Captrust Financial Advisors Purchases in Q1 2025

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZI
Zoom Info Technologies Inc.

Technology
42.7K
New
$9.43 - $12.01 $402K - $512K
42.7K $426K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
2.27K
+ 26.77%
$110.55 - $130.35 $251K - $296K
10.8K $1.37M
FUL
Fuller H B CO

Basic Materials
8.42K
+ 195.45%
$52.88 - $64.28 $445K - $541K
12.7K $714K
SSB
South State Corp

Financial Services
5.84K
+ 33.04%
$89.4 - $108.33 $522K - $633K
23.5K $2.18M
PODD
Insulet Corp

Healthcare
1.59K
+ 72.77%
$237.06 - $288.29 $377K - $458K
3.78K $991K
EVX
Vaneck ETF Tr Environmental Se

ETFs
11.9K
New
$33.9 - $179.35 $402K - $2.13M
11.9K $420K
HES
Hess Corp

Energy
1.37K
+ 18.8%
$135.42 - $160.52 $186K - $221K
8.68K $1.39M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
19.3K
New
$18.17 - $22.43 $350K - $433K
19.3K $413K
DGX
Quest Diagnostics Inc

Healthcare
3.01K
+ 20.79%
N/A
17.5K $2.39M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.32K
+ 14.41%
$175.5 - $209.86 $582K - $696K
26.4K $4.78M
PINS
Pinterest, Inc.

Communication Services
9.54K
+ 19.02%
$29.79 - $40.0 $284K - $382K
59.7K $1.85M
FANG
Diamondback Energy, Inc.

Energy
3.14K
+ 11.27%
$139.9 - $180.18 $440K - $566K
31K $4.96M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
5.12K
New
$74.34 - $81.0 $380K - $414K
5.12K $389K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
9.53K
New
$39.61 - $42.65 $377K - $406K
9.53K $388K
SLF
Sun Life Financial Inc

Financial Services
7.51K
+ 37.02%
$54.05 - $59.19 $406K - $445K
27.8K $1.59M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.32K
+ 2.8%
$156.61 - $168.02 $519K - $557K
122K $19.5M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
3.62K
+ 1.69%
$38.89 - $41.6 $141K - $151K
218K $8.81M
EQNR
Equinor Asa

Energy
14.5K
New
$22.37 - $26.45 $325K - $385K
14.5K $384K
CNQ
Canadian Natural Resources LTD

Energy
12.5K
+ 34.94%
$26.72 - $32.74 $333K - $408K
48.2K $1.48M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
4.97K
+ 81.15%
$91.44 - $106.54 $455K - $530K
11.1K $1.02M
EBLU
Ecofin Global Water Esg Fund

ETFs
7.79K
New
N/A
7.79K $375K
GBCI
Glacier Bancorp, Inc.

Financial Services
12.6K
+ 41.01%
$43.81 - $52.23 $553K - $659K
43.4K $1.92M
HIG
Hartford Financial Services Group, Inc.

Financial Services
539
+ 2.52%
$106.31 - $123.73 $57.3K - $66.7K
21.9K $2.71M
BAX
Baxter International Inc

Healthcare
3.81K
+ 8.05%
$29.26 - $36.57 $111K - $139K
51.1K $1.75M
LECO
Lincoln Electric Holdings Inc

Industrials
1.89K
+ 29.16%
$180.51 - $216.81 $341K - $410K
8.37K $1.58M
NWSA
News Corp

Communication Services
13.3K
New
$26.29 - $30.49 $350K - $406K
13.3K $362K
GIL
Gildan Activewear Inc.

Consumer Cyclical
10.1K
+ 32.43%
$44.19 - $55.09 $445K - $554K
41.1K $1.82M
ANSS
Ansys Inc

Technology
1.4K
+ 34.1%
$316.56 - $360.36 $442K - $503K
5.49K $1.74M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.39K
+ 61.69%
$314.47 - $431.35 $437K - $600K
3.65K $1.34M
BUR
Burford Capital LTD

Financial Services
26.8K
New
$12.5 - $15.6 $335K - $418K
26.8K $354K
INCY
Incyte Corp

Healthcare
8.65K
+ 42.91%
$60.0 - $75.26 $519K - $651K
28.8K $1.74M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.87K
+ 13.64%
$75.32 - $84.77 $216K - $244K
23.9K $1.96M
JHEM
John Hancock Exchange Traded

ETFs
2.57K
+ 0.74%
$25.12 - $27.4 $64.7K - $70.5K
352K $9.37M
EBAY
Ebay Inc

Consumer Cyclical
3.72K
+ 23.29%
$61.61 - $70.93 $229K - $264K
19.7K $1.34M
FTI
Technip Fmc PLC

Energy
5.33K
+ 8.5%
$25.3 - $32.57 $135K - $174K
68.1K $2.16M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
7.47K
New
$44.81 - $46.22 $335K - $345K
7.47K $336K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.55K
+ 7.99%
$30.38 - $34.94 $169K - $194K
75K $2.57M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
5.96K
New
$53.35 - $58.68 $318K - $350K
5.96K $334K
EIX
Edison International

Utilities
13K
+ 62.68%
$50.06 - $80.01 $653K - $1.04M
33.9K $1.99M
PR
Permian Resources Corporation

Energy
25K
+ 73.79%
$12.33 - $16.0 $308K - $400K
58.9K $815K
BCS
Barclays PLC

Financial Services
19.7K
+ 163.34%
$12.69 - $16.25 $250K - $320K
31.7K $487K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
22.4K
+ 54.0%
$9.19 - $12.93 $206K - $290K
63.9K $713K
NOMD
Nomad Foods LTD

Consumer Defensive
16.4K
New
$15.61 - $20.54 $256K - $337K
16.4K $322K
RLY
Ssga Active ETF Tr

ETFs
8.79K
+ 19.13%
$27.21 - $28.6 $239K - $251K
54.7K $1.56M
CARE
Carter Bankshares, Inc.

Financial Services
19.8K
New
$15.9 - $18.1 $315K - $359K
19.8K $320K
MGV
Vanguard Mega Cap Value

ETFs
1.09K
+ 2.38%
$123.61 - $133.01 $135K - $145K
46.9K $6.04M
BXSL
Blackstone Secured Lending Fund

Financial Services
9.88K
New
$31.3 - $34.5 $309K - $341K
9.88K $319K
PHG
Koninklijke Philips Nv

Healthcare
12.6K
New
$24.92 - $28.61 $313K - $359K
12.6K $319K
VGLT
Vanguard Long Term Treasury Et

ETFs
5.29K
+ 100.57%
$53.99 - $58.43 $286K - $309K
10.6K $608K
Activity Summary
Buys All Purchases 1449 New Holdings 190 Increased Positions 1259 Sells All Sells 806 Reductions 806 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email