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
PNC
Pnc Financial Services Group, Inc.

Financial Services
14.3K
+ 15.06%
$149.76 - $186.42 $2.15M - $2.67M
110K $20.4M
MCHP
Microchip Technology Inc

Technology
3.95K
+ 2.56%
$35.34 - $71.6 $140K - $283K
159K $11.2M
AME
Ametek Inc

Industrials
7.92K
+ 3.14%
$151.41 - $182.75 $1.2M - $1.45M
260K $47M
DFAS
Dimensional ETF Tr U S Small C

ETFs
37.9K
+ 12.7%
$52.31 - $63.72 $1.98M - $2.41M
336K $21.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.81K
+ 1.86%
$104.34 - $138.68 $293K - $389K
153K $21.3M
GILD
Gilead Sciences, Inc.

Healthcare
51.6K
+ 2.82%
$96.91 - $113.0 $5M - $5.83M
1.88M $208M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
10.9K
+ 3.03%
$75.29 - $91.16 $820K - $993K
370K $33.3M
XLU
Utilities Sector Spdr

ETFs
36K
+ 16.38%
$73.09 - $82.77 $2.63M - $2.98M
256K $20.9M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.74K
+ 2.26%
$101.69 - $139.02 $279K - $381K
124K $17.2M
KKR
Kkr & Co. Inc.

Financial Services
5.32K
+ 3.36%
$92.79 - $134.29 $494K - $715K
164K $21.8M
VRSK
Verisk Analytics, Inc.

Industrials
6.1K
+ 5.61%
$277.03 - $321.33 $1.69M - $1.96M
115K $35.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32.9K
+ 23.05%
$58.41 - $72.69 $1.92M - $2.39M
176K $12.8M
DPZ
Dominos Pizza Inc

Consumer Cyclical
7.5K
+ 434.8%
$430.72 - $497.52 $3.23M - $3.73M
9.22K $4.15M
NMIH
Nmi Holdings, Inc.

Financial Services
45.2K
+ 20.9%
$32.79 - $42.24 $1.48M - $1.91M
262K $11M
EFG
Msci Eafe Growth ETF

ETFs
446
+ 0.17%
$89.8 - $112.0 $40.1K - $50K
264K $29.6M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
62.6K
+ 13.56%
$49.18 - $50.17 $3.08M - $3.14M
524K $26.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
69K
+ 22.63%
$48.13 - $49.85 $3.32M - $3.44M
374K $18.3M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
153K
+ 35.67%
$20.16 - $20.49 $3.08M - $3.13M
582K $11.9M
ABT
Abbott Laboratories

Healthcare
12.1K
+ 2.7%
$123.95 - $138.08 $1.5M - $1.67M
460K $62.6M
RBLX
Roblox Corp

Communication Services
10.2K
+ 23.98%
$51.22 - $105.59 $523K - $1.08M
52.8K $5.56M
DGS
Wisdomtree Emerging Markets Sm

ETFs
8.63K
+ 2.33%
$43.34 - $55.24 $374K - $477K
380K $21M
CEG
Constellation Energy Corp

Utilities
417
+ 1.74%
$170.96 - $322.76 $71.3K - $135K
24.4K $7.89M
TXT
Textron Inc

Industrials
26.8K
+ 24.2%
$60.72 - $80.34 $1.63M - $2.15M
138K $11M
URI
United Rentals, Inc.

Industrials
71
+ 0.3%
$551.94 - $753.4 $39.2K - $53.5K
23.6K $17.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.91K
+ 0.82%
$17.76 - $22.1 $176K - $219K
1.22M $26.9M
MCK
Mckesson Corp

Healthcare
844
+ 2.13%
$652.83 - $732.78 $551K - $618K
40.5K $29.7M
CGCP
Capital Group Core Plus Income

ETFs
130K
+ 9.19%
$21.92 - $22.56 $2.84M - $2.93M
1.54M $34.7M
SNOW
Snowflake Inc.

Technology
5.14K
+ 22.45%
$130.53 - $223.77 $670K - $1.15M
28K $6.27M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
16.4K
+ 1.24%
$22.92 - $28.05 $376K - $460K
1.34M $37.5M
UBER
Uber Technologies, Inc

Technology
5.89K
+ 5.22%
$64.62 - $93.3 $380K - $549K
119K $11.1M
MO
Altria Group, Inc.

Consumer Defensive
63.6K
+ 10.07%
$55.56 - $60.91 $3.53M - $3.87M
695K $40.7M
SAP
Sap Se

Technology
3.92K
+ 8.55%
$237.53 - $309.8 $931K - $1.21M
49.8K $15.1M
SHW
Sherwin Williams CO

Basic Materials
12.1K
+ 5.29%
$313.51 - $363.51 $3.8M - $4.41M
241K $82.8M
ROK
Rockwell Automation, Inc

Industrials
1.86K
+ 6.25%
$218.97 - $332.17 $407K - $617K
31.6K $10.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.19K
+ 0.58%
$74.88 - $91.97 $164K - $201K
377K $34.7M
NVS
Novartis Ag

Healthcare
11.7K
+ 8.36%
$101.96 - $121.01 $1.19M - $1.41M
151K $18.3M
ADSK
Autodesk, Inc.

Technology
11K
+ 4.57%
N/A
251K $61.7M
MU
Micron Technology Inc

Technology
6.89K
+ 14.12%
$64.72 - $127.91 $446K - $882K
55.7K $6.87M
JCI
Johnson Controls International PLC

Industrials
5.06K
+ 6.19%
$71.14 - $105.62 $360K - $535K
86.8K $9.17M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.42K
+ 0.67%
$97.68 - $121.38 $138K - $172K
214K $26M
A
Agilent Technologies, Inc.

Healthcare
20.9K
+ 98.02%
$99.29 - $120.52 $2.07M - $2.52M
42.2K $4.98M
BA
Boeing CO

Industrials
58
+ 0.09%
$136.59 - $217.51 $7.92K - $12.6K
62K $13M
GTO
Invesco Actively Managed ETF T

ETFs
51.4K
+ 150.88%
$45.73 - $47.2 $2.35M - $2.43M
85.4K $4.01M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.1K
+ 2.08%
$91.62 - $116.16 $284K - $360K
152K $17.6M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
45.2K
+ 179.45%
$35.12 - $48.24 $1.59M - $2.18M
70.4K $3.4M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
16.5K
+ 10.37%
$73.0 - $85.5 $1.2M - $1.41M
176K $14.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
23.8K
+ 2.53%
$20.42 - $25.3 $486K - $602K
965K $24.4M
LHX
L3 Harris Technologies, Inc.

Industrials
866
+ 1.69%
$200.21 - $256.99 $173K - $223K
52.2K $13.1M
HOOD
Robinhood Markets, Inc.

Technology
2.41K
+ 5.91%
$34.17 - $93.63 $82.3K - $226K
43.2K $4.04M
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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