Captrust Financial Advisors Purchases in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
322
+ 1.15%
$255.27 - $288.74 $82.2K - $93K
28.4K $7.59M
GPN
Global Payments Inc

Industrials
811
+ 3.28%
$67.47 - $99.6 $54.7K - $80.8K
25.5K $2.04M
CHD
Church & Dwight CO Inc

Consumer Defensive
1.9K
+ 4.54%
$91.57 - $110.76 $174K - $211K
43.8K $4.21M
SJM
J M Smucker CO

Consumer Defensive
6.94K
+ 12.74%
$94.41 - $118.52 $656K - $823K
61.4K $6.03M
AEP
American Electric Power CO Inc

Utilities
769
+ 0.82%
$98.59 - $109.11 $75.8K - $83.9K
94.7K $9.82M
FANG
Diamondback Energy, Inc.

Energy
1.77K
+ 5.7%
$119.25 - $161.49 $211K - $286K
32.8K $4.51M
TGT
Target Corp

Consumer Defensive
3.97K
+ 2.64%
$88.76 - $105.77 $352K - $420K
154K $15.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
193
+ 1.65%
$225.56 - $335.19 $43.5K - $64.7K
11.9K $2.83M
SNY
Sanofi

Healthcare
165
+ 0.23%
$47.62 - $55.44 $7.86K - $9.15K
72.5K $3.5M
ACN
Accenture PLC

Technology
1.59K
+ 1.91%
$279.23 - $323.21 $443K - $513K
84.6K $25.3M
CLX
Clorox CO

Consumer Defensive
1.51K
+ 4.3%
$118.01 - $148.69 $178K - $224K
36.6K $4.39M
CTRA
Coterra Energy Inc.

Energy
56.9K
+ 8.65%
$22.6 - $29.07 $1.29M - $1.66M
715K $18.2M
LOW
Lowes Companies Inc

Consumer Cyclical
25.5K
+ 4.41%
$210.83 - $235.28 $5.37M - $6M
603K $134M
SLQT
Select Quote, Inc.

Financial Services
72.4K
+ 5.23%
$2.12 - $3.52 $153K - $255K
1.46M $3.47M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.31K
+ 0.53%
$45.07 - $52.57 $104K - $121K
440K $21.5M
OKE
Oneok Inc

Energy
6.09K
+ 5.5%
$78.71 - $100.37 $479K - $611K
117K $9.54M
XLV
Select Sector Spdr Fund Health

ETFs
2.25K
+ 1.38%
$128.77 - $144.3 $289K - $324K
165K $22.2M
DHR
Danaher Corp

Healthcare
23
+ 0.01%
$174.64 - $205.16 $4.02K - $4.72K
262K $51.7M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 3.7%
$725400.0 - $809350.0 $1.45M - $1.62M
56 $40.8M
AJG
Arthur J. Gallagher & Co.

Financial Services
972
+ 0.87%
$310.86 - $348.77 $302K - $339K
113K $36.2M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
2.21K
+ 0.48%
$64.31 - $75.93 $142K - $168K
462K $31.4M
AFL
Aflac Inc

Financial Services
28.2K
+ 2.49%
$99.77 - $112.45 $2.81M - $3.17M
1.16M $122M
EOG
Eog Resources Inc

Energy
12.9K
+ 2.03%
$104.61 - $129.97 $1.35M - $1.68M
649K $77.6M
DVN
Devon Energy Corp

Energy
37.2K
+ 2.69%
$26.8 - $37.92 $998K - $1.41M
1.42M $45.2M
GRMN
Garmin LTD

Technology
40
+ 0.0%
$173.63 - $218.07 $6.95K - $8.72K
829K $173M
TMO
Thermo Fisher Scientific Inc.

Healthcare
969
+ 1.13%
$390.26 - $489.06 $378K - $474K
86.7K $35.1M
JNJ
Johnson & Johnson

Healthcare
1.54K
+ 0.25%
$146.36 - $159.82 $226K - $246K
609K $93M
MRK
Merck & Co., Inc.

Healthcare
54.2K
+ 4.64%
$73.47 - $87.12 $3.99M - $4.73M
1.22M $96.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
440K
+ 1198.31%
$87.84 - $1441.89 $38.6M - $634M
476K $42.9M
AMGN
Amgen Inc

Healthcare
3.87K
+ 0.85%
$262.28 - $309.85 $1.02M - $1.2M
458K $128M
XOM
Exxon Mobil Corp

Energy
4.68K
+ 0.31%
$99.93 - $119.04 $468K - $557K
1.53M $165M
PG
Procter & Gamble CO

Consumer Defensive
15.3K
+ 0.85%
$157.66 - $172.39 $2.41M - $2.63M
1.81M $288M
ABBV
Abb Vie Inc.

Healthcare
51.6K
+ 3.72%
$170.16 - $206.27 $8.77M - $10.6M
1.44M $267M
WSO
Watsco Inc

Industrials
1.23K
+ 0.32%
$421.84 - $520.66 $521K - $642K
389K $172M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17.5K
+ 2.35%
$483.48 - $539.8 $8.44M - $9.42M
760K $369M
CVX
Chevron Corp

Energy
21.9K
+ 1.77%
$133.73 - $168.51 $2.93M - $3.69M
1.26M $180M
AAPL
Apple Inc.

Technology
8.45K
+ 0.14%
$172.42 - $223.89 $1.46M - $1.89M
6.13M $1.26B
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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