634M +$332M -$257M +$74.8M IVV, IEFA, AGG, ITOT, IJH 13F-HR 5/5/2017, 10:52 AM
Q4 2016 344 $571M +$80.8M -$39.4M +$41.4M IVE, IGIB, EFA, VCSH, IVW 13F-HR 2/10/2017, 11:07 AM
Q3 2016 380 $532M +$66.6M -$15.8M +$50.8M IGIB, IVE, EFA, IGSB, IVW 13F-HR 11/14/2016, 03:53 PM
Q2 2016 327 $497M +$44.5M -$43.5M +$1.01M IGIB, IVE, EFA, IGSB, IVW Restatement 7/14/2016, 02:26 PM
Q1 2016 383 $498M +$53.7M -$34.6M +$19.2M IGIB, EFA, IWV, IVW, IGSB 13F-HR 5/13/2016, 09:53 AM
Q4 2015 379 $492M +$42.9M -$76.3M -$33.3M EFA, IWV, IGIB, IVW, IGSB 13F-HR 2/12/2016, 05:03 PM
Q3 2015 355 $523M +$134M -$44.5M +$89.1M IGIB, IWV, EFA, IGSB, IVW 13F-HR 11/13/2015, 09:05 AM
Q2 2015 371 $489M +$66M -$40.4M +$25.5M IWV, EFA, IGIB, IGSB, IVW 13F-HR 8/14/2015, 12:21 PM
Q1 2015 377 $480M +$45.4M -$15M +$30.4M IWV, EFA, IVW, IVE, IGIB 13F-HR 4/30/2015, 07:12 AM
Q4 2014 390 $455M +$67.7M -$35.4M +$32.3M IWV, EFA, IVE, IVW, IGIB 13F-HR 2/13/2015, 10:13 AM
Q3 2014 387 $426M +$41.8M -$7.95M +$33.9M IWV, EFA, BOND, IVW, IVE 13F-HR 11/10/2014, 04:43 PM
Q2 2014 381 $410M +$34M -$14.6M +$19.3M IWV, EFA, BOND, IVW, VNQ 13F-HR 11/12/2014, 07:40 AM
Q1 2014 354 $382M +$34.5M -$14.5M +$20M IWV, EFA, BOND, IVE, IVW 13F-HR 11/12/2014, 07:47 AM
Q4 2013 325 $368M +$26.2M -$6.37M +$19.8M IWV, EFA, IVW, IVE, BOND 13F-HR 11/12/2014, 07:51 AM
Q3 2013 304 $140M +$18.9M -$10.7M +$8.2M BOND, RWR, SCZ, TJX, CVS 13F-HR 11/12/2014, 07:56 AM
Q2 2013 292 $117M +$23.5M -$7.27M +$16.3M SCZ, CVS, XOM, TJX, NEE 13F-HR 11/12/2014, 08:09 AM
Q1 2013 290 $207M +$41.5M -$8.39M +$33.1M EFA, AGG, IGSB, RWR, BWX 13F-HR 11/12/2014, 08:12 AM
Q4 2012 289 $165M EFA, AGG, IGSB, RWR, BWX 13F-HR 11/12/2014, 08:15 AM