Capital Analysts, LLC

Q4 2022 13F-HR/A Holdings

Location
Fort Washington, PA
Holdings as of
12/31/2022
Date filed
11/13/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
1,053
Total value ($000)
$1,638,489
Net value change ($000)
—
New positions
1047
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: — Next filing: 11/13/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 107,348 —
SPYM 107,141 —
FBND 56,198 —
STIP 50,323 —
GUNR 48,216 —
IEFA 47,898 —
IJH 46,835 —
USFR 34,394 —
SPEM 32,787 —
SPSM 28,620 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type