Captrust Financial Advisors Portfolio Holdings by Sector

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Industry Value Buys Sells New Positions Closed Positions Options
ETFs | ETFs

IVV VEA VTV IEF SHY AGG SPY VOO 600 stocks

$20.1 Million 51.81% of portfolio
  327  
  237  
  36  
 -
0 Calls
0 Puts
Software—Infrastructure | Technology

MSFT PANW ORCL WIX VRSN PLTR ADBE CRWD 42 stocks

$1.41 Million 3.65% of portfolio
  30  
  12  
  1  
 -
0 Calls
0 Puts
Consumer Electronics | Technology

AAPL SONY SONO GPRO 4 stocks

$1.36 Million 3.52% of portfolio
  4  
 -
  1  
 -
0 Calls
0 Puts
Drug Manufacturers—General | Healthcare

ABBV GILD PFE LLY AMGN MRK JNJ BMY 14 stocks

$1.21 Million 3.12% of portfolio
  12  
  2  
  1  
 -
0 Calls
0 Puts
Semiconductors | Technology

NVDA AVGO QCOM TXN TSM AMD MCHP INTC 27 stocks

$949,654 2.45% of portfolio
  17  
  10  
  4  
 -
0 Calls
0 Puts
Internet Content & Information | Communication Services

GOOGL META GOOG SPOT DASH IAC MTCH PINS 13 stocks

$814,402 2.1% of portfolio
  9  
  4  
  1  
 -
0 Calls
0 Puts
Credit Services | Financial Services

MA V AGM AXP PYPL COF DFS NNI 18 stocks

$602,767 1.56% of portfolio
  14  
  4  
  2  
 -
0 Calls
0 Puts
Banks—Diversified | Financial Services

JPM BAC C UBS WFC RY SAN BNS 19 stocks

$546,429 1.41% of portfolio
  14  
  5  
 - -
0 Calls
0 Puts
Insurance—Diversified | Financial Services

BRK-B ORI BRK-A ACGL AIG HIG SLF EQH 9 stocks

$514,588 1.33% of portfolio
  8  
  1  
 - -
0 Calls
0 Puts
Software—Application | Technology

FICO CRM ADSK INTU NOW APP SAP UBER 62 stocks

$460,432 1.19% of portfolio
  37  
  25  
  8  
 -
0 Calls
0 Puts
Internet Retail | Consumer Cyclical

AMZN MELI SE BABA CPNG EBAY ETSY 7 stocks

$442,404 1.14% of portfolio
  4  
  3  
 - -
0 Calls
0 Puts
Oil & Gas Integrated | Energy

CVX XOM SHEL TTE BP SU NFG EQNR 9 stocks

$413,242 1.07% of portfolio
  8  
  1  
  2  
 -
0 Calls
0 Puts
Household & Personal Products | Consumer Defensive

PG UL KMB CL CLX CHD EL NWL 10 stocks

$409,421 1.06% of portfolio
  9  
  1  
  1  
 -
0 Calls
0 Puts
Asset Management | Financial Services

AMP BK PHYS BX KKR GBDC UTG HTD 85 stocks

$359,839 0.93% of portfolio
  41  
  31  
  8  
 -
0 Calls
0 Puts
Utilities—Regulated Electric | Utilities

EVRG PNW DUK NEE SO D PEG AEP 29 stocks

$346,020 0.89% of portfolio
  23  
  6  
 - -
0 Calls
0 Puts
Information Technology Services | Technology

IBM BR ACN CACI IT FISV FIS AUR 28 stocks

$327,663 0.85% of portfolio
  18  
  10  
  5  
 -
0 Calls
0 Puts
Banks—Regional | Financial Services

OZK UMBF TFC PNC FSBC FCNCA USB ZION 87 stocks

$323,651 0.84% of portfolio
  56  
  31  
  7  
 -
0 Calls
0 Puts
Discount Stores | Consumer Defensive

COST WMT TGT BJ DG OLLI DLTR 7 stocks

$281,768 0.73% of portfolio
  7  
 - - -
0 Calls
0 Puts
Specialty Industrial Machinery | Industrials

