Captrust Financial Advisors Purchases in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Viper Energy Inc Cl A
241
+ 2.04%
N/A
12K $0
Vitesse Energy Inc Common Stock
139
+ 0.73%
N/A
19.3K $0
Waystar Hldg Corp Com
120K
New
N/A
120K $0
Wells Fargo CO New Perp Pfd Cnv A
351
+ 116.23%
N/A
653 $0
Wk Kellogg CO Com Shs
80.9K
+ 4.53%
N/A
1.87M $0
Wns Hldgs LTD Com Shs
2.04K
+ 57.39%
N/A
5.59K $0
Yieldmax Amzn Option Income Strategy ETF
15.6K
New
N/A
15.6K $0
Yieldmax Coin Option Income Strategy ETF
13.9K
+ 63.65%
N/A
35.9K $0
Yieldmax Mstr Option Income Strategy ETF
15.4K
New
N/A
15.4K $0
Yieldmax Tsla Option Income Strategy ETF
9.62K
+ 93.57%
N/A
19.9K $0
CCCC
C4 Therapeutics, Inc.

Healthcare
637
+ 3.88%
$1.1 - $1.74 $701 - $1.11K
17K $24K
RC
Ready Capital Corp

Real Estate
1.5K
+ 12.8%
$4.13 - $5.15 $6.21K - $7.75K
13.3K $57K
FCN
Fti Consulting, Inc

Industrials
15
+ 0.85%
$152.87 - $168.51 $2.29K - $2.53K
1.78K $287K
PCAR
Paccar Inc

Industrials
1.33K
+ 2.36%
$86.4 - $99.09 $115K - $132K
57.7K $5.49M
FSK
Fs Kkr Capital Corp

Financial Services
1.39K
+ 0.85%
$17.95 - $21.5 $24.9K - $29.8K
165K $3.41M
SPTL
Spdr Portfolio Long Term Treas

ETFs
201
+ 1.44%
$25.48 - $27.78 $5.12K - $5.58K
14.2K $376K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
50
+ 0.64%
$28.45 - $33.08 $1.42K - $1.65K
7.8K $248K
FCPT
Four Corners Property Trust, Inc.

Real Estate
287
+ 3.83%
$26.06 - $28.7 $7.48K - $8.24K
7.78K $209K
UNIT
Uniti Group Inc.

Real Estate
997
+ 5.85%
$4.06 - $5.24 $4.05K - $5.22K
18.1K $77K
VTR
Ventas, Inc.

Real Estate
2.62K
+ 8.45%
$62.45 - $70.08 $164K - $184K
33.7K $2.13M
WOW
Wide Open West, Inc.

Communication Services
291
+ 2.7%
$3.92 - $5.03 $1.14K - $1.46K
11.1K $45K
AROC
Archrock, Inc.

Energy
330
+ 2.79%
$21.0 - $27.11 $6.93K - $8.95K
12.1K $301K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
5.64K
+ 1094.76%
$105.72 - $1416.0 $596K - $7.98M
6.15K $686K
FTGC
First Trust Global Tactical CO

ETFs
1.17K
+ 2.66%
$23.09 - $25.91 $26.9K - $30.2K
45.1K $1.11M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.38K
+ 7.85%
$45.92 - $50.78 $63.5K - $70.2K
19K $887K
NOMD
Nomad Foods LTD

Consumer Defensive
2.08K
+ 12.71%
$16.89 - $20.13 $35.2K - $42K
18.5K $313K
WLK
Westlake Corp

Basic Materials
903
+ 27.99%
$69.83 - $102.01 $63.1K - $92.1K
4.13K $313K
PHG
Koninklijke Philips Nv

Healthcare
301
+ 2.4%
$21.67 - $25.64 $6.52K - $7.72K
12.9K $308K
PCH
Potlatchdeltic Corp

Real Estate
838
+ 12.92%
$37.16 - $44.86 $31.1K - $37.6K
7.32K $281K
MDXG
Mimedx Group, Inc.

Healthcare
554
+ 4.76%
$5.88 - $7.69 $3.26K - $4.26K
12.2K $74K
SCWO
374 Water Inc.

Industrials
142
+ 0.02%
$0.25 - $0.55 $35.5 - $78.1
727K $232K
LNT
Alliant Energy Corp

Utilities
474
+ 4.01%
$58.79 - $64.85 $27.9K - $30.7K
12.3K $743K
OGE
Oge Energy Corp.

Utilities
700
+ 2.31%
$42.23 - $46.38 $29.6K - $32.5K
31.1K $1.38M
SGRY
Surgery Partners, Inc.

Healthcare
16
+ 0.13%
$19.3 - $23.94 $309 - $383
12.2K $271K
TRNO
Terreno Realty Corp

Real Estate
290
+ 6.08%
$51.18 - $63.89 $14.8K - $18.5K
5.06K $283K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
641
+ 4.25%
$67.02 - $83.8 $43K - $53.7K
15.7K $1.19M
NSIT
Insight Enterprises Inc

Technology
162
+ 4.48%
$128.11 - $147.65 $20.8K - $23.9K
3.78K $522K
SLRC
Slr Investment Corp.

Financial Services
299
+ 0.88%
$14.19 - $17.01 $4.24K - $5.09K
34.1K $550K
SXI
Standex International Corp

Industrials
8
+ 0.18%
$130.91 - $162.93 $1.05K - $1.3K
4.57K $715K
YELP
Yelp Inc

Communication Services
1.42K
+ 5.68%
$32.56 - $40.93 $46.2K - $58.1K
26.4K $904K
POR
Portland General Electric CO

Utilities
441
+ 4.36%
$39.96 - $44.75 $17.6K - $19.7K
10.5K $428K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
865
+ 18.14%
$47.34 - $67.22 $40.9K - $58.1K
5.63K $290K
WCN
Waste Connections, Inc.

Industrials
503
+ 3.52%
$183.26 - $199.95 $92.2K - $101K
14.8K $2.76M
ITW
Illinois Tool Works Inc

Industrials
45
+ 0.09%
$218.41 - $252.43 $9.83K - $11.4K
52.6K $13M
EQR
Equity Residential

Real Estate
1.03K
+ 4.22%
$61.82 - $71.72 $63.8K - $74K
25.5K $1.72M
AVNT
Avient Corp

Basic Materials
1.39K
+ 8.73%
$28.93 - $39.01 $40.1K - $54K
17.2K $557K
RLI
Rli Corp

Financial Services
124
+ 2.42%
$71.27 - $80.82 $8.84K - $10K
5.25K $378K
KNTK
Kinetik Holdings Inc.

Energy
58
+ 1.22%
$40.12 - $53.83 $2.33K - $3.12K
4.8K $211K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
645
+ 2.79%
$1.66 - $3.61 $1.07K - $2.33K
23.8K $40K
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
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email