Captrust Financial Advisors Purchases in Q1 2025

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
59.1K
+ 7.48%
$167.82 - $208.28 $9.92M - $12.3M
850K $145M
PLD
Prologis, Inc.

Real Estate
8.01K
+ 20.39%
$103.59 - $124.04 $830K - $994K
47.3K $5.29M
SONY
Sony Group Corp

Technology
17.9K
+ 11.69%
$19.88 - $25.64 $357K - $460K
171K $4.35M
LKQ
Lkq Corp

Consumer Cyclical
14.3K
+ 16.89%
$36.24 - $44.05 $519K - $631K
99.1K $4.22M
O
Realty Income Corp

Real Estate
10.6K
+ 10.14%
$51.67 - $58.49 $549K - $621K
115K $6.69M
WWD
Woodward, Inc.

Industrials
5.56K
+ 109.85%
$171.38 - $195.22 $952K - $1.08M
10.6K $1.94M
NET
Cloudflare, Inc.

Technology
7.48K
+ 15.5%
$110.71 - $176.5 $828K - $1.32M
55.7K $6.28M
C
Citigroup Inc

Financial Services
6.77K
+ 0.68%
$67.23 - $84.63 $455K - $573K
1.01M $71.6M
WCC
Wesco International Inc

Industrials
8.26K
+ 102.04%
$155.3 - $199.95 $1.28M - $1.65M
16.4K $2.54M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
7.91K
+ 40.61%
$154.39 - $176.55 $1.22M - $1.4M
27.4K $4.3M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
30.9K
New
$34.08 - $35.99 $1.05M - $1.11M
30.9K $1.06M
CEG
Constellation Energy Corp

Utilities
7.14K
+ 42.31%
$201.63 - $347.44 $1.44M - $2.48M
24K $4.84M
RGLD
Royal Gold Inc

Basic Materials
5.45K
+ 110.78%
$132.55 - $163.51 $722K - $890K
10.4K $1.69M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
41.3K
New
$24.6 - $24.99 $1.02M - $1.03M
41.3K $1.03M
S
Sentinel One, Inc.

Technology
78.7K
+ 79.22%
$18.17 - $24.97 $1.43M - $1.96M
178K $3.24M
FISV
Fiserv Inc

Technology
8.18K
+ 26.41%
N/A
39.1K $4.9M
EXC
Exelon Corp

Utilities
13K
+ 26.07%
$37.3 - $46.08 $486K - $600K
63K $2.9M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
7.36K
+ 104.54%
$88.0 - $115.5 $648K - $851K
14.4K $1.64M
KMI
Kinder Morgan, Inc.

Energy
22.9K
+ 7.19%
$26.1 - $31.22 $598K - $715K
341K $9.74M
SNOW
Snowflake Inc.

Technology
7.76K
+ 51.33%
$146.16 - $192.78 $1.13M - $1.5M
22.9K $3.34M
AXS
Axis Capital Holdings LTD

Financial Services
8.95K
+ 93.16%
$85.54 - $100.24 $766K - $898K
18.6K $1.86M
CNXC
Concentrix Corp

Technology
18.1K
New
$42.45 - $65.04 $770K - $1.18M
18.1K $1.01M
MPLX
Mplx LP

Energy
12.7K
+ 22.29%
$47.88 - $54.65 $610K - $697K
69.9K $3.74M
KLAC
Kla Corp

Technology
1.24K
+ 37.88%
$636.62 - $777.63 $787K - $961K
4.5K $3.06M
INTF
Ishares Tr

ETFs
27.3K
+ 40.54%
$28.43 - $31.96 $775K - $872K
94.5K $2.92M
TXN
Texas Instruments Inc

Technology
5.02K
+ 4.96%
N/A
106K $20.7M
FTNT
Fortinet, Inc.

Technology
8.81K
+ 15.25%
$92.49 - $114.57 $815K - $1.01M
66.6K $6.41M
ADBE
Adobe Inc.

Technology
11.7K
+ 20.2%
$377.84 - $464.11 $4.44M - $5.45M
69.9K $26.8M
OKE
Oneok Inc

Energy
10.7K
+ 10.74%
$89.57 - $109.85 $962K - $1.18M
111K $11M
PRGO
Perrigo CO PLC

Healthcare
33.4K
New
$23.5 - $29.47 $785K - $985K
33.4K $937K
AFRM
Affirm Holdings, Inc.

Technology
21.9K
+ 555.28%
$43.7 - $80.98 $957K - $1.77M
25.8K $1.17M
BRBR
Bellring Brands, Inc.

Consumer Defensive
15.1K
+ 6.39%
$65.4 - $79.39 $990K - $1.2M
252K $18.8M
HSBC
Hsbc Holdings PLC

Financial Services
14.8K
+ 174.47%
$48.68 - $61.58 $722K - $913K
23.3K $1.34M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
17.4K
New
$48.56 - $61.02 $843K - $1.06M
17.4K $919K
BDX
Becton Dickinson & CO

Healthcare
3.19K
+ 4.11%
$222.79 - $249.08 $712K - $796K
80.9K $18.5M
ATO
Atmos Energy Corp

Utilities
3.56K
+ 15.87%
$136.51 - $154.58 $487K - $551K
26K $4.02M
MPC
Marathon Petroleum Corp

Energy
2.25K
+ 2.47%
$134.72 - $159.03 $304K - $358K
93.5K $13.6M
MU
Micron Technology Inc

Technology
9.01K
+ 22.63%
$86.89 - $109.38 $783K - $985K
48.8K $4.24M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
99.3K
+ 10.98%
$7.89 - $8.07 $783K - $801K
1M $7.99M
AEE
Ameren Corp

Utilities
7.59K
+ 75.12%
$86.87 - $103.67 $660K - $787K
17.7K $1.78M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
20.2K
New
$43.49 - $58.8 $876K - $1.18M
20.2K $876K
KGC
Kinross Gold Corp

Basic Materials
69K
New
$9.69 - $12.61 $668K - $870K
69K $869K
RRC
Range Resources Corp

Energy
21.7K
New
$35.22 - $41.29 $763K - $895K
21.7K $865K
ETSY
Etsy Inc

Consumer Cyclical
19.1K
+ 279.2%
$44.4 - $57.29 $848K - $1.09M
25.9K $1.22M
UTHR
United Therapeutics Corp

Healthcare
3.28K
+ 94.99%
$304.42 - $380.78 $998K - $1.25M
6.73K $2.07M
HUN
Huntsman Corp

Basic Materials
57.7K
+ 228.35%
$15.79 - $18.04 $910K - $1.04M
82.9K $1.31M
RNR
Renaissancere Holdings LTD

Financial Services
3.71K
+ 61.68%
$226.55 - $263.22 $840K - $976K
9.72K $2.33M
DKNG
Draft Kings Inc.

Consumer Cyclical
27.2K
+ 160.21%
$33.21 - $53.49 $902K - $1.45M
44.1K $1.47M
HBAN
Huntington Bancshares Inc

Financial Services
68.2K
+ 43.56%
$14.28 - $17.39 $974K - $1.19M
225K $3.38M
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
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