AME AOS ROP EMR GE CMI ETN ITW 37 stocks

$271,191 0.7% of portfolio
  23  
  14  
  1  
 -
0 Calls
0 Puts
Specialty Retail | Consumer Cyclical

WSM AZO ORLY TSCO BBY GPC CASY DKS 18 stocks

$254,215 0.66% of portfolio
  12  
  6  
  2  
 -
0 Calls
0 Puts
Home Improvement Retail | Consumer Cyclical

LOW HD FND 3 stocks

$248,253 0.64% of portfolio
  2  
  1  
 - -
0 Calls
0 Puts
Industrial Distribution | Industrials

WSO FAST GWW POOL CNM WCC EVI SITE 10 stocks

$237,915 0.61% of portfolio
  6  
  4  
 - -
0 Calls
0 Puts
Aerospace & Defense | Industrials

LMT RTX NOC GD LHX BA TXT CW 22 stocks

$227,423 0.59% of portfolio
  16  
  6  
  2  
 -
0 Calls
0 Puts
Oil & Gas E&P | Energy

EOG DVN COP CTRA GPRK FANG OXY CNX 30 stocks

$217,288 0.56% of portfolio
  18  
  9  
  1  
 -
0 Calls
0 Puts
Financial Data & Stock Exchanges | Financial Services

CME MSCI MORN MCO SPGI ICE FDS NDAQ 9 stocks

$216,365 0.56% of portfolio
  8  
  1  
  1  
 -
0 Calls
0 Puts
Beverages—Non-Alcoholic | Consumer Defensive

KO PEP KDP CCEP MNST COKE KOF CELH 8 stocks

$200,701 0.52% of portfolio
  7  
  1  
  1  
 -
0 Calls
0 Puts
Scientific & Technical Instruments | Technology

GRMN TRMB TDY VNT KEYS FTV CGNX MKSI 10 stocks

$200,070 0.52% of portfolio
  5  
  5  
 - -
0 Calls
0 Puts
Closed-End Fund - Equity | ETFs

VTI IYC IXJ IYR IYM 5 stocks

$198,822 0.51% of portfolio
  2  
  3  
 - -
0 Calls
0 Puts
Capital Markets | Financial Services

LPLA JEF GS SCHW MS RJF SF IBKR 22 stocks

$195,782 0.51% of portfolio
  14  
  7  
 - -
0 Calls
0 Puts
Telecom Services | Communication Services

T CCOI CMCSA VZ TMUS IDCC LBRDA CHTR 18 stocks

$187,501 0.48% of portfolio
  10  
  7  
  2  
 -
0 Calls
0 Puts
Entertainment | Communication Services

NFLX NXST DIS LYV WBD WMG PARA NWSA 12 stocks

$180,718 0.47% of portfolio
  9  
  3  
  3  
 -
0 Calls
0 Puts
Diagnostics & Research | Healthcare

DHR TMO WAT PKI MTD ICLR IDXX IQV 20 stocks

$177,808 0.46% of portfolio
  15  
  4  
 - -
0 Calls
0 Puts
Grocery Stores | Consumer Defensive

KR ACI SFM 3 stocks

$173,278 0.45% of portfolio
  3  
 - - -
0 Calls
0 Puts
Specialty Chemicals | Basic Materials

SHW APD ECL DD PPG EMN LYB RPM 20 stocks

$169,179 0.44% of portfolio
  12  
  8  
 - -
0 Calls
0 Puts
Insurance—Property & Casualty | Financial Services

WRB ALL CB MKL TRV PGR L CINF 21 stocks

$164,847 0.43% of portfolio
  15  
  6  
 - -
0 Calls
0 Puts
Medical Devices | Healthcare

ABT STE SYK MDT BSX EW ZBH DXCM 24 stocks

$163,621 0.42% of portfolio
  18  
  6  
  3  
 -
0 Calls
0 Puts
Insurance Brokers | Financial Services

