Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAPITAL ANALYSTS LLC 01-30-2024 12-31-2023 1352 1,986,248,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES GOLD TR ISHARES NEW 501 $160,000 4,099 0.01 0.01 -2,195 -34.87 12-31-2023
GILEAD SCIENCES INC COM 502 $160,000 1,976 0.01 0.01 -5 -0.25 12-31-2023
DELL TECHNOLOGIES INC CL C 503 $160,000 2,089 0.01 0.01 -483 -18.78 12-31-2023
RIO TINTO PLC SPONSORED ADR 504 $156,000 2,089 0.01 0.01 -142 -6.36 12-31-2023
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