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
EVR
Evercore Inc.

Financial Services
3.78K
+ 57.06%
$163.77 - $271.5 $619K - $1.03M
10.4K $2.81M
ORI
Old Republic International Corp

Financial Services
69.8K
+ 4.51%
$35.25 - $39.79 $2.46M - $2.78M
1.61M $62.1M
LYFT
Lyft, Inc.

Technology
82.3K
+ 195.64%
$9.97 - $17.21 $820K - $1.42M
124K $1.96M
MKL
Markel Corp

Financial Services
227
+ 2.93%
$1678.5 - $1997.36 $381K - $453K
7.96K $15.9M
CAH
Cardinal Health Inc

Healthcare
3.99K
+ 15.63%
$125.0 - $168.0 $498K - $669K
29.5K $4.95M
FSLR
First Solar, Inc.

Technology
2.7K
+ 10.72%
$120.38 - $192.98 $325K - $522K
27.9K $4.62M
WMB
Williams Companies, Inc.

Energy
15.5K
+ 10.62%
$54.33 - $62.87 $844K - $977K
162K $10.2M
IDXX
Idexx Laboratories Inc

Healthcare
563
+ 5.88%
$361.04 - $536.34 $203K - $302K
10.1K $5.44M
NU
Nu Holdings Ltd.

Financial Services
66.9K
+ 47.14%
$9.6 - $13.72 $643K - $918K
209K $2.87M
ISRG
Intuitive Surgical Inc

Healthcare
112
+ 0.4%
$451.58 - $565.94 $50.6K - $63.4K
27.9K $15.1M
MANH
Manhattan Associates Inc

Technology
5.98K
+ 72.64%
$143.9 - $197.47 $860K - $1.18M
14.2K $2.8M
NTAP
Net App, Inc.

Technology
7.82K
+ 27.15%
$76.1 - $106.55 $595K - $834K
36.6K $3.9M
WING
Wingstop Inc.

Consumer Cyclical
2.49K
+ 54.51%
$210.24 - $381.46 $523K - $949K
7.05K $2.37M
ZS
Zscaler, Inc.

Technology
1.19K
+ 14.2%
$174.67 - $315.32 $208K - $376K
9.6K $3.01M
DELL
Dell Technologies Inc.

Technology
3.1K
+ 10.18%
$71.63 - $125.98 $222K - $390K
33.5K $4.11M
DKNG
Draft Kings Inc.

Consumer Cyclical
21K
+ 47.5%
$31.67 - $42.89 $664K - $899K
65.1K $2.79M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
20.2K
+ 15.49%
$32.02 - $39.74 $646K - $802K
150K $5.96M
VRT
Vertiv Holdings CO

Industrials
15.2K
+ 20.61%
N/A
88.7K $7.68M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.66K
+ 10.1%
$160.22 - $209.35 $426K - $557K
29K $6.07M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
436
+ 4.06%
$177.93 - $313.14 $77.6K - $137K
11.2K $3.5M
GD
General Dynamics Corp

Industrials
1.79K
+ 4.43%
$247.68 - $291.66 $443K - $521K
42.1K $12.3M
ACWI
Ishares Msci Acwi ETF

ETFs
131
+ 0.13%
$103.59 - $128.6 $13.6K - $16.8K
104K $13.4M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
47.8K
+ 10.46%
$24.94 - $25.42 $1.19M - $1.21M
505K $12.8M
GLW
Corning Inc

Technology
10.4K
+ 9.62%
$39.07 - $52.59 $406K - $547K
119K $6.23M
CDNS
Cadence Design Systems Inc

Technology
2.36K
+ 24.49%
$231.64 - $323.08 $547K - $763K
12K $3.7M
LII
Lennox International Inc

Industrials
132
+ 0.14%
$508.76 - $605.77 $67.2K - $80K
94.3K $54M
AMT
American Tower Corp

Real Estate
2.81K
+ 1.54%
$203.96 - $228.19 $573K - $641K
185K $40.8M
TRMB
Trimble Inc.

Technology
3.85K
+ 4.22%
$55.12 - $75.98 $212K - $292K
95.1K $7.23M
PSTG
Pure Storage, Inc.

Technology
11K
+ 24.78%
$37.18 - $57.58 $409K - $633K
55.4K $3.19M
JBHT
Hunt J B Transport Services Inc

Industrials
9.35K
+ 31.87%
$124.73 - $152.78 $1.17M - $1.43M
38.7K $5.56M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
59.8K
+ 15.04%
N/A
458K $9.28M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
4.45K
+ 24.62%
$153.22 - $199.8 $682K - $890K
22.5K $4.23M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.2K
+ 13.68%
$201.28 - $266.34 $442K - $585K
18.3K $4.87M
ILMN
Illumina, Inc.

Healthcare
10.3K
+ 73.15%
$70.3 - $95.41 $723K - $981K
24.3K $2.32M
EXR
Extra Space Storage Inc.

Real Estate
8.45K
+ 22.3%
$126.61 - $152.99 $1.07M - $1.29M
46.3K $6.83M
HUBB
Hubbell Inc

Industrials
1.72K
+ 26.72%
$315.94 - $408.41 $544K - $704K
8.17K $3.34M
IVE
Ishares S&P 500 Value ETF

ETFs
2.87K
+ 2.16%
$168.34 - $195.42 $484K - $561K
136K $26.5M
CTVA
Corteva, Inc.

Basic Materials
1.67K
+ 1.8%
$55.52 - $74.53 $92.4K - $124K
94K $7.01M
GVI
Ishares Tr

ETFs
9.92K
+ 5.71%
$104.82 - $106.79 $1.04M - $1.06M
184K $19.6M
RE
Everest Re Group LTD

Financial Services
3.19K
+ 122.83%
N/A
5.78K $2.14M
VGIT
Vanguard Intermediate Term Tre

ETFs
16.4K
+ 3.41%
$58.63 - $59.9 $961K - $982K
497K $29.7M
LAMR
Lamar Advertising CO

Real Estate
6.95K
+ 16.13%
$102.35 - $121.67 $711K - $846K
50K $6.07M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.18K
+ 69.87%
$171.4 - $227.1 $717K - $950K
10.2K $2.31M
TJX
Tjx Companies Inc

Consumer Cyclical
4.56K
+ 1.31%
$119.13 - $135.03 $543K - $616K
353K $43.6M
DDOG
Datadog, Inc.

Technology
5.34K
+ 43.71%
$87.0 - $134.33 $465K - $718K
17.6K $2.36M
JPUS
Jpmorgan Diversified Return Us

ETFs
4.35K
+ 2.08%
$102.8 - $118.19 $447K - $514K
213K $25.2M
FICO
Fair Isaac Corp

Technology
1.31K
+ 1.69%
$1503.62 - $2206.01 $1.97M - $2.89M
78.8K $144M
LYV
Live Nation Entertainment, Inc.

Communication Services
982
+ 2.07%
$118.81 - $151.28 $117K - $149K
48.5K $7.34M
IONQ
Ion Q, Inc.

Technology
3.87K
+ 8.39%
$20.68 - $48.04 $80K - $186K
50K $2.15M
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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