Captrust Financial Advisors Purchases in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MYRG
Myr Group Inc.

Industrials
50
+ 0.59%
$101.85 - $182.61 $5.09K - $9.13K
8.48K $1.54M
VDC
Vanguard Consumer Staples ETF

ETFs
2.65K
+ 11.35%
$204.89 - $224.73 $542K - $595K
26K $5.69M
HWC
Hancock Whitney Corp

Financial Services
9.1K
+ 79.23%
$46.05 - $58.03 $419K - $528K
20.6K $1.18M
PSN
Parsons Corp

Industrials
6.16K
+ 56.48%
$58.88 - $71.77 $363K - $442K
17.1K $1.23M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
7.42K
+ 5.51%
$46.92 - $55.01 $348K - $408K
142K $7.71M
ZM
Zoom Video Communications, Inc.

Technology
6.54K
+ 40.61%
$66.7 - $84.62 $436K - $554K
22.7K $1.77M
VMI
Valmont Industries Inc

Industrials
615
+ 6.81%
$263.86 - $333.86 $162K - $205K
9.65K $3.15M
HIW
Highwoods Properties, Inc.

Real Estate
18.4K
New
$25.31 - $31.85 $466K - $586K
18.4K $572K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
16.8K
+ 74.46%
$54.08 - $68.32 $909K - $1.15M
39.4K $2.17M
DUK
Duke Energy Corp

Utilities
18.9K
+ 4.51%
$112.46 - $124.05 $2.13M - $2.35M
438K $51.7M
ADM
Archer Daniels Midland CO

Consumer Defensive
5.74K
+ 10.41%
$41.79 - $54.16 $240K - $311K
60.9K $3.21M
FDVV
Fidelity High Dividend ETF

ETFs
959
+ 0.46%
$43.6 - $52.02 $41.8K - $49.9K
212K $11M
ITRI
Itron, Inc.

Technology
4.25K
New
$92.04 - $132.78 $391K - $564K
4.25K $559K
ALLY
Ally Financial Inc.

Financial Services
13.4K
+ 103.84%
$30.09 - $38.95 $405K - $524K
26.4K $1.03M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
11K
+ 30.3%
$50.29 - $50.56 $553K - $556K
47.3K $2.39M
PJUN
Innovator U.S. Equity Power Bu

ETFs
12K
+ 43.14%
$34.48 - $39.76 $414K - $477K
39.8K $1.58M
EIX
Edison International

Utilities
15.5K
+ 45.68%
$48.32 - $59.92 $747K - $927K
49.3K $2.54M
LDOS
Leidos Holdings, Inc.

Technology
2.38K
+ 30.91%
$132.9 - $160.3 $316K - $381K
10.1K $1.59M
MTZ
Mastec Inc

Industrials
1.54K
+ 29.24%
$106.07 - $171.99 $164K - $265K
6.82K $1.16M
HAE
Haemonetics Corp

Healthcare
6.66K
+ 152.72%
$56.04 - $74.77 $373K - $498K
11K $822K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
34K
New
$14.92 - $20.09 $507K - $682K
34K $544K
VONE
Vanguard Russell 1000 ETF

ETFs
939
+ 9.04%
$225.48 - $280.86 $212K - $264K
11.3K $3.18M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
8.24K
New
$52.22 - $73.66 $430K - $607K
8.24K $543K
XLY
Select Sector Spdr Consumer Di

ETFs
626
+ 3.08%
$176.34 - $218.59 $110K - $137K
21K $4.55M
F
Ford Motor CO

Consumer Cyclical
21.2K
+ 5.63%
$8.69 - $10.85 $184K - $230K
398K $4.32M
ACIW
Aci Worldwide, Inc.

Technology
11.7K
New
$44.59 - $57.17 $522K - $669K
11.7K $537K
AL
Air Lease Corp

Industrials
6.99K
+ 58.26%
$40.46 - $58.71 $283K - $411K
19K $1.11M
HAL
Halliburton CO

Energy
44.3K
+ 59.49%
$19.26 - $25.7 $852K - $1.14M
119K $2.42M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
15K
+ 25.46%
$38.81 - $44.28 $583K - $665K
74K $3.14M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.41K
+ 15.81%
$57.46 - $75.58 $196K - $258K
25K $1.89M
LGND
Ligand Pharmaceuticals Inc

Healthcare
3.77K
+ 31.81%
$96.67 - $118.22 $364K - $445K
15.6K $1.77M
HDB
Hdfc Bank LTD

Financial Services
418
+ 0.87%
$63.78 - $77.48 $26.7K - $32.4K
48.7K $3.73M
RMBS
Rambus Inc

Technology
59
+ 0.14%
$42.9 - $64.02 $2.53K - $3.78K
42.7K $2.73M
DHS
Wisdomtree Tr U.S

ETFs
6.66K
+ 18.51%
$87.71 - $98.37 $584K - $655K
42.6K $4.09M
SKX
Skechers Usa Inc

Consumer Cyclical
7.87K
+ 186.91%
$45.48 - $63.1 $358K - $497K
12.1K $762K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
30.7K
+ 29.11%
$14.97 - $16.79 $459K - $515K
136K $2.27M
SOUN
Soundhound Ai, Inc.

Technology
35K
+ 62.33%
$7.18 - $11.76 $251K - $411K
91.1K $977K
BL
Blackline, Inc.

Technology
9.09K
New
$42.27 - $58.22 $384K - $529K
9.09K $514K
CTSH
Cognizant Technology Solutions Corp

Technology
5.92K
+ 17.91%
$66.47 - $81.81 $393K - $484K
38.9K $3.04M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
16.3K
+ 1.3%
N/A
1.27M $40M
IRBO
Ishares Robotics & Artificial

ETFs
16K
New
N/A
16K $512K
AN
Autonation, Inc.

Consumer Cyclical
1.52K
+ 26.63%
$155.71 - $201.03 $236K - $305K
7.21K $1.43M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.95K
+ 139.87%
$144.63 - $179.53 $426K - $529K
5.05K $832K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
22.7K
+ 31.88%
$21.57 - $21.99 $490K - $500K
94.1K $2.06M
BC
Brunswick Corp

Consumer Cyclical
8.97K
+ 127.63%
$41.93 - $58.37 $376K - $524K
16K $883K
FVD
First Tr Value Line Divid Inde

ETFs
11.2K
+ 45.62%
$40.62 - $45.12 $457K - $507K
35.9K $1.6M
POCT
Innovator U.S. Equity Power Bu

ETFs
270
+ 0.13%
$36.35 - $41.3 $9.81K - $11.2K
201K $8.31M
TROW
Price T Rowe Group Inc

Financial Services
1.87K
+ 2.69%
$80.27 - $98.06 $150K - $183K
71.2K $6.87M
MAA
Mid America Apartment Communities Inc.

Real Estate
4.32K
+ 60.59%
$145.91 - $168.0 $630K - $726K
11.4K $1.69M
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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