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
REM
Ishares Tr Mtg Real Estate ETF

ETFs
392
+ 1.24%
$20.83 - $23.69 $8.17K - $9.29K
32K $717K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
2.09K
+ 4.35%
$15.88 - $17.78 $33.2K - $37.1K
50.1K $875K
SGRY
Surgery Partners, Inc.

Healthcare
542
+ 4.65%
$19.85 - $25.87 $10.8K - $14K
12.2K $289K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
1
+ 0.01%
$104.87 - $112.53 $105 - $113
13.3K $1.46M
AGNC
Agnc Investment Corp.

Real Estate
1.93K
+ 3.28%
$9.12 - $10.54 $17.6K - $20.4K
60.9K $583K
AB
Alliancebernstein Holding L.P.

Financial Services
782
+ 9.1%
$35.0 - $40.73 $27.4K - $31.9K
9.38K $359K
DISV
Dimensional ETF Tr Dimensional

ETFs
200
+ 1.45%
$26.09 - $30.21 $5.22K - $6.04K
14K $408K
ELS
Equity Lifestyle Properties Inc

Real Estate
604
+ 9.01%
$64.36 - $69.32 $38.9K - $41.9K
7.31K $487K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
643
+ 1.32%
N/A
49.4K $3.08M
CUBE
Cube Smart

Real Estate
934
+ 17.11%
$40.23 - $43.23 $37.6K - $40.4K
6.39K $273K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
588
+ 2.5%
$96.18 - $109.82 $56.6K - $64.6K
24.1K $2.47M
HL
Hecla Mining CO

Basic Materials
5.45K
+ 49.22%
$5.07 - $6.37 $27.6K - $34.7K
16.5K $91K
FDVV
Fidelity High Dividend ETF

ETFs
2.17K
+ 1.04%
$48.86 - $52.28 $106K - $113K
211K $10.4M
FUBO
Fubo Tv Inc.

Communication Services
1.84K
+ 9.98%
$1.41 - $5.46 $2.59K - $10K
20.3K $59K
SANM
Sanmina Corp

Technology
423
+ 5.14%
$73.38 - $90.52 $31K - $38.3K
8.65K $658K
AZEK
Azek CO Inc.

Industrials
236
+ 1.41%
$39.61 - $52.0 $9.35K - $12.3K
17K $831K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
1.91K
+ 8.72%
$25.9 - $31.26 $49.4K - $59.6K
23.8K $637K
FFNW
First Financial Northwest, Inc.

Financial Services
61
+ 0.17%
$19.14 - $22.77 $1.17K - $1.39K
35.1K $794K
EBC
Eastern Bankshares, Inc.

Financial Services
3K
+ 16.28%
$15.29 - $19.15 $45.8K - $57.4K
21.4K $351K
ESI
Element Solutions Inc

Basic Materials
4.83K
+ 18.13%
$22.61 - $27.55 $109K - $133K
31.5K $711K
SUI
Sun Communities Inc

Real Estate
112
+ 3.09%
$120.53 - $136.43 $13.5K - $15.3K
3.74K $480K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
7.19K
+ 32.81%
$28.45 - $41.08 $205K - $295K
29.1K $882K
BKH
Black Hills Corp

Utilities
311
+ 4.61%
$55.74 - $61.86 $17.3K - $19.2K
7.05K $427K
EQR
Equity Residential

Real Estate
525
+ 2.19%
$66.98 - $75.02 $35.2K - $39.4K
24.4K $1.75M
FRME
First Merchants Corp

Financial Services
553
+ 2.62%
$37.99 - $45.25 $21K - $25K
21.6K $874K
IYF
Ishares Tr

ETFs
98
+ 1.02%
$107.69 - $119.37 $10.6K - $11.7K
9.71K $1.1M
PEGA
Pegasystems Inc

Technology
2.3K
+ 43.17%
$68.14 - $112.29 $157K - $258K
7.64K $530K
QLYS
Qualys, Inc.

Technology
427
+ 28.07%
$121.57 - $147.7 $51.9K - $63.1K
1.95K $245K
ARB
Altshares Tr Merger Arbitrage

Industrials
16
+ 0.04%
$27.6 - $28.24 $442 - $452
44.1K $1.24M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
28
+ 0.48%
$71.58 - $79.91 $2K - $2.24K
5.81K $449K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
5.07K
+ 8.42%
$27.52 - $33.6 $139K - $170K
65.2K $1.94M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
4.08K
+ 24.73%
$7.06 - $9.39 $28.8K - $38.3K
20.6K $154K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
2.15K
+ 13.03%
$11.96 - $13.56 $25.7K - $29.2K
18.7K $239K
OGN
Organon & Co.

Healthcare
2.09K
+ 6.98%
$14.29 - $16.41 $29.8K - $34.2K
31.9K $475K
ESS
Essex Property Trust, Inc.

Real Estate
105
+ 6.45%
N/A
1.73K $473K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1.32K
+ 1.25%
$12.18 - $12.91 $16.1K - $17.1K
107K $1.32M
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
47
+ 0.37%
$51.68 - $58.59 $2.43K - $2.75K
12.6K $714K
SLRC
Slr Investment Corp.

Financial Services
276
+ 0.82%
$16.18 - $17.82 $4.47K - $4.92K
33.8K $570K
BKD
Brookdale Senior Living Inc.

Healthcare
641
+ 3.34%
$4.51 - $6.26 $2.89K - $4.01K
19.9K $124K
NLOK
Norton Life Lock Inc.

Technology
1.31K
+ 4.57%
N/A
29.9K $643K
IHE
Ishares Tr

ETFs
59
+ 1.17%
$65.36 - $72.85 $3.86K - $4.3K
5.08K $358K
KBH
Kb Home

Consumer Cyclical
1.25K
+ 20.99%
$57.73 - $70.05 $72K - $87.4K
7.2K $418K
XLB
Select Sector Spdr Fd Material

ETFs
35
+ 0.26%
$83.19 - $90.99 $2.91K - $3.18K
13.6K $1.17M
ADPT
Adaptive Biotechnologies Corp

Healthcare
1.06K
+ 7.8%
$6.07 - $8.66 $6.43K - $9.17K
14.6K $108K
GMRE
Global Medical Reit Inc.

Real Estate
741
+ 3.79%
$7.52 - $9.08 $5.57K - $6.73K
20.3K $177K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.42K
+ 1.86%
N/A
78.1K $1.48M
PCTY
Paylocity Holding Corp

Technology
323
+ 11.53%
$183.21 - $217.86 $59.2K - $70.4K
3.13K $585K
HMN
Horace Mann Educators Corp

Financial Services
82
+ 1.32%
$36.56 - $43.12 $3K - $3.54K
6.28K $268K
AL
Air Lease Corp

Industrials
497
+ 4.32%
$43.38 - $51.13 $21.6K - $25.4K
12K $579K
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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