BRO AJG MMC AON SLQT ERIE WTW BRP 8 stocks

$161,122 0.42% of portfolio
  4  
  4  
 - -
0 Calls
0 Puts
Insurance—Life | Financial Services

AFL UNM MET PRU MFC GL LNC PRI 8 stocks

$159,388 0.41% of portfolio
  7  
  1  
 - -
0 Calls
0 Puts
Consulting Services | Industrials

BAH VRSK EFX EXPO TRU FCN 6 stocks

$158,349 0.41% of portfolio
  3  
  3  
 - -
0 Calls
0 Puts
REIT—Specialty | Real Estate

IRM AMT EQIX DLR WY LAMR CXW CCI 14 stocks

$153,475 0.4% of portfolio
  11  
  3  
  2  
 -
0 Calls
0 Puts
Medical Instruments & Supplies | Healthcare

RMD BDX ISRG ALC BAX TFX WST XRAY 19 stocks

$152,861 0.39% of portfolio
  11  
  8  
  1  
 -
0 Calls
0 Puts
Farm & Heavy Construction Machinery | Industrials

DE CAT PCAR CNHI OSK ALG 6 stocks

$151,113 0.39% of portfolio
  5  
  1  
 - -
0 Calls
0 Puts
Healthcare Plans | Healthcare

UNH CVS ELV HUM CI CNC MOH OSCR 8 stocks

$144,792 0.37% of portfolio
  6  
  2  
 - -
0 Calls
0 Puts
Communication Equipment | Technology

CSCO CRDO MSI HPE ZBRA PI PWFL CIEN 17 stocks

$135,821 0.35% of portfolio
  9  
  8  
 - -
0 Calls
0 Puts
Building Products & Equipment | Industrials

LII CSL CARR JCI TT BLDR MAS BECN 17 stocks

$133,679 0.35% of portfolio
  11  
  6  
 - -
0 Calls
0 Puts
Auto & Truck Dealerships | Consumer Cyclical

CPRT KMX RUSHA AN RUSHB ABG LAD PAG 9 stocks

$128,131 0.33% of portfolio
  5  
  4  
 - -
0 Calls
0 Puts
Auto Manufacturers | Consumer Cyclical

TM TSLA GM F RACE HMC STLA LCID 10 stocks

$123,236 0.32% of portfolio
  6  
  4  
  1  
 -
0 Calls
0 Puts
Restaurants | Consumer Cyclical

MCD YUM SBUX CMG DRI YUMC TXRH WEN 17 stocks

$120,057 0.31% of portfolio
  13  
  4  
  1  
 -
0 Calls
0 Puts
Residential Construction | Consumer Cyclical

PHM DHI NVR IBP LEN DFH SKY TOL 13 stocks

$117,734 0.3% of portfolio
  7  
  6  
  1  
 -
0 Calls
0 Puts
Oil & Gas Midstream | Energy

TRGP EPD ENB OKE KMI ET WMB LNG 21 stocks

$111,543 0.29% of portfolio
  12  
  7  
  2  
 -
0 Calls
0 Puts
Medical Care Facilities | Healthcare

HCA USPH CHE ENSG EHC DVA UHS OPCH 13 stocks

$111,471 0.29% of portfolio
  6  
  7  
 - -
0 Calls
0 Puts
Building Materials | Basic Materials

EXP MLM VMC TGLS JHX CX CRH.L 7 stocks

$103,494 0.27% of portfolio
  5  
  2  
  1  
 -
0 Calls
0 Puts
Insurance—Specialty | Financial Services

MTG RYAN NMIH FNF AIZ ESNT FAF AGO 8 stocks

$100,400 0.26% of portfolio
  6  
  2  
 - -
0 Calls
0 Puts
Drug Manufacturers—Specialty & Generic | Healthcare

ZTS LNTH HLN HROW VTRS PRGO NBIX ITCI 17 stocks

$95,432 0.25% of portfolio
  12  
  5  
  2  
 -
0 Calls
0 Puts
Railroads | Industrials

UNP NSC CSX WAB CNI 5 stocks

$94,225 0.24% of portfolio
  4  
  1  
 - -
0 Calls
0 Puts
Utilities—Regulated Gas | Utilities

