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
Kenvue Inc Com
206K
+ 327.24%
N/A
268K $0
Kodiak Gas Svcs Inc Com
724
+ 4.6%
N/A
16.5K $0
Labcorp Holdings Inc Com Shs
5.37K
+ 16.98%
N/A
37K $0
Lam Research Corp Com New
24.7K
+ 2.13%
N/A
1.18M $0
Landbridge Company LLC Cl A
280K
+ 622.24%
N/A
324K $0
Linde PLC Shs
10.6K
+ 24.35%
N/A
54K $0
Loar Holdings Inc Com Shs
998
+ 9.13%
N/A
11.9K $0
MOGA
Moog Inc Cla
22
+ 0.44%
N/A
4.99K $0
Morgan Stanley Direct Lending Com Shs
16.5K
+ 51.52%
N/A
48.5K $0
Nextracker Inc Class A Com
1.55K
+ 11.54%
N/A
15K $0
OABI
Omniab Inc Com
242
+ 1.46%
N/A
16.8K $0
Peakstone Realty Trust Common Shares
17.5K
+ 30.44%
N/A
75K $0
Perion Network LTD Shs New
1.95K
+ 1.92%
N/A
103K $0
Pimco Multisector Bond Active Exchange Traded Fund
615K
+ 75.93%
N/A
1.42M $0
Pimco Ultra Short Government Active Exchange Traded Fund
170K
+ 186.15%
N/A
262K $0
Primo Brands Corporation Class A Com Shs
214
+ 2.3%
N/A
9.53K $0
Rb Global Inc Com
10.7K
+ 115.65%
N/A
20K $0
Reddit Inc Cl A
1K
+ 53.78%
N/A
2.87K $0
Roundhill Magnificent Seven ETF
1.75K
+ 36.95%
N/A
6.48K $0
S&P 500 Premium Income ETF
1.03K
+ 2.46%
N/A
42.9K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
1.16K
+ 3.1%
N/A
38.7K $0
Serve Robotics Inc Com
140K
+ 51.32%
N/A
412K $0
Siriusxm Holdings Inc Common Stock
42.6K
+ 33.69%
N/A
169K $0
Smurfit Westrock PLC Shs
7.3K
+ 100.4%
N/A
14.6K $0
Solventum Corp Com Shs
7.59K
+ 21.6%
N/A
42.8K $0
SGDM
Sprott ETF Tr Gold Miners ETF
3.49K
+ 1.86%
N/A
191K $0
STXD
Ea Ser Tr Strive 1000 Divid Gr
1K
+ 13.43%
N/A
8.45K $0
STRV
Ea Ser Tr Strive 500 ETF
12K
+ 30.95%
N/A
50.6K $0
Strive Enhanced Income Short Maturity ETF
4.51K
+ 31.69%
N/A
18.7K $0
Super Micro Computer Inc Com New
62K
+ 25.81%
N/A
302K $0
T. Rowe Price Small Mid Cap ETF
133K
+ 32.16%
N/A
547K $0
Tcw Flexible Income ETF
312K
+ 8.32%
N/A
4.07M $0
Te Connectivity PLC Ord Shs
4.43K
+ 32.61%
N/A
18K $0
Tempus Ai Inc Cl A
15.9K
+ 27.86%
N/A
73.1K $0
DWAC
Digital World Acquisition Corp.

Financial Services
1.66K
+ 19.46%
N/A
10.2K $0
Vanguard California Tax Exempt Bond ETF
66.5K
+ 135.82%
N/A
116K $0
Veralto Corp Com Shs
2.22K
+ 6.74%
N/A
35.2K $0
Viking Holdings LTD Ord Shs
3.65K
+ 8.97%
N/A
44.3K $0
Viper Energy Inc Cl A
1.37K
+ 13.1%
N/A
11.8K $0
Vitesse Energy Inc Common Stock
1.55K
+ 8.81%
N/A
19.2K $0
Wells Fargo CO New Perp Pfd Cnv A
40
+ 15.27%
N/A
302 $0
Wk Kellogg CO Com Shs
79K
+ 4.63%
N/A
1.78M $0
Yieldmax Coin Option Income Strategy ETF
11.4K
+ 108.92%
N/A
21.9K $0
BMO
Bank Of Montreal

Financial Services
123
+ 1.48%
$94.92 - $104.14 $11.7K - $12.8K
8.45K $806K
SLGN
Silgan Holdings Inc

Consumer Cyclical
130
+ 1.63%
$48.82 - $56.15 $6.35K - $7.3K
8.09K $413K
UNIT
Uniti Group Inc.

Real Estate
1.27K
+ 8.07%
$4.75 - $5.98 $6.05K - $7.62K
17.1K $85K
AOA
Ishares Tr Core Aggressive All

ETFs
7
+ 0.03%
$75.7 - $80.01 $530 - $560
24.8K $1.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.3K
+ 3.13%
$53.6 - $58.97 $659K - $725K
405K $22.2M
PSEC
Prospect Capital Corp

Financial Services
130
+ 1.03%
$4.1 - $4.45 $533 - $579
12.8K $52K
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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