Captrust Financial Advisors Purchases in Q1 2025

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
6.43K
+ 8.39%
$300.91 - $398.25 $1.93M - $2.56M
83K $25.9M
PYPL
Pay Pal Holdings, Inc.

Financial Services
18.2K
+ 15.59%
$65.15 - $91.81 $1.19M - $1.67M
135K $8.81M
IWP
Ishares Russell Mid Cap Growth

ETFs
835
+ 0.56%
$114.9 - $139.6 $95.9K - $117K
151K $17.7M
MRVL
Marvell Technology, Inc.

Technology
6.28K
+ 17.27%
$61.57 - $126.06 $386K - $791K
42.6K $2.62M
EMR
Emerson Electric CO

Industrials
16K
+ 7.24%
$108.64 - $131.17 $1.73M - $2.09M
236K $25.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.79K
+ 8.4%
$165.25 - $224.62 $1.12M - $1.53M
87.6K $14.5M
PAR
Par Technology Corp

Technology
574
+ 0.44%
$58.73 - $76.0 $33.7K - $43.6K
131K $8.04M
LMT
Lockheed Martin Corp

Industrials
15.1K
+ 7.19%
$423.19 - $506.29 $6.4M - $7.65M
225K $101M
DIS
Walt Disney CO

Communication Services
16.1K
+ 6.55%
$96.87 - $114.0 $1.56M - $1.84M
262K $25.9M
URI
United Rentals, Inc.

Industrials
355
+ 1.53%
$594.17 - $789.56 $211K - $280K
23.5K $14.7M
HON
Honeywell International Inc

Industrials
4.15K
+ 2.26%
$202.75 - $226.52 $842K - $941K
188K $39.8M
FCNCA
First Citizens Bancshares Inc

Financial Services
23
+ 0.32%
$1728.36 - $2231.14 $39.8K - $51.3K
7.3K $13.5M
NOW
Service Now, Inc.

Technology
5.12K
+ 22.73%
$783.83 - $1170.39 $4.01M - $5.99M
27.6K $22M
ETN
Eaton Corp PLC

Industrials
5.07K
+ 9.13%
$271.83 - $371.23 $1.38M - $1.88M
60.6K $16.5M
MAR
Marriott International Inc

Consumer Cyclical
1.81K
+ 3.07%
$237.01 - $304.45 $428K - $550K
60.7K $14.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.09K
+ 0.55%
$121.0 - $142.28 $131K - $155K
197K $24.5M
AXP
American Express CO

Financial Services
7.36K
+ 4.95%
$255.39 - $325.87 $1.88M - $2.4M
156K $42M
BAC
Bank Of America Corp

Financial Services
92.9K
+ 3.4%
$39.61 - $47.74 $3.68M - $4.43M
2.82M $118M
CRDO
Credo Technology Group Holding LTD

Technology
21.1K
+ 18.49%
$39.45 - $85.5 $833K - $1.8M
135K $5.43M
SERA
Sera Prognostics, Inc.

Healthcare
14K
+ 2.87%
$3.54 - $8.33 $49.6K - $117K
502K $1.85M
AMP
Ameriprise Financial Inc

Financial Services
10.8K
+ 6.76%
$472.29 - $575.13 $5.08M - $6.19M
170K $82.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
64.7K
+ 1.95%
$21.23 - $23.75 $1.37M - $1.54M
3.39M $72.9M
DLR
Digital Realty Trust, Inc.

Real Estate
780
+ 0.99%
$142.1 - $183.56 $111K - $143K
79.5K $11.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.34K
+ 1.62%
$92.45 - $106.69 $678K - $783K
460K $42.7M
CAT
Caterpillar Inc

Industrials
2.82K
+ 2.13%
$326.75 - $407.63 $921K - $1.15M
135K $44.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
42.5K
+ 4.15%
$507.05 - $563.67 $21.6M - $24M
1.07M $549M
TGT
Target Corp

Consumer Defensive
5.51K
+ 3.81%
$103.65 - $142.5 $571K - $785K
150K $15.7M
TM
Toyota Motor Corp

Consumer Cyclical
16.3K
+ 4.35%
$176.53 - $195.35 $2.88M - $3.18M
391K $69.1M
FDX
Fedex Corp

Industrials
790
+ 0.69%
$230.33 - $281.53 $182K - $222K
116K $28.2M
MRK
Merck & Co., Inc.

Healthcare
69K
+ 6.27%
$83.01 - $101.02 $5.73M - $6.97M
1.17M $105M
LII
Lennox International Inc

Industrials
48
+ 0.05%
$553.05 - $666.93 $26.5K - $32K
94.1K $52.8M
LOW
Lowes Companies Inc

Consumer Cyclical
13.3K
+ 2.35%
$222.66 - $268.42 $2.95M - $3.56M
578K $135M
UMBF
Umb Financial Corp

Financial Services
6.61K
+ 1.43%
$98.0 - $122.56 $648K - $811K
468K $47.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
40.2K
+ 3.91%
$551.42 - $612.93 $22.2M - $24.7M
1.07M $598M
WIX
Wix.Com Ltd.

Technology
48K
+ 17.17%
$163.38 - $246.76 $7.84M - $11.8M
328K $53.5M
IJK
Ishares S&P Midcap 400 Growth

ETFs
80.3K
+ 4.35%
$81.62 - $96.63 $6.55M - $7.76M
1.93M $160M
EXP
Eagle Materials Inc

Basic Materials
3.7K
+ 1.01%
$207.49 - $262.13 $768K - $971K
369K $81.9M
VB
Vanguard Small Cap ETF

ETFs
137K
+ 6.46%
$217.89 - $252.64 $29.9M - $34.6M
2.26M $501M
HPQ
Hp Inc

Technology
13.6K
+ 0.71%
$27.69 - $34.72 $375K - $471K
1.91M $53M
VBR
Vanguard Small Cap Value ETF

ETFs
58.2K
+ 3.44%
$183.02 - $207.75 $10.7M - $12.1M
1.75M $326M
AMZN
Amazon Com Inc

Consumer Cyclical
241K
+ 11.93%
$190.26 - $242.06 $45.8M - $58.3M
2.26M $430M
IRM
Iron Mountain Inc

Real Estate
7.31K
+ 0.92%
$82.79 - $111.31 $605K - $813K
804K $69.1M
WSM
Williams Sonoma Inc

Consumer Cyclical
16.9K
+ 2.61%
$158.1 - $217.71 $2.67M - $3.67M
662K $105M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.6K
+ 1.31%
$360.07 - $417.26 $2.02M - $2.34M
434K $157M
BAH
Booz Allen Hamilton Holding Corp

Industrials
35.2K
+ 3.9%
$102.72 - $143.06 $3.62M - $5.04M
939K $98.2M
GOOGL
Alphabet Inc.

Communication Services
197K
+ 9.48%
$154.33 - $206.19 $30.3M - $40.5M
2.27M $351M
MGK
Vanguard Mega Cap Growth ETF

ETFs
15.9K
+ 0.97%
$307.43 - $357.48 $4.87M - $5.67M
1.65M $511M
NVDA
Nvidia Corp

Technology
577K
+ 11.96%
$106.98 - $149.43 $61.8M - $86.3M
5.4M $586M
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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