SR ATO OGS NI NJR SPH RGCO UGI 10 stocks

$93,041 0.24% of portfolio
  4  
  6  
 - -
0 Calls
0 Puts
REIT—Retail | Real Estate

BRX O NNN SPG AKR ADC REG KIM 12 stocks

$89,978 0.23% of portfolio
  5  
  7  
  1  
 -
0 Calls
0 Puts
Publishing | Communication Services

RELX NYT WLY 3 stocks

$77,264 0.2% of portfolio
  2  
  1  
 - -
0 Calls
0 Puts
Conglomerates | Industrials

HON MMM MDU VMI 4 stocks

$74,883 0.19% of portfolio
  4  
 - - -
0 Calls
0 Puts
Packaged Foods | Consumer Defensive

GIS BRBR SJM MKC CAG KHC K CPB 19 stocks

$69,505 0.18% of portfolio
  11  
  7  
  1  
 -
0 Calls
0 Puts
Tobacco | Consumer Defensive

MO PM BTI UVV 4 stocks

$69,241 0.18% of portfolio
  2  
  2  
 - -
0 Calls
0 Puts
Computer Hardware | Technology

HPQ RCAT DELL NTAP PSTG STX IONQ WDC 12 stocks

$68,168 0.18% of portfolio
  9  
  3  
  2  
 -
0 Calls
0 Puts
Electronic Components | Technology

APH GLW FLEX PLXS JBL SANM FN OLED 11 stocks

$65,358 0.17% of portfolio
  9  
  2  
  1  
 -
0 Calls
0 Puts
Airlines | Industrials

CPA DAL LUV UAL ALK RYAAY AAL 7 stocks

$61,059 0.16% of portfolio
  3  
  4  
 - -
0 Calls
0 Puts
Biotechnology | Healthcare

NVO REGN VRTX CELC TECH EXEL HALO UTHR 67 stocks

$60,247 0.16% of portfolio
  40  
  20  
  13  
 -
0 Calls
0 Puts
Electrical Equipment & Parts | Industrials

AYI VRT BE HUBB AEIS NVT ENS HAYW 8 stocks

$60,195 0.16% of portfolio
  3  
  5  
 - -
0 Calls
0 Puts
Apparel Retail | Consumer Cyclical

TJX ROST LULU BURL SFIX AEO BOOT GPS 8 stocks

$58,824 0.15% of portfolio
  8  
 - - -
0 Calls
0 Puts
Staffing & Employment Services | Industrials

ADP PAYX RHI BBSI MAN NSP TNET 7 stocks

$54,654 0.14% of portfolio
  6  
  1  
 - -
0 Calls
0 Puts
Oil & Gas Refining & Marketing | Energy

VLO PSX MPC DINO SUN VVV AMTX CLNE 8 stocks

$53,480 0.14% of portfolio
  5  
  3  
  1  
 -
0 Calls
0 Puts
Real Estate Services | Real Estate

FSV CBRE CSGP JLL CWK DOUG EXPI OPEN 8 stocks

$47,010 0.12% of portfolio
  6  
  2  
  1  
 -
0 Calls
0 Puts
Integrated Freight & Logistics | Industrials

FDX UPS JBHT CHRW LSTR EXPD ZTO XPO 8 stocks

$45,449 0.12% of portfolio
  5  
  3  
 - -
0 Calls
0 Puts
Agricultural Inputs | Basic Materials

NTR CTVA FMC CF SMG MOS 6 stocks

$44,864 0.12% of portfolio
  4  
  2  
 - -
0 Calls
0 Puts
Waste Management | Industrials

WM RSG WCN CLH CWST 5 stocks

$39,584 0.1% of portfolio
  3  
  2  
 - -
0 Calls
0 Puts
Specialty Business Services | Industrials

CTAS ABM GPN DLB TH CBZ BV ARMK 10 stocks

$38,295 0.1% of portfolio
  5  
  5  
  2  
 -
0 Calls
0 Puts
Medical Distribution | Healthcare

