Captrust Financial Advisors Incresed Positions in Q3 2024

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
17.7K
+ 4.46%
$237.84 - $263.83 $4.21M - $4.67M
414K $109M
CGUS
Capital Group Core Equity ETF
305K
+ 24.84%
$31.19 - $34.33 $9.52M - $10.5M
1.53M $52.6M
AVGO
Broadcom Inc.

Technology
923K
+ 902.98%
$136.27 - $1745.86 $126M - $1.61B
1.03M $177M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
46.8K
+ 6.95%
$117.9 - $128.2 $5.52M - $6M
720K $92.3M
CSCO
Cisco Systems, Inc.

Technology
34.5K
+ 1.87%
$44.74 - $53.22 $1.54M - $1.84M
1.88M $100M
XLU
Utilities Sector Spdr

ETFs
140K
+ 196.48%
$67.67 - $80.78 $9.49M - $11.3M
212K $17.1M
VPU
Vanguard Utilities ETF

ETFs
46.3K
+ 30.98%
$146.64 - $174.54 $6.79M - $8.08M
196K $34.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
138K
+ 128.1%
$73.43 - $80.37 $10.1M - $11.1M
245K $19.7M
IEFA
Ishares Tr

ETFs
60.4K
+ 4.74%
$70.09 - $78.74 $4.23M - $4.76M
1.34M $104M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
81.1K
+ 21.94%
$100.75 - $111.62 $8.17M - $9.05M
451K $49.3M
PHYS
Sprott Physical Gold Trust

Financial Services
277K
+ 13.85%
$18.12 - $20.72 $5.02M - $5.74M
2.28M $46.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
219K
+ 50.52%
$36.98 - $41.55 $8.1M - $9.1M
652K $26.8M
AMGN
Amgen Inc

Healthcare
14.3K
+ 2.5%
$309.38 - $337.38 $4.41M - $4.81M
584K $188M
PNW
Pinnacle West Capital Corp

Utilities
11.2K
+ 1.55%
$75.52 - $91.31 $846K - $1.02M
732K $64.9M
CGGO
Capital Group Global Growth Eq

ETFs
321K
+ 236.73%
$27.25 - $30.52 $8.75M - $9.8M
457K $13.8M
WSM
Williams Sonoma Inc

Consumer Cyclical
314K
+ 102.48%
$128.47 - $280.94 $40.4M - $88.3M
621K $96.2M
SUB
Ishares Short Term National Mu

ETFs
72.2K
+ 6.33%
$104.3 - $106.3 $7.53M - $7.68M
1.21M $129M
APP
App Lovin Corp

Technology
9.79K
+ 5.65%
$67.14 - $130.65 $657K - $1.28M
183K $23.9M
FNDF
Schwab Fundamental Intl Large

ETFs
235K
+ 139.46%
$33.67 - $37.71 $7.9M - $8.85M
403K $15.1M
BAH
Booz Allen Hamilton Holding Corp

Industrials
9.48K
+ 1.12%
$138.82 - $162.76 $1.32M - $1.54M
856K $139M
NFLX
Netflix Inc

Communication Services
7.43K
+ 6.86%
$598.55 - $722.26 $4.45M - $5.36M
116K $82.1M
JPM
Jpmorgan Chase & CO

Financial Services
12.4K
+ 1.72%
$194.9 - $224.8 $2.42M - $2.79M
734K $155M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.33K
+ 0.86%
$105.53 - $118.34 $668K - $749K
742K $86.8M
DE
Deere & CO

Industrials
4.05K
+ 2.68%
$344.84 - $418.0 $1.4M - $1.69M
155K $64.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.47K
+ 0.08%
$56.47 - $63.69 $83.1K - $93.7K
1.84M $116M
CGGR
Capital Group Growth ETF Shs C

ETFs
194K
+ 29.48%
$30.71 - $34.79 $5.95M - $6.74M
851K $29.6M
CAT
Caterpillar Inc

Industrials
77
+ 0.06%
$316.8 - $391.12 $24.4K - $30.1K
129K $50.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
148K
+ 72.78%
$49.83 - $62.75 $7.39M - $9.3M
352K $20.3M
EVRG
Evergy, Inc.

Utilities
24K
+ 3.74%
$52.46 - $62.01 $1.26M - $1.49M
666K $41.3M
COST
Costco Wholesale Corp

Consumer Defensive
2.48K
+ 1.85%
$801.83 - $917.05 $1.99M - $2.28M
136K $121M
BMY
Bristol Myers Squibb CO

Healthcare
55.1K
+ 13.35%
$39.66 - $51.75 $2.19M - $2.85M
468K $24.2M
AXP
American Express CO

Financial Services
4.07K
+ 2.81%
$225.92 - $271.17 $919K - $1.1M
149K $40.4M
DUK
Duke Energy Corp

Utilities
6.53K
+ 1.65%
$99.35 - $117.71 $648K - $768K
402K $46.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.33K
+ 1.18%
$173.36 - $189.8 $751K - $822K
372K $70.5M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
319K
+ 207.53%
$19.2 - $19.82 $6.12M - $6.32M
472K $9.31M
PLTR
Palantir Technologies Inc.

Technology
43.9K
+ 11.51%
$24.09 - $37.95 $1.06M - $1.67M
425K $15.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.32K
+ 0.76%
$332.02 - $382.76 $1.1M - $1.27M
441K $165M
PANW
Palo Alto Networks Inc

Technology
14.4K
+ 3.96%
$294.18 - $368.01 $4.23M - $5.29M
378K $129M
XOM
Exxon Mobil Corp

Energy
24.4K
+ 1.73%
$109.72 - $119.0 $2.68M - $2.91M
1.43M $168M
USRT
Ishares Core U.S. Reit ETF

ETFs
90.1K
+ 1029.97%
$53.07 - $62.66 $4.78M - $5.65M
98.9K $6.09M
IWV
Ishares Russell 3000 ETF

ETFs
3.87K
+ 1.61%
$294.75 - $326.73 $1.14M - $1.26M
244K $79.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
+ 6.67%
$610460.0 - $715910.0 $1.83M - $2.15M
48 $33.1M
ANET
Arista Networks, Inc.

Technology
9.07K
+ 15.24%
$311.42 - $388.21 $2.83M - $3.52M
68.6K $26.3M
NVR
Nvr Inc

Consumer Cyclical
542
+ 1868.97%
$7421.51 - $9811.8 $4.02M - $5.32M
571 $5.6M
RTX
Raytheon Technologies Corp

Industrials
4.11K
+ 1.75%
$99.55 - $123.34 $409K - $507K
239K $29M
UTG
Reaves Utility Income Fund

Financial Services
158K
+ 852.37%
$27.16 - $32.8 $4.3M - $5.19M
177K $5.8M
VIG
Vanguard Dividend Appreciation

ETFs
31.1K
+ 3.12%
$182.15 - $182.15 $5.66M - $5.66M
1.03M $187M
AGM
Federal Agricultural Mortgage Corp

Financial Services
20.6K
+ 9.98%
$174.81 - $215.18 $3.6M - $4.43M
227K $42.5M
USFR
Wisdomtree Floating Rate Treas

ETFs
108K
+ 2.28%
$50.2 - $50.48 $5.41M - $5.44M
4.85M $243M
Activity Summary
Buys All Purchases 1227 New Holdings 185 Increased Positions 1042 Sells All Sells 967 Reductions 967 Sold out 0 Options Calls 0 Puts 0
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