Captrust Financial Advisors Purchases in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
5.39M
+ 825.57%
$62.37 - $77.63 $336M - $419M
6.05M $467M
VEA
Vanguard Ftse Developed Market

ETFs
4.31M
+ 20.86%
$45.65 - $57.01 $197M - $246M
25M $1.43B
IVV
Ishares Core S&P 500 ETF

ETFs
202K
+ 5.48%
$498.8 - $620.9 $101M - $125M
3.88M $2.41B
NVDA
Nvidia Corp

Technology
175K
+ 3.24%
$94.31 - $157.99 $16.5M - $27.7M
5.58M $881M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.49M
+ 75.59%
$91.43 - $91.74 $227M - $228M
5.78M $530M
AVGO
Broadcom Inc.

Technology
71.5K
+ 6.73%
$146.29 - $275.65 $10.5M - $19.7M
1.13M $312M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
109K
+ 10.18%
$456.74 - $568.03 $49.6M - $61.7M
1.18M $668M
VUG
Vanguard Growth ETF

ETFs
51.1K
+ 3.56%
$329.49 - $438.4 $16.8M - $22.4M
1.49M $652M
META
Meta Platforms, Inc.

Communication Services
31.5K
+ 6.18%
$484.66 - $738.09 $15.3M - $23.3M
541K $399M
MGK
Vanguard Mega Cap Growth ETF

ETFs
15.4K
+ 0.93%
$273.67 - $366.17 $4.22M - $5.65M
1.67M $611M
AMZN
Amazon Com Inc

Consumer Cyclical
93.8K
+ 4.15%
$167.32 - $223.3 $15.7M - $20.9M
2.35M $516M
FNDF
Schwab Fundamental Intl Large

ETFs
1.99M
+ 320.39%
$32.25 - $40.02 $64.2M - $79.6M
2.61M $104M
GOOGL
Alphabet Inc.

Communication Services
178K
+ 7.86%
$144.7 - $178.6 $25.8M - $31.9M
2.45M $431M
SMG
Scotts Miracle Gro CO

Basic Materials
1M
+ 12034.54%
$48.21 - $66.48 $48.2M - $66.5M
1.01M $66.5M
VB
Vanguard Small Cap ETF

ETFs
129K
+ 5.73%
$193.73 - $237.37 $25.1M - $30.7M
2.39M $566M
TWLO
Twilio Inc

Communication Services
499K
+ 3670.47%
$81.34 - $124.36 $40.6M - $62.1M
513K $63.8M
VTV
Vanguard Value ETF

ETFs
221K
+ 3.91%
$153.67 - $176.74 $33.9M - $39M
5.87M $1.04B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
506K
+ 6.58%
$96.84 - $99.46 $49M - $50.3M
8.19M $813M
SCHX
Schwab Strategic Tr Us Large C

ETFs
395K
+ 2.22%
$19.6 - $24.44 $7.74M - $9.65M
18.2M $445M
IEF
Ishares Barclays

ETFs
496K
+ 5.22%
$93.15 - $96.56 $46.2M - $47.9M
9.99M $957M
WPC
W. P. Carey Inc.

Real Estate
744K
+ 2712.02%
$56.12 - $64.53 $41.8M - $48M
772K $48.1M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
420K
+ 22.62%
$65.84 - $80.81 $27.7M - $34M
2.28M $182M
IWF
Ishares Russell 1000 Gr ETF

ETFs
42.3K
+ 9.74%
$320.42 - $424.58 $13.5M - $17.9M
476K $202M
CSCO
Cisco Systems, Inc.

Technology
440K
+ 22.73%
$53.19 - $69.38 $23.4M - $30.5M
2.37M $165M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
502K
+ 4.9%
$82.21 - $83.12 $41.3M - $41.7M
10.7M $890M
VONG
Vanguard Russell 1000 Growth E

ETFs
350K
+ 150.18%
$82.51 - $109.2 $28.9M - $38.3M
584K $63.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
407K
+ 29.63%
$100.35 - $100.71 $40.9M - $41M
1.78M $179M
JPM
Jpmorgan Chase & CO

Financial Services
2.41K
+ 0.28%
$210.28 - $289.91 $506K - $698K
861K $249M
QQQ
Invesco Qqq Trust, Series 1

ETFs
14.7K
+ 4.0%
$416.06 - $551.64 $6.1M - $8.09M
381K $210M
PLTR
Palantir Technologies Inc.

Technology
96.2K
+ 21.0%
$74.01 - $144.25 $7.12M - $13.9M
554K $75.5M
IBM
International Business Machines Corp

Technology
36.4K
+ 6.84%
$221.03 - $294.78 $8.04M - $10.7M
569K $168M
USFR
Wisdomtree Floating Rate Treas

ETFs
691K
+ 11.01%
$50.28 - $50.47 $34.7M - $34.9M
6.96M $350M
PANW
Palo Alto Networks Inc

Technology
25.1K
+ 2.95%
$152.44 - $204.64 $3.82M - $5.13M
875K $179M
FNDX
Schwab Fundamental U S Large C

ETFs
771K
+ 4.97%
$20.84 - $24.54 $16.1M - $18.9M
16.3M $400M
IEMG
Ishares Inc

ETFs
588K
+ 7.78%
N/A
8.14M $437M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
348K
+ 6.92%
$77.74 - $78.78 $27.1M - $27.4M
5.38M $424M
CME
Cme Group Inc.

Financial Services
90.3K
+ 20.92%
$252.37 - $290.71 $22.8M - $26.3M
522K $144M
WSM
Williams Sonoma Inc

Consumer Cyclical
157K
+ 23.63%
$137.62 - $174.44 $21.5M - $27.3M
819K $134M
KR
Kroger CO

Consumer Defensive
261K
+ 10.5%
$64.62 - $74.0 $16.8M - $19.3M
2.74M $197M
VTI
Vanguard Total Stock Market Et

ETFs
26.8K
+ 4.02%
$243.75 - $303.93 $6.53M - $8.14M
693K $211M
RMD
Resmed Inc

Healthcare
29.7K
+ 6.19%
$204.54 - $258.0 $6.08M - $7.67M
510K $132M
TMUS
T Mobile Us, Inc.

Communication Services
108K
+ 189.72%
$220.99 - $268.54 $23.8M - $28.9M
165K $39.2M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
913K
+ 14.43%
$21.85 - $22.76 $20M - $20.8M
7.24M $165M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
292K
+ 461.73%
$75.05 - $77.34 $21.9M - $22.6M
355K $27.5M
QCOM
Qualcomm Inc

Technology
112K
+ 17.12%
$124.66 - $159.48 $13.9M - $17.8M
763K $122M
VEU
Vanguard Ftse All World Ex Us

ETFs
119K
+ 6.25%
$54.19 - $67.22 $6.47M - $8.02M
2.03M $136M
GOOG
Alphabet Inc.

Communication Services
13.8K
+ 1.62%
$146.58 - $180.01 $2.02M - $2.49M
869K $154M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
142K
+ 4.05%
$116.93 - $119.39 $16.6M - $17M
3.65M $435M
BAC
Bank Of America Corp

Financial Services
76.3K
+ 2.7%
$34.39 - $47.46 $2.63M - $3.62M
2.9M $137M
Activity Summary
Buys All Purchases 1638 New Holdings 262 Increased Positions 1376 Sells All Sells 769 Reductions 769 Sold out 0 Options Calls 0 Puts 0
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