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
NNI
Nelnet Inc

Financial Services
43
+ 0.27%
$102.92 - $122.39 $4.43K - $5.26K
16.2K $1.8M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
103
+ 2.25%
$74.5 - $92.3 $7.67K - $9.51K
4.69K $427K
FTV
Fortive Corp

Technology
1.42K
+ 7.92%
$71.82 - $82.98 $102K - $117K
19.3K $1.41M
NOV
Nov Inc.

Energy
3.06K
+ 7.9%
$13.99 - $16.43 $42.9K - $50.3K
41.9K $637K
POR
Portland General Electric CO

Utilities
1.41K
+ 16.27%
$40.56 - $45.24 $57.4K - $64K
10.1K $450K
KEX
Kirby Corp

Industrials
1.32K
+ 9.96%
$95.1 - $112.81 $125K - $148K
14.5K $1.47M
DT
Dynatrace, Inc.

Technology
2.43K
+ 38.52%
$47.15 - $62.42 $114K - $151K
8.72K $411K
IDN
Intellicheck, Inc.

Technology
29
+ 0.01%
$2.24 - $3.03 $65 - $87.9
242K $732K
NEXT
Next Decade Corp.

Energy
8.33K
+ 18.98%
$6.75 - $9.43 $56.2K - $78.6K
52.2K $406K
IBP
Installed Building Products, Inc.

Consumer Cyclical
529
+ 8.24%
$162.22 - $206.22 $85.8K - $109K
6.95K $1.19M
DTM
Dt Midstream, Inc.

Energy
837
+ 16.63%
$86.95 - $113.75 $72.8K - $95.2K
5.87K $566K
DCI
Donaldson CO Inc

Industrials
971
+ 16.42%
$66.51 - $72.28 $64.6K - $70.2K
6.89K $461K
EVI
Evi Industries, Inc.

Industrials
19
+ 0.01%
$16.01 - $19.15 $304 - $364
145K $2.43M
PPA
Invesco Exchange Traded Fd Tr

ETFs
404
+ 4.64%
$113.59 - $123.29 $45.9K - $49.8K
9.11K $1.06M
LEN
Lennar Corp

Consumer Cyclical
1.73K
+ 27.36%
$113.93 - $141.54 $197K - $244K
8.04K $922K
PULS
Pgim ETF Tr

ETFs
1.18K
+ 7.13%
$49.56 - $49.78 $58.4K - $58.6K
17.7K $879K
NUDM
Nuveen Esg International Devel

ETFs
769
+ 3.93%
$29.75 - $33.12 $22.9K - $25.5K
20.3K $647K
FYBR
Frontier Communications Parent, Inc.

Communication Services
1.31K
+ 13.71%
$34.83 - $36.05 $45.7K - $47.3K
10.9K $390K
SVOL
Simplify ETF Simplify Volatili

ETFs
13.7K
+ 18.7%
$17.92 - $21.7 $246K - $298K
87.1K $1.58M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.77K
+ 9.66%
$119.87 - $145.05 $212K - $257K
20.1K $2.52M
NSP
Insperity, Inc.

Industrials
272
+ 9.84%
$69.6 - $94.21 $18.9K - $25.6K
3.04K $270K
IYK
Ishares U.S. Consumer Staples

ETFs
26
+ 0.29%
$63.29 - $71.8 $1.65K - $1.87K
8.97K $642K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
256
+ 21.94%
$246.3 - $299.62 $63.1K - $76.7K
1.42K $372K
CLF
Cleveland Cliffs Inc.

Basic Materials
8.35K
+ 69.62%
$8.22 - $12.02 $68.6K - $100K
20.3K $167K
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.82K
+ 2.39%
$20.82 - $22.08 $37.9K - $40.2K
78.1K $1.68M
IBDV
Ishares Tr

Technology
1.81K
+ 4.26%
$21.11 - $21.73 $38.3K - $39.4K
44.4K $964K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.66K
+ 4.97%
$24.21 - $25.09 $40.2K - $41.6K
35K $875K
NAK
Northern Dynasty Minerals LTD

Basic Materials
36.3K
+ 159.35%
$0.58 - $1.22 $21.1K - $44.3K
59.1K $68K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
29
+ 0.37%
$96.27 - $116.36 $2.79K - $3.37K
7.84K $912K
PEN
Penumbra Inc

Healthcare
44
+ 3.04%
$237.28 - $303.76 $10.4K - $13.4K
1.49K $398K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.05K
+ 8.06%
$20.2 - $22.24 $41.4K - $45.6K
27.5K $590K
SYF
Synchrony Financial

Financial Services
4.3K
+ 29.95%
$51.9 - $70.63 $223K - $304K
18.7K $988K
THC
Tenet Healthcare Corp

Healthcare
235
+ 9.05%
$119.51 - $144.98 $28.1K - $34.1K
2.83K $381K
ASH
Ashland Global Holdings Inc

Basic Materials
2.96K
+ 29.27%
$55.87 - $73.16 $165K - $217K
13.1K $775K
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.25K
+ 13.96%
$25.54 - $28.79 $31.9K - $36K
10.2K $283K
OEF
Ishares S&P 100 ETF

ETFs
198
+ 0.26%
N/A
77.4K $20.6M
WTS
Watts Water Technologies Inc

Industrials
247
+ 14.73%
$195.28 - $224.67 $48.2K - $55.5K
1.92K $392K
EAT
Brinker International, Inc

Consumer Cyclical
126
+ 6.54%
$133.46 - $189.14 $16.8K - $23.8K
2.05K $305K
REXR
Rexford Industrial Realty, Inc.

Real Estate
1.04K
+ 6.07%
$37.17 - $41.44 $38.8K - $43.2K
18.2K $714K
EMN
Eastman Chemical CO

Basic Materials
1.48K
+ 5.89%
$87.05 - $103.47 $129K - $153K
26.6K $2.34M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.21K
+ 5.19%
$63.77 - $68.75 $77K - $83.1K
24.5K $1.58M
MEDP
Medpace Holdings, Inc.

Healthcare
674
+ 11.83%
$304.69 - $360.97 $205K - $243K
6.37K $1.94M
NWE
Northwestern Corp

Utilities
500
+ 11.51%
$51.11 - $57.87 $25.6K - $28.9K
4.84K $280K
ESAB
Esab Corp

Industrials
707
+ 7.79%
$115.08 - $131.54 $81.4K - $93K
9.78K $1.14M
TNL
Travel & Leisure Co.

Consumer Cyclical
1.58K
+ 24.99%
$46.29 - $57.86 $72.9K - $91.1K
7.88K $364K
HWC
Hancock Whitney Corp

Financial Services
1.27K
+ 12.48%
$49.61 - $61.03 $63.2K - $77.8K
11.5K $602K
CNX
Cnx Resources Corp

Energy
11.8K
+ 18.67%
$27.38 - $37.32 $324K - $441K
75.2K $2.37M
FTS
Fortis Inc.

Utilities
433
+ 7.52%
$40.49 - $45.58 $17.5K - $19.7K
6.19K $282K
INSM
Insmed Inc

Healthcare
36
+ 0.64%
$65.25 - $83.83 $2.35K - $3.02K
5.69K $433K
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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