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
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.25K
+ 0.3%
$71.17 - $73.66 $88.7K - $91.8K
410K $30.1M
TSN
Tyson Foods, Inc.

Consumer Defensive
10.2K
+ 95.14%
$54.27 - $63.81 $554K - $652K
20.9K $1.34M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.66K
+ 3.07%
$59.28 - $66.1 $276K - $308K
157K $9.95M
JPUS
Jpmorgan Diversified Return Us

ETFs
4.3K
+ 2.1%
$111.89 - $119.08 $481K - $512K
209K $24.1M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
3.92K
+ 3.14%
$47.39 - $54.26 $186K - $213K
129K $6.68M
DUOL
Duolingo, Inc.

Technology
2.96K
+ 19.3%
$272.49 - $441.39 $808K - $1.31M
18.3K $5.69M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.28K
+ 11.46%
$80.53 - $147.57 $103K - $189K
12.5K $1.65M
OTEX
Open Text Corp

Technology
29.7K
+ 187.34%
$25.11 - $30.39 $745K - $902K
45.5K $1.15M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
65.4K
+ 557.27%
$10.98 - $17.34 $718K - $1.13M
77.1K $895K
XEL
Xcel Energy Inc

Utilities
4.97K
+ 4.67%
$63.37 - $72.1 $315K - $358K
111K $7.88M
ESNT
Essent Group Ltd.

Financial Services
11.8K
+ 257.57%
$53.6 - $59.25 $632K - $698K
16.4K $944K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.5K
+ 1.67%
$50.39 - $50.66 $529K - $532K
639K $32.4M
XYL
Xylem Inc.

Industrials
4.63K
+ 11.49%
$114.02 - $132.04 $527K - $611K
44.9K $5.36M
THG
Hanover Insurance Group, Inc.

Financial Services
3.72K
+ 163.2%
$147.13 - $174.61 $547K - $649K
5.99K $1.04M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
36.3K
+ 43.17%
$18.18 - $18.58 $659K - $674K
120K $2.23M
BP
Bp PLC

Energy
1.34K
+ 0.9%
$29.93 - $35.31 $40.1K - $47.4K
151K $5.1M
WPC
W. P. Carey Inc.

Real Estate
8.1K
+ 41.85%
$53.5 - $65.05 $433K - $527K
27.4K $1.73M
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
25.1K
+ 79.13%
$26.56 - $28.74 $667K - $722K
56.8K $1.55M
MOH
Molina Healthcare, Inc.

Healthcare
1.61K
+ 42.9%
$266.57 - $333.27 $430K - $537K
5.37K $1.77M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.04K
+ 4.75%
$180.02 - $208.56 $186K - $216K
22.8K $4.74M
CAG
Conagra Brands Inc.

Consumer Defensive
29K
+ 31.4%
$23.9 - $27.67 $692K - $801K
121K $3.23M
ABNB
Airbnb, Inc.

Consumer Cyclical
7.52K
+ 38.58%
$119.38 - $161.42 $897K - $1.21M
27K $3.22M
ES
Eversource Energy

Utilities
7.86K
+ 21.25%
$55.63 - $63.8 $437K - $501K
44.8K $2.78M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
8.07K
+ 3.88%
$17.67 - $20.85 $143K - $168K
216K $4.5M
DOX
Amdocs LTD

Technology
4.28K
+ 10.27%
$82.21 - $92.02 $352K - $394K
45.9K $4.2M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
8.28K
+ 57.86%
$61.25 - $72.83 $507K - $603K
22.6K $1.6M
JPIN
Jp Morgan Diversified Return I

ETFs
1.63K
+ 1.04%
$52.75 - $58.91 $85.8K - $95.8K
159K $9.06M
HWM
Howmet Aerospace Inc.

Industrials
799
+ 2.96%
$110.79 - $139.39 $88.5K - $111K
27.8K $3.6M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8.01K
+ 16.93%
$120.24 - $134.3 $963K - $1.08M
55.3K $6.74M
VTR
Ventas, Inc.

Real Estate
5.77K
+ 22.86%
$56.9 - $70.47 $329K - $407K
31K $2.13M
JBI
Janus International Group, Inc.

Industrials
90.2K
+ 243.17%
$6.95 - $9.11 $627K - $822K
127K $916K
OSK
Oshkosh Corp

Industrials
6.75K
+ 207.24%
$89.56 - $116.4 $605K - $786K
10K $942K
LHX
L3 Harris Technologies, Inc.

Industrials
3.24K
+ 6.74%
$194.65 - $222.86 $630K - $722K
51.3K $10.7M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
6.83K
+ 229.68%
$94.32 - $110.46 $644K - $755K
9.81K $946K
EPAC
Enerpac Tool Group Corp

Industrials
13.3K
+ 150.67%
$40.26 - $47.26 $536K - $629K
22.1K $993K
UTG
Reaves Utility Income Fund

Financial Services
9.83K
+ 2.75%
$31.08 - $34.42 $305K - $338K
367K $11.9M
AN
Autonation, Inc.

Consumer Cyclical
3.87K
+ 211.43%
$156.67 - $195.15 $606K - $754K
5.69K $921K
AMD
Advanced Micro Devices Inc

Technology
19.5K
+ 24.98%
$96.63 - $129.55 $1.89M - $2.53M
97.8K $10.1M
CHD
Church & Dwight CO Inc

Consumer Defensive
3.5K
+ 9.09%
$101.42 - $113.2 $354K - $396K
41.9K $4.62M
TGLS
Tecnoglass Inc.

Basic Materials
8.66K
+ 223.02%
$64.71 - $86.26 $561K - $747K
12.5K $897K
TPL
Texas Pacific Land Corp

Energy
211
+ 14.95%
$1180.08 - $1431.01 $249K - $302K
1.62K $2.15M
HRL
Hormel Foods Corp

Consumer Defensive
19.1K
+ 154.09%
$28.29 - $31.52 $541K - $602K
31.5K $974K
EQT
Eqt Corp

Energy
9.19K
+ 72.01%
$46.16 - $54.25 $424K - $499K
22K $1.17M
PDN
Invesco Fd Tr

ETFs
12.1K
+ 12.48%
$31.2 - $34.9 $376K - $421K
109K $3.64M
FE
Firstenergy Corp

Utilities
13.9K
+ 45.79%
$37.95 - $43.5 $526K - $603K
44.1K $1.78M
DTE
Dte Energy CO

Utilities
1.98K
+ 11.39%
$117.6 - $138.27 $232K - $273K
19.3K $2.67M
AMWD
American Woodmark Corp

Consumer Cyclical
10.9K
+ 344.8%
$57.97 - $82.5 $632K - $899K
14.1K $827K
AWI
Armstrong World Industries Inc

Industrials
4.1K
+ 125.23%
$136.0 - $154.19 $558K - $632K
7.37K $1.04M
BWXT
Bwx Technologies, Inc.

Industrials
9.54K
+ 33.15%
$96.59 - $128.46 $922K - $1.23M
38.3K $3.78M
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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