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
Brookfield Renewable Corp Cl A Ex Sub Vtg
570
+ 1.31%
N/A
44.1K $0
BFB
Brown Forman Corp Cl B
1.27K
+ 6.74%
N/A
20.1K $0
Bunge Global Sa Com Shs
1.28K
+ 26.15%
N/A
6.18K $0
Canadian Pacific Kansas City Com
368
+ 0.83%
N/A
44.5K $0
Capital Group Conservative Equity ETF
8.64K
+ 41.89%
N/A
29.3K $0
Capital Group Core Balanced ETF
13K
+ 23.75%
N/A
68K $0
Capital Group Core Bond ETF
183K
+ 97.01%
N/A
371K $0
Capital Group Dividend Growers ETF
23.4K
+ 16.39%
N/A
166K $0
Capital Group Global Equity ETF
10.5K
+ 87.85%
N/A
22.5K $0
Capital Group International Core Equity ETF
7.49K
+ 78.51%
N/A
17K $0
Capital Group Municipal High Income ETF
38.1K
+ 90.76%
N/A
80K $0
CGMU
Capital Group Core Plus Income
7.63K
+ 12.14%
N/A
70.5K $0
Capital Group New Geography Equity ETF
136K
+ 39.66%
N/A
479K $0
CGSD
Capital Grp Core Plus Income E
229K
+ 44.82%
N/A
739K $0
Capital Group Short Duration Municipal Income ETF
267K
+ 77.65%
N/A
611K $0
CGMS
Capital Grp Core Plus Income E
8.43K
+ 19.31%
N/A
52.1K $0
Capital Group Ultra Short Income ETF
9.39K
+ 16.5%
N/A
66.3K $0
Corpay Inc Com Shs
4.65K
+ 243.25%
N/A
6.56K $0
CRH.L
Crh PLC

Basic Materials
421K
+ 4067.46%
N/A
431K $0
Dimensional Us Large Cap Value ETF
31.1K
+ 368.64%
N/A
39.5K $0
Direxion Daily Nvda Bull 2 X Shares
105
+ 1.8%
N/A
5.94K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
16.7K
+ 37.48%
N/A
61.2K $0
FDV
Federated Hermes ETF Tr U S St
1.51K
+ 15.13%
N/A
11.5K $0
Ferguson Enterprises Inc Common Stock New
199K
+ 1456.41%
N/A
213K $0
Fidelity Enhanced International ETF
145K
+ 72.41%
N/A
346K $0
Fidelity Enhanced Large Cap Core ETF
2.94K
+ 38.88%
N/A
10.5K $0
Fidelity Enhanced Large Cap Value ETF
393
+ 2.09%
N/A
19.2K $0
Fidelity Wise Origin Bitcoin Fund
3.91K
+ 58.05%
N/A
10.7K $0
First Trust Wcm International Equity ETF
8.63K
+ 21.78%
N/A
48.2K $0
Flagstar Financial Inc Com New
1.37K
+ 5.95%
N/A
24.3K $0
Franklin Bitcoin ETF
950
+ 8.7%
N/A
11.9K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
378
+ 0.79%
N/A
48K $0
Fundstrat Granny Shots Us Large Cap ETF
1.54K
+ 15.38%
N/A
11.5K $0
Ge Vernova Inc Com
7.75K
+ 39.56%
N/A
27.4K $0
Grayscale Bitcoin Mini Trust ETF
4.3K
+ 21.92%
N/A
23.9K $0
Grayscale Ethereum Mini Trust ETF
85.2K
+ 770.31%
N/A
96.3K $0
HEIA
Heico Crp Cl A
171K
+ 4798.91%
N/A
175K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
4.6K
+ 6.53%
N/A
75K $0
Innovator U.S. Equity 10 Buffer ETF Quarterly
396K
+ 90.99%
N/A
831K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
6.71K
+ 38.07%
N/A
24.3K $0
Invesco Bulletshares 2032 Municipal Bond ETF
169
+ 1.23%
N/A
13.9K $0
Invesco Bulletshares 2033 Corporate Bond ETF
3.87K
+ 39.31%
N/A
13.7K $0
Ishares Bitcoin Trust ETF
141K
+ 104.54%
N/A
277K $0
Ishares Ibonds Dec 2033 Term Corporate ETF
15
+ 0.03%
N/A
48.5K $0
Ishares Large Cap Deep Buffer ETF
54.6K
+ 19.75%
N/A
331K $0
Ishares Large Cap Moderate Buffer ETF
22.8K
+ 26.33%
N/A
109K $0
ILCG
Ishares Morningstar Growth ETF
710
+ 0.84%
N/A
85.6K $0
JGRO
J P Morgan Exchange Traded Fd
199K
+ 6.28%
N/A
3.37M $0
Jpmorgan Hedged Equity Laddered Overlay ETF
17.2K
+ 49.86%
N/A
51.6K $0
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
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email