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
LKFN
Lakeland Financial Corp

Financial Services
830
+ 19.73%
$51.45 - $61.84 $42.7K - $51.3K
5.04K $309K
SATS
Echo Star Corp

Technology
978
+ 7.06%
$15.99 - $28.81 $15.6K - $28.2K
14.8K $411K
BNTX
Bio N Tech Se

Healthcare
26
+ 0.76%
$86.65 - $120.54 $2.25K - $3.13K
3.46K $368K
FDS
Factset Research Systems Inc

Financial Services
202
+ 4.2%
$398.85 - $473.32 $80.6K - $95.6K
5.01K $2.24M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
200
+ 1.26%
$27.1 - $33.57 $5.42K - $6.71K
16K $532K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
2.19K
+ 6.04%
$13.71 - $15.46 $30K - $33.8K
38.4K $594K
CENTA
Central Garden & Pet Company C

Consumer Defensive
2.2K
+ 21.01%
$29.57 - $32.86 $65.1K - $72.3K
12.7K $396K
IAPR
Innovator Etfs Tr Internationa

ETFs
1.35K
+ 15.04%
$25.9 - $29.24 $35K - $39.5K
10.3K $301K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
18
+ 0.31%
$69.01 - $86.17 $1.24K - $1.55K
5.83K $502K
PPBI
Pacific Premier Bancorp Inc

Financial Services
2.52K
+ 26.34%
$18.35 - $22.87 $46.2K - $57.6K
12.1K $254K
REG
Regency Centers Corp

Real Estate
891
+ 15.33%
$65.48 - $74.74 $58.3K - $66.6K
6.7K $477K
TNDM
Tandem Diabetes Care Inc

Healthcare
3.25K
+ 15.1%
$16.35 - $23.52 $53.1K - $76.4K
24.8K $461K
EQNR
Equinor Asa

Energy
2.67K
+ 18.37%
$22.04 - $28.08 $58.9K - $75K
17.2K $432K
PEY
Invesco Exchange Traded Fd Tr

ETFs
6.41K
+ 8.21%
$18.68 - $21.54 $120K - $138K
84.5K $1.72M
GBF
Ishares Tr

ETFs
448
+ 12.76%
$101.99 - $104.66 $45.7K - $46.9K
3.96K $413K
FNDE
Schwab Fundamental Emerging Mk

ETFs
710
+ 6.29%
$26.66 - $33.09 $18.9K - $23.5K
12K $395K
SG
Sweetgreen, Inc.

Consumer Cyclical
12.9K
+ 90.66%
$12.23 - $25.56 $158K - $331K
27.2K $405K
AMRC
Ameresco, Inc.

Industrials
247
+ 1.8%
$8.66 - $16.53 $2.14K - $4.08K
14K $212K
WST
West Pharmaceutical Services Inc

Healthcare
320
+ 7.02%
$190.39 - $227.7 $60.9K - $72.9K
4.88K $1.07M
AWR
American States Water CO

Utilities
744
+ 13.7%
$75.1 - $81.3 $55.9K - $60.5K
6.18K $473K
HLN
Haleon PLC

Healthcare
2.38K
+ 0.89%
$9.27 - $11.41 $22K - $27.1K
269K $2.79M
OC
Owens Corning

Industrials
614
+ 8.55%
$126.32 - $147.75 $77.6K - $90.7K
7.79K $1.07M
QLYS
Qualys, Inc.

Technology
90
+ 4.62%
$115.21 - $142.87 $10.4K - $12.9K
2.04K $291K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2.08K
+ 14.95%
$21.55 - $22.2 $44.8K - $46.1K
16K $352K
CIFR
Cipher Mining Inc.

Financial Services
1.84K
+ 12.51%
$2.1 - $4.78 $3.86K - $8.78K
16.5K $78K
CTS
Cts Corp

Technology
876
+ 12.1%
$34.96 - $43.62 $30.6K - $38.2K
8.11K $345K
FAS
Direxion Daily Financial Bull

ETFs
11
+ 0.27%
$105.31 - $168.6 $1.16K - $1.85K
4.12K $694K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
969
+ 4.19%
$45.2 - $46.6 $43.8K - $45.2K
24.1K $1.12M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
1.53K
+ 7.42%
$6.41 - $11.19 $9.79K - $17.1K
22.1K $198K
SPIB
Spdr Portfolio Intermediate Te

ETFs
989
+ 3.09%
$32.62 - $33.58 $32.3K - $33.2K
33K $1.11M
CRUS
Cirrus Logic, Inc.

Technology
195
+ 3.88%
$77.43 - $107.58 $15.1K - $21K
5.22K $543K
MXL
Maxlinear Inc

Technology
272
+ 2.35%
$9.15 - $14.32 $2.49K - $3.9K
11.9K $168K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
570
+ 0.57%
N/A
101K $7.58M
GPI
Group 1 Automotive Inc

Consumer Cyclical
20
+ 3.33%
$372.3 - $448.86 $7.45K - $8.98K
621 $271K
SABR
Sabre Corp

Consumer Cyclical
8.26K
+ 17.79%
$1.95 - $3.18 $16.1K - $26.3K
54.7K $172K
BCO
Brinks CO

Industrials
306
+ 6.64%
$82.06 - $94.4 $25.1K - $28.9K
4.91K $438K
OII
Oceaneering International Inc

Energy
2.77K
+ 18.29%
$15.95 - $22.55 $44.1K - $62.4K
17.9K $370K
ILCB
Ishares Morningstar U.S. Equit

ETFs
2
+ 0.04%
$68.63 - $85.78 $137 - $172
4.67K $400K
EVX
Vaneck ETF Tr Environmental Se

ETFs
155
+ 1.31%
$31.9 - $38.44 $4.94K - $5.96K
12K $460K
BOX
Box Inc

Technology
132
+ 1.26%
$28.42 - $38.55 $3.75K - $5.09K
10.6K $363K
TLS
Telos Corp

Technology
57
+ 0.12%
$1.96 - $3.17 $112 - $181
48.3K $153K
ARGX
Argenx Se

Healthcare
102
+ 22.47%
$532.27 - $656.65 $54.3K - $67K
556 $306K
MFG
Mizuho Financial Group Inc

Financial Services
5.32K
+ 2.95%
$4.25 - $5.66 $22.6K - $30.1K
186K $1.03M
PAYC
Paycom Software, Inc.

Technology
17
+ 0.66%
$193.07 - $265.71 $3.28K - $4.52K
2.6K $601K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
33
+ 0.55%
$50.27 - $62.05 $1.66K - $2.05K
6K $370K
AUBN
Auburn National Bancorporation, Inc

Financial Services
62
+ 0.66%
$19.48 - $25.0 $1.21K - $1.55K
9.41K $235K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
2
+ 0.02%
$41.76 - $49.03 $83.5 - $98.1
9.77K $478K
GAB
Gabelli Equity Trust Inc

Financial Services
1.14K
+ 1.3%
$4.97 - $5.87 $5.68K - $6.71K
89.1K $518K
GMAB
Genmab A/S

Healthcare
526
+ 2.4%
$17.98 - $23.09 $9.46K - $12.1K
22.4K $463K
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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