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
Jpmorgan Hedged Equity Laddered Overlay ETF
5.04K
+ 9.77%
N/A
56.7K $0
Knife River Corp Common Stock
2.86K
+ 4.79%
N/A
62.6K $0
Kodiak Gas Svcs Inc Com
448
+ 2.72%
N/A
16.9K $0
Lam Research Corp Com New
37.5K
+ 3.17%
N/A
1.22M $0
Liberty Media Corp Del Com Lbty One S C
191
+ 5.79%
N/A
3.49K $0
Linde PLC Shs
2.22K
+ 4.11%
N/A
56.2K $0
Lineage Inc Com
2.75K
+ 67.48%
N/A
6.83K $0
Loar Holdings Inc Com Shs
214
+ 1.79%
N/A
12.1K $0
Morgan Stanley Direct Lending Com Shs
880
+ 1.82%
N/A
49.3K $0
OXYWS
Occidental Pete Corp Wt Exp 08
1.2K
+ 6.59%
N/A
19.5K $0
Peakstone Realty Trust Common Shares
712
+ 0.95%
N/A
75.7K $0
Perion Network LTD Shs New
100
+ 0.1%
N/A
103K $0
Phinia Inc Common Stock
101
+ 1.51%
N/A
6.81K $0
Pimco Multisector Bond Active Exchange Traded Fund
191K
+ 13.39%
N/A
1.62M $0
Pimco Ultra Short Government Active Exchange Traded Fund
177K
+ 67.7%
N/A
439K $0
PWFL
Power Fleet, Inc.

Technology
160
+ 0.1%
N/A
166K $828K
Primo Brands Corporation Class A Com Shs
210
+ 2.2%
N/A
9.74K $0
Proshares S&P 500 High Income ETF
124
+ 0.52%
N/A
23.8K $0
Proshares Ultrashort Qqq
1.23K
+ 15.5%
N/A
9.15K $0
Qxo Inc Com New
116K
+ 64.57%
N/A
297K $0
Reddit Inc Cl A
3.23K
+ 112.66%
N/A
6.1K $0
Roundhill Magnificent Seven ETF
1.84K
+ 28.36%
N/A
8.31K $0
Sailpoint Inc Com
5.64K
+ 35.9%
N/A
21.3K $0
Sandisk Corp Com
3.65K
+ 81.79%
N/A
8.12K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
16.8K
+ 43.36%
N/A
55.5K $0
Serve Robotics Inc Com
67.8K
+ 16.47%
N/A
479K $0
Siriusxm Holdings Inc Common Stock
4.22K
+ 2.5%
N/A
173K $0
Smurfit Westrock PLC Shs
2.71K
+ 18.62%
N/A
17.3K $0
Super Micro Computer Inc Com New
55.4K
+ 18.33%
N/A
358K $0
T. Rowe Price Capital Appreciation Equity ETF
162K
+ 301.24%
N/A
216K $0
T. Rowe Price Small Mid Cap ETF
301K
+ 54.99%
N/A
848K $0
Tcw Flexible Income ETF
202K
+ 4.98%
N/A
4.27M $0
Te Connectivity PLC Ord Shs
981
+ 5.45%
N/A
19K $0
Tempus Ai Inc Cl A
35.1K
+ 48.01%
N/A
108K $0
DWAC
Digital World Acquisition Corp.

Financial Services
963
+ 9.45%
N/A
11.1K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
184K
+ 4270.33%
N/A
188K $0
Vanguard California Tax Exempt Bond ETF
38.7K
+ 33.46%
N/A
154K $0
Veralto Corp Com Shs
4.49K
+ 12.77%
N/A
39.7K $0
Vestis Corporation Com Shs
2.79K
+ 15.65%
N/A
20.6K $0
Viking Holdings LTD Ord Shs
4.48K
+ 10.1%
N/A
48.8K $0
Viper Energy Inc Cl A
241
+ 2.04%
N/A
12K $0
Vitesse Energy Inc Common Stock
139
+ 0.73%
N/A
19.3K $0
Wells Fargo CO New Perp Pfd Cnv A
351
+ 116.23%
N/A
653 $0
Wk Kellogg CO Com Shs
80.9K
+ 4.53%
N/A
1.87M $0
Wns Hldgs LTD Com Shs
2.04K
+ 57.39%
N/A
5.59K $0
Yieldmax Coin Option Income Strategy ETF
13.9K
+ 63.65%
N/A
35.9K $0
Yieldmax Tsla Option Income Strategy ETF
9.62K
+ 93.57%
N/A
19.9K $0
CHRS
Coherus Bio Sciences, Inc.

Healthcare
904
+ 8.09%
$0.72 - $1.12 $651 - $1.01K
12.1K $8K
CCCC
C4 Therapeutics, Inc.

Healthcare
637
+ 3.88%
$1.1 - $1.74 $701 - $1.11K
17K $24K
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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