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
GERN
Geron Corp

Healthcare
1.16K
+ 8.15%
$1.59 - $3.6 $1.85K - $4.18K
15.4K $24K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
216
+ 2.87%
$30.79 - $38.48 $6.65K - $8.31K
7.73K $246K
IYJ
Ishares Tr

ETFs
1
+ 0.01%
$127.48 - $142.0 $127 - $142
8.08K $1.05M
SFBS
Servis First Bancshares, Inc.

Financial Services
153
+ 0.83%
$80.8 - $93.58 $12.4K - $14.3K
18.6K $1.53M
FEX
First Tr Large Cap Core Alphde

ETFs
1
+ 0.01%
$99.27 - $109.89 $99.3 - $110
15.4K $1.58M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.22%
$40.15 - $47.73 $482 - $573
5.59K $227K
JOBY
Joby Aviation, Inc.

Industrials
2.69K
+ 12.69%
$5.99 - $10.27 $16.1K - $27.6K
23.9K $143K
ONDS
Ondas Holdings Inc.

Technology
12K
+ 42.86%
$0.68 - $2.8 $8.16K - $33.6K
40K $42K
WTFC
Wintrust Financial Corp

Financial Services
158
+ 4.16%
$107.76 - $136.92 $17K - $21.6K
3.96K $445K
HRI
Herc Holdings Inc

Industrials
412
+ 26.77%
$122.25 - $211.06 $50.4K - $87K
1.95K $261K
MDU
Mdu Resources Group Inc

Industrials
12.3K
+ 5.72%
$16.45 - $18.61 $202K - $228K
227K $3.83M
TROX
Tronox Holdings PLC

Basic Materials
28.6K
+ 37.22%
$6.82 - $10.37 $195K - $296K
105K $741K
CBT
Cabot Corp

Basic Materials
534
+ 5.63%
$81.12 - $92.51 $43.3K - $49.4K
10K $833K
PRU
Prudential Financial Inc

Financial Services
1.7K
+ 5.23%
$105.04 - $122.33 $179K - $208K
34.2K $3.82M
BCML
Bay Com Corp

Financial Services
189
+ 0.81%
$24.39 - $29.09 $4.61K - $5.5K
23.5K $591K
TNET
Trinet Group, Inc.

Industrials
30
+ 0.95%
$66.51 - $95.72 $2K - $2.87K
3.2K $253K
SCPH
Sc Pharmaceuticals Inc.

Healthcare
63
+ 0.16%
$2.63 - $3.68 $166 - $232
40.1K $105K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
15
+ 0.27%
$96.85 - $111.39 $1.45K - $1.67K
5.54K $547K
BFLY
Butterfly Network, Inc.

Healthcare
24K
+ 21.96%
$2.28 - $4.82 $54.7K - $116K
133K $303K
WAL
Western Alliance Bancorporation

Financial Services
108
+ 1.6%
$72.65 - $94.0 $7.85K - $10.2K
6.87K $527K
HP
Helmerich & Payne, Inc.

Energy
714
+ 7.34%
$24.69 - $36.7 $17.6K - $26.2K
10.4K $272K
EW
Edwards Lifesciences Corp

Healthcare
506
+ 1.02%
$67.95 - $76.19 $34.4K - $38.6K
50.2K $3.64M
IOT
Samsara Inc.

Technology
437
+ 3.96%
$34.06 - $60.96 $14.9K - $26.6K
11.5K $439K
MYGN
Myriad Genetics Inc

Healthcare
6.09K
+ 29.55%
$8.87 - $14.98 $54K - $91.2K
26.7K $236K
WLK
Westlake Corp

Basic Materials
10
+ 0.31%
$99.12 - $119.16 $991 - $1.19K
3.23K $322K
IGMS
Igm Biosciences, Inc.

Healthcare
3.11K
+ 30.46%
$1.15 - $6.8 $3.57K - $21.1K
13.3K $15K
PWP
Perella Weinberg Partners

Financial Services
455
+ 4.38%
$18.4 - $26.41 $8.37K - $12K
10.8K $199K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
337
+ 1.94%
$31.17 - $40.0 $10.5K - $13.5K
17.7K $580K
HLI
Houlihan Lokey, Inc.

Financial Services
54
+ 1.1%
$154.43 - $187.4 $8.34K - $10.1K
4.96K $801K
AIN
Albany International Corp

Consumer Cyclical
359
+ 5.04%
$69.04 - $82.96 $24.8K - $29.8K
7.48K $516K
PEB
Pebblebrook Hotel Trust

Real Estate
1.91K
+ 8.9%
$10.13 - $14.01 $19.4K - $26.8K
23.4K $236K
LUMN
Lumen Technologies, Inc.

Communication Services
1.24K
+ 2.84%
$3.92 - $5.92 $4.84K - $7.31K
44.7K $175K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
223
+ 3.87%
$192.82 - $222.1 $43K - $49.5K
5.99K $1.16M
SFNC
Simmons First National Corp

Financial Services
3.39K
+ 4.43%
$19.68 - $23.3 $66.7K - $78.9K
79.9K $1.64M
WBS
Webster Financial Corp

Financial Services
3.57K
+ 5.43%
$47.55 - $61.41 $170K - $219K
69.2K $3.57M
IR
Ingersoll Rand Inc.

Industrials
1K
+ 7.48%
$79.44 - $94.23 $79.6K - $94.4K
14.4K $1.15M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
507
+ 2.33%
$37.84 - $44.02 $19.2K - $22.3K
22.2K $854K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
208
+ 0.73%
$31.63 - $35.22 $6.58K - $7.33K
28.6K $915K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
321
+ 3.04%
$68.07 - $78.99 $21.9K - $25.4K
10.9K $741K
KD
Kyndryl Holdings, Inc.

Technology
308
+ 1.37%
$31.32 - $43.45 $9.65K - $13.4K
22.8K $716K
LVS
Las Vegas Sands Corp

Consumer Cyclical
97
+ 1.79%
$38.18 - $50.93 $3.7K - $4.94K
5.52K $213K
NFE
New Fortress Energy Inc.

Utilities
1.57K
+ 13.56%
$8.31 - $16.3 $13K - $25.6K
13.1K $109K
HST
Host Hotels & Resorts, Inc.

Real Estate
5.15K
+ 12.07%
$14.21 - $17.45 $73.2K - $89.9K
47.8K $679K
FNDA
Schwab Fundamental U S Small C

ETFs
5.33K
+ 5.74%
$26.87 - $30.99 $143K - $165K
98.2K $2.69M
AMTX
Aemetis, Inc

Energy
75
+ 0.1%
$1.59 - $2.99 $119 - $224
74K $128K
AMAT
Applied Materials Inc

Technology
7.19K
+ 11.3%
$145.06 - $195.51 $1.04M - $1.41M
70.8K $10.3M
EXAS
Exact Sciences Corp

Healthcare
414
+ 6.02%
$43.04 - $58.51 $17.8K - $24.2K
7.29K $315K
FNB
Fnb Corp

Financial Services
2.97K
+ 3.59%
$13.08 - $15.95 $38.9K - $47.4K
85.8K $1.15M
JHG
Janus Henderson Group PLC

Financial Services
27
+ 0.24%
$35.98 - $45.94 $971 - $1.24K
11.4K $412K
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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