Captrust Financial Advisors Purchases in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SMR
Nuscale Power Corp

Industrials
5.04K
+ 42.66%
$12.6 - $43.24 $63.4K - $218K
16.8K $666K
BPOP
Popular, Inc.

Financial Services
3.12K
+ 36.6%
$81.63 - $110.51 $255K - $345K
11.7K $1.28M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.56K
+ 26.86%
$89.13 - $167.48 $139K - $261K
7.36K $1.12M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
8.22K
+ 117.45%
$59.8 - $60.07 $492K - $494K
15.2K $911K
FPE
First Tr Pfd Secs & Income ETF

ETFs
25.5K
+ 13.74%
$16.93 - $17.81 $431K - $453K
211K $3.75M
ABC
Amerisourcebergen Corp

Healthcare
2.65K
+ 14.37%
N/A
21.1K $3.9M
PCOR
Procore Technologies, Inc.

Technology
7.15K
New
$56.26 - $72.4 $402K - $518K
7.15K $489K
KEX
Kirby Corp

Industrials
2.72K
+ 18.73%
$87.32 - $114.99 $237K - $313K
17.2K $1.95M
AR
Antero Resources Corp

Energy
12.2K
+ 38.24%
$31.92 - $43.78 $390K - $535K
44.2K $1.78M
ALGN
Align Technology Inc

Healthcare
1.12K
+ 12.4%
$144.32 - $190.42 $161K - $212K
10.1K $1.91M
IPAR
Inter Parfums Inc

Consumer Defensive
3.69K
New
$99.7 - $141.48 $367K - $521K
3.69K $483K
O
Realty Income Corp

Real Estate
9.18K
+ 7.96%
$52.27 - $58.52 $480K - $537K
125K $7.18M
CUBE
Cube Smart

Real Estate
11.3K
+ 176.56%
$35.88 - $43.68 $405K - $493K
17.7K $751K
DSL
Double Line Income Solutions Fund

Financial Services
39.1K
New
$11.15 - $12.57 $435K - $491K
39.1K $478K
FE
Firstenergy Corp

Utilities
12K
+ 27.31%
$38.31 - $43.17 $462K - $520K
56.2K $2.26M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.91K
+ 21.28%
$40.94 - $52.1 $242K - $308K
33.7K $1.76M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
4.14K
+ 38.52%
$110.23 - $131.5 $456K - $545K
14.9K $1.84M
SRE
Sempra Energy

Utilities
1.88K
+ 2.49%
$63.78 - $78.91 $120K - $148K
77.3K $5.86M
WAFD
Washington Federal Inc

Financial Services
16.2K
New
$24.48 - $30.05 $398K - $488K
16.2K $475K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
21.7K
New
$21.4 - $26.31 $465K - $572K
21.7K $471K
FV
First Trust Dorsey Wright Focu

ETFs
7.5K
+ 123.48%
$48.43 - $59.26 $363K - $444K
13.6K $804K
TDC
Teradata Corp

Technology
21K
New
$19.2 - $23.59 $404K - $497K
21K $469K
CIEN
Ciena Corp

Technology
2.69K
+ 22.62%
$53.5 - $83.89 $144K - $226K
14.6K $1.19M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
24K
+ 19.93%
$18.28 - $18.7 $438K - $448K
144K $2.7M
IQV
Iqvia Holdings Inc.

Healthcare
5.11K
+ 28.27%
$137.0 - $174.37 $700K - $891K
23.2K $3.65M
LMAT
Lemaitre Vascular Inc

Healthcare
5.66K
+ 149.43%
$77.89 - $92.6 $441K - $524K
9.45K $784K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
14.7K
New
$31.07 - $32.25 $457K - $475K
14.7K $467K
FLR
Fluor Corp

Industrials
2.26K
+ 9.95%
$30.86 - $51.42 $69.6K - $116K
24.9K $1.28M
URTH
Ishares Msci World ETF

ETFs
2.76K
New
$136.3 - $169.38 $376K - $467K
2.76K $466K
PB
Prosperity Bancshares Inc

Financial Services
6.7K
+ 174.3%
$63.76 - $73.75 $427K - $494K
10.5K $740K
PPT
Putnam Premier Income Trust

Financial Services
127K
New
$3.45 - $3.71 $437K - $470K
127K $464K
ON
On Semiconductor Corp

Technology
6.08K
+ 50.34%
$31.95 - $54.21 $194K - $329K
18.1K $951K
XPO
Xpo Logistics, Inc.

Industrials
2.96K
+ 65.03%
$91.46 - $128.1 $271K - $379K
7.51K $948K
SGOL
Abrdn Gold ETF Trust

ETFs
7.02K
+ 5.1%
$28.39 - $32.75 $199K - $230K
145K $4.56M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.39K
+ 9.55%
$52.84 - $65.52 $179K - $222K
38.9K $2.55M
VRNS
Varonis Systems Inc

Technology
5.93K
+ 40.09%
$37.96 - $50.93 $225K - $302K
20.7K $1.05M
MTCH
Match Group, Inc.

Communication Services
15.2K
+ 25.03%
$27.03 - $31.93 $412K - $487K
76.1K $2.35M
STT
State Street Corp

Financial Services
1.13K
+ 5.73%
$75.33 - $106.34 $85.3K - $120K
20.9K $2.22M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
4.43K
+ 7.88%
$46.04 - $53.67 $204K - $238K
60.6K $3.25M
IRTC
I Rhythm Technologies, Inc.

Healthcare
1.59K
+ 38.06%
$96.84 - $154.71 $154K - $246K
5.76K $886K
ALLE
Allegion PLC

Industrials
2K
+ 17.11%
$118.52 - $145.64 $237K - $292K
13.7K $1.97M
FUBO
Fubo Tv Inc.

Communication Services
111K
+ 549.65%
$2.42 - $3.86 $269K - $430K
132K $507K
HLIO
Helios Technologies, Inc.

Industrials
13.4K
New
$25.71 - $33.72 $344K - $452K
13.4K $446K
KRC
Kilroy Realty Corp

Real Estate
12.9K
New
$28.32 - $35.95 $365K - $463K
12.9K $442K
LNG
Cheniere Energy, Inc.

Energy
568
+ 2.29%
$197.25 - $244.33 $112K - $139K
25.4K $6.19M
DRI
Darden Restaurants Inc

Consumer Cyclical
950
+ 4.16%
$186.58 - $225.78 $177K - $214K
23.8K $5.18M
KFY
Korn Ferry

Industrials
6.01K
New
$59.48 - $74.54 $358K - $448K
6.01K $440K
CF
Cf Industries Holdings, Inc.

Basic Materials
2.75K
+ 20.46%
$68.47 - $102.48 $188K - $282K
16.2K $1.49M
TTD
Trade Desk, Inc.

Technology
1.91K
+ 10.98%
$45.27 - $79.4 $86.4K - $152K
19.3K $1.39M
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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