Captrust Financial Advisors Purchases in Q1 2025

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNF
Fidelity National Financial, Inc.

Financial Services
40K
+ 222.43%
$54.25 - $65.27 $2.17M - $2.61M
58K $3.77M
CI
Cigna Corp

Healthcare
3.82K
+ 13.76%
$274.49 - $329.0 $1.05M - $1.26M
31.6K $10.4M
GOOG
Alphabet Inc.

Communication Services
168K
+ 24.41%
$156.06 - $207.71 $26.2M - $34.8M
855K $134M
GOLD
Barrick Gold Corp

Basic Materials
130K
+ 322.34%
$15.45 - $19.56 $2.01M - $2.55M
171K $3.32M
CB
Chubb LTD

Financial Services
3.86K
+ 6.54%
$257.71 - $301.99 $996K - $1.17M
63K $19M
TRV
Travelers Companies, Inc.

Financial Services
7.14K
+ 21.55%
$232.43 - $265.13 $1.66M - $1.89M
40.2K $10.6M
SBUX
Starbucks Corp

Consumer Cyclical
16.9K
+ 11.84%
$91.75 - $115.81 $1.55M - $1.96M
160K $15.6M
WFC
Wells Fargo & Company

Financial Services
19.8K
+ 2.56%
$66.78 - $81.42 $1.32M - $1.61M
791K $56.8M
AEP
American Electric Power CO Inc

Utilities
10.6K
+ 12.77%
$90.32 - $109.27 $960K - $1.16M
93.9K $10.3M
ITW
Illinois Tool Works Inc

Industrials
11.3K
+ 27.45%
$244.9 - $274.48 $2.77M - $3.11M
52.5K $13M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
31.4K
+ 98.78%
$68.32 - $75.06 $2.15M - $2.36M
63.2K $4.72M
CTAS
Cintas Corp

Industrials
1.58K
+ 1.66%
$182.09 - $208.14 $288K - $329K
96.6K $19.9M
SCHW
Schwab Charles Corp

Financial Services
16.4K
+ 6.15%
$71.24 - $83.64 $1.17M - $1.37M
283K $22.1M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
49.2K
+ 470.64%
$45.92 - $47.58 $2.26M - $2.34M
59.7K $2.83M
USRT
Ishares Core U.S. Reit ETF

ETFs
40.1K
+ 29.58%
$55.14 - $60.29 $2.21M - $2.42M
176K $10.1M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
50.4K
New
$46.12 - $52.9 $2.32M - $2.67M
50.4K $2.34M
WELL
Welltower Inc.

Real Estate
817
+ 1.01%
$124.05 - $156.86 $101K - $128K
82.1K $12.6M
TSCO
Tractor Supply CO

Consumer Cyclical
38.2K
+ 35.95%
$51.66 - $57.94 $1.97M - $2.21M
144K $7.96M
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
50.4K
New
$44.47 - $50.08 $2.24M - $2.52M
50.4K $2.28M
VGSH
Vanguard

ETFs
37.4K
+ 24.24%
$58.07 - $58.69 $2.17M - $2.2M
192K $11.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
26K
+ 26.62%
$79.17 - $82.04 $2.06M - $2.13M
124K $10.1M
LAMR
Lamar Advertising CO

Real Estate
21.2K
+ 97.12%
$110.65 - $132.9 $2.35M - $2.82M
43.1K $4.9M
HBT
Hbt Financial, Inc.

Financial Services
99.6K
New
$20.76 - $25.55 $2.07M - $2.54M
99.6K $2.23M
VONE
Vanguard Russell 1000 ETF

ETFs
8.85K
+ 574.72%
$250.16 - $278.79 $2.21M - $2.47M
10.4K $2.64M
ALL
Allstate Corp

Financial Services
2.04K
+ 1.63%
$180.99 - $210.18 $368K - $428K
127K $26.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
174K
+ 22.61%
$23.16 - $27.04 $4.02M - $4.69M
941K $22M
ABM
Abm Industries Inc

Industrials
60.1K
+ 34.93%
$45.51 - $54.64 $2.74M - $3.28M
232K $11M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
34.9K
New
$60.05 - $72.21 $2.1M - $2.52M
34.9K $2.19M
SNY
Sanofi

Healthcare
34.3K
+ 90.22%
$48.15 - $59.42 $1.65M - $2.04M
72.3K $4.01M
CL
Colgate Palmolive CO

Consumer Defensive
19.7K
+ 16.97%
$85.68 - $97.5 $1.69M - $1.92M
136K $12.7M
TYL
Tyler Technologies Inc

Technology
3.7K
+ 114.53%
$553.41 - $646.74 $2.05M - $2.39M
6.92K $4.02M
BBY
Best Buy CO Inc

Consumer Cyclical
32.7K
+ 137.98%
$70.3 - $91.1 $2.3M - $2.98M
56.4K $4.15M
NSC
Norfolk Southern Corp

Industrials
8.02K
+ 8.06%
$227.69 - $259.76 $1.83M - $2.08M
107K $25.5M
CGGR
Capital Group Growth ETF Shs C

ETFs
138K
+ 15.39%
$33.98 - $39.84 $4.69M - $5.5M
1.04M $35.5M
KMB
Kimberly Clark Corp

Consumer Defensive
7.99K
+ 9.32%
$124.46 - $147.4 $995K - $1.18M
93.8K $13.3M
LYV
Live Nation Entertainment, Inc.

Communication Services
15.8K
+ 49.75%
$115.79 - $154.66 $1.83M - $2.44M
47.5K $6.21M
NMIH
Nmi Holdings, Inc.

Financial Services
60K
+ 38.38%
$34.46 - $39.13 $2.07M - $2.35M
216K $7.8M
MKL
Markel Corp

Financial Services
545
+ 7.58%
$1660.14 - $2059.83 $905K - $1.12M
7.74K $14.5M
SAN
Banco Santander, S.A.

Financial Services
282K
+ 414.46%
$4.46 - $7.14 $1.26M - $2.01M
350K $2.34M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
12.4K
+ 8.43%
$69.81 - $78.9 $864K - $976K
159K $12.4M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4.37K
+ 44.09%
$634.14 - $744.83 $2.77M - $3.26M
14.3K $9.06M
BKNG
Booking Holdings Inc.

Consumer Cyclical
562
+ 33.53%
$4295.4 - $5141.88 $2.41M - $2.89M
2.24K $10.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.91K
+ 7.02%
$308.86 - $455.36 $1.21M - $1.78M
59.6K $21M
CCI
Crown Castle International Corp

Real Estate
16.5K
+ 95.78%
$84.33 - $106.39 $1.39M - $1.76M
33.8K $3.52M
VLO
Valero Energy Corp

Energy
5.02K
+ 3.8%
$121.76 - $142.99 $611K - $717K
137K $18.1M
DEO
Diageo PLC

Consumer Defensive
26K
+ 71.08%
$104.79 - $126.12 $2.72M - $3.28M
62.6K $6.56M
AGM
Federal Agricultural Mortgage Corp

Financial Services
22.9K
+ 8.98%
$182.78 - $209.07 $4.19M - $4.79M
278K $52.2M
AON
Aon PLC

Financial Services
2.42K
+ 11.02%
$348.44 - $409.32 $842K - $989K
24.3K $9.71M
DASH
Door Dash, Inc.

Communication Services
8.88K
+ 95.99%
$168.37 - $213.38 $1.5M - $1.89M
18.1K $3.31M
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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