MCK CAH ABC HSIC 4 stocks

$33,897 0.09% of portfolio
  2  
  2  
 - -
0 Calls
0 Puts
Semiconductor Equipment & Materials | Technology

ASML AMAT KLAC ENTG TER IPGP ONTO AMBA 8 stocks

$29,963 0.08% of portfolio
  5  
  3  
 - -
0 Calls
0 Puts
Copper | Basic Materials

FCX SCCO 2 stocks

$27,708 0.07% of portfolio
-
  2  
 - -
0 Calls
0 Puts
Personal Services | Consumer Cyclical

ROL SCI BFAM HRB 4 stocks

$26,690 0.07% of portfolio
  3  
  1  
 - -
0 Calls
0 Puts
Travel Services | Consumer Cyclical

BKNG EXPE ABNB RCL CCL TNL NCLH SABR 8 stocks

$22,772 0.06% of portfolio
  5  
  3  
 - -
0 Calls
0 Puts
Steel | Basic Materials

NUE STLD RS X CMC CLF 6 stocks

$21,403 0.06% of portfolio
  3  
  3  
  1  
 -
0 Calls
0 Puts
Lodging | Consumer Cyclical

MAR HLT IHG H WH CHH 6 stocks

$21,124 0.05% of portfolio
  4  
  2  
  1  
 -
0 Calls
0 Puts
REIT—Healthcare Facilities | Real Estate

WELL VTR OHI PEAK SBRA NHI MPW CTRE 9 stocks

$20,814 0.05% of portfolio
  7  
  2  
 - -
0 Calls
0 Puts
Gold | Basic Materials

NEM WPM GOLD RGLD FNV KGC AEM AGI 12 stocks

$20,266 0.05% of portfolio
  10  
  1  
  1  
 -
0 Calls
0 Puts
Rental & Leasing Services | Industrials

URI AER GATX MGRC R AL HRI HTZ 8 stocks

$20,025 0.05% of portfolio
  5  
  3  
 - -
0 Calls
0 Puts
Engineering & Construction | Industrials

STRL EME PWR TTEK APG FIX MYRG FLR 18 stocks

$19,768 0.05% of portfolio
  11  
  7  
  2  
 -
0 Calls
0 Puts
Closed-End Fund - Foreign | ETFs

EEM VPL 2 stocks

$18,575 0.05% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
REIT—Industrial | Real Estate

EXR PLD PSA EGP STAG REXR FR TRNO 11 stocks

$18,455 0.05% of portfolio
  7  
  4  
  1  
 -
0 Calls
0 Puts
Confectioners | Consumer Defensive

MDLZ HSY 2 stocks

$16,654 0.04% of portfolio
  2  
 - - -
0 Calls
0 Puts
Oil & Gas Equipment & Services | Energy

SLB FTI BKR HAL NOV NCSM OII AROC 10 stocks

$15,464 0.04% of portfolio
  6  
  3  
  1  
 -
0 Calls
0 Puts
Food Distribution | Consumer Defensive

SYY USFD PFGC UNFI CHEF 5 stocks

$14,394 0.04% of portfolio
  3  
  2  
 - -
0 Calls
0 Puts
Tools & Accessories | Industrials

TTC SNA SWK LECO ROLL TKR HLMN 7 stocks

$12,864 0.03% of portfolio
  4  
  3  
 - -
0 Calls
0 Puts
Utilities—Diversified | Utilities

SRE ALE BIP AES BKH NWE AVA 7 stocks

$11,743 0.03% of portfolio
  5  
  2  
 - -
0 Calls
0 Puts
Footwear & Accessories | Consumer Cyclical

NKE DECK WWW ONON SKX 5 stocks

$11,200 0.03% of portfolio
-
  5  
 - -
0 Calls
0 Puts
Auto Parts | Consumer Cyclical

LKQ ALSN GNTX BWA MPAA LEA DORM ALV 10 stocks

$10,990 0.03% of portfolio
  5  
  5  
 - -
0 Calls
0 Puts
Packaging & Containers | Consumer Cyclical

