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
MIDD
Middleby Corp

Industrials
1.1K
+ 5.76%
$124.01 - $154.76 $137K - $171K
20.2K $2.91M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
500
+ 1.79%
$9.74 - $10.75 $4.87K - $5.38K
28.5K $305K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
97
+ 0.14%
N/A
69.3K $3.99M
BRP
Brp Group, Inc.

Financial Services
170
+ 2.19%
N/A
7.92K $316K
DXC
Dxc Technology CO

Technology
1.74K
+ 14.45%
$14.03 - $17.63 $24.4K - $30.7K
13.8K $210K
EQBK
Equity Bancshares Inc

Financial Services
132
+ 0.36%
N/A
36.6K $1.28M
GUT
Gabelli Utility Trust

Financial Services
11
+ 0.09%
$4.95 - $5.81 $54.5 - $63.9
11.7K $67K
CNXC
Concentrix Corp

Technology
1.02K
+ 5.63%
$45.73 - $57.88 $46.7K - $59.1K
19.2K $1.01M
EPSN
Epsilon Energy Ltd.

Energy
111
+ 1.02%
$6.12 - $8.39 $679 - $931
11K $81K
OCUP
Ocuphire Pharma, Inc.

Healthcare
4K
+ 14.29%
N/A
32K $31K
WLY
John Wiley & Sons, Inc.

Communication Services
67
+ 0.63%
$37.03 - $45.5 $2.48K - $3.05K
10.7K $478K
ACRE
Ares Commercial Real Estate Corp

Real Estate
129
+ 0.65%
$3.5 - $5.07 $452 - $654
19.9K $94K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
74
+ 1.07%
$41.2 - $42.29 $3.05K - $3.13K
6.96K $293K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
148
+ 2.16%
$167.22 - $212.42 $24.7K - $31.4K
6.99K $1.38M
ERAS
Erasca, Inc.

Healthcare
6.49K
+ 13.62%
$1.06 - $1.63 $6.88K - $10.6K
54.1K $68K
NLOK
Norton Life Lock Inc.

Technology
158
+ 0.53%
N/A
30.1K $646K
IBRX
Immunity Bio, Inc.

Healthcare
2.65K
+ 24.63%
$1.89 - $3.44 $5K - $9.1K
13.4K $35K
EGHT
8 X8 Inc

Technology
1.27K
+ 12.31%
$1.58 - $2.07 $2.01K - $2.63K
11.6K $22K
AA
Alcoa Corp

Basic Materials
452
+ 4.05%
$22.57 - $30.84 $10.2K - $13.9K
11.6K $342K
MRSN
Mersana Therapeutics, Inc.

Healthcare
10.6K
+ 34.08%
$0.26 - $0.41 $2.76K - $4.35K
41.7K $12K
BKH
Black Hills Corp

Utilities
582
+ 8.25%
$55.66 - $61.75 $32.4K - $35.9K
7.64K $428K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
371
+ 2.24%
$1.9 - $2.13 $705 - $790
16.9K $36K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
200
+ 1.71%
$14.83 - $16.07 $2.97K - $3.21K
11.9K $188K
Thomson Reuters Corp Com
3.01K
+ 114.95%
N/A
5.62K $0
Amentum Holdings Inc Com
10.2K
+ 49.48%
N/A
30.8K $0
America Movil Sab De Cv Spon Ads Rp Cl B
1.68K
+ 10.89%
N/A
17.1K $0
Amplify Cybersecurity ETF
200
+ 1.33%
N/A
15.2K $0
Annaly Capital Management Inc Com New
12.8K
+ 28.8%
N/A
57.5K $0
Aptiv PLC Com Shs
7.49K
+ 69.59%
N/A
18.2K $0
Arm Holdings PLC Sponsored Ads
7.16K
+ 232.96%
N/A
10.2K $0
Atlanta Braves Hldgs Inc Com Ser A
582
+ 8.06%
N/A
7.8K $0
Atlassian Corporation Cl A
156
+ 1.13%
N/A
14K $0
Bank America Corp 7.25 Cnv Pfd L
648
+ 5.22%
N/A
13.1K $0
Bgc Group Inc Cl A
1.69K
+ 1.06%
N/A
161K $0
Bitwise Bitcoin ETF Trust
255
+ 1.71%
N/A
15.1K $0
Blacksky Technology Inc Cl A New
372
+ 3.13%
N/A
12.3K $0
Bridger Aerospace Grp Hldgs In Com
3.51K
+ 17.09%
N/A
24K $0
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
1.1K
+ 13.08%
N/A
9.5K $0
Brookfield Corp Cl A LTD Vt Sh
3.79K
+ 3.68%
N/A
107K $0
BFA
Brown Forman Corp Cl A
1.54K
+ 22.67%
N/A
8.34K $0
BFB
Brown Forman Corp Cl B
48
+ 0.24%
N/A
20.1K $0
Bunge Global Sa Com Shs
1.2K
+ 19.43%
N/A
7.38K $0
Can Fite Biofarma LTD Sponsored Adr
741
+ 6.97%
N/A
11.4K $0
Canadian Pacific Kansas City Com
1.39K
+ 3.13%
N/A
45.9K $0
Capital Group Conservative Equity ETF
20.6K
+ 70.25%
N/A
49.8K $0
Capital Group Core Balanced ETF
13.8K
+ 20.32%
N/A
81.8K $0
Capital Group Core Bond ETF
288K
+ 77.47%
N/A
659K $0
Capital Group Dividend Growers ETF
15.9K
+ 9.56%
N/A
182K $0
Capital Group Global Equity ETF
7.04K
+ 31.31%
N/A
29.5K $0
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
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email