Captrust Financial Advisors Purchases in Q1 2025

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SR
Spire Inc

Utilities
331K
+ 45.86%
$65.62 - $78.25 $21.8M - $25.9M
1.05M $82.5M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
539K
New
$61.31 - $83.44 $33.1M - $45M
539K $33.1M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
445K
+ 2951.55%
$60.74 - $73.87 $27M - $32.9M
460K $34M
WAT
Waters Corp

Healthcare
83.9K
+ 2972.43%
$362.16 - $417.28 $30.4M - $35M
86.7K $32M
IAU
Ishares Gold Trust

ETFs
153K
+ 6.7%
$49.74 - $58.96 $7.61M - $9.02M
2.43M $144M
AOS
Smith A O Corp

Industrials
463K
+ 3645.21%
$65.16 - $72.69 $30.1M - $33.6M
475K $31.1M
DHR
Danaher Corp

Healthcare
159K
+ 154.02%
$201.62 - $250.59 $32M - $39.7M
262K $53.6M
JPM
Jpmorgan Chase & CO

Financial Services
103K
+ 13.56%
$225.19 - $279.95 $23.1M - $28.7M
858K $211M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.36M
+ 598.02%
$20.64 - $20.73 $28.2M - $28.3M
1.59M $32.9M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
325K
+ 948.41%
$78.97 - $85.82 $25.7M - $27.9M
359K $29.8M
AMT
American Tower Corp

Real Estate
111K
+ 157.96%
$173.46 - $217.6 $19.3M - $24.2M
182K $39.6M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
519K
+ 7926.97%
$49.67 - $51.43 $25.8M - $26.7M
526K $26.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
428K
+ 818.26%
$57.44 - $59.4 $24.6M - $25.4M
480K $28.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
980K
+ 287.36%
$25.58 - $29.24 $25.1M - $28.7M
1.32M $34.6M
ROP
Roper Technologies Inc

Industrials
41.1K
+ 411.99%
$502.71 - $593.81 $20.6M - $24.4M
51K $30.1M
XLI
Industrial Sector Spdr

ETFs
186K
+ 122.18%
$128.78 - $141.67 $24M - $26.4M
338K $44.3M
VIG
Vanguard Dividend Appreciation

ETFs
133K
+ 12.8%
N/A
1.17M $213M
MSCI
Msci Inc.

Financial Services
42.3K
+ 1799.66%
$541.46 - $628.34 $22.9M - $26.6M
44.7K $25.3M
XOM
Exxon Mobil Corp

Energy
57.9K
+ 3.95%
$105.44 - $118.93 $6.1M - $6.89M
1.52M $181M
JNJ
Johnson & Johnson

Healthcare
73.5K
+ 13.78%
$142.06 - $167.7 $10.4M - $12.3M
607K $101M
CACI
Caci International Inc

Technology
52.9K
+ 2579.68%
N/A
55K $23.5M
EFX
Equifax Inc

Industrials
93.1K
+ 741.44%
$235.63 - $278.34 $21.9M - $25.9M
106K $25.7M
RELX
Relx PLC

Communication Services
304K
+ 25.11%
$45.34 - $51.91 $13.8M - $15.8M
1.51M $76.3M
ROL
Rollins Inc

Consumer Cyclical
387K
+ 2686.79%
$45.65 - $54.03 $17.7M - $20.9M
401K $21.7M
IBM
International Business Machines Corp

Technology
24.5K
+ 4.83%
$217.4 - $264.74 $5.33M - $6.49M
532K $132M
IDEV
Ishares Core Msci Intl Develop

ETFs
248K
+ 49.33%
$63.77 - $71.36 $15.8M - $17.7M
751K $51.7M
NXST
Nexstar Media Group, Inc.

Communication Services
92.2K
+ 71.09%
$146.34 - $182.75 $13.5M - $16.9M
222K $39.8M
BRX
Brixmor Property Group Inc.

Real Estate
838K
+ 36.36%
N/A
3.14M $71.5M
MORN
Morningstar, Inc.

Financial Services
64.6K
+ 715.56%
$282.49 - $334.73 $18.2M - $21.6M
73.6K $22.1M
KR
Kroger CO

Consumer Defensive
40.8K
+ 1.67%
$58.36 - $67.72 $2.38M - $2.76M
2.48M $168M
DGS
Wisdomtree Emerging Markets Sm

ETFs
371K
New
$47.4 - $50.24 $17.6M - $18.6M
371K $17.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
121K
+ 9.94%
$74.85 - $84.89 $9.08M - $10.3M
1.34M $110M
GLD
Spdr Gold Trust

ETFs
18.7K
+ 7.51%
$243.19 - $288.14 $4.56M - $5.4M
268K $77.3M
MCO
Moodys Corp

Financial Services
35.3K
+ 566.15%
$437.8 - $527.48 $15.5M - $18.6M
41.6K $19.4M
UL
Unilever PLC

Consumer Defensive
234K
+ 27.08%
$54.72 - $60.29 $12.8M - $14.1M
1.1M $65.3M
ADP
Automatic Data Processing Inc

Industrials
50.2K
+ 67.25%
$286.85 - $318.64 $14.4M - $16M
125K $38.2M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
502K
+ 66.99%
N/A
1.25M $39.4M
ABT
Abbott Laboratories

Healthcare
62.4K
+ 16.17%
$111.1 - $140.22 $6.93M - $8.75M
448K $59.5M
IWV
Ishares Russell 3000 ETF

ETFs
61.7K
+ 26.01%
$313.1 - $349.83 $19.3M - $21.6M
299K $95M
DE
Deere & CO

Industrials
12.2K
+ 6.21%
$408.57 - $509.27 $4.98M - $6.21M
209K $98M
HD
Home Depot, Inc.

Consumer Cyclical
55.2K
+ 22.0%
$347.25 - $424.87 $19.2M - $23.5M
306K $112M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
55.9K
+ 3.1%
$67.08 - $76.14 $3.75M - $4.25M
1.86M $137M
AZO
Autozone Inc

Consumer Cyclical
794
+ 4.29%
$3193.96 - $3828.11 $2.54M - $3.04M
19.3K $73.6M
PG
Procter & Gamble CO

Consumer Defensive
55.7K
+ 3.2%
$158.56 - $176.26 $8.83M - $9.81M
1.79M $306M
MEAR
Blackrock Short Maturity Munic

ETFs
284K
New
$49.97 - $50.36 $14.2M - $14.3M
284K $14.3M
FNDX
Schwab Fundamental U S Large C

ETFs
591K
+ 3.96%
$23.03 - $25.01 $13.6M - $14.8M
15.5M $367M
CGXU
Capital Group Intl Focus Equit

ETFs
601K
+ 6.28%
$24.48 - $26.59 $14.7M - $16M
10.2M $249M
ICE
Intercontinental Exchange, Inc.

Financial Services
68.8K
+ 328.57%
$142.8 - $176.36 $9.83M - $12.1M
89.8K $15.5M
AFL
Aflac Inc

Financial Services
26.5K
+ 2.4%
$100.99 - $111.19 $2.67M - $2.94M
1.13M $126M
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
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