Captrust Financial Advisors Sells in Q1 2025

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UCBI
United Community Banks Inc

Financial Services
-33.2K
- 17.67%
N/A
155K $4.53M
DAL
Delta Air Lines, Inc.

Industrials
-132
- 0.23%
$43.6 - $69.06 $5.76K - $9.12K
56.5K $2.46M
WDAY
Workday, Inc.

Technology
-2.62K
- 18.42%
$233.53 - $277.82 $612K - $728K
11.6K $2.71M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.28K
- 2.2%
$196.12 - $229.48 $448K - $524K
102K $20.5M
ALRM
Alarm.Com Holdings, Inc.

Technology
-13.7K
- 40.03%
$55.65 - $63.82 $762K - $874K
20.5K $1.14M
PDI
Pimco Dynamic Income Fund

Financial Services
-60.1K
- 32.31%
$18.51 - $20.05 $1.11M - $1.2M
126K $2.49M
CLH
Clean Harbors Inc

Industrials
-2.84K
- 27.32%
$188.14 - $246.1 $535K - $699K
7.56K $1.49M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-23.1K
- 12.86%
$39.96 - $43.3 $924K - $1M
157K $6.45M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.86K
- 24.73%
$111.56 - $223.11 $207K - $414K
5.65K $631K
HPE
Hewlett Packard Enterprise CO

Technology
-12.8K
- 11.05%
$14.77 - $24.42 $189K - $313K
103K $1.59M
RJF
Raymond James Financial Inc

Financial Services
-1.46K
- 3.66%
$137.62 - $172.64 $201K - $253K
38.5K $5.35M
POOL
Pool Corp

Industrials
-1.51K
- 9.08%
$314.92 - $364.31 $476K - $551K
15.1K $4.82M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-6.11K
- 12.82%
$62.43 - $84.12 $382K - $514K
41.6K $2.71M
APPF
Appfolio Inc

Technology
-3.05K
- 54.71%
$206.66 - $260.64 $631K - $795K
2.53K $555K
PVH
Pvh Corp.

Consumer Cyclical
-1.65K
- 9.54%
$63.81 - $107.78 $105K - $177K
15.6K $1.01M
XLC
Select Sector Spdr Tr Communic

ETFs
-7.68K
- 4.64%
$94.84 - $105.31 $728K - $809K
158K $15.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-3.28K
- 1.82%
$59.61 - $66.71 $195K - $219K
177K $10.7M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-5K
- 24.88%
$80.4 - $106.5 $402K - $532K
15.1K $1.21M
SNPS
Synopsys Inc

Technology
-1.1K
- 19.49%
$428.58 - $551.54 $470K - $605K
4.53K $1.94M
ET
Energy Transfer LP

Energy
-15.7K
- 3.18%
$17.26 - $21.08 $271K - $331K
478K $8.89M
TH
Target Hospitality Corp.

Industrials
-6.05K
- 2.51%
$5.05 - $10.86 $30.5K - $65.7K
235K $1.55M
NBIX
Neurocrine Biosciences Inc

Healthcare
-4.33K
- 37.22%
$107.22 - $153.29 $465K - $664K
7.31K $808K
WEN
Wendy'S CO

Consumer Cyclical
-37.8K
- 27.96%
$14.17 - $16.17 $536K - $612K
97.5K $1.43M
LOB
Live Oak Bancshares, Inc.

Financial Services
-906
- 1.55%
$26.57 - $41.33 $24.1K - $37.4K
57.5K $1.53M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-16.3K
- 52.16%
$47.59 - $48.35 $774K - $786K
14.9K $721K
KBE
Spdr S&P Bank ETF

ETFs
-8.84K
- 7.6%
$51.28 - $59.92 $453K - $529K
107K $5.69M
FCN
Fti Consulting, Inc

Industrials
-3.68K
- 67.54%
$160.54 - $198.75 $590K - $731K
1.77K $290K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-23.6K
- 38.28%
$29.34 - $31.31 $692K - $739K
38.1K $1.13M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-15.4K
- 12.0%
$50.44 - $50.7 $779K - $783K
113K $5.74M
PI
Impinj Inc

Technology
-294
- 2.23%
$87.73 - $152.24 $25.8K - $44.8K
12.9K $1.17M
AKAM
Akamai Technologies Inc

Technology
-8.14K
- 31.24%
N/A
17.9K $1.63M
PNR
Pentair PLC

Industrials
-2.3K
- 5.71%
$84.0 - $105.35 $194K - $243K
38K $3.33M
IDCC
Inter Digital, Inc.

Communication Services
-4.42K
- 31.52%
$171.68 - $225.72 $760K - $999K
9.61K $1.99M
SUN
Sunoco LP

Energy
-19.6K
- 31.74%
$51.29 - $59.25 $1.01M - $1.16M
42.2K $2.45M
JHMM
John Hancock Multifactor Mid C

ETFs
-8.11K
- 7.6%
$55.69 - $63.12 $452K - $512K
98.7K $5.65M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-16.8K
- 53.28%
$41.74 - $43.57 $700K - $730K
14.7K $619K
SPSC
Sps Commerce Inc

Technology
-1.12K
- 10.04%
$123.05 - $197.4 $137K - $220K
10K $1.33M
RMBS
Rambus Inc

Technology
-12.6K
- 22.83%
$51.55 - $68.59 $650K - $865K
42.6K $2.21M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-33.3K
- 25.86%
$22.46 - $23.26 $748K - $774K
95.4K $2.21M
CHK
Chesapeake Energy Corp

Energy
-8.26K
- 29.09%
N/A
20.1K $1.73M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-1.02K
- 1.43%
$99.42 - $126.15 $101K - $128K
69.7K $7.39M
STLA
Stellantis N.V.

Consumer Cyclical
-44.2K
- 42.18%
$11.21 - $14.21 $495K - $628K
60.6K $678K
POWI
Power Integrations Inc

Technology
-7.72K
- 29.56%
$50.5 - $66.7 $390K - $515K
18.4K $929K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.16K
- 3.73%
$77.33 - $90.16 $167K - $195K
55.7K $4.37M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-17.3K
- 5.26%
$39.4 - $42.61 $683K - $739K
312K $12.6M
SNA
Snap On Inc

Industrials
-1.93K
- 19.32%
$324.09 - $358.62 $626K - $693K
8.07K $2.72M
TECH
Bio Techne Corp

Healthcare
-28
- 0.06%
$58.47 - $78.75 $1.64K - $2.21K
49.7K $2.92M
FBK
Fb Financial Corp

Financial Services
-10.7K
- 32.99%
$44.62 - $54.37 $476K - $580K
21.7K $1M
PKG
Packaging Corp Of America

Consumer Cyclical
-684
- 3.54%
$192.03 - $242.13 $131K - $166K
18.6K $3.69M
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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