Captrust Financial Advisors Incresed Positions in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HAE
Haemonetics Corp

Healthcare
6.66K
+ 152.72%
$56.04 - $74.77 $373K - $498K
11K $822K
VONE
Vanguard Russell 1000 ETF

ETFs
939
+ 9.04%
$225.48 - $280.86 $212K - $264K
11.3K $3.18M
XLY
Select Sector Spdr Consumer Di

ETFs
626
+ 3.08%
$176.34 - $218.59 $110K - $137K
21K $4.55M
F
Ford Motor CO

Consumer Cyclical
21.2K
+ 5.63%
$8.69 - $10.85 $184K - $230K
398K $4.32M
AL
Air Lease Corp

Industrials
6.99K
+ 58.26%
$40.46 - $58.71 $283K - $411K
19K $1.11M
HAL
Halliburton CO

Energy
44.3K
+ 59.49%
$19.26 - $25.7 $852K - $1.14M
119K $2.42M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
15K
+ 25.46%
$38.81 - $44.28 $583K - $665K
74K $3.14M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.41K
+ 15.81%
$57.46 - $75.58 $196K - $258K
25K $1.89M
LGND
Ligand Pharmaceuticals Inc

Healthcare
3.77K
+ 31.81%
$96.67 - $118.22 $364K - $445K
15.6K $1.77M
HDB
Hdfc Bank LTD

Financial Services
418
+ 0.87%
$63.78 - $77.48 $26.7K - $32.4K
48.7K $3.73M
DHS
Wisdomtree Tr U.S

ETFs
6.66K
+ 18.51%
$87.71 - $98.37 $584K - $655K
42.6K $4.09M
SKX
Skechers Usa Inc

Consumer Cyclical
7.87K
+ 186.91%
$45.48 - $63.1 $358K - $497K
12.1K $762K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
30.7K
+ 29.11%
$14.97 - $16.79 $459K - $515K
136K $2.27M
SOUN
Soundhound Ai, Inc.

Technology
35K
+ 62.33%
$7.18 - $11.76 $251K - $411K
91.1K $977K
CTSH
Cognizant Technology Solutions Corp

Technology
5.92K
+ 17.91%
$66.47 - $81.81 $393K - $484K
38.9K $3.04M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
16.3K
+ 1.3%
N/A
1.27M $40M
AN
Autonation, Inc.

Consumer Cyclical
1.52K
+ 26.63%
$155.71 - $201.03 $236K - $305K
7.21K $1.43M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.95K
+ 139.87%
$144.63 - $179.53 $426K - $529K
5.05K $832K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
22.7K
+ 31.88%
$21.57 - $21.99 $490K - $500K
94.1K $2.06M
BC
Brunswick Corp

Consumer Cyclical
8.97K
+ 127.63%
$41.93 - $58.37 $376K - $524K
16K $883K
FVD
First Tr Value Line Divid Inde

ETFs
11.2K
+ 45.62%
$40.62 - $45.12 $457K - $507K
35.9K $1.6M
POCT
Innovator U.S. Equity Power Bu

ETFs
270
+ 0.13%
$36.35 - $41.3 $9.81K - $11.2K
201K $8.31M
TROW
Price T Rowe Group Inc

Financial Services
1.87K
+ 2.69%
$80.27 - $98.06 $150K - $183K
71.2K $6.87M
MAA
Mid America Apartment Communities Inc.

Real Estate
4.32K
+ 60.59%
$145.91 - $168.0 $630K - $726K
11.4K $1.69M
SMR
Nuscale Power Corp

Industrials
5.04K
+ 42.66%
$12.6 - $43.24 $63.4K - $218K
16.8K $666K
BPOP
Popular, Inc.

Financial Services
3.12K
+ 36.6%
$81.63 - $110.51 $255K - $345K
11.7K $1.28M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.56K
+ 26.86%
$89.13 - $167.48 $139K - $261K
7.36K $1.12M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
8.22K
+ 117.45%
$59.8 - $60.07 $492K - $494K
15.2K $911K
FPE
First Tr Pfd Secs & Income ETF

ETFs
25.5K
+ 13.74%
$16.93 - $17.81 $431K - $453K
211K $3.75M
ABC
Amerisourcebergen Corp

Healthcare
2.65K
+ 14.37%
N/A
21.1K $3.9M
KEX
Kirby Corp

Industrials
2.72K
+ 18.73%
$87.32 - $114.99 $237K - $313K
17.2K $1.95M
AR
Antero Resources Corp

Energy
12.2K
+ 38.24%
$31.92 - $43.78 $390K - $535K
44.2K $1.78M
ALGN
Align Technology Inc

Healthcare
1.12K
+ 12.4%
$144.32 - $190.42 $161K - $212K
10.1K $1.91M
ALKT
Alkami Technology, Inc.

Technology
4.01K
+ 4.3%
$22.54 - $31.19 $90.4K - $125K
97.3K $2.93M
O
Realty Income Corp

Real Estate
9.18K
+ 7.96%
$52.27 - $58.52 $480K - $537K
125K $7.18M
CUBE
Cube Smart

Real Estate
11.3K
+ 176.56%
$35.88 - $43.68 $405K - $493K
17.7K $751K
FE
Firstenergy Corp

Utilities
12K
+ 27.31%
$38.31 - $43.17 $462K - $520K
56.2K $2.26M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.91K
+ 21.28%
$40.94 - $52.1 $242K - $308K
33.7K $1.76M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
4.14K
+ 38.52%
$110.23 - $131.5 $456K - $545K
14.9K $1.84M
SRE
Sempra Energy

Utilities
1.88K
+ 2.49%
$63.78 - $78.91 $120K - $148K
77.3K $5.86M
FV
First Trust Dorsey Wright Focu

ETFs
7.5K
+ 123.48%
$48.43 - $59.26 $363K - $444K
13.6K $804K
CIEN
Ciena Corp

Technology
2.69K
+ 22.62%
$53.5 - $83.89 $144K - $226K
14.6K $1.19M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
24K
+ 19.93%
$18.28 - $18.7 $438K - $448K
144K $2.7M
IQV
Iqvia Holdings Inc.

Healthcare
5.11K
+ 28.27%
$137.0 - $174.37 $700K - $891K
23.2K $3.65M
LMAT
Lemaitre Vascular Inc

Healthcare
5.66K
+ 149.43%
$77.89 - $92.6 $441K - $524K
9.45K $784K
FLR
Fluor Corp

Industrials
2.26K
+ 9.95%
$30.86 - $51.42 $69.6K - $116K
24.9K $1.28M
PB
Prosperity Bancshares Inc

Financial Services
6.7K
+ 174.3%
$63.76 - $73.75 $427K - $494K
10.5K $740K
ON
On Semiconductor Corp

Technology
6.08K
+ 50.34%
$31.95 - $54.21 $194K - $329K
18.1K $951K
XPO
Xpo Logistics, Inc.

Industrials
2.96K
+ 65.03%
$91.46 - $128.1 $271K - $379K
7.51K $948K
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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