Captrust Financial Advisors has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $33 Billion distributed in 2290 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $1.81B, Apple Inc. with a value of $1.15B, Vanguard Value ETF with a value of $931M, Microsoft Corp with a value of $874M, and Vanguard Ftse Developed Market with a value of $868M.

Examining the 13F form we can see an increase of $2.07B in the current position value, from $30.9B to 33B.

Captrust Financial Advisors is based out at Raleigh, NC

Below you can find more details about Captrust Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $33 Billion
ETFs: $17.9 Billion
Technology: $4.26 Billion
Financial Services: $2.3 Billion
Healthcare: $1.8 Billion
Consumer Cyclical: $1.4 Billion
Industrials: $1.24 Billion
Consumer Defensive: $1.17 Billion
Communication Services: $1.06 Billion
Other: $1.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 2,290
  • Current Value $33 Billion
  • Prior Value $30.9 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 185 stocks
  • Additional Purchases 1,042 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 967 stocks
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