Captrust Financial Advisors Purchases in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HSBC
Hsbc Holdings PLC

Financial Services
232
+ 0.99%
$46.68 - $61.09 $10.8K - $14.2K
23.6K $1.43M
LAD
Lithia Motors Inc

Consumer Cyclical
80
+ 5.39%
$271.94 - $339.35 $21.8K - $27.1K
1.57K $528K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.69K
+ 11.74%
$107.83 - $119.94 $182K - $203K
16.1K $1.74M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.26K
+ 22.87%
$35.3 - $37.51 $79.7K - $84.7K
12.1K $455K
RLJ
Rlj Lodging Trust

Real Estate
12.7K
New
$6.35 - $7.98 $80.7K - $101K
12.7K $92K
LBRDK
Liberty Broadband Corp

Communication Services
237
+ 4.61%
$73.65 - $101.29 $17.5K - $24K
5.38K $528K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.73K
+ 18.13%
$37.18 - $42.55 $64.2K - $73.5K
11.3K $478K
LEG
Leggett & Platt Inc

Consumer Cyclical
10.2K
New
$6.56 - $9.72 $66.6K - $98.7K
10.2K $90K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
334
+ 0.86%
$13.24 - $18.0 $4.42K - $6.01K
39.1K $662K
PRU
Prudential Financial Inc

Financial Services
2.18K
+ 6.37%
$95.12 - $112.71 $207K - $246K
36.4K $3.91M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
241
+ 0.06%
$22.7 - $23.33 $5.47K - $5.62K
403K $9.41M
NGD
New Gold Inc.

Basic Materials
1.11K
+ 1.72%
$2.98 - $4.95 $3.32K - $5.51K
66.1K $327K
AEE
Ameren Corp

Utilities
1.69K
+ 9.55%
$94.23 - $101.68 $159K - $172K
19.4K $1.86M
PLTK
Playtika Holding Corp.

Communication Services
19.3K
+ 164.75%
$4.51 - $5.44 $87K - $105K
31K $146K
PJT
Pjt Partners Inc.

Financial Services
207
+ 11.17%
$125.44 - $166.41 $26K - $34.4K
2.06K $340K
RGNX
Regenxbio Inc.

Healthcare
10.4K
New
$5.31 - $10.4 $55.3K - $108K
10.4K $85K
BMBL
Bumble Inc.

Technology
12.7K
New
$3.65 - $6.59 $46.5K - $84K
12.7K $83K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
3.52K
+ 19.79%
$26.94 - $34.72 $94.9K - $122K
21.3K $672K
SMBK
Smartfinancial Inc.

Financial Services
18
+ 0.06%
$27.11 - $33.78 $488 - $608
30.1K $1.02M
KWR
Quaker Chemical Corp

Basic Materials
920
+ 49.81%
$97.26 - $124.36 $89.5K - $114K
2.77K $309K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
7.77K
+ 10.12%
$10.78 - $11.28 $83.8K - $87.7K
84.5K $941K
IOT
Samsara Inc.

Technology
1.58K
+ 13.78%
$33.46 - $47.74 $52.9K - $75.5K
13.1K $519K
TENB
Tenable Holdings, Inc.

Technology
2.65K
+ 32.37%
$30.45 - $35.17 $80.6K - $93.1K
10.8K $365K
BEP
Brookfield Renewable Partners L.P.

Utilities
16
+ 0.07%
$20.16 - $26.41 $323 - $423
23K $587K
RPRX
Royalty Pharma PLC

Healthcare
526
+ 4.35%
$30.85 - $36.14 $16.2K - $19K
12.6K $454K
KMPR
Kemper Corp

Financial Services
1.48K
+ 17.68%
$55.12 - $67.26 $81.8K - $99.8K
9.88K $637K
PZG
Paramount Gold Nevada Corp.

Basic Materials
126K
New
$0.35 - $0.62 $44K - $77.9K
126K $76K
SDGR
Schrodinger, Inc.

Healthcare
3.42K
+ 19.76%
$17.97 - $26.69 $61.5K - $91.3K
20.7K $417K
HEQT
Simplify Exchange Traded Fds H
50
+ 0.1%
$27.22 - $30.05 $1.36K - $1.5K
50.8K $1.53M
ADPT
Adaptive Biotechnologies Corp

Healthcare
1.12K
+ 7.64%
$6.83 - $12.16 $7.64K - $13.6K
15.8K $183K
BDC
Belden Inc.

Technology
142
+ 3.77%
$87.1 - $116.54 $12.4K - $16.5K
3.9K $452K
LSCC
Lattice Semiconductor Corp

Technology
2.19K
+ 23.66%
$37.84 - $56.0 $82.8K - $123K
11.4K $560K
NEO
Neogenomics Inc

Healthcare
10.3K
New
$6.4 - $10.27 $65.9K - $106K
10.3K $75K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
1.07K
+ 17.37%
$53.93 - $61.5 $57.7K - $65.8K
7.23K $444K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
1.33K
+ 10.14%
$15.0 - $20.49 $19.9K - $27.1K
14.4K $293K
PII
Polaris Inc.

Consumer Cyclical
1.92K
+ 16.31%
$31.97 - $42.61 $61.4K - $81.9K
13.7K $556K
RIO
Rio Tinto PLC

Basic Materials
2.18K
+ 7.24%
$52.32 - $62.75 $114K - $137K
32.3K $1.88M
TREX
Trex CO Inc

Industrials
2.28K
+ 17.14%
$50.52 - $61.77 $115K - $141K
15.6K $846K
CFFN
Capitol Federal Financial, Inc.

Financial Services
7.22K
+ 12.73%
$5.03 - $6.1 $36.3K - $44.1K
64K $390K
FORM
Formfactor Inc

Technology
12
+ 0.1%
$23.18 - $35.26 $278 - $423
11.9K $409K
HMC
Honda Motor CO LTD

Consumer Cyclical
635
+ 2.0%
$25.0 - $30.93 $15.9K - $19.6K
32.3K $932K
TECK
Teck Resources LTD

Basic Materials
1.01K
+ 12.35%
$29.05 - $41.48 $29.4K - $41.9K
9.2K $371K
VCEL
Vericel Corp

Healthcare
1.94K
+ 39.58%
$37.92 - $45.7 $73.6K - $88.7K
6.85K $291K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.39K
+ 9.08%
$17.11 - $21.71 $23.8K - $30.2K
16.7K $362K
MAS
Masco Corp

Industrials
5.05K
+ 10.32%
$58.73 - $71.06 $297K - $359K
54K $3.48M
SSO
Proshares Ultra S&P 500

ETFs
56
+ 1.27%
$64.8 - $97.72 $3.63K - $5.47K
4.46K $435K
RRBI
Red River Bancshares Inc

Financial Services
46
+ 0.48%
$48.24 - $58.94 $2.22K - $2.71K
9.72K $570K
UAA
Under Armour, Inc.

Consumer Cyclical
6.53K
+ 15.05%
$4.94 - $7.03 $32.3K - $45.9K
50K $341K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
12.5K
New
$5.25 - $5.92 $65.4K - $73.7K
12.5K $70K
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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