Captrust Financial Advisors Purchases in Q1 2025

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Reddit Inc Cl A
1K
+ 53.78%
N/A
2.87K $0
Roundhill Magnificent Seven ETF
1.75K
+ 36.95%
N/A
6.48K $0
S&P 500 Premium Income ETF
1.03K
+ 2.46%
N/A
42.9K $0
Sailpoint Inc Com
15.7K
New
N/A
15.7K $0
Sandisk Corp Com
4.47K
New
N/A
4.47K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
1.16K
+ 3.1%
N/A
38.7K $0
Seres Therapeutics Inc Com New
13.1K
New
N/A
13.1K $0
Serve Robotics Inc Com
140K
+ 51.32%
N/A
412K $0
Siriusxm Holdings Inc Common Stock
42.6K
+ 33.69%
N/A
169K $0
Smurfit Westrock PLC Shs
7.3K
+ 100.4%
N/A
14.6K $0
SGDM
Sprott ETF Tr Gold Miners ETF
3.49K
+ 1.86%
N/A
191K $0
Stride Inc 1.125 09/01/2027
14K
New
N/A
14K $0
STXD
Ea Ser Tr Strive 1000 Divid Gr
1K
+ 13.43%
N/A
8.45K $0
STRV
Ea Ser Tr Strive 500 ETF
12K
+ 30.95%
N/A
50.6K $0
Strive Enhanced Income Short Maturity ETF
4.51K
+ 31.69%
N/A
18.7K $0
Super Micro Computer Inc Com New
62K
+ 25.81%
N/A
302K $0
T. Rowe Price Small Mid Cap ETF
133K
+ 32.16%
N/A
547K $0
Tcw Flexible Income ETF
312K
+ 8.32%
N/A
4.07M $0
Te Connectivity PLC Ord Shs
4.43K
+ 32.61%
N/A
18K $0
Tempus Ai Inc Cl A
15.9K
+ 27.86%
N/A
73.1K $0
DWAC
Digital World Acquisition Corp.

Financial Services
1.66K
+ 19.46%
N/A
10.2K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.3K
New
N/A
4.3K $0
Vanguard California Tax Exempt Bond ETF
66.5K
+ 135.82%
N/A
116K $0
Veralto Corp Com Shs
2.22K
+ 6.74%
N/A
35.2K $0
Viking Holdings LTD Ord Shs
3.65K
+ 8.97%
N/A
44.3K $0
Viper Energy Inc Cl A
1.37K
+ 13.1%
N/A
11.8K $0
Vitesse Energy Inc Common Stock
1.55K
+ 8.81%
N/A
19.2K $0
Wells Fargo CO New Perp Pfd Cnv A
40
+ 15.27%
N/A
302 $0
Wk Kellogg CO Com Shs
79K
+ 4.63%
N/A
1.78M $0
Wns Hldgs LTD Com Shs
3.55K
New
N/A
3.55K $0
Yieldmax Amd Option Income Strategy ETF
11.2K
New
N/A
11.2K $0
Yieldmax Coin Option Income Strategy ETF
11.4K
+ 108.92%
N/A
21.9K $0
Yieldmax Tsla Option Income Strategy ETF
10.3K
New
N/A
10.3K $0
BMO
Bank Of Montreal

Financial Services
123
+ 1.48%
$94.92 - $104.14 $11.7K - $12.8K
8.45K $806K
SLGN
Silgan Holdings Inc

Consumer Cyclical
130
+ 1.63%
$48.82 - $56.15 $6.35K - $7.3K
8.09K $413K
UNIT
Uniti Group Inc.

Real Estate
1.27K
+ 8.07%
$4.75 - $5.98 $6.05K - $7.62K
17.1K $85K
AOA
Ishares Tr Core Aggressive All

ETFs
7
+ 0.03%
$75.7 - $80.01 $530 - $560
24.8K $1.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.3K
+ 3.13%
$53.6 - $58.97 $659K - $725K
405K $22.2M
PSEC
Prospect Capital Corp

Financial Services
130
+ 1.03%
$4.1 - $4.45 $533 - $579
12.8K $52K
WDS
Woodside Energy Group LTD

Energy
727
+ 6.37%
$14.15 - $16.33 $10.3K - $11.9K
12.1K $175K
BRZE
Braze, Inc.

Technology
930
+ 14.44%
$32.44 - $47.22 $30.2K - $43.9K
7.37K $265K
GAM
General American Investors CO Inc

Financial Services
6
+ 0.09%
$49.23 - $53.5 $295 - $321
6.55K $329K
IMPP
Imperial Petroleum Inc.

Energy
1.01K
+ 8.97%
$2.31 - $3.39 $2.33K - $3.42K
12.3K $30K
OLED
Universal Display Corp Pa

Technology
107
+ 3.84%
$139.48 - $161.59 $14.9K - $17.3K
2.89K $403K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
2.67K
+ 1.64%
$20.2 - $20.86 $53.9K - $55.7K
165K $3.33M
SIGA
Siga Technologies Inc

Healthcare
142
+ 1.32%
$5.39 - $6.47 $765 - $919
10.9K $59K
WIT
Wipro LTD

Technology
631
+ 5.07%
$3.0 - $3.77 $1.89K - $2.38K
13.1K $39K
EPI
Wisdomtree Tr India Earnings F

ETFs
121
+ 1.75%
$40.08 - $45.85 $4.85K - $5.55K
7.03K $307K
BIO
Bio Rad Laboratories, Inc.

Healthcare
1.97K
+ 34.45%
$243.0 - $367.0 $480K - $724K
7.7K $1.88M
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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