Capital Analysts, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Valerie Widhson - DIRECTOR, RIA COMPLIANCE
Location
Fort Washington, PA
Holdings as of
December 31, 2024
Value $
$2.49B
Num holdings
1,292
Date filed
2/14/2025, 12:44 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPLG, IVV, IEFA, FBND, and IJH.
Previous filing
Q3 2024 - Nov 13, 2024
Next filing
Q1 2025 - May 14, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 compared to 2024 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
VALERIE WIDHSON DIRECTOR, RIA COMPLIANCE Fort Washington, Pennsylvania 2/14/2025

Other Included Managers (1):

Num Name Location File Number
1 Lincoln Investment Planning, Llc Fort Washington, PA 028-21251