PKG IP SON CCK AMCR GPK SEE SLGN 10 stocks

$9,939 0.03% of portfolio
  3  
  7  
 - -
0 Calls
0 Puts
Beverages—Wineries & Distilleries | Consumer Defensive

DEO STZ MGPI 3 stocks

$8,996 0.02% of portfolio
  2  
  1  
 - -
0 Calls
0 Puts
REIT—Residential | Real Estate

EQR MAA AVB UDR CPT AMH INVH ELS 11 stocks

$8,883 0.02% of portfolio
  7  
  4  
 - -
0 Calls
0 Puts
Advertising Agencies | Communication Services

QNST IPG OMC MGNI 4 stocks

$8,468 0.02% of portfolio
  1  
  3  
 - -
0 Calls
0 Puts
Health Information Services | Healthcare

PGNY HQY VEEV SDGR 4 stocks

$8,306 0.02% of portfolio
  2  
  2  
 - -
0 Calls
0 Puts
Farm Products | Consumer Defensive

CALM ADM TSN 3 stocks

$8,112 0.02% of portfolio
  1  
  2  
 - -
0 Calls
0 Puts
Apparel Manufacturing | Consumer Cyclical

GIL RL VFC PVH HBI LAKE UAA 7 stocks

$7,402 0.02% of portfolio
  4  
  3  
 - -
0 Calls
0 Puts
Electronic Gaming & Multimedia | Communication Services

TTWO RBLX EA PLTK 4 stocks

$7,289 0.02% of portfolio
  2  
  2  
 - -
0 Calls
0 Puts
Chemicals | Basic Materials

DOW HUN TROX 3 stocks

$6,905 0.02% of portfolio
  3  
 - - -
0 Calls
0 Puts
REIT—Diversified | Real Estate

BNL WPC VICI EPRT 4 stocks

$6,817 0.02% of portfolio
  2  
  2  
 - -
0 Calls
0 Puts
Insurance—Reinsurance | Financial Services

RGA RNR RE 3 stocks

$6,337 0.02% of portfolio
  2  
  1  
 - -
0 Calls
0 Puts
Furnishings, Fixtures & Appliances | Consumer Cyclical

TPX AMWD MHK PATK WHR LZB 6 stocks

$6,069 0.02% of portfolio
  2  
  4  
  1  
 -
0 Calls
0 Puts
Metal Fabrication | Industrials

IIIN ESAB PRLB MLI ATI 5 stocks

$5,808 0.01% of portfolio
  3  
  2  
 - -
0 Calls
0 Puts
Beverages—Brewers | Consumer Defensive

TAP FMX ABEV BUD 4 stocks

$5,488 0.01% of portfolio
  1  
  3  
 - -
0 Calls
0 Puts
Utilities—Renewable | Utilities

CEG BEP 2 stocks

$5,352 0.01% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Lumber & Wood Production | Basic Materials

SSD UFPI 2 stocks

$4,844 0.01% of portfolio
  2  
 - - -
0 Calls
0 Puts
Leisure | Consumer Cyclical

MAT HAS YETI SEAS OSW PTON 6 stocks

$4,812 0.01% of portfolio
  4  
  2  
  1  
 -
0 Calls
0 Puts
Other Industrial Metals & Mining | Basic Materials

BHP RIO TECK VALE UAMY NAK FURY 7 stocks

$4,574 0.01% of portfolio
  4  
  2  
  2  
 -
0 Calls
0 Puts
REIT—Office | Real Estate

ARE VNO BXP OFC PDM 5 stocks

$3,873 0.01% of portfolio
  5  
 -
  1  
 -
0 Calls
0 Puts
Security & Protection Services | Industrials

ALLE MSA ADT BCO 4 stocks

$3,727 0.01% of portfolio
  2  
  2  
 - -
0 Calls
0 Puts
Education & Training Services | Consumer Defensive

GHC LOPE LRN LINC 4 stocks

$3,314 0.01% of portfolio
  2  
  2  
 - -
0 Calls
0 Puts
Solar | Technology

FSLR 1 stocks

$3,187 0.01% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Trucking | Industrials

