Captrust Financial Advisors Purchases in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PHO
Invesco Exchange Traded Fd Tr

ETFs
195
+ 0.8%
$58.13 - $69.92 $11.3K - $13.6K
24.7K $1.73M
ACM
Aecom

Industrials
341
+ 6.44%
$87.19 - $113.06 $29.7K - $38.6K
5.63K $635K
JHX
James Hardie Industries PLC

Basic Materials
3.95K
+ 34.42%
$20.27 - $27.59 $80.1K - $109K
15.4K $415K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.7K
+ 2.65%
$7.69 - $11.46 $28.4K - $42.4K
144K $1.65M
QBTS
D Wave Quantum Inc.

Technology
1.85K
+ 11.14%
$6.22 - $19.04 $11.5K - $35.2K
18.5K $270K
HES
Hess Corp

Energy
2.35K
+ 27.1%
$126.32 - $161.29 $297K - $380K
11K $1.53M
MFC
Manulife Financial Corp

Financial Services
2.28K
+ 2.69%
$26.93 - $32.44 $61.5K - $74.1K
87.2K $2.79M
CM
Canadian Imperial Bank Of Commerce

Financial Services
787
+ 13.42%
$54.6 - $70.83 $43K - $55.7K
6.65K $471K
RZV
Invesco Fd Tr

ETFs
671
+ 5.59%
$83.11 - $104.98 $55.8K - $70.4K
12.7K $1.33M
LEN
Lennar Corp

Consumer Cyclical
1.58K
+ 19.59%
$102.76 - $115.66 $162K - $182K
9.61K $1.06M
DWLD
Davis Fundamental ETF Tr

ETFs
812
+ 2.86%
$33.22 - $41.44 $27K - $33.6K
29.2K $1.21M
FBK
Fb Financial Corp

Financial Services
3.59K
+ 16.56%
$39.93 - $46.97 $143K - $168K
25.2K $1.14M
UI
Ubiquiti Inc.

Technology
137
+ 16.81%
$273.45 - $456.69 $37.5K - $62.6K
952 $391K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
892
+ 13.2%
$65.04 - $82.18 $58K - $73.3K
7.65K $628K
CNP
Centerpoint Energy Inc

Utilities
1.06K
+ 0.55%
$35.5 - $39.05 $37.7K - $41.5K
195K $7.18M
NRZ
New Residential Investment Corp.

Real Estate
18.7K
+ 27.16%
N/A
87.3K $633K
UTHR
United Therapeutics Corp

Healthcare
964
+ 14.33%
$276.47 - $328.4 $267K - $317K
7.69K $2.21M
PKG
Packaging Corp Of America

Consumer Cyclical
1.67K
+ 8.94%
$175.97 - $201.36 $293K - $335K
20.3K $3.82M
WULF
Terawulf Inc.

Financial Services
31K
New
$2.24 - $4.53 $69.4K - $140K
31K $135K
WTS
Watts Water Technologies Inc

Industrials
221
+ 11.49%
$180.4 - $247.22 $39.9K - $54.6K
2.15K $527K
CMS
Cms Energy Corp

Utilities
5.64K
+ 12.78%
$68.57 - $75.51 $387K - $426K
49.8K $3.45M
PRLB
Proto Labs Inc

Industrials
1.56K
+ 10.93%
$31.12 - $41.64 $48.5K - $64.9K
15.8K $633K
SFL
Sfl Corp Ltd.

Industrials
16K
New
$7.1 - $8.92 $114K - $143K
16K $133K
SHEL
Shell PLC

Energy
7.18K
+ 5.53%
$59.75 - $73.05 $429K - $524K
137K $9.65M
WEX
Wex Inc.

Technology
1.16K
+ 31.2%
$113.47 - $161.8 $132K - $188K
4.88K $716K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
1.2K
+ 11.69%
$10.88 - $23.17 $13.1K - $27.8K
11.5K $263K
RGA
Reinsurance Group Of America Inc

Financial Services
551
+ 3.56%
$168.32 - $209.71 $92.7K - $116K
16K $3.18M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.55K
+ 48.45%
$60.21 - $75.37 $93.3K - $117K
4.75K $349K
CXM
Sprinklr, Inc.

Technology
15.5K
New
$6.88 - $9.06 $107K - $141K
15.5K $131K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.66K
+ 4.45%
$46.41 - $47.7 $123K - $127K
62.4K $2.96M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2
+ 0.0%
$81.46 - $94.63 $163 - $189
55K $5.2M
FNDC
Schwab Fundamental Intl Small

ETFs
2.12K
+ 31.34%
$32.97 - $42.05 $70K - $89.3K
8.9K $374K
ABCB
Ameris Bancorp

Financial Services
1.47K
+ 31.46%
$50.69 - $64.92 $74.3K - $95.1K
6.12K $396K
CPT
Camden Property Trust

Real Estate
1.7K
+ 25.14%
$106.53 - $122.8 $181K - $209K
8.46K $953K
NFG
National Fuel Gas CO

Energy
944
+ 11.1%
$73.0 - $86.01 $68.9K - $81.2K
9.45K $800K
POST
Post Holdings, Inc.

Consumer Defensive
1.34K
+ 51.46%
$107.47 - $118.46 $144K - $159K
3.95K $430K
RPM
Rpm International Inc

Basic Materials
1.93K
+ 13.21%
$96.97 - $117.58 $187K - $227K
16.5K $1.81M
AGNC
Agnc Investment Corp.

Real Estate
16.3K
+ 26.7%
$8.12 - $9.49 $132K - $154K
77.1K $708K
ATR
Aptargroup, Inc.

Healthcare
554
+ 11.51%
$133.66 - $158.53 $74K - $87.8K
5.37K $839K
ALIT
Alight, Inc.

Technology
22K
New
$4.69 - $5.89 $103K - $129K
22K $124K
ABR
Arbor Realty Trust Inc

Real Estate
11.7K
New
$8.92 - $11.89 $104K - $139K
11.7K $124K
CSGP
Costar Group, Inc.

Real Estate
1.13K
+ 3.93%
$72.62 - $83.22 $81.7K - $93.6K
29.7K $2.39M
NOG
Northern Oil & Gas, Inc.

Energy
5.32K
+ 36.84%
$20.6 - $32.16 $110K - $171K
19.8K $560K
DCO
Ducommun Inc

Industrials
346
+ 9.18%
$53.5 - $86.27 $18.5K - $29.8K
4.12K $340K
SCCO
Southern Copper Corp

Basic Materials
783
+ 14.01%
$75.63 - $104.64 $59.2K - $81.9K
6.37K $644K
THO
Thor Industries Inc

Consumer Cyclical
470
+ 7.72%
$64.83 - $89.72 $30.5K - $42.2K
6.56K $582K
KBR
Kbr, Inc.

Industrials
2.7K
+ 64.28%
$46.2 - $56.12 $125K - $151K
6.89K $330K
RVMD
Revolution Medicines, Inc.

Healthcare
2.95K
+ 35.86%
$31.13 - $41.98 $91.7K - $124K
11.2K $410K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
3.91K
+ 3.86%
$7.35 - $9.25 $28.8K - $36.2K
105K $974K
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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