Captrust Financial Advisors Purchases in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMGF
Ishares Msci Emerging Markets

ETFs
4.69K
+ 13.0%
$41.37 - $52.07 $194K - $244K
40.7K $2.12M
ATEC
Alphatec Holdings, Inc.

Healthcare
38K
+ 337.48%
$9.43 - $13.03 $358K - $494K
49.2K $546K
FHN
First Horizon Corp

Financial Services
13.1K
+ 15.1%
$16.21 - $21.2 $212K - $277K
99.5K $2.11M
SFIX
Stitch Fix, Inc.

Consumer Cyclical
63.3K
+ 14.5%
$2.75 - $4.79 $174K - $303K
500K $1.85M
LVS
Las Vegas Sands Corp

Consumer Cyclical
9.27K
+ 167.98%
$30.7 - $44.12 $285K - $409K
14.8K $643K
ZBRA
Zebra Technologies Corp

Technology
972
+ 19.61%
$213.54 - $309.26 $208K - $301K
5.93K $1.83M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
14.8K
+ 6.03%
$20.93 - $22.05 $309K - $326K
260K $5.73M
USFD
Us Foods Holding Corp.

Consumer Defensive
1.3K
+ 4.59%
$60.47 - $79.12 $78.4K - $103K
29.5K $2.27M
WDAY
Workday, Inc.

Technology
1.46K
+ 12.57%
$210.47 - $274.71 $307K - $401K
13.1K $3.14M
BSY
Bentley Systems Inc

Technology
1.92K
+ 8.79%
$38.62 - $53.97 $74.2K - $104K
23.8K $1.28M
OTIS
Otis Worldwide Corp

Industrials
7.92K
+ 9.13%
$90.88 - $104.3 $720K - $826K
94.7K $9.37M
TXG
10x Genomics, Inc.

Healthcare
36.3K
New
$7.14 - $11.73 $259K - $426K
36.3K $420K
TSCO
Tractor Supply CO

Consumer Cyclical
14.3K
+ 9.89%
$47.86 - $55.77 $684K - $797K
159K $8.38M
RGLD
Royal Gold Inc

Basic Materials
1.5K
+ 14.43%
$155.48 - $186.71 $232K - $279K
11.9K $2.11M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
5.39K
New
$70.32 - $76.56 $379K - $413K
5.39K $412K
HRL
Hormel Foods Corp

Consumer Defensive
14.3K
+ 45.36%
$29.11 - $31.44 $416K - $449K
45.8K $1.39M
ITA
Ishares Tr

ETFs
894
+ 13.08%
$135.31 - $188.64 $121K - $169K
7.73K $1.46M
SYM
Symbotic Inc.

Financial Services
10.6K
New
$17.5 - $38.85 $185K - $411K
10.6K $411K
PIPR
Piper Sandler Companies

Financial Services
1.12K
+ 34.54%
$210.78 - $281.82 $236K - $315K
4.36K $1.21M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.31K
+ 16.25%
$62.73 - $78.42 $208K - $260K
23.7K $1.84M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
31.8K
+ 170.5%
$10.49 - $12.99 $334K - $413K
50.5K $642K
SIGI
Selective Insurance Group Inc

Financial Services
4.95K
+ 88.49%
$82.37 - $92.83 $408K - $459K
10.5K $913K
BAPR
Innovator U.S. Equity Buffer E

ETFs
8.89K
New
$38.86 - $45.19 $345K - $402K
8.89K $401K
GWW
W.W. Grainger, Inc.

Industrials
111
+ 2.07%
$919.93 - $1101.66 $102K - $122K
5.49K $5.71M
NI
Nisource Inc.

Utilities
9.6K
+ 26.48%
$37.11 - $40.64 $356K - $390K
45.8K $1.85M
ET
Energy Transfer LP

Energy
33.9K
+ 7.09%
$15.65 - $18.93 $531K - $642K
512K $9.28M
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
16.4K
New
$22.08 - $24.18 $361K - $396K
16.4K $395K
OMF
One Main Holdings, Inc.

Financial Services
6.9K
New
$40.42 - $57.0 $279K - $393K
6.9K $393K
RS
Reliance Steel & Aluminum CO

Basic Materials
995
+ 30.99%
$262.08 - $316.81 $261K - $315K
4.21K $1.32M
FSS
Federal Signal Corp

Industrials
441
+ 4.22%
$69.23 - $106.42 $30.5K - $46.9K
10.9K $1.16M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.5K
+ 8.17%
$71.86 - $82.66 $180K - $207K
33.1K $2.74M
FSBC
Five Star Bancorp

Financial Services
127
+ 0.02%
$25.15 - $29.45 $3.19K - $3.74K
523K $14.9M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
16.7K
+ 111.73%
$22.66 - $23.35 $380K - $391K
31.7K $737K
BSCU
Invesco Exc Self Ind Tr

ETFs
22.1K
+ 24.51%
$16.31 - $16.78 $361K - $371K
112K $1.88M
OKTA
Okta, Inc.

Technology
4.47K
+ 39.91%
$91.24 - $127.3 $408K - $569K
15.7K $1.57M
VTRS
Viatris Inc

Healthcare
39.1K
+ 23.18%
$7.26 - $9.12 $284K - $357K
208K $1.86M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.62K
+ 8.16%
$48.5 - $49.35 $369K - $376K
101K $4.97M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.1K
+ 12.1%
$105.2 - $141.69 $116K - $156K
10.2K $1.45M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
20.2K
+ 195.17%
$17.17 - $19.9 $347K - $402K
30.6K $588K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.46K
+ 11.23%
$109.83 - $131.67 $270K - $324K
24.4K $3.09M
VNQ
Vanguard Specialized Funds Van

ETFs
8.54K
+ 3.31%
$79.79 - $91.42 $681K - $780K
266K $23.7M
GGG
Graco Inc

Industrials
3.85K
+ 20.18%
$74.02 - $87.26 $285K - $336K
22.9K $1.97M
TNL
Travel & Leisure Co.

Consumer Cyclical
6.49K
+ 82.38%
$38.78 - $51.89 $252K - $337K
14.4K $741K
LFUS
Littelfuse Inc

Technology
1.42K
+ 79.52%
$149.72 - $227.31 $213K - $323K
3.21K $727K
ARKQ
Ark Autonomous Technology & Ro

ETFs
4.22K
New
$58.8 - $89.17 $248K - $376K
4.22K $375K
ARES
Ares Management Corp

Financial Services
1.23K
+ 20.54%
$118.04 - $175.83 $145K - $216K
7.2K $1.25M
WBS
Webster Financial Corp

Financial Services
2.95K
+ 4.26%
$41.76 - $54.91 $123K - $162K
72.2K $3.94M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
3.84K
+ 5.89%
$26.99 - $33.86 $104K - $130K
69.1K $2.31M
AXSM
Axsome Therapeutics, Inc.

Healthcare
3.89K
+ 125.26%
$95.65 - $116.49 $372K - $453K
6.99K $729K
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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