ODFL KNX SNDR SAIA 4 stocks

$3,168 0.01% of portfolio
  2  
  2  
  1  
 -
0 Calls
0 Puts
Luxury Goods | Consumer Cyclical

TPR SIG 2 stocks

$3,155 0.01% of portfolio
  2  
 - - -
0 Calls
0 Puts
Electronics & Computer Distribution | Technology

ARW SNX NSIT AVT 4 stocks

$3,041 0.01% of portfolio
  1  
  3  
 - -
0 Calls
0 Puts
Utilities—Regulated Water | Utilities

AWK WTRG AWR ARTNA 4 stocks

$2,770 0.01% of portfolio
  2  
  2  
  1  
 -
0 Calls
0 Puts
Recreational Vehicles | Consumer Cyclical

WGO MBUU PII THO BC 5 stocks

$2,619 0.01% of portfolio
  3  
  2  
  1  
 -
0 Calls
0 Puts
Utilities—Independent Power Producers | Utilities

VST NRG 2 stocks

$2,613 0.01% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Marine Shipping | Industrials

KEX NAT MATX 3 stocks

$2,308 0.01% of portfolio
  3  
 -
  1  
 -
0 Calls
0 Puts
REIT—Hotel & Motel | Real Estate

RHP HST PK PEB 4 stocks

$2,287 0.01% of portfolio
  4  
 - - -
0 Calls
0 Puts
N/A | N/A

DLY NMCO 2 stocks

$1,862 0.0% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Business Equipment & Supplies | Industrials

AVY SCS 2 stocks

$1,810 0.0% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
REIT—Mortgage | Real Estate

AGNC NRZ STWD BXMT ACRE RC 6 stocks

$1,696 0.0% of portfolio
  5  
  1  
  2  
 -
0 Calls
0 Puts
Gambling | Consumer Cyclical

DKNG EVRI 2 stocks

$1,696 0.0% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Uranium | Energy

CCJ UEC 2 stocks

$1,280 0.0% of portfolio
  1  
  1  
  1  
 -
0 Calls
0 Puts
Pollution & Treatment Controls | Industrials

FSS SCWO ZWS 3 stocks

$1,236 0.0% of portfolio
  1  
  2  
 - -
0 Calls
0 Puts
Resorts & Casinos | Consumer Cyclical

MGM CZR MTN LVS 4 stocks

$1,213 0.0% of portfolio
  1  
  3  
 - -
0 Calls
0 Puts
Pharmaceutical Retailers | Healthcare

WBA 1 stocks

$713 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Consumer Packaged Goods | Consumer Defensive

BUFF 1 stocks

$683 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Textile Manufacturing | Consumer Cyclical

AIN 1 stocks

$516 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Other Precious Metals & Mining | Basic Materials

ASM 1 stocks

$453 0.0% of portfolio
- - - -
0 Calls
0 Puts
Oil & Gas Drilling | Energy

HP PTEN 2 stocks

$439 0.0% of portfolio
  2  
 - - -
0 Calls
0 Puts
Mortgage Finance | Financial Services

ECPG UWMC 2 stocks

$379 0.0% of portfolio
  1  
  1  
  1  
 -
0 Calls
0 Puts
Financial Conglomerates | Financial Services

VOYA 1 stocks

$370 0.0% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Aluminum | Basic Materials

AA 1 stocks

$340 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Department Stores | Consumer Cyclical

M 1 stocks

$303 0.0% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Airports & Air Services | Industrials

ASLE JOBY 2 stocks

$292 0.0% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Infrastructure Operations | Industrials

ACA 1 stocks

$274 0.0% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Broadcasting | Communication Services

FUBO IHRT 2 stocks

$79 0.0% of portfolio
  2  
 -
  1  
 -
0 Calls
0 Puts
Silver | Basic Materials

AG 1 stocks

$70 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Diversified Communication Services | Technology

EGHT 1 stocks

$20 0.0% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Shell Companies | Financial Services

DWAC 1 stocks

$0 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email