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
SNOW
Snowflake Inc.

Technology
7.76K
+ 51.33%
$146.16 - $192.78 $1.13M - $1.5M
22.9K $3.34M
AXS
Axis Capital Holdings LTD

Financial Services
8.95K
+ 93.16%
$85.54 - $100.24 $766K - $898K
18.6K $1.86M
MPLX
Mplx LP

Energy
12.7K
+ 22.29%
$47.88 - $54.65 $610K - $697K
69.9K $3.74M
KLAC
Kla Corp

Technology
1.24K
+ 37.88%
$636.62 - $777.63 $787K - $961K
4.5K $3.06M
INTF
Ishares Tr

ETFs
27.3K
+ 40.54%
$28.43 - $31.96 $775K - $872K
94.5K $2.92M
TXN
Texas Instruments Inc

Technology
5.02K
+ 4.96%
N/A
106K $20.7M
FTNT
Fortinet, Inc.

Technology
8.81K
+ 15.25%
$92.49 - $114.57 $815K - $1.01M
66.6K $6.41M
ADBE
Adobe Inc.

Technology
11.7K
+ 20.2%
$377.84 - $464.11 $4.44M - $5.45M
69.9K $26.8M
OKE
Oneok Inc

Energy
10.7K
+ 10.74%
$89.57 - $109.85 $962K - $1.18M
111K $11M
AFRM
Affirm Holdings, Inc.

Technology
21.9K
+ 555.28%
$43.7 - $80.98 $957K - $1.77M
25.8K $1.17M
HSBC
Hsbc Holdings PLC

Financial Services
14.8K
+ 174.47%
$48.68 - $61.58 $722K - $913K
23.3K $1.34M
BDX
Becton Dickinson & CO

Healthcare
3.19K
+ 4.11%
$222.79 - $249.08 $712K - $796K
80.9K $18.5M
ATO
Atmos Energy Corp

Utilities
3.56K
+ 15.87%
$136.51 - $154.58 $487K - $551K
26K $4.02M
MPC
Marathon Petroleum Corp

Energy
2.25K
+ 2.47%
$134.72 - $159.03 $304K - $358K
93.5K $13.6M
MU
Micron Technology Inc

Technology
9.01K
+ 22.63%
$86.89 - $109.38 $783K - $985K
48.8K $4.24M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
99.3K
+ 10.98%
$7.89 - $8.07 $783K - $801K
1M $7.99M
AEE
Ameren Corp

Utilities
7.59K
+ 75.12%
$86.87 - $103.67 $660K - $787K
17.7K $1.78M
ETSY
Etsy Inc

Consumer Cyclical
19.1K
+ 279.2%
$44.4 - $57.29 $848K - $1.09M
25.9K $1.22M
UTHR
United Therapeutics Corp

Healthcare
3.28K
+ 94.99%
$304.42 - $380.78 $998K - $1.25M
6.73K $2.07M
HUN
Huntsman Corp

Basic Materials
57.7K
+ 228.35%
$15.79 - $18.04 $910K - $1.04M
82.9K $1.31M
RNR
Renaissancere Holdings LTD

Financial Services
3.71K
+ 61.68%
$226.55 - $263.22 $840K - $976K
9.72K $2.33M
DKNG
Draft Kings Inc.

Consumer Cyclical
27.2K
+ 160.21%
$33.21 - $53.49 $902K - $1.45M
44.1K $1.47M
HBAN
Huntington Bancshares Inc

Financial Services
68.2K
+ 43.56%
$14.28 - $17.39 $974K - $1.19M
225K $3.38M
IWR
Ishares Russell Mid Cap ETF

ETFs
23.4K
+ 6.67%
$82.81 - $92.93 $1.94M - $2.18M
375K $31.9M
HUM
Humana Inc

Healthcare
1.13K
+ 2.38%
$249.11 - $303.11 $281K - $342K
48.6K $12.8M
CXW
Core Civic, Inc.

Real Estate
50.3K
+ 34.33%
$18.02 - $23.05 $907K - $1.16M
197K $3.99M
JCI
Johnson Controls International PLC

Industrials
8.99K
+ 12.34%
$76.12 - $90.6 $684K - $814K
81.8K $6.55M
GVI
Ishares Tr

ETFs
4.68K
+ 2.77%
$103.49 - $106.02 $485K - $496K
174K $18.4M
ARW
Arrow Electronics Inc

Technology
7.93K
+ 242.16%
$101.93 - $119.3 $809K - $946K
11.2K $1.16M
CTVA
Corteva, Inc.

Basic Materials
4.2K
+ 4.77%
$55.94 - $66.15 $235K - $278K
92.3K $5.81M
PEG
Public Service Enterprise Group Inc

Utilities
12.5K
+ 11.09%
$78.2 - $90.39 $981K - $1.13M
126K $10.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
5.9K
+ 21.51%
$106.22 - $111.09 $627K - $655K
33.3K $3.7M
HALO
Halozyme Therapeutics, Inc.

Healthcare
4.71K
+ 15.78%
$47.74 - $65.16 $225K - $307K
34.6K $2.21M
WMG
Warner Music Group Corp.

Communication Services
24.6K
+ 356.13%
$29.3 - $36.3 $720K - $891K
31.5K $986K
CNA
Cna Financial Corp

Financial Services
14.4K
+ 82.69%
$45.86 - $51.0 $659K - $732K
31.7K $1.61M
ABC
Amerisourcebergen Corp

Healthcare
4.16K
+ 29.17%
N/A
18.4K $3.41M
XLU
Utilities Sector Spdr

ETFs
892
+ 0.41%
$74.7 - $80.27 $66.6K - $71.6K
220K $17.3M
ALLE
Allegion PLC

Industrials
5.84K
+ 99.61%
$123.79 - $135.5 $723K - $791K
11.7K $1.53M
WEC
Wec Energy Group, Inc.

Utilities
3.24K
+ 12.05%
$92.12 - $108.98 $299K - $353K
30.1K $3.29M
FLO
Flowers Foods Inc

Consumer Defensive
40.2K
+ 312.32%
$18.05 - $20.78 $726K - $835K
53.1K $1.01M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.79K
+ 1.28%
$128.74 - $138.67 $230K - $248K
142K $19.2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
49.7K
+ 89.41%
$16.57 - $18.85 $823K - $937K
105K $1.75M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
48.1K
+ 114.44%
$11.66 - $14.98 $561K - $721K
90.1K $1.23M
JLL
Jones Lang Lasalle Inc

Real Estate
3.02K
+ 95.57%
$238.0 - $284.76 $718K - $859K
6.17K $1.53M
USFD
Us Foods Holding Corp.

Consumer Defensive
11.6K
+ 70.05%
$63.38 - $72.02 $737K - $838K
28.2K $1.85M
FTCS
First Trust Capital Strength E

ETFs
7.92K
+ 93.57%
$86.39 - $91.35 $684K - $723K
16.4K $1.47M
GM
General Motors CO

Consumer Cyclical
29.4K
+ 27.93%
$45.22 - $54.92 $1.33M - $1.61M
134K $6.32M
QUAL
Ishares Msci Usa Quality Facto

ETFs
21.4K
+ 5.25%
$168.16 - $186.21 $3.59M - $3.98M
428K $73.2M
HBI
Hanesbrands Inc.

Consumer Cyclical
136K
+ 511.32%
$5.76 - $8.6 $784K - $1.17M
163K $939K
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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