Captrust Financial Advisors Incresed Positions in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITT
Itt Inc.

Industrials
13.1K
+ 106.61%
$140.12 - $159.62 $1.84M - $2.09M
25.4K $3.63M
IDV
Ishares Tr

ETFs
65.1K
+ 727.58%
$27.03 - $29.92 $1.76M - $1.95M
74K $2.03M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
20.3K
+ 22.01%
$119.34 - $127.78 $2.42M - $2.59M
112K $13.4M
SAP
Sap Se

Technology
5.01K
+ 18.9%
$218.13 - $255.54 $1.09M - $1.28M
31.5K $7.75M
USRT
Ishares Core U.S. Reit ETF

ETFs
36.6K
+ 36.99%
$55.97 - $62.75 $2.05M - $2.3M
135K $7.76M
EXPE
Expedia Group, Inc.

Consumer Cyclical
4.29K
+ 19.0%
$146.47 - $191.01 $629K - $820K
26.9K $5.01M
DINO
Hf Sinclair Corp

Energy
52.3K
+ 282.94%
$33.69 - $47.67 $1.76M - $2.49M
70.7K $2.48M
IONQ
Ion Q, Inc.

Technology
23.6K
+ 118.53%
$8.17 - $48.24 $193K - $1.14M
43.5K $1.82M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.62K
+ 10.11%
$241.48 - $274.89 $1.11M - $1.27M
50.3K $12.8M
TWLO
Twilio Inc

Communication Services
6.71K
+ 31.41%
$63.73 - $114.96 $428K - $771K
28.1K $3.03M
BIO
Bio Rad Laboratories, Inc.

Healthcare
4.96K
+ 648.04%
$313.15 - $374.28 $1.55M - $1.86M
5.73K $1.88M
CDAY
Ceridian Hcm Holding Inc.

Technology
24.7K
+ 478.36%
N/A
29.9K $1.93M
VRSN
Verisign Inc

Technology
6.22K
+ 35.69%
$176.68 - $206.96 $1.1M - $1.29M
23.7K $4.9M
CALM
Cal Maine Foods Inc

Consumer Defensive
163
+ 0.29%
$75.41 - $112.24 $12.3K - $18.3K
55.9K $5.75M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
38.6K
+ 4.83%
$33.92 - $36.6 $1.31M - $1.41M
838K $29M
DLR
Digital Realty Trust, Inc.

Real Estate
2.2K
+ 2.87%
$156.46 - $195.69 $344K - $430K
78.7K $14M
FTNT
Fortinet, Inc.

Technology
7.66K
+ 15.3%
$76.49 - $99.21 $586K - $760K
57.8K $5.46M
MSTR
Microstrategy Inc

Technology
3.28K
+ 68.73%
$162.69 - $473.83 $533K - $1.55M
8.05K $2.33M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
31.2K
+ 8.07%
$50.73 - $51.08 $1.58M - $1.59M
418K $21.3M
CCJ
Cameco Corp

Energy
26.1K
+ 53.61%
$48.64 - $61.14 $1.27M - $1.6M
74.8K $3.84M
CNHI
Cnh Industrial N.V.

Industrials
145K
+ 254.9%
N/A
202K $2.1M
MTCH
Match Group, Inc.

Communication Services
47.3K
+ 615.65%
$30.29 - $38.64 $1.43M - $1.83M
54.9K $1.8M
IGV
Ishares Expanded Tech Software

ETFs
5.45K
+ 6.16%
$87.5 - $110.17 $477K - $600K
94K $9.41M
VRT
Vertiv Holdings CO

Industrials
17.3K
+ 31.25%
N/A
72.6K $6.29M
VTV
Vanguard Value ETF

ETFs
175K
+ 3.28%
$168.32 - $181.87 $29.4M - $31.8M
5.51M $932M
SMTC
Semtech Corp

Technology
21.1K
+ 288.95%
$40.58 - $69.1 $856K - $1.46M
28.4K $1.76M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.93K
+ 6.31%
$264.18 - $304.19 $774K - $891K
49.4K $13.8M
DFS
Discover Financial Services

Financial Services
15
+ 0.04%
$136.3 - $182.67 $2.04K - $2.74K
42.1K $7.29M
DOCU
Docusign, Inc.

