Captrust Financial Advisors has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $43.1 Billion distributed in 2506 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 $2.41B, Vanguard Ftse Developed Market with a value of $1.43B, Microsoft Corp with a value of $1.27B, Apple Inc. with a value of $1.26B, and Vanguard Value ETF with a value of $1.04B.
Examining the 13F form we can see an increase of $4.33B in the current position value, from $38.8B to 43.1B.
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
$43.1 Billion
ETFs: $22.9 Billion
Technology: $6.02 Billion
Financial Services: $3.54 Billion
Healthcare: $2.03 Billion
Industrials: $1.8 Billion
Consumer Cyclical: $1.74 Billion
Communication Services: $1.63 Billion
Consumer Defensive: $1.27 Billion
Other: $2.09 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
