Captrust Financial Advisors New Holdings in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DDWM
Wisdomtree Tr Currency Hedged

ETFs
7.57K
New
$34.04 - $35.66 $258K - $270K
7.57K $260K
FXR
First Trust Industrials/Produc

ETFs
3.42K
New
$74.81 - $83.27 $256K - $285K
3.42K $256K
EAT
Brinker International, Inc

Consumer Cyclical
1.93K
New
$78.76 - $137.19 $152K - $264K
1.93K $254K
EUFN
Ishares Msci Europe Financials

ETFs
10.9K
New
$23.06 - $24.69 $251K - $269K
10.9K $254K
TPC
Tutor Perini Corp

Industrials
10.4K
New
$23.8 - $33.24 $247K - $344K
10.4K $250K
VERX
Vertex, Inc.

Technology
4.69K
New
$39.21 - $56.92 $184K - $267K
4.69K $250K
PWP
Perella Weinberg Partners

Financial Services
10.4K
New
$19.44 - $25.98 $202K - $270K
10.4K $247K
IMO
Imperial Oil LTD

Energy
3.99K
New
$61.13 - $79.21 $244K - $316K
3.99K $245K
SDGR
Schrodinger, Inc.

Healthcare
12.5K
New
$16.98 - $22.57 $212K - $281K
12.5K $240K
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.19K
New
$26.05 - $29.17 $239K - $268K
9.19K $240K
PALL
Abrdn Palladium ETF Trust

ETFs
2.83K
New
$82.73 - $112.0 $234K - $317K
2.83K $236K
EXLS
Exl Service Holdings, Inc.

Technology
5.27K
New
$38.1 - $47.02 $201K - $248K
5.27K $233K
URTH
Ishares Msci World ETF

ETFs
1.49K
New
$153.73 - $162.67 $229K - $243K
1.49K $232K
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.96K
New
$25.61 - $28.0 $229K - $251K
8.96K $231K
APLD
Applied Blockchain, Inc.

Financial Services
30.8K
New
$5.97 - $10.68 $184K - $329K
30.8K $231K
MTG
Mgic Investment Corp

Financial Services
9.72K
New
$23.32 - $26.4 $227K - $257K
9.72K $230K
PRO
Pros Holdings, Inc.

Technology
10.4K
New
$17.69 - $25.4 $185K - $265K
10.4K $229K
EQH
Equitable Holdings, Inc.

Financial Services
4.82K
New
$41.59 - $50.4 $201K - $243K
4.82K $227K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
5.64K
New
$40.0 - $52.93 $225K - $298K
5.64K $227K
SG
Sweetgreen, Inc.

Consumer Cyclical
7.1K
New
$31.7 - $43.97 $225K - $312K
7.1K $227K
CFLT
Confluent, Inc.

Technology
8.07K
New
$18.9 - $33.66 $153K - $272K
8.07K $225K
RNG
Ring Central, Inc.

Technology
6.43K
New
$29.83 - $41.82 $192K - $269K
6.43K $225K
PCOR
Procore Technologies, Inc.

Technology
3K
New
$58.8 - $85.72 $176K - $257K
3K $224K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
246K
New
$0.86 - $1.49 $212K - $367K
246K $219K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
8.46K
New
$19.44 - $28.35 $164K - $240K
8.46K $217K
MRCY
Mercury Systems Inc

Industrials
5.04K
New
$32.35 - $43.91 $163K - $221K
5.04K $211K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
4.29K
New
$48.96 - $52.85 $210K - $227K
4.29K $211K
GTY
Getty Realty Corp

Real Estate
6.93K
New
$29.81 - $33.31 $207K - $231K
6.93K $208K
FIBK
First Interstate Bancsystem Inc

Financial Services
6.42K
New
$29.32 - $35.47 $188K - $228K
6.42K $208K
TDS
Telephone & Data Systems Inc

Communication Services
6.1K
New
$22.86 - $35.22 $139K - $215K
6.1K $208K
VCYT
Veracyte, Inc.

Healthcare
5.21K
New
$31.92 - $44.4 $166K - $231K
5.21K $206K
LEA
Lear Corp

Consumer Cyclical
2.16K
New
$92.95 - $108.96 $201K - $236K
2.16K $204K
FR
First Industrial Realty Trust Inc

Real Estate
4.05K
New
$49.6 - $55.9 $201K - $226K
4.05K $203K
EFSC
Enterprise Financial Services Corp

Financial Services
3.61K
New
$49.0 - $61.38 $177K - $222K
3.61K $203K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
9.99K
New
$19.23 - $20.44 $192K - $204K
9.99K $200K
NAVI
Navient Corp

Financial Services
15K
New
$12.98 - $15.86 $194K - $238K
15K $199K
LXP
Lxp Industrial Trust

Real Estate
24.3K
New
$8.12 - $9.89 $198K - $241K
24.3K $197K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
10.2K
New
$13.3 - $21.42 $136K - $218K
10.2K $189K
JOBY
Joby Aviation, Inc.

Industrials
21.2K
New
$4.8 - $9.16 $102K - $194K
21.2K $172K
SONO
Sonos Inc

Technology
10.8K
New
$11.62 - $15.07 $125K - $162K
10.8K $161K
QS
Quantum Scape Corp

Consumer Cyclical
30.2K
New
$4.73 - $6.5 $143K - $196K
30.2K $156K
CLOV
Clover Health Investments, Corp.

Healthcare
49.6K
New
$2.78 - $4.35 $138K - $216K
49.6K $156K
SAND
Sandstorm Gold LTD

Basic Materials
27.4K
New
$5.36 - $6.48 $147K - $178K
27.4K $153K
GMRE
Global Medical Reit Inc.

Real Estate
19.6K
New
$7.53 - $9.83 $147K - $192K
19.6K $150K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
11.1K
New
$10.7 - $11.74 $118K - $130K
11.1K $119K
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
11.8K
New
$10.12 - $10.87 $120K - $128K
11.8K $119K
HNST
Honest Company, Inc.

Consumer Cyclical
15.9K
New
$3.36 - $8.57 $53.4K - $136K
15.9K $110K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
13.3K
New
$7.35 - $8.04 $97.9K - $107K
13.3K $101K
CRMD
Cor Medix Inc.

Healthcare
11.1K
New
$8.1 - $13.59 $90K - $151K
11.1K $90K
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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