Captrust Financial Advisors Purchases in Q1 2025

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GRMN
Garmin LTD

Technology
10.6K
+ 1.3%
$204.55 - $241.93 $2.17M - $2.57M
829K $180M
BJUL
Innovator U.S. Equity Buffer E

ETFs
250K
New
$42.65 - $46.09 $10.7M - $11.5M
250K $10.8M
NDSN
Nordson Corp

Industrials
52.8K
+ 1900.29%
$200.12 - $224.07 $10.6M - $11.8M
55.5K $11.2M
EVRG
Evergy, Inc.

Utilities
26.4K
+ 2.37%
$59.9 - $69.52 $1.58M - $1.84M
1.14M $78.6M
META
Meta Platforms, Inc.

Communication Services
28.3K
+ 5.88%
$576.36 - $736.67 $16.3M - $20.8M
510K $294M
MTD
Mettler Toledo International Inc

Healthcare
8.07K
+ 1229.42%
$1177.09 - $1390.0 $9.49M - $11.2M
8.72K $10.3M
IT
Gartner Inc

Technology
23K
+ 378.57%
$418.25 - $548.38 $9.61M - $12.6M
29.1K $12.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
+ 8.0%
$663000.0 - $801950.0 $2.65M - $3.21M
54 $43.1M
RTX
Raytheon Technologies Corp

Industrials
32.8K
+ 12.65%
$114.1 - $135.66 $3.74M - $4.45M
292K $38.7M
PNW
Pinnacle West Capital Corp

Utilities
9.34K
+ 1.26%
$81.76 - $95.25 $763K - $889K
750K $71.5M
MMM
3 M CO

Industrials
39.7K
+ 25.5%
$129.7 - $155.12 $5.14M - $6.15M
195K $28.7M
VTI
Vanguard Total Stock Market Et

ETFs
63.3K
+ 10.5%
$271.18 - $303.12 $17.2M - $19.2M
666K $183M
PM
Philip Morris International Inc.

Consumer Defensive
7K
+ 3.78%
$117.15 - $158.79 $820K - $1.11M
192K $30.5M
IWM
Ishares Russell 2000 ETF

ETFs
68.5K
+ 26.89%
$198.1 - $229.79 $13.6M - $15.7M
323K $64.5M
CSCO
Cisco Systems, Inc.

Technology
55.4K
+ 2.95%
$58.74 - $64.87 $3.25M - $3.59M
1.93M $119M
NEE
Nextera Energy Inc

Utilities
118K
+ 39.75%
$66.96 - $76.16 $7.9M - $8.98M
415K $29.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
19K
+ 28.39%
$497.6 - $606.74 $9.43M - $11.5M
85.7K $42.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
52.4K
+ 7.2%
$126.11 - $135.06 $6.61M - $7.08M
781K $101M
VEU
Vanguard Ftse All World Ex Us

ETFs
26.3K
+ 1.4%
$56.51 - $62.98 $1.49M - $1.66M
1.91M $116M
DUK
Duke Energy Corp

Utilities
15.4K
+ 3.81%
$105.87 - $121.97 $1.63M - $1.88M
419K $51.1M
FNDF
Schwab Fundamental Intl Large

ETFs
172K
+ 38.29%
$32.9 - $37.45 $5.66M - $6.44M
621K $22.4M
MCD
Mcdonalds Corp

Consumer Cyclical
10.7K
+ 6.01%
$279.74 - $321.29 $3M - $3.45M
189K $59.1M
MUB
Ishares National Muni Bond ETF

ETFs
80.1K
+ 7.05%
$104.71 - $107.69 $8.39M - $8.63M
1.22M $128M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
135K
New
$51.3 - $56.76 $6.9M - $7.63M
135K $7.13M
DVN
Devon Energy Corp

Energy
17.9K
+ 1.31%
$33.15 - $38.55 $593K - $690K
1.39M $51.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
34.3K
+ 4.46%
$87.68 - $94.52 $3M - $3.24M
803K $75.2M
VRSK
Verisk Analytics, Inc.

Industrials
16.2K
+ 17.55%
$268.63 - $301.33 $4.36M - $4.89M
109K $32.4M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
285K
+ 32.19%
N/A
1.17M $27.8M
CVS
Cvs Health Corp

Healthcare
6.55K
+ 2.39%
$44.22 - $68.64 $289K - $449K
281K $19M
INTU
Intuit Inc

Technology
12.5K
+ 19.2%
$555.63 - $630.23 $6.92M - $7.85M
77.3K $47.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
207K
+ 19.95%
$27.01 - $28.54 $5.59M - $5.91M
1.24M $34.8M
PLTR
Palantir Technologies Inc.

Technology
31.1K
+ 7.29%
$64.98 - $124.62 $2.02M - $3.88M
458K $38.6M
MO
Altria Group, Inc.

Consumer Defensive
28.1K
+ 4.65%
$50.81 - $60.02 $1.43M - $1.68M
631K $37.9M
ECL
Ecolab Inc.

Basic Materials
23.2K
+ 120.94%
$229.72 - $269.82 $5.33M - $6.26M
42.4K $10.8M
QCOM
Qualcomm Inc

Technology
40.7K
+ 6.66%
$151.94 - $175.86 $6.18M - $7.16M
652K $100M
VPU
Vanguard Utilities ETF

ETFs
27.9K
+ 14.19%
$161.24 - $173.33 $4.5M - $4.83M
224K $38.3M
CGCP
Capital Group Core Plus Income

ETFs
261K
+ 22.65%
$21.94 - $22.64 $5.72M - $5.9M
1.41M $31.7M
RMD
Resmed Inc

Healthcare
37K
+ 8.34%
$219.7 - $257.65 $8.13M - $9.53M
480K $108M
COP
Conocophillips

Energy
44.8K
+ 18.49%
$88.6 - $105.85 $3.97M - $4.74M
287K $30.1M
CPA
Copa Holdings, S.A.

Industrials
37.9K
+ 6.99%
$85.71 - $98.05 $3.25M - $3.72M
581K $53.7M
WM
Waste Management Inc

Industrials
11K
+ 9.71%
$200.54 - $233.78 $2.21M - $2.58M
125K $28.9M
GE
General Electric CO

Industrials
17.1K
+ 23.88%
$168.59 - $212.13 $2.88M - $3.63M
88.7K $17.8M
NEM
Newmont Corp

Basic Materials
104K
+ 161.17%
$37.79 - $48.39 $3.92M - $5.01M
168K $8.11M
OTIS
Otis Worldwide Corp

Industrials
49.7K
+ 134.24%
$90.77 - $104.01 $4.51M - $5.17M
86.7K $8.95M
CGGO
Capital Group Global Growth Eq

ETFs
213K
+ 36.53%
$28.33 - $30.84 $6.03M - $6.56M
795K $22.5M
MCK
Mckesson Corp

Healthcare
2.43K
+ 6.52%
$566.21 - $672.99 $1.38M - $1.64M
39.7K $26.7M
BUSE
First Busey Corp

Financial Services
251K
New
$21.26 - $25.35 $5.34M - $6.37M
251K $5.42M
GBDC
Golub Capital Bdc, Inc.

Financial Services
347K
+ 62.49%
$14.46 - $15.96 $5.02M - $5.54M
902K $13.7M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
91.7K
New
$43.79 - $57.46 $4.01M - $5.27M
91.7K $5.24M
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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