Captrust Financial Advisors Incresed Positions in Q1 2025

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INDB
Independent Bank Corp

Financial Services
5.03K
+ 39.28%
$60.31 - $70.29 $303K - $354K
17.8K $1.12M
TFX
Teleflex Inc

Healthcare
3.36K
+ 79.61%
$130.79 - $183.66 $439K - $617K
7.57K $1.05M
GHC
Graham Holdings CO

Consumer Defensive
84
+ 3.52%
$854.34 - $983.77 $71.8K - $82.6K
2.47K $2.38M
CARR
Carrier Global Corp

Industrials
11.7K
+ 12.55%
$62.07 - $70.55 $727K - $826K
105K $6.66M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
18.6K
+ 10.16%
$13.59 - $14.05 $253K - $261K
201K $2.77M
PNC
Pnc Financial Services Group, Inc.

Financial Services
9.91K
+ 11.62%
$168.84 - $202.89 $1.67M - $2.01M
95.3K $16.7M
AWK
American Water Works Company, Inc.

Utilities
766
+ 10.47%
$121.01 - $149.31 $92.7K - $114K
8.08K $1.19M
RDVY
First Trust Rising Dividend Ac

ETFs
4.87K
+ 95.47%
$57.22 - $63.39 $278K - $308K
9.96K $583K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.12K
+ 0.99%
$50.87 - $51.09 $210K - $210K
422K $21.5M
FTSL
First Trust Senior Ln Fund

ETFs
6.46K
+ 25.65%
$45.65 - $46.48 $295K - $300K
31.7K $1.45M
BSCU
Invesco Exc Self Ind Tr

ETFs
15.6K
+ 20.99%
$16.2 - $16.64 $253K - $260K
90.2K $1.5M
EXPD
Expeditors International Of Washington Inc

Industrials
1.98K
+ 51.56%
$109.09 - $126.48 $216K - $251K
5.83K $701K
NPCT
Nuveen Core Plus Impact Fund
16.9K
+ 3.59%
$10.44 - $11.13 $177K - $188K
488K $5.22M
TT
Trane Technologies PLC

Industrials
2.42K
+ 14.53%
$332.0 - $400.86 $803K - $969K
19.1K $6.42M
TKR
Timken CO

Industrials
3.75K
+ 65.09%
$69.85 - $83.79 $262K - $314K
9.52K $684K
EMLP
First Tr Exchange Traded Iv

ETFs
233
+ 0.16%
$35.79 - $38.28 $8.34K - $8.92K
142K $5.34M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.46K
+ 33.07%
$80.73 - $94.96 $360K - $424K
18K $1.49M
LEA
Lear Corp

Consumer Cyclical
3.22K
+ 148.75%
$87.96 - $99.36 $283K - $320K
5.38K $474K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
8.54K
+ 7.6%
$113.13 - $127.79 $966K - $1.09M
121K $13.7M
GWRE
Guidewire Software, Inc.

Technology
275
+ 2.42%
$166.74 - $218.22 $45.9K - $60K
11.7K $2.18M
LYG
Lloyds Banking Group PLC

Financial Services
56.2K
+ 125.42%
$2.58 - $3.9 $145K - $219K
101K $385K
BXP
Boston Properties Inc

Real Estate
4.55K
+ 77.46%
$63.97 - $74.91 $291K - $341K
10.4K $699K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
6.71K
+ 13.57%
$49.36 - $53.08 $331K - $356K
56.2K $2.8M
LNC
Lincoln National Corp

Financial Services
2.49K
+ 6.2%
$30.06 - $39.23 $74.9K - $97.8K
42.7K $1.53M
CG
Carlyle Group Inc.

Financial Services
6.99K
+ 99.39%
$40.03 - $56.96 $280K - $398K
14K $611K
GLW
Corning Inc

Technology
9.34K
+ 9.45%
$44.91 - $54.25 $419K - $507K
108K $4.95M
MAS
Masco Corp

Industrials
5.53K
+ 12.75%
$68.67 - $81.85 $380K - $453K
48.9K $3.4M
SLM
Slm Corp

Financial Services
6.9K
+ 24.76%
$26.95 - $32.54 $186K - $225K
34.8K $1.02M
BKR
Baker Hughes CO

Energy
2.92K
+ 7.1%
$41.16 - $48.85 $120K - $143K
44.1K $1.94M
GL
Globe Life Inc.

Financial Services
64
+ 0.54%
$111.2 - $131.72 $7.12K - $8.43K
11.9K $1.57M
VLY
Valley National Bancorp

Financial Services
28.6K
+ 74.46%
$8.56 - $10.42 $245K - $298K
67K $595K
SWK
Stanley Black & Decker, Inc.

Industrials
4.33K
+ 16.99%
$76.43 - $90.41 $331K - $391K
29.8K $2.29M
EWBC
East West Bancorp Inc

Financial Services
2.92K
+ 87.02%
$84.35 - $103.91 $246K - $303K
6.27K $562K
ADT
Adt Inc.

Industrials
21.2K
+ 38.29%
$6.87 - $8.23 $146K - $174K
76.6K $623K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
16.7K
+ 131.85%
$21.87 - $34.63 $364K - $577K
29.3K $640K
TPYP
Managed Portfolio Ser Tortoise

ETFs
3.66K
+ 8.04%
$34.32 - $37.26 $126K - $136K
49.2K $1.79M
BIIB
Biogen Inc.

Healthcare
2.87K
+ 29.55%
$133.43 - $153.27 $383K - $440K
12.6K $1.72M
QDEL
Quidel Ortho Corp

Healthcare
9.55K
+ 92.79%
$34.78 - $47.61 $332K - $454K
19.8K $693K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.84K
+ 29.02%
$161.03 - $235.53 $296K - $432K
8.16K $1.35M
COLB
Columbia Banking System, Inc.

Financial Services
13.8K
+ 25.55%
$23.89 - $28.84 $329K - $397K
67.6K $1.69M
FCFS
First Cash Holdings, Inc.

Financial Services
415
+ 3.83%
$102.59 - $120.32 $42.6K - $49.9K
11.2K $1.35M
ITA
Ishares Tr

ETFs
1.22K
+ 21.76%
$144.84 - $159.5 $177K - $195K
6.83K $1.05M
NFG
National Fuel Gas CO

Energy
1.22K
+ 16.71%
$60.71 - $79.19 $73.9K - $96.5K
8.51K $673K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
8.28K
+ 86.99%
$31.92 - $38.83 $264K - $322K
17.8K $589K
DG
Dollar General Corp

Consumer Defensive
917
+ 7.83%
$68.44 - $87.93 $62.8K - $80.6K
12.6K $1.11M
SKYY
First Trust Cloud Computing Et

ETFs
2.85K
+ 65.13%
$102.23 - $131.18 $291K - $373K
7.22K $737K
PK
Park Hotels & Resorts Inc.

Real Estate
23.4K
+ 232.39%
$10.68 - $14.19 $250K - $332K
33.5K $357K
AMCR
Amcor PLC

Consumer Cyclical
21K
+ 61.09%
$9.33 - $10.39 $196K - $218K
55.3K $536K
BRKR
Bruker Corp

Healthcare
7.52K
+ 125.93%
$41.74 - $62.95 $314K - $474K
13.5K $563K
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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