Captrust Financial Advisors Portfolio Holdings
Captrust Financial Advisors
- $33 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $200 Billions or more
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