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
GS
Goldman Sachs Group Inc

Financial Services
12.3K
+ 21.84%
$462.22 - $707.75 $5.71M - $8.74M
68.9K $48.7M
C
Citigroup Inc

Financial Services
39.4K
+ 3.91%
$58.13 - $85.12 $2.29M - $3.36M
1.05M $89.2M
INTU
Intuit Inc

Technology
4.9K
+ 6.33%
$544.07 - $787.63 $2.66M - $3.86M
82.2K $64.7M
V
Visa Inc.

Financial Services
37.4K
+ 7.04%
$308.27 - $373.31 $11.5M - $14M
568K $202M
VONV
Vanguard Russell 1000 Value Et

ETFs
174K
+ 83.66%
$73.19 - $85.21 $12.7M - $14.8M
382K $32.5M
MEAR
Blackrock Short Maturity Munic

ETFs
301K
+ 105.8%
$49.74 - $50.27 $14.9M - $15.1M
585K $29.4M
WIX
Wix.Com Ltd.

Technology
104K
+ 31.78%
$146.5 - $189.61 $15.3M - $19.7M
432K $68.4M
MTD
Mettler Toledo International Inc

Healthcare
12.6K
+ 144.74%
$970.15 - $1216.57 $12.2M - $15.4M
21.3K $25.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
625K
+ 50.23%
$24.32 - $27.87 $15.2M - $17.4M
1.87M $49.6M
CPA
Copa Holdings, S.A.

Industrials
40.1K
+ 6.9%
$83.12 - $109.97 $3.33M - $4.41M
621K $68.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
59K
+ 16.01%
$166.82 - $194.23 $9.84M - $11.5M
427K $83M
CGGR
Capital Group Growth ETF Shs C

ETFs
174K
+ 16.75%
$30.53 - $40.65 $5.3M - $7.05M
1.21M $49.2M
MUB
Ishares National Muni Bond ETF

ETFs
142K
+ 11.68%
$102.31 - $105.8 $14.5M - $15M
1.36M $142M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
267K
+ 41.83%
$50.36 - $50.68 $13.5M - $13.5M
906K $45.9M
MA
Mastercard Inc

Financial Services
10.9K
+ 2.05%
$479.92 - $590.74 $5.22M - $6.43M
542K $304M
MTG
Mgic Investment Corp

Financial Services
233K
+ 11.17%
$22.43 - $28.1 $5.23M - $6.55M
2.32M $64.6M
NOW
Service Now, Inc.

Technology
6.14K
+ 22.22%
$721.65 - $1040.18 $4.43M - $6.39M
33.8K $34.7M
IEFA
Ishares Tr

ETFs
21.1K
+ 1.53%
$67.83 - $84.09 $1.43M - $1.77M
1.4M $117M
IYK
Ishares U.S. Consumer Staples

ETFs
177K
+ 1977.68%
$67.29 - $72.42 $11.9M - $12.8M
186K $13.1M
LPLA
Lpl Financial Holdings Inc.

Financial Services
9.47K
+ 5.07%
$283.31 - $388.96 $2.68M - $3.68M
196K $73.6M
MCO
Moodys Corp

Financial Services
20.5K
+ 49.18%
$396.7 - $501.59 $8.11M - $10.3M
62K $31.1M
AMP
Ameriprise Financial Inc

Financial Services
6.05K
+ 3.56%
$422.19 - $533.73 $2.55M - $3.23M
176K $93.9M
XLP
Consumer Staples Sector Spdr

ETFs
153K
+ 628.34%
N/A
177K $13.5M
SUB
Ishares Short Term National Mu

ETFs
98.5K
+ 7.47%
$104.77 - $106.34 $10.3M - $10.5M
1.42M $151M
WMT
Walmart Inc.

Consumer Defensive
2.96K
+ 0.27%
$81.79 - $99.98 $242K - $296K
1.12M $109M
IYW
Ishares Dj Us Tech ETF

ETFs
1.42K
+ 0.42%
$122.57 - $173.27 $174K - $246K
341K $59.1M
COST
Costco Wholesale Corp

Consumer Defensive
3.43K
+ 1.97%
$908.13 - $1056.85 $3.11M - $3.62M
177K $175M
DE
Deere & CO

Industrials
5.47K
+ 2.62%
$412.99 - $531.48 $2.26M - $2.91M
214K $109M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
271K
+ 111.61%
$39.34 - $40.41 $10.7M - $11M
515K $20.6M
MEDP
Medpace Holdings, Inc.

Healthcare
34.2K
+ 536.62%
$277.23 - $315.28 $9.48M - $10.8M
40.6K $12.7M
SPOT
Spotify Technology S.A.

Communication Services
1.91K
+ 4.56%
$503.3 - $775.9 $962K - $1.48M
43.8K $33.6M
RELX
Relx PLC

Communication Services
83.2K
+ 5.5%
$45.31 - $55.66 $3.77M - $4.63M
1.6M $86.8M
CGUS
Capital Group Core Equity ETF
118K
+ 6.9%
$29.93 - $36.93 $3.53M - $4.36M
1.83M $67.5M
BOND
Pimco Active Bond Exchange Tra

ETFs
112K
+ 84.75%
$89.87 - $92.93 $10.1M - $10.4M
245K $22.6M
WFC
Wells Fargo & Company

Financial Services
43.3K
+ 5.47%
$60.98 - $80.12 $2.64M - $3.47M
835K $66.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
15.6K
+ 3.38%
$82.96 - $110.1 $1.29M - $1.71M
476K $52.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
372
+ 0.62%
$321.63 - $509.31 $120K - $189K
59.9K $30.5M
COF
Capital One Financial Corp

Financial Services
36.5K
+ 75.77%
$150.57 - $212.76 $5.49M - $7.76M
84.6K $18M
CGDV
Capital Group Divid Value ETF

ETFs
163K
+ 21.68%
$31.93 - $39.49 $5.21M - $6.45M
916K $36.2M
CRDO
Credo Technology Group Holding LTD

Technology
23.8K
+ 17.63%
$33.3 - $95.05 $794K - $2.27M
159K $14.7M
VIG
Vanguard Dividend Appreciation

ETFs
49.5K
+ 4.24%
N/A
1.22M $222M
HTRB
Hartford Fds Total Return Bd E

ETFs
249K
+ 109.71%
$33.14 - $34.12 $8.26M - $8.51M
477K $16.1M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
878K
+ 139.48%
$2.39 - $6.79 $2.1M - $5.96M
1.51M $10.2M
AVAV
Aero Vironment Inc

Industrials
6.54K
+ 16.84%
$111.65 - $284.95 $731K - $1.86M
45.4K $12.9M
VRSN
Verisign Inc

Technology
2.87K
+ 1.39%
$234.49 - $288.8 $674K - $830K
210K $60.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.2K
+ 0.33%
$19.1 - $23.83 $215K - $268K
3.4M $80.9M
IWN
Ishares Russell2000 Val ETF

ETFs
45.5K
+ 54.32%
$131.84 - $157.76 $6M - $7.18M
129K $20.4M
DIS
Walt Disney CO

Communication Services
8.95K
+ 3.41%
$81.72 - $124.01 $731K - $1.11M
271K $33.6M
CMF
Ishares California Muni Bond E

ETFs
137K
+ 66.75%
$54.52 - $56.7 $7.48M - $7.78M
343K $19.1M
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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