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
ODFL
Old Dominion Freight Line, Inc.

Industrials
107
+ 1.31%
$161.13 - $209.29 $17.2K - $22.4K
8.25K $1.36M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
2.36K
+ 13.82%
$12.74 - $21.53 $30.1K - $50.8K
19.4K $247K
FIX
Comfort Systems Usa Inc

Industrials
594
+ 22.85%
$313.26 - $550.27 $186K - $327K
3.19K $1.03M
TLRY
Tilray Brands, Inc.

Healthcare
5.96K
+ 5.15%
$0.59 - $1.46 $3.52K - $8.7K
122K $80K
CATY
Cathay General Bancorp

Financial Services
751
+ 3.2%
$42.27 - $48.78 $31.7K - $36.6K
24.2K $1.04M
GIS
General Mills Inc

Consumer Defensive
24.1K
+ 6.31%
$57.56 - $65.3 $1.39M - $1.57M
405K $24.2M
IIIN
Insteel Industries Inc

Industrials
704
+ 0.51%
$24.04 - $31.45 $16.9K - $22.1K
138K $3.62M
ITT
Itt Inc.

Industrials
2.09K
+ 8.21%
$128.71 - $153.88 $268K - $321K
27.5K $3.55M
SHAK
Shake Shack Inc.

Consumer Cyclical
284
+ 11.36%
$82.77 - $133.38 $23.5K - $37.9K
2.79K $245K
SNV
Synovus Financial Corp

Financial Services
1.68K
+ 4.78%
$43.7 - $56.87 $73.3K - $95.4K
36.8K $1.72M
MC
Moelis & CO

Financial Services
752
+ 9.44%
$57.91 - $81.2 $43.5K - $61.1K
8.72K $508K
MXL
Maxlinear Inc

Technology
826
+ 7.68%
$10.86 - $24.92 $8.97K - $20.6K
11.6K $125K
AMBA
Ambarella Inc

Technology
458
+ 9.25%
$48.94 - $82.94 $22.4K - $38K
5.41K $272K
ISRG
Intuitive Surgical Inc

Healthcare
1.25K
+ 4.72%
$476.63 - $610.45 $596K - $763K
27.7K $13.7M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
183
+ 3.89%
$333.37 - $384.99 $61K - $70.5K
4.89K $1.63M
FELE
Franklin Electric CO Inc

Industrials
226
+ 0.71%
$93.38 - $106.03 $21.1K - $24K
32.1K $3.01M
WDC
Western Digital Corp

Technology
3.25K
+ 27.81%
$40.43 - $72.03 $131K - $234K
14.9K $603K
FLR
Fluor Corp

Industrials
4.3K
+ 23.42%
$34.29 - $55.28 $148K - $238K
22.7K $811K
SBSI
Southside Bancshares Inc

Financial Services
45
+ 0.13%
$28.79 - $32.77 $1.3K - $1.47K
35.5K $1.03M
ROBO
Robo Global Robotics And Autom

ETFs
2
+ 0.01%
$51.5 - $60.89 $103 - $122
21.4K $1.1M
APAM
Artisan Partners Asset Management Inc.

Financial Services
58
+ 0.21%
$38.51 - $45.32 $2.23K - $2.63K
27.2K $1.06M
ROAD
Construction Partners, Inc.

Industrials
324
+ 4.17%
$67.61 - $93.18 $21.9K - $30.2K
8.09K $581K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.67K
+ 2.86%
$117.4 - $131.02 $197K - $219K
60.2K $7.2M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
6
+ 0.01%
$26.53 - $29.63 $159 - $178
80.2K $2.16M
H
Hyatt Hotels Corp

Consumer Cyclical
453
+ 9.25%
$120.83 - $166.34 $54.7K - $75.4K
5.35K $655K
VTHR
Vanguard Russell 3000 ETF

ETFs
82
+ 0.79%
$243.2 - $272.04 $19.9K - $22.3K
10.5K $2.58M
GTLS
Chart Industries Inc

Industrials
492
+ 12.0%
$141.99 - $218.35 $69.9K - $107K
4.59K $662K
VNO
Vornado Realty Trust

Real Estate
105
+ 0.43%
$35.4 - $43.26 $3.72K - $4.54K
24.7K $913K
IWC
Russell Micro Cap ETF

ETFs
14
+ 0.22%
$110.91 - $133.46 $1.55K - $1.87K
6.48K $718K
PCAR
Paccar Inc

Industrials
2.41K
+ 4.46%
$96.91 - $112.51 $233K - $271K
56.4K $5.49M
PIPR
Piper Sandler Companies

Financial Services
140
+ 4.52%
$244.29 - $323.68 $34.2K - $45.3K
3.24K $802K
FMC
Fmc Corp

Basic Materials
1.8K
+ 5.66%
$34.54 - $56.38 $62.2K - $102K
33.6K $1.42M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
1.08K
+ 13.48%
$96.88 - $148.78 $105K - $161K
9.08K $911K
PPG
Ppg Industries Inc

Basic Materials
722
+ 3.46%
$107.44 - $124.29 $77.6K - $89.7K
21.6K $2.36M
ALK
Alaska Air Group, Inc.

Industrials
814
+ 7.26%
$49.22 - $76.6 $40.1K - $62.4K
12K $591K
MGPI
Mgp Ingredients Inc

Consumer Defensive
90
+ 0.65%
$28.85 - $39.18 $2.6K - $3.53K
14K $411K
VFC
V F Corp

Consumer Cyclical
12.4K
+ 22.04%
$15.52 - $26.93 $193K - $335K
68.8K $1.07M
BA
Boeing CO

Industrials
1.41K
+ 2.33%
$148.15 - $186.25 $209K - $263K
61.9K $10.6M
GWW
W.W. Grainger, Inc.

Industrials
183
+ 3.53%
$953.54 - $1132.42 $174K - $207K
5.37K $5.31M
AZTA
Azenta, Inc.

Healthcare
85
+ 0.76%
$34.61 - $54.75 $2.94K - $4.65K
11.3K $390K
DXCM
Dexcom Inc

Healthcare
1.42K
+ 5.05%
$67.74 - $90.75 $96.3K - $129K
29.6K $2.02M
FIVE
Five Below, Inc

Consumer Cyclical
1.46K
+ 15.67%
$72.25 - $103.2 $105K - $151K
10.8K $807K
ADI
Analog Devices Inc

Technology
758
+ 2.46%
$201.56 - $243.82 $153K - $185K
31.5K $6.36M
CLX
Clorox CO

Consumer Defensive
2.16K
+ 6.58%
$141.76 - $162.89 $307K - $352K
35.1K $5.16M
AVUV
American Centy ETF Tr Avantis

ETFs
614
+ 2.42%
$84.95 - $100.62 $52.2K - $61.8K
25.9K $2.26M
UBSI
United Bankshares Inc

Financial Services
816
+ 1.11%
$34.03 - $39.27 $27.8K - $32K
74.5K $2.58M
SFST
Southern First Bancshares Inc

Financial Services
672
+ 2.21%
$31.88 - $38.5 $21.4K - $25.9K
31.1K $1.02M
ZION
Zions Bancorporation, National Association

Financial Services
9.34K
+ 6.29%
$47.0 - $59.03 $439K - $551K
158K $7.87M
TER
Teradyne, Inc

Technology
3.62K
+ 31.72%
$82.6 - $140.0 $299K - $507K
15K $1.24M
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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