Technology
3.4K
+ 8.82%
$61.42 - $106.99 $209K - $364K
42K $3.78M
RJF
Raymond James Financial Inc

Financial Services
325
+ 0.82%
$123.0 - $170.1 $40K - $55.3K
40K $6.21M
DUOL
Duolingo, Inc.

Technology
2.48K
+ 19.29%
$278.75 - $373.03 $692K - $926K
15.4K $4.98M
STRL
Sterling Construction CO Inc

Industrials
4.49K
+ 18.2%
$142.94 - $199.03 $642K - $894K
29.2K $4.91M
LQD
Ishares Iboxx $ Investment Gra

ETFs
16.6K
+ 22.52%
$106.56 - $113.11 $1.77M - $1.88M
90.5K $9.67M
MGC
Vanguard Mega Cap ETF

ETFs
513
+ 0.26%
$204.21 - $220.18 $105K - $113K
198K $42.1M
HQY
Healthequity, Inc.

Healthcare
11.9K
+ 117.67%
$78.18 - $104.65 $928K - $1.24M
22K $2.11M
SOUN
Soundhound Ai, Inc.

Technology
10.4K
+ 14.89%
$4.51 - $24.23 $46.9K - $252K
80.3K $1.59M
HOOD
Robinhood Markets, Inc.

Technology
26.9K
+ 142.03%
$22.33 - $43.2 $601K - $1.16M
45.8K $1.71M
WCC
Wesco International Inc

Industrials
6.83K
+ 537.98%
$164.11 - $213.19 $1.12M - $1.46M
8.1K $1.47M
OC
Owens Corning

Industrials
7.72K
+ 51.05%
$169.41 - $210.81 $1.31M - $1.63M
22.8K $3.89M
PSTG
Pure Storage, Inc.

Technology
8.59K
+ 14.3%
$48.19 - $66.6 $414K - $572K
68.7K $4.22M
CLH
Clean Harbors Inc

Industrials
5.32K
+ 104.52%
$228.61 - $263.39 $1.22M - $1.4M
10.4K $2.39M
CME
Cme Group Inc.

Financial Services
4.38K
+ 35.65%
$221.17 - $246.02 $968K - $1.08M
16.7K $3.87M
AUR
Aurora Innovation, Inc.

Technology
134K
+ 16.5%
$4.99 - $8.06 $670K - $1.08M
948K $5.97M
FEX
First Tr Large Cap Core Alphde

ETFs
11K
+ 252.16%
$103.29 - $112.88 $1.14M - $1.25M
15.4K $1.61M
KHC
Kraft Heinz CO

Consumer Defensive
46.5K
+ 71.83%
$30.1 - $36.02 $1.4M - $1.68M
111K $3.42M
XLC
Select Sector Spdr Tr Communic

ETFs
723
+ 0.44%
$89.66 - $102.16 $64.8K - $73.9K
165K $16M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
56.8K
+ 22.1%
$24.94 - $26.14 $1.42M - $1.48M
314K $7.84M
TTD
Trade Desk, Inc.

Technology
8.55K
+ 59.39%
$108.7 - $139.51 $930K - $1.19M
23K $2.7M
TMUS
T Mobile Us, Inc.

Communication Services
1.46K
+ 2.64%
$206.1 - $246.94 $301K - $361K
56.9K $12.6M
Activity Summary
Buys All Purchases 1355 New Holdings 152 Increased Positions 1203 Sells All Sells 849 Reductions 849 Sold out 0 Options Calls 0 Puts 0
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