Capital Analysts, Inc. Buys SPDR Russell 1000 ETF, Johnson & Johnson, Chevron Corp, Sells Invesco S&P 500 High Dividend Low Volatility, iShares Core MSCI Emerging Markets, iShares 0-5 Year High Yield Corporate Bond

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May 08, 2020
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Wyncote, PA, based Investment company Capital Analysts, Inc. (Current Portfolio) buys SPDR Russell 1000 ETF, Johnson & Johnson, Chevron Corp, NextEra Energy Inc, First Trust Amex Biotech Index Fund, sells Invesco S&P 500 High Dividend Low Volatility, iShares Core MSCI Emerging Markets, iShares 0-5 Year High Yield Corporate Bond, SPDR Select Sector Fund - Energy Select Sector, iShares MSCI EAFE Small-Cap ETF during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Capital Analysts, Inc.. As of 2020Q1, Capital Analysts, Inc. owns 612 stocks with a total value of $771 million. These are the details of the buys and sells.

For the details of Capital Analysts, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/capital+analysts%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Capital Analysts, Inc.
  1. iShares Core S&P 500 (IVV) - 296,989 shares, 9.95% of the total portfolio. Shares reduced by 0.09%
  2. iShares Core U.S. Aggregate Bond (AGG) - 403,119 shares, 6.03% of the total portfolio. Shares reduced by 0.34%
  3. iShares Core S&P Total U.S. Stock Market (ITOT) - 644,739 shares, 4.78% of the total portfolio. Shares reduced by 0.98%
  4. iShares Core MSCI EAFE (IEFA) - 736,814 shares, 4.77% of the total portfolio. Shares reduced by 19.23%
  5. SPDR Russell 1000 ETF (ELR) - 1,143,305 shares, 4.48% of the total portfolio. Shares added by 2531.80%
New Purchase: NextEra Energy Inc (NEE)

Capital Analysts, Inc. initiated holding in NextEra Energy Inc. The purchase prices were between $181.66 and $282.22, with an estimated average price of $251.74. The stock is now traded at around $229.73. The impact to a portfolio due to this purchase was 0.18%. The holding were 5,736 shares as of .

New Purchase: Marvell Technology Group Ltd (MRVL)

Capital Analysts, Inc. initiated holding in Marvell Technology Group Ltd. The purchase prices were between $17.25 and $28.49, with an estimated average price of $24.1. The stock is now traded at around $26.85. The impact to a portfolio due to this purchase was 0.04%. The holding were 12,250 shares as of .

New Purchase: West Pharmaceutical Services Inc (WST)

Capital Analysts, Inc. initiated holding in West Pharmaceutical Services Inc. The purchase prices were between $128.96 and $174.76, with an estimated average price of $154.24. The stock is now traded at around $200.01. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,495 shares as of .

New Purchase: Copart Inc (CPRT)

Capital Analysts, Inc. initiated holding in Copart Inc. The purchase prices were between $58.78 and $104.5, with an estimated average price of $89.38. The stock is now traded at around $83.79. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,380 shares as of .

New Purchase: IDEXX Laboratories Inc (IDXX)

Capital Analysts, Inc. initiated holding in IDEXX Laboratories Inc. The purchase prices were between $182.94 and $290.97, with an estimated average price of $261.78. The stock is now traded at around $287.90. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,010 shares as of .

New Purchase: Essential Utilities Inc (A2A)

Capital Analysts, Inc. initiated holding in Essential Utilities Inc. The purchase prices were between $28.4 and $49.4, with an estimated average price of $42.29. The stock is now traded at around $37.40. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,966 shares as of .

Added: SPDR Russell 1000 ETF (ELR)

Capital Analysts, Inc. added to a holding in SPDR Russell 1000 ETF by 2531.80%. The purchase prices were between $86.92 and $86.92, with an estimated average price of $86.92. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 4.31%. The holding were 1,143,305 shares as of .

Added: Johnson & Johnson (JNJ)

Capital Analysts, Inc. added to a holding in Johnson & Johnson by 357.43%. The purchase prices were between $111.14 and $153.99, with an estimated average price of $142.18. The stock is now traded at around $148.70. The impact to a portfolio due to this purchase was 0.33%. The holding were 24,701 shares as of .

Added: Chevron Corp (CVX)

Capital Analysts, Inc. added to a holding in Chevron Corp by 160.09%. The purchase prices were between $54.22 and $121.43, with an estimated average price of $99.58. The stock is now traded at around $95.47. The impact to a portfolio due to this purchase was 0.26%. The holding were 45,898 shares as of .

Added: First Trust Amex Biotech Index Fund (FBT)

Capital Analysts, Inc. added to a holding in First Trust Amex Biotech Index Fund by 13733.33%. The purchase prices were between $114.56 and $156.02, with an estimated average price of $142.48. The stock is now traded at around $157.54. The impact to a portfolio due to this purchase was 0.13%. The holding were 7,885 shares as of .

Added: Netflix Inc (NFLX)

Capital Analysts, Inc. added to a holding in Netflix Inc by 766.26%. The purchase prices were between $298.84 and $387.78, with an estimated average price of $353.51. The stock is now traded at around $435.55. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,850 shares as of .

Added: Invesco S&P 500 Equal Weight Technology (RYT)

Capital Analysts, Inc. added to a holding in Invesco S&P 500 Equal Weight Technology by 33.85%. The purchase prices were between $139.82 and $212, with an estimated average price of $190.67. The stock is now traded at around $188.42. The impact to a portfolio due to this purchase was 0.06%. The holding were 11,792 shares as of .

Sold Out: Synovus Financial Corp (SNV)

Capital Analysts, Inc. sold out a holding in Synovus Financial Corp. The sale prices were between $12.74 and $40, with an estimated average price of $31.17.

Sold Out: Cantel Medical Corp (CMD)

Capital Analysts, Inc. sold out a holding in Cantel Medical Corp. The sale prices were between $21.76 and $70.9, with an estimated average price of $57.33.

Sold Out: First Citizens BancShares Inc (FCNCA)

Capital Analysts, Inc. sold out a holding in First Citizens BancShares Inc. The sale prices were between $282.9 and $539.34, with an estimated average price of $466.52.

Sold Out: Hingham Institution for Savings (HIFS)

Capital Analysts, Inc. sold out a holding in Hingham Institution for Savings. The sale prices were between $129.89 and $212.45, with an estimated average price of $188.06.

Sold Out: Balchem Corp (BCPC)

Capital Analysts, Inc. sold out a holding in Balchem Corp. The sale prices were between $81.49 and $113.6, with an estimated average price of $102.68.

Sold Out: Simon Property Group Inc (SPG)

Capital Analysts, Inc. sold out a holding in Simon Property Group Inc. The sale prices were between $44.92 and $149.11, with an estimated average price of $120.76.



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