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
WDS
Woodside Energy Group LTD

Energy
727
+ 6.37%
$14.15 - $16.33 $10.3K - $11.9K
12.1K $175K
BRZE
Braze, Inc.

Technology
930
+ 14.44%
$32.44 - $47.22 $30.2K - $43.9K
7.37K $265K
GAM
General American Investors CO Inc

Financial Services
6
+ 0.09%
$49.23 - $53.5 $295 - $321
6.55K $329K
IMPP
Imperial Petroleum Inc.

Energy
1.01K
+ 8.97%
$2.31 - $3.39 $2.33K - $3.42K
12.3K $30K
OLED
Universal Display Corp Pa

Technology
107
+ 3.84%
$139.48 - $161.59 $14.9K - $17.3K
2.89K $403K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
2.67K
+ 1.64%
$20.2 - $20.86 $53.9K - $55.7K
165K $3.33M
SIGA
Siga Technologies Inc

Healthcare
142
+ 1.32%
$5.39 - $6.47 $765 - $919
10.9K $59K
WIT
Wipro LTD

Technology
631
+ 5.07%
$3.0 - $3.77 $1.89K - $2.38K
13.1K $39K
EPI
Wisdomtree Tr India Earnings F

ETFs
121
+ 1.75%
$40.08 - $45.85 $4.85K - $5.55K
7.03K $307K
BIO
Bio Rad Laboratories, Inc.

Healthcare
1.97K
+ 34.45%
$243.0 - $367.0 $480K - $724K
7.7K $1.88M
OCGN
Ocugen, Inc.

Healthcare
383
+ 0.64%
$0.52 - $0.9 $199 - $345
60.4K $42K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
5.16K
+ 47.87%
$1.59 - $3.24 $8.21K - $16.7K
15.9K $25K
CHMG
Chemung Financial Corp

Financial Services
10
+ 0.14%
$44.8 - $53.98 $448 - $540
7.26K $345K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
291
+ 5.78%
$60.91 - $71.4 $17.7K - $20.8K
5.33K $331K
VIR
Vir Biotechnology, Inc.

Healthcare
1.5K
+ 7.3%
$6.48 - $12.48 $9.7K - $18.7K
22K $142K
TPC
Tutor Perini Corp

Industrials
60
+ 0.58%
$21.51 - $29.39 $1.29K - $1.76K
10.4K $241K
AES
Aes Corp

Utilities
937
+ 1.98%
$9.93 - $13.23 $9.3K - $12.4K
48.3K $599K
ARKW
Ark Next Generation Internet E

ETFs
203
+ 9.39%
$91.59 - $125.64 $18.6K - $25.5K
2.37K $223K
IFF
International Flavors & Fragrances Inc

Basic Materials
721
+ 7.5%
$76.48 - $87.72 $55.1K - $63.2K
10.3K $802K
BWFG
Bankwell Financial Group, Inc.

Financial Services
165
+ 1.0%
$27.97 - $32.7 $4.62K - $5.4K
16.7K $502K
GPI
Group 1 Automotive Inc

Consumer Cyclical
30
+ 5.25%
$375.96 - $484.08 $11.3K - $14.5K
601 $229K
CFFN
Capitol Federal Financial, Inc.

Financial Services
1.06K
+ 1.9%
$5.56 - $6.2 $5.88K - $6.55K
56.8K $317K
PRO
Pros Holdings, Inc.

Technology
977
+ 9.37%
$19.03 - $27.39 $18.6K - $26.8K
11.4K $217K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
260
+ 5.34%
$48.37 - $55.84 $12.6K - $14.5K
5.13K $250K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
11
+ 0.07%
$43.63 - $46.01 $480 - $506
15.5K $683K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
10
+ 0.05%
$22.83 - $23.75 $228 - $238
22K $507K
NTCT
Netscout Systems Inc

Technology
70
+ 0.29%
$20.47 - $25.06 $1.43K - $1.75K
24.3K $510K
QS
Quantum Scape Corp

Consumer Cyclical
4.1K
+ 13.6%
$4.15 - $6.58 $17K - $27K
34.3K $142K
VRNS
Varonis Systems Inc

Technology
1.02K
+ 7.4%
$39.16 - $46.84 $39.9K - $47.7K
14.8K $597K
IYT
Ishares Tr U.S. Transportation

ETFs
1
+ 0.02%
$63.37 - $73.39 $63.4 - $73.4
4.18K $267K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
112
+ 0.74%
$18.61 - $21.28 $2.08K - $2.38K
15.3K $290K
AUBN
Auburn National Bancorporation, Inc

Financial Services
64
+ 0.69%
$20.36 - $23.37 $1.3K - $1.5K
9.34K $201K
EXPI
Exp World Holdings, Inc.

Real Estate
81
+ 0.8%
$9.38 - $11.76 $760 - $953
10.2K $100K
JBL
Jabil Inc

Technology
351
+ 4.28%
$130.51 - $173.33 $45.8K - $60.8K
8.56K $1.16M
MMS
Maximus, Inc.

Industrials
109
+ 2.95%
$64.34 - $79.68 $7.01K - $8.69K
3.81K $259K
SNAP
Snap Inc

Communication Services
1.41K
+ 10.14%
$8.37 - $12.57 $11.8K - $17.7K
15.3K $133K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
662
+ 6.22%
$61.55 - $71.27 $40.7K - $47.2K
11.3K $706K
SONO
Sonos Inc

Technology
2.68K
+ 24.87%
$10.67 - $15.08 $28.5K - $40.3K
13.4K $143K
ACRE
Ares Commercial Real Estate Corp

Real Estate
1.05K
+ 5.64%
$4.63 - $6.18 $4.88K - $6.51K
19.7K $91K
TOST
Toast, Inc.

Technology
2.44K
+ 7.98%
$32.61 - $41.98 $79.5K - $102K
33K $1.1M
RLI
Rli Corp

Financial Services
2.51K
+ 95.72%
$71.75 - $163.21 $180K - $409K
5.12K $411K
CIFR
Cipher Mining Inc.

Financial Services
2.94K
+ 25.07%
$2.3 - $6.08 $6.77K - $17.9K
14.7K $33K
FPX
First Trust Us Equity Opportun

ETFs
81
+ 2.11%
$106.21 - $143.53 $8.6K - $11.6K
3.92K $437K
ATR
Aptargroup, Inc.

Healthcare
121
+ 2.58%
$141.7 - $159.83 $17.1K - $19.3K
4.81K $714K
MTB
M&T Bank Corp

Financial Services
351
+ 3.84%
$170.47 - $201.98 $59.8K - $70.9K
9.49K $1.7M
MDXG
Mimedx Group, Inc.

Healthcare
156
+ 1.36%
$7.54 - $9.28 $1.18K - $1.45K
11.6K $88K
ACHR
Archer Aviation Inc.

Industrials
574
+ 5.32%
$6.8 - $11.51 $3.9K - $6.61K
11.4K $80K
CCCC
C4 Therapeutics, Inc.

Healthcare
2.07K
+ 14.47%
$1.6 - $4.09 $3.32K - $8.48K
16.4K $26K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
6
+ 0.08%
$89.89 - $100.28 $539 - $602
7.49K $689K
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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