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
MDT
Medtronic PLC

Healthcare
6.3K
+ 5.14%
$80.68 - $88.86 $508K - $560K
129K $11.2M
AKAM
Akamai Technologies Inc

Technology
2.4K
+ 13.42%
N/A
20.3K $1.84M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
2.43K
+ 9.36%
$61.48 - $65.6 $149K - $159K
28.4K $1.81M
ACGL
Arch Capital Group Ltd.

Financial Services
5.79K
+ 9.59%
$84.99 - $96.82 $492K - $560K
66.1K $6.02M
HST
Host Hotels & Resorts, Inc.

Real Estate
10.5K
+ 22.0%
$12.7 - $16.07 $134K - $169K
58.3K $896K
IFF
International Flavors & Fragrances Inc

Basic Materials
3.52K
+ 34.07%
$66.85 - $79.33 $235K - $279K
13.9K $1.02M
CSQ
Calamos Strategic Total Return Fund

Financial Services
3.02K
+ 3.86%
$13.86 - $18.24 $41.8K - $55K
81.2K $1.48M
LSTR
Landstar System Inc

Industrials
1.95K
+ 38.78%
$131.55 - $151.93 $256K - $296K
6.97K $969K
DTH
Wisdomtree Tr

ETFs
4.06K
+ 59.16%
$37.84 - $46.83 $153K - $190K
10.9K $505K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
7.93K
+ 9.55%
$26.41 - $26.76 $210K - $212K
91.1K $2.44M
IBN
Icici Bank LTD

Financial Services
3.26K
+ 6.91%
$30.16 - $34.39 $98.2K - $112K
50.4K $1.7M
NVTS
Navitas Semiconductor Corp

Technology
1.67K
+ 3.78%
$1.61 - $8.09 $2.68K - $13.5K
45.8K $299K
DV
Double Verify Holdings, Inc.

Technology
11.2K
+ 46.12%
$11.86 - $15.03 $133K - $169K
35.5K $531K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.9K
+ 10.25%
$27.3 - $31.8 $106K - $124K
42K $1.33M
AZEK
Azek CO Inc.

Industrials
2.05K
+ 12.03%
$43.39 - $54.86 $88.8K - $112K
19.1K $1.04M
BCS
Barclays PLC

Financial Services
5.5K
+ 17.36%
$12.69 - $18.61 $69.8K - $102K
37.2K $691K
AMKR
Amkor Technology, Inc.

Technology
7.77K
+ 58.08%
$14.88 - $21.18 $116K - $165K
21.2K $444K
ELS
Equity Lifestyle Properties Inc

Real Estate
3.89K
+ 53.23%
$61.46 - $68.02 $239K - $265K
11.2K $690K
MPWR
Monolithic Power Systems Inc

Technology
34
+ 2.91%
$455.19 - $737.73 $15.5K - $25.1K
1.2K $879K
QS
Quantum Scape Corp

Consumer Cyclical
17K
+ 49.57%
$3.47 - $7.65 $58.9K - $130K
51.2K $344K
VSAT
Viasat Inc

Technology
7.23K
+ 31.46%
$7.7 - $14.6 $55.7K - $106K
30.2K $441K
AIT
Applied Industrial Technologies Inc

Industrials
831
+ 72.83%
$206.03 - $243.28 $171K - $202K
1.97K $458K
BAP
Credicorp LTD

Financial Services
120
+ 2.59%
$169.89 - $223.9 $20.4K - $26.9K
4.76K $1.06M
HSY
Hershey CO

Consumer Defensive
1.58K
+ 13.03%
$151.29 - $173.13 $239K - $273K
13.7K $2.27M
BSCV
Invesco ETF Self Indexed Fd Tr
11.4K
+ 22.83%
$15.97 - $16.53 $182K - $188K
61.3K $1.01M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.75K
+ 16.3%
$56.88 - $70.77 $99.6K - $124K
12.5K $884K
MGRC
Mcgrath Rentcorp

Industrials
1.39K
+ 16.96%
$101.45 - $118.14 $141K - $165K
9.61K $1.11M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.26K
+ 7.48%
$34.72 - $42.74 $78.5K - $96.6K
32.5K $1.39M
FEX
First Tr Large Cap Core Alphde

ETFs
751
+ 4.87%
$90.17 - $109.96 $67.7K - $82.6K
16.2K $1.78M
ENSG
Ensign Group, Inc

Healthcare
124
+ 1.75%
$119.93 - $156.36 $14.9K - $19.4K
7.22K $1.11M
FRT
Federal Realty Investment Trust

Real Estate
2.13K
+ 74.51%
$83.56 - $99.08 $178K - $211K
4.99K $474K
FRPT
Freshpet, Inc.

Consumer Defensive
3.67K
+ 102.34%
$67.88 - $89.64 $249K - $329K
7.26K $493K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.38K
+ 7.82%
$90.85 - $102.31 $216K - $244K
32.8K $3.31M
IXC
Ishares Tr Global Energy ETF

ETFs
5.68K
+ 52.2%
$34.69 - $42.32 $197K - $240K
16.6K $650K
NCNO
N Cino, Inc.

Technology
5.91K
+ 10.53%
$21.45 - $28.12 $127K - $166K
62K $1.73M
RYAAY
Ryanair Holdings PLC

Industrials
878
+ 9.41%
$39.21 - $57.84 $34.4K - $50.8K
10.2K $588K
EEFT
Euronet Worldwide, Inc.

Technology
2.43K
+ 24.61%
$87.44 - $112.74 $212K - $274K
12.3K $1.25M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.97K
+ 7.25%
$45.12 - $46.23 $179K - $183K
58.7K $2.72M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.41K
+ 5.06%
$22.81 - $22.97 $192K - $193K
175K $4M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
20.4K
+ 113.34%
$7.19 - $8.75 $147K - $179K
38.4K $336K
HSIC
Henry Schein Inc

Healthcare
2.36K
+ 61.95%
$62.7 - $73.66 $148K - $174K
6.18K $451K
ATRO
Astronics Corp

Industrials
435
+ 2.32%
$20.03 - $35.81 $8.71K - $15.6K
19.2K $643K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
17.2K
+ 64.13%
$10.78 - $11.57 $185K - $199K
44K $497K
PCTY
Paylocity Holding Corp

Technology
1.14K
+ 36.54%
$172.54 - $201.04 $197K - $230K
4.27K $773K
SLM
Slm Corp

Financial Services
2.11K
+ 6.06%
$24.84 - $34.36 $52.4K - $72.5K
36.9K $1.21M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
4.58K
+ 20.51%
$34.1 - $47.63 $156K - $218K
26.9K $1.21M
SPSC
Sps Commerce Inc

Technology
1.12K
+ 11.21%
$121.61 - $152.67 $136K - $171K
11.1K $1.51M
AAL
American Airlines Group Inc.

Industrials
16.9K
+ 47.48%
N/A
52.4K $578K
DT
Dynatrace, Inc.

Technology
2.09K
+ 23.97%
$41.21 - $55.9 $86.2K - $117K
10.8K $597K
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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