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
ALLY
Ally Financial Inc.

Financial Services
4.04K
+ 45.35%
$32.99 - $40.09 $133K - $162K
13K $472K
PARA
Paramount Global

Communication Services
9.19K
+ 33.14%
$10.16 - $12.14 $93.4K - $112K
36.9K $441K
DFAE
Dimensional ETF Tr

ETFs
29
+ 0.01%
$24.64 - $26.86 $715 - $779
282K $7.31M
MOS
Mosaic CO

Basic Materials
4.71K
+ 48.75%
$23.08 - $28.8 $109K - $136K
14.4K $388K
HUBS
Hubspot Inc

Technology
683
+ 35.33%
$571.29 - $819.71 $390K - $560K
2.62K $1.49M
LOGI
Logitech International S.A.

Technology
1.69K
+ 69.26%
$81.64 - $105.06 $138K - $178K
4.14K $349K
SPH
Suburban Propane Partners LP

Utilities
4.61K
+ 34.43%
$17.64 - $22.2 $81.4K - $102K
18K $378K
HUBB
Hubbell Inc

Industrials
1.71K
+ 35.95%
$330.91 - $456.86 $564K - $779K
6.45K $2.13M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2.18K
+ 13.66%
$166.63 - $185.86 $362K - $404K
18.1K $3.01M
VMI
Valmont Industries Inc

Industrials
1.09K
+ 13.73%
$285.37 - $376.98 $311K - $411K
9.04K $2.58M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
15.6K
+ 78.54%
$8.29 - $8.97 $129K - $140K
35.4K $304K
SPTL
Spdr Portfolio Long Term Treas

ETFs
4.77K
+ 51.95%
$25.54 - $27.64 $122K - $132K
14K $380K
FR
First Industrial Realty Trust Inc

Real Estate
2.28K
+ 56.31%
$48.46 - $57.99 $111K - $132K
6.33K $341K
WES
Western Midstream Partners, LP

Energy
18
+ 0.03%
$37.87 - $42.89 $682 - $772
53.3K $2.19M
CINF
Cincinnati Financial Corp

Financial Services
434
+ 2.45%
$133.67 - $147.81 $58K - $64.1K
18.1K $2.68M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.03K
+ 7.87%
$110.75 - $119.78 $114K - $123K
14.1K $1.63M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
125
+ 0.18%
$41.61 - $44.72 $5.2K - $5.59K
68.2K $2.95M
EQH
Equitable Holdings, Inc.

Financial Services
2.08K
+ 43.21%
$47.64 - $55.68 $99.2K - $116K
6.9K $359K
XT
Ishares Tr Exponential Technol

ETFs
2.54K
+ 35.26%
$57.56 - $64.0 $146K - $163K
9.75K $561K
IWX
Ishares Tr Russell 200 Value E

ETFs
1.34K
+ 21.14%
$78.54 - $84.86 $105K - $114K
7.69K $632K
LBRDK
Liberty Broadband Corp

Communication Services
1.05K
+ 25.53%
$73.49 - $88.64 $76.8K - $92.6K
5.14K $437K
SG
Sweetgreen, Inc.

Consumer Cyclical
7.18K
+ 101.13%
$21.47 - $34.94 $154K - $251K
14.3K $357K
VALE
Vale S.A.

Basic Materials
10.9K
+ 57.78%
$8.5 - $10.19 $93K - $112K
29.9K $298K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
852
+ 2.46%
$55.47 - $61.45 $47.3K - $52.4K
35.5K $2.09M
AVDV
American Centy ETF Tr Avantis

ETFs
994
+ 7.86%
$63.74 - $71.96 $63.4K - $71.5K
13.6K $951K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
344
+ 0.94%
$26.71 - $31.58 $9.19K - $10.9K
37.1K $1.12M
TREX
Trex CO Inc

Industrials
3.93K
+ 42.04%
$54.0 - $74.44 $212K - $293K
13.3K $772K
GDDY
Go Daddy Inc.

Technology
1.17K
+ 23.75%
$172.13 - $214.35 $201K - $251K
6.09K $1.1M
LRGF
Ishares Tr

ETFs
3.64K
+ 10.67%
$56.95 - $63.95 $207K - $233K
37.8K $2.19M
NMR
Nomura Holdings Inc

Financial Services
19.9K
+ 197.85%
$5.56 - $6.98 $111K - $139K
30K $184K
ERIC
Ericsson Lm Telephone CO

Technology
16.6K
+ 151.81%
$7.47 - $8.9 $124K - $148K
27.5K $213K
LYFT
Lyft, Inc.

Technology
12.9K
+ 44.45%
$11.27 - $15.12 $146K - $196K
42.1K $499K
NDAQ
Nasdaq, Inc.

Financial Services
1.88K
+ 12.1%
$72.17 - $83.76 $136K - $158K
17.5K $1.32M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
532
+ 33.78%
$132.75 - $177.12 $70.6K - $94.2K
2.11K $321K
GPS
Gap Inc

Consumer Cyclical
5.92K
+ 41.95%
N/A
20K $404K
AM
Antero Midstream Corp

Energy
1.76K
+ 5.83%
$15.47 - $18.04 $27.2K - $31.7K
31.9K $573K
VOD
Vodafone Group Public LTD CO

Communication Services
10.7K
+ 51.05%
$8.05 - $9.86 $85.9K - $105K
31.6K $295K
BALL
Ball Corp

Consumer Cyclical
2.41K
+ 66.05%
$49.04 - $56.53 $118K - $136K
6.05K $314K
BSCV
Invesco ETF Self Indexed Fd Tr
6.35K
+ 14.58%
$15.87 - $16.38 $101K - $104K
49.9K $813K
BPOP
Popular, Inc.

Financial Services
1.37K
+ 19.11%
$87.14 - $106.33 $119K - $146K
8.53K $788K
ALKS
Alkermes Plc.

Healthcare
1.1K
+ 5.99%
$28.08 - $36.0 $30.9K - $39.6K
19.5K $642K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
2.97K
+ 10.43%
$19.66 - $21.64 $58.4K - $64.3K
31.5K $675K
AXSM
Axsome Therapeutics, Inc.

Healthcare
151
+ 5.11%
$80.05 - $137.75 $12.1K - $20.8K
3.1K $362K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
2.34K
+ 18.46%
$32.66 - $36.43 $76.5K - $85.4K
15K $527K
SNEX
Stone X Group Inc.

Financial Services
4.04K
+ 44.68%
$76.12 - $126.89 $307K - $512K
13.1K $998K
AGL
Agilon Health, Inc.

Healthcare
5.86K
+ 16.5%
$1.92 - $4.61 $11.2K - $27K
41.3K $179K
OHI
Omega Healthcare Investors Inc

Real Estate
2.65K
+ 5.22%
$35.7 - $38.33 $94.6K - $102K
53.5K $2.04M
XLY
Select Sector Spdr Consumer Di

ETFs
2.93K
+ 16.83%
$192.6 - $233.2 $564K - $683K
20.3K $4.01M
APO
Apollo Global Management, Inc.

Financial Services
2.36K
+ 31.26%
$126.01 - $172.06 $298K - $407K
9.92K $1.36M
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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