Captrust Financial Advisors Purchases in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
THC
Tenet Healthcare Corp

Healthcare
3.5K
+ 123.47%
$110.41 - $176.0 $386K - $616K
6.33K $1.11M
AFRM
Affirm Holdings, Inc.

Technology
1.64K
+ 6.35%
$35.75 - $69.14 $58.7K - $113K
27.5K $1.9M
PATH
Ui Path, Inc.

Technology
47.8K
+ 106.44%
$9.79 - $13.31 $468K - $636K
92.7K $1.19M
NBIX
Neurocrine Biosciences Inc

Healthcare
4.87K
+ 66.57%
$87.54 - $128.18 $426K - $624K
12.2K $1.53M
NTRA
Natera, Inc.

Healthcare
2.51K
+ 23.27%
$132.23 - $171.87 $332K - $431K
13.3K $2.24M
FPX
First Trust Us Equity Opportun

ETFs
4.04K
+ 103.04%
$99.2 - $144.91 $400K - $585K
7.95K $1.15M
SYF
Synchrony Financial

Financial Services
6.69K
+ 35.86%
$43.81 - $66.74 $293K - $447K
25.4K $1.69M
CYBR
Cyber Ark Software Ltd.

Technology
691
+ 11.4%
$305.98 - $406.88 $211K - $281K
6.75K $2.75M
AWK
American Water Works Company, Inc.

Utilities
5.5K
+ 68.09%
$133.82 - $151.96 $737K - $836K
13.6K $1.89M
PEGA
Pegasystems Inc

Technology
15K
+ 196.49%
$49.95 - $103.29 $749K - $1.55M
22.6K $1.23M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
40.2K
New
$15.52 - $17.13 $624K - $689K
40.2K $688K
FXE
Invesco Currency Shares Euro Trust

ETFs
4.96K
+ 30.4%
$99.56 - $108.79 $494K - $540K
21.3K $2.32M
UNM
Unum Group

Financial Services
10.5K
+ 4.49%
$70.48 - $82.91 $742K - $872K
245K $19.8M
DECK
Deckers Outdoor Corp

Consumer Cyclical
7.11K
+ 125.85%
$100.44 - $129.37 $714K - $920K
12.8K $1.31M
PDN
Invesco Fd Tr

ETFs
2.21K
+ 2.03%
$30.37 - $38.92 $67K - $85.9K
111K $4.31M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.59K
+ 5.97%
$103.88 - $123.68 $373K - $444K
63.7K $7.88M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
29.2K
New
$22.46 - $23.12 $656K - $675K
29.2K $672K
PFF
Ishares Trust Ishares Pfd And

ETFs
22.1K
+ 7.8%
$29.0 - $30.68 $641K - $678K
305K $9.37M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
31.4K
+ 4.18%
$19.49 - $19.66 $613K - $618K
784K $15.4M
SAIC
Science Applications International Corp

Technology
5.82K
+ 68.17%
$100.22 - $123.41 $583K - $718K
14.4K $1.62M
GTES
Gates Industrial Corp PLC

Industrials
19.6K
+ 45.85%
$15.56 - $23.13 $306K - $454K
62.5K $1.44M
MNDY
Monday.Com Ltd.

Technology
698
+ 11.57%
$217.77 - $314.48 $152K - $220K
6.73K $2.12M
UAL
United Airlines Holdings, Inc.

Industrials
5.34K
+ 25.19%
$56.15 - $84.23 $300K - $449K
26.5K $2.11M
ADMA
Adma Biologics, Inc.

Healthcare
35.4K
New
$17.6 - $24.51 $624K - $869K
35.4K $645K
NTNX
Nutanix, Inc.

Technology
5.89K
+ 20.13%
$58.17 - $83.07 $343K - $490K
35.2K $2.69M
KD
Kyndryl Holdings, Inc.

Technology
9.61K
+ 42.12%
$27.77 - $41.96 $267K - $403K
32.4K $1.36M
PSA
Public Storage

Real Estate
2.36K
+ 24.24%
$266.31 - $309.77 $627K - $730K
12.1K $3.54M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
1.68K
+ 18.53%
$87.64 - $143.29 $147K - $241K
10.8K $1.54M
DG
Dollar General Corp

Consumer Defensive
2.58K
+ 20.45%
$86.02 - $114.95 $222K - $297K
15.2K $1.74M
NVR
Nvr Inc

Consumer Cyclical
79
+ 25.0%
$6700.0 - $7410.93 $529K - $585K
395 $2.92M
SONY
Sony Group Corp

Technology
19.8K
+ 11.55%
$21.24 - $26.88 $421K - $532K
191K $4.98M
NYT
New York Times CO

Communication Services
10K
+ 100.41%
$45.37 - $57.12 $454K - $572K
20K $1.12M
BALL
Ball Corp

Consumer Cyclical
10.7K
+ 176.41%
$44.94 - $56.99 $479K - $608K
16.7K $937K
ZION
Zions Bancorporation, National Association

Financial Services
5.68K
+ 3.6%
$41.39 - $51.94 $235K - $295K
163K $8.49M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
4.96K
New
$49.95 - $128.54 $248K - $638K
4.96K $617K
APO
Apollo Global Management, Inc.

Financial Services
3.99K
+ 40.16%
$108.68 - $145.07 $433K - $578K
13.9K $1.97M
EQT
Eqt Corp

Energy
8.66K
+ 39.43%
$46.11 - $60.44 $399K - $523K
30.6K $1.79M
FOUR
Shift4 Payments, Inc.

Technology
3.86K
+ 29.52%
$72.5 - $99.11 $280K - $383K
17K $1.68M
CASY
Caseys General Stores Inc

Consumer Cyclical
605
+ 15.49%
$415.82 - $510.91 $252K - $309K
4.51K $2.3M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
6.56K
+ 24.48%
$84.41 - $106.28 $553K - $697K
33.3K $3.17M
INCY
Incyte Corp

Healthcare
5.65K
+ 19.6%
$55.17 - $71.22 $312K - $402K
34.5K $2.35M
RJF
Raymond James Financial Inc

Financial Services
296
+ 0.77%
$123.65 - $153.88 $36.6K - $45.5K
38.8K $5.96M
WPM
Wheaton Precious Metals Corp.

Basic Materials
45
+ 0.09%
$70.56 - $92.75 $3.18K - $4.17K
48.8K $4.38M
BWA
Borgwarner Inc

Consumer Cyclical
12.5K
+ 33.9%
$24.84 - $33.92 $310K - $423K
49.3K $1.65M
CB
Chubb LTD

Financial Services
4.71K
+ 7.48%
$274.32 - $302.46 $1.29M - $1.43M
67.7K $19.6M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
21.2K
+ 188.05%
$28.49 - $33.82 $605K - $719K
32.5K $966K
AXS
Axis Capital Holdings LTD

Financial Services
5.05K
+ 27.22%
$87.23 - $106.93 $441K - $540K
23.6K $2.45M
IDN
Intellicheck, Inc.

Technology
3.97K
+ 1.64%
$2.27 - $6.07 $9.01K - $24.1K
246K $1.32M
PNR
Pentair PLC

Industrials
107
+ 0.28%
$76.17 - $103.58 $8.15K - $11.1K
38.1K $3.91M
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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