Captrust Financial Advisors Purchases in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CBOE
Cboe Global Markets, Inc.

Financial Services
1.35K
+ 136.83%
$205.81 - $234.23 $277K - $315K
2.33K $542K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.7K
+ 8.39%
$22.3 - $22.57 $306K - $310K
177K $3.99M
MRNA
Moderna, Inc.

Healthcare
11.5K
New
$23.65 - $28.54 $273K - $329K
11.5K $318K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.6K
+ 18.62%
$70.56 - $87.22 $184K - $227K
16.6K $1.45M
OEF
Ishares S&P 100 ETF

ETFs
1.19K
+ 1.53%
N/A
78.6K $20.9M
HURN
Huron Consulting Group Inc.

Industrials
2.3K
New
$132.14 - $153.61 $303K - $353K
2.3K $315K
VICI
Vici Properties Inc.

Real Estate
9.7K
+ 26.39%
$29.41 - $32.97 $285K - $320K
46.5K $1.51M
JBT
John Bean Technologies Corp

Industrials
2.49K
+ 140.79%
N/A
4.26K $536K
FN
Fabrinet

Technology
358
+ 16.78%
$171.03 - $298.93 $61.2K - $107K
2.49K $734K
JLL
Jones Lang Lasalle Inc

Real Estate
1.04K
+ 16.76%
$204.57 - $256.96 $212K - $266K
7.21K $1.84M
PAAS
Pan American Silver Corp

Basic Materials
11K
New
$21.49 - $29.35 $237K - $323K
11K $312K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
5.71K
+ 37.98%
$30.96 - $40.6 $177K - $232K
20.7K $838K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.91K
New
$140.84 - $163.09 $269K - $312K
1.91K $311K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
14.5K
New
$16.5 - $21.35 $240K - $311K
14.5K $310K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
443
+ 3.13%
$25.35 - $64.65 $11.2K - $28.6K
14.6K $728K
IBB
Ishares Biotechnology ETF

ETFs
2.61K
+ 16.26%
$112.02 - $129.0 $293K - $337K
18.7K $2.37M
SPG
Simon Property Group Inc

Real Estate
2.66K
+ 11.95%
$140.37 - $171.44 $373K - $455K
24.9K $4M
MP
Mp Materials Corp.

Basic Materials
9.28K
New
$18.77 - $37.74 $174K - $350K
9.28K $308K
WDIV
Spdr S&P Global Dividend ETF

ETFs
2.91K
+ 15.4%
$59.84 - $71.44 $174K - $208K
21.8K $1.54M
NPCT
Nuveen Core Plus Impact Fund
4.69K
+ 0.96%
$9.88 - $11.21 $46.3K - $52.6K
493K $5.53M
PTC
Ptc Inc.

Technology
817
+ 8.57%
$136.74 - $173.24 $112K - $142K
10.3K $1.78M
MUSA
Murphy Usa Inc.

Consumer Cyclical
750
New
$388.56 - $520.27 $291K - $390K
750 $305K
ING
Ing Groep Nv

Financial Services
7.25K
+ 11.47%
$16.62 - $21.98 $121K - $159K
70.5K $1.54M
SCI
Service Corp International

Consumer Cyclical
3.1K
+ 7.25%
$73.58 - $81.65 $228K - $253K
45.8K $3.73M
RDVY
First Trust Rising Dividend Ac

ETFs
4.15K
+ 41.62%
$51.6 - $62.74 $214K - $260K
14.1K $885K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
5.4K
+ 10.88%
$33.11 - $37.79 $179K - $204K
55K $2.08M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.55K
+ 46.0%
$86.58 - $104.98 $221K - $268K
8.09K $849K
HAS
Hasbro, Inc.

Consumer Cyclical
1.16K
+ 6.66%
$50.71 - $73.82 $58.9K - $85.8K
18.6K $1.37M
PARR
Par Pacific Holdings, Inc.

Energy
11.4K
New
$12.23 - $27.87 $139K - $317K
11.4K $301K
HROW
Harrow Health, Inc.

Healthcare
21
+ 0.03%
$22.2 - $31.61 $466 - $664
75.9K $2.32M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.08K
+ 0.75%
$72.02 - $73.82 $222K - $227K
413K $30.4M
CROX
Crocs, Inc.

Consumer Cyclical
2.94K
New
$88.67 - $120.26 $260K - $353K
2.94K $297K
TYL
Tyler Technologies Inc

Technology
366
+ 5.29%
$521.68 - $592.84 $191K - $217K
7.29K $4.32M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
21.6K
New
$10.8 - $16.92 $233K - $365K
21.6K $296K
SEIC
Sei Investments CO

Financial Services
430
+ 2.04%
$66.45 - $89.86 $28.6K - $38.6K
21.5K $1.93M
UBSI
United Bankshares Inc

Financial Services
4.51K
+ 6.05%
$31.5 - $37.32 $142K - $168K
79K $2.88M
REZI
Resideo Technologies, Inc.

Industrials
13.3K
New
$14.69 - $22.46 $195K - $299K
13.3K $293K
TM
Toyota Motor Corp

Consumer Cyclical
11.4K
+ 2.91%
$158.63 - $195.39 $1.81M - $2.23M
403K $69.3M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.64K
New
$66.89 - $111.18 $177K - $294K
2.64K $293K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
63
+ 0.81%
$139.8 - $197.22 $8.81K - $12.4K
7.81K $1.54M
GL
Globe Life Inc.

Financial Services
3.05K
+ 25.62%
$113.29 - $133.09 $346K - $406K
15K $1.86M
BRKR
Bruker Corp

Healthcare
7.23K
+ 53.54%
$35.5 - $42.18 $256K - $305K
20.7K $853K
EWBC
East West Bancorp Inc

Financial Services
2.18K
+ 34.77%
$71.03 - $101.75 $155K - $222K
8.45K $852K
ZI
Zoom Info Technologies Inc.

Technology
27.9K
+ 65.4%
$7.41 - $10.31 $207K - $288K
70.6K $716K
GPC
Genuine Parts CO

Consumer Cyclical
1.85K
+ 6.25%
$105.54 - $129.09 $195K - $239K
31.4K $3.81M
SCHP
Schwab Strategic Us Tips ETF

ETFs
10.9K
+ 86.65%
$26.18 - $26.93 $286K - $294K
23.5K $627K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
6.05K
New
$28.15 - $47.93 $170K - $290K
6.05K $289K
DENN
Denny'S Corp

Consumer Cyclical
70.2K
New
$2.91 - $4.64 $204K - $326K
70.2K $287K
EGP
Eastgroup Properties Inc

Real Estate
2.16K
+ 26.14%
$145.28 - $176.09 $314K - $381K
10.4K $1.74M
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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