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
KEY
Keycorp

Financial Services
6.64K
+ 13.6%
$13.23 - $17.42 $87.8K - $116K
55.4K $965K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
12.7K
+ 71.22%
$13.7 - $14.3 $173K - $181K
30.4K $435K
SKYY
First Trust Cloud Computing Et

ETFs
355
+ 4.92%
$89.46 - $121.64 $31.8K - $43.2K
7.57K $921K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
114
+ 0.66%
$46.95 - $68.11 $5.35K - $7.76K
17.5K $1.1M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
643
+ 5.91%
$60.22 - $80.1 $38.7K - $51.5K
11.5K $923K
SSB
South State Corp

Financial Services
2.18K
+ 9.27%
$80.59 - $94.67 $176K - $206K
25.7K $2.37M
AVY
Avery Dennison Corp

Industrials
1.13K
+ 16.76%
$159.58 - $183.97 $180K - $207K
7.84K $1.38M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
299
+ 0.19%
$36.25 - $42.28 $10.8K - $12.6K
157K $6.63M
FMX
Mexican Economic Development Inc

Consumer Defensive
916
+ 5.72%
$92.5 - $107.84 $84.7K - $98.8K
16.9K $1.74M
ICF
Ishares Tr

ETFs
3.19K
+ 8.09%
$54.56 - $62.47 $174K - $199K
42.6K $2.61M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.85K
+ 32.16%
$45.88 - $54.4 $131K - $155K
11.7K $636K
ECPG
Encore Capital Group Inc

Financial Services
3.67K
+ 46.73%
$27.13 - $40.91 $99.6K - $150K
11.5K $446K
IPGP
Ipg Photonics Corp

Technology
1.99K
+ 27.26%
$49.68 - $69.26 $98.8K - $138K
9.28K $637K
KNSL
Kinsale Capital Group, Inc.

Financial Services
378
+ 18.33%
$419.99 - $501.97 $159K - $190K
2.44K $1.18M
SEE
Sealed Air Corp

Consumer Cyclical
4.58K
+ 28.9%
$23.93 - $32.95 $110K - $151K
20.4K $633K
CNQ
Canadian Natural Resources LTD

Energy
4.66K
+ 9.68%
$25.14 - $34.01 $117K - $158K
52.8K $1.66M
RGTI
Rigetti Computing, Inc.

Technology
7.85K
+ 38.11%
$7.5 - $14.29 $58.9K - $112K
28.5K $337K
IYF
Ishares Tr

ETFs
776
+ 7.99%
$99.23 - $120.99 $77K - $93.9K
10.5K $1.27M
RRC
Range Resources Corp

Energy
3.86K
+ 17.81%
$32.1 - $43.23 $124K - $167K
25.5K $1.04M
VRIG
Invesco Actively Managed ETF F

ETFs
6.94K
+ 11.23%
$24.89 - $25.14 $173K - $174K
68.8K $1.72M
LEA
Lear Corp

Consumer Cyclical
1.43K
+ 26.52%
$75.18 - $95.54 $107K - $136K
6.8K $646K
PLMR
Palomar Holdings, Inc.

Financial Services
390
+ 5.99%
$129.99 - $175.67 $50.7K - $68.5K
6.9K $1.06M
MHK
Mohawk Industries Inc

Consumer Cyclical
1.99K
+ 47.75%
$97.99 - $117.15 $195K - $233K
6.15K $644K
NNI
Nelnet Inc

Financial Services
42
+ 0.26%
$101.27 - $121.3 $4.25K - $5.09K
16.2K $1.97M
ARKW
Ark Next Generation Internet E

ETFs
290
+ 12.26%
$82.77 - $147.9 $24K - $42.9K
2.66K $392K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
519
+ 8.41%
$35.11 - $63.01 $18.2K - $32.7K
6.69K $408K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
2.62K
+ 16.86%
$41.3 - $47.0 $108K - $123K
18.1K $851K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.12K
+ 69.69%
$37.08 - $42.26 $153K - $174K
10K $415K
ROKU
Roku, Inc

Communication Services
1.28K
+ 40.44%
$55.1 - $87.89 $70.7K - $113K
4.46K $391K
HII
Huntington Ingalls Industries, Inc.

Industrials
110
+ 2.93%
$183.31 - $241.46 $20.2K - $26.6K
3.86K $931K
SRLN
Ssga Active Trust

ETFs
3.66K
+ 12.88%
$39.47 - $41.59 $144K - $152K
32.1K $1.33M
DLB
Dolby Laboratories, Inc.

Industrials
3.78K
+ 19.4%
$69.36 - $81.21 $262K - $307K
23.2K $1.73M
SFST
Southern First Bancshares Inc

Financial Services
67
+ 0.22%
$30.61 - $38.65 $2.05K - $2.59K
31.2K $1.19M
USPH
U S Physical Therapy Inc

Healthcare
647
+ 3.44%
$65.08 - $79.84 $42.1K - $51.7K
19.5K $1.52M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
16.1K
+ 81.58%
$8.28 - $9.42 $134K - $152K
35.9K $338K
FNDA
Schwab Fundamental U S Small C

ETFs
1.28K
+ 1.3%
$23.85 - $28.69 $30.4K - $36.6K
99.5K $2.85M
ALV
Autoliv Inc

Consumer Cyclical
803
+ 28.23%
$76.77 - $113.1 $61.6K - $90.8K
3.65K $408K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
3.27K
+ 58.54%
$34.78 - $43.42 $114K - $142K
8.87K $383K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
2.45K
+ 50.61%
$78.47 - $92.25 $193K - $226K
7.3K $593K
ALG
Alamo Group Inc

Industrials
138
+ 4.48%
$158.47 - $219.45 $21.9K - $30.3K
3.22K $702K
RSG
Republic Services, Inc.

Industrials
211
+ 0.93%
$227.2 - $258.07 $47.9K - $54.5K
23K $5.67M
ALRM
Alarm.Com Holdings, Inc.

Technology
2.36K
+ 11.49%
$49.34 - $60.68 $116K - $143K
22.9K $1.29M
NTCT
Netscout Systems Inc

Technology
2.43K
+ 10.0%
$19.23 - $25.14 $46.7K - $61.1K
26.7K $662K
CLF
Cleveland Cliffs Inc.

Basic Materials
21.4K
+ 105.18%
$5.83 - $8.88 $125K - $190K
41.7K $317K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.89K
+ 13.44%
$45.3 - $50.64 $176K - $197K
32.8K $1.61M
D
Dominion Energy, Inc

Utilities
1.04K
+ 0.53%
$49.66 - $58.0 $51.5K - $60.1K
198K $11.2M
PHO
Invesco Exchange Traded Fd Tr

ETFs
195
+ 0.8%
$58.13 - $69.92 $11.3K - $13.6K
24.7K $1.73M
ACM
Aecom

Industrials
341
+ 6.44%
$87.19 - $113.06 $29.7K - $38.6K
5.63K $635K
JHX
James Hardie Industries PLC

Basic Materials
3.95K
+ 34.42%
$20.27 - $27.59 $80.1K - $109K
15.4K $415K
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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