Captrust Financial Advisors Asset Management

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.7B
$93.9 Million 0.22% of portfolio
176,010
Q2 2025 Added 3.56%
$84.6B
$73.5 Million 0.17% of portfolio
806,377
Q2 2025 Added 0.23%
$0
$62.2 Million 0.14% of portfolio
2,453,340
Q2 2025 Added 0.94%
$120B
$23.8 Million 0.06% of portfolio
158,980
Q2 2025 Added 11.63%
$119B
$21.8 Million 0.05% of portfolio
163,601
Q2 2025 Added 3.36%
$0
$13 Million 0.03% of portfolio
359,116
Q2 2025 Reduced 2.2%
$2.52B
$12 Million 0.03% of portfolio
820,643
Q2 2025 Reduced 9.05%
$0
$11.2 Million 0.03% of portfolio
476,855
Q2 2025 Reduced 2.93%
$0
$8.76 Million 0.02% of portfolio
1,092,658
Q2 2025 Added 8.91%
$23.8B
$6.87 Million 0.02% of portfolio
71,242
Q2 2025 Added 2.69%
$0
$4.49 Million 0.01% of portfolio
149,214
Q2 2025 Reduced 7.66%
$0
$4.08 Million 0.01% of portfolio
270,822
Q2 2025 Added 3.04%
$0
$3.89 Million 0.01% of portfolio
177,016
Q2 2025 Reduced 10.93%
$0
$3.41 Million 0.01% of portfolio
164,508
Q2 2025 Added 0.85%
$0
$3.04 Million 0.01% of portfolio
222,471
Q2 2025 Added 10.41%
$19.9B
$2.67 Million 0.01% of portfolio
33,654
Q2 2025 Reduced 0.14%
$0
$2.1 Million 0.0% of portfolio
263,549
Q2 2025 Added 0.28%
$81.5B
$1.97 Million 0.0% of portfolio
13,907
Q2 2025 Added 40.16%
$11.9B
$1.93 Million 0.0% of portfolio
21,470
Q2 2025 Added 2.04%
$0
$1.8 Million 0.0% of portfolio
94,723
Q2 2025 Reduced 24.75%
$27B
$1.63 Million 0.0% of portfolio
12,886
Q2 2025 Reduced 1.57%
$0
$1.48 Million 0.0% of portfolio
81,223
Q2 2025 Added 3.86%
$23.3B
$1.39 Million 0.0% of portfolio
27,115
Q2 2025 Added 93.33%
$0
$1.33 Million 0.0% of portfolio
111,719
Q2 2025 Added 4.47%
$30.9B
$1.25 Million 0.0% of portfolio
7,201
Q2 2025 Added 20.54%
$3.12B
$1.2 Million 0.0% of portfolio
27,180
Q2 2025 Reduced 0.13%
$0
$1.06 Million 0.0% of portfolio
44,425
Q2 2025 Reduced 31.0%
$0
$974,000 0.0% of portfolio
105,315
Q2 2025 Added 3.86%
$0
$951,000 0.0% of portfolio
97,146
Q2 2025 Reduced 0.88%
$9.85B
$946,000 0.0% of portfolio
60,017
Q2 2025 Added 7.58%
$0
$743,000 0.0% of portfolio
49,945
Q2 2025 Reduced 45.75%
$7.34B
$743,000 0.0% of portfolio
19,144
Q2 2025 Added 67.67%
$447M
$742,000 0.0% of portfolio
52,686
Q2 2025 Added 40.91%
$0
$694,000 0.0% of portfolio
58,302
Q2 2025 Reduced 13.5%
$0
$681,000 0.0% of portfolio
62,370
Q2 2025 Reduced 6.33%
$0
$642,000 0.0% of portfolio
50,476
Q2 2025 Added 170.5%
$0
$622,000 0.0% of portfolio
83,205
Q2 2025 Added 1.2%
$912M
$550,000 0.0% of portfolio
34,112
Q2 2025 Added 0.88%
$22.2B
$546,000 0.0% of portfolio
15,400
Q2 2025 Added 1.26%
$1.06B
$545,000 0.0% of portfolio
51,713
Q2 2025 Reduced 56.18%
$0
$518,000 0.0% of portfolio
89,087
Q2 2025 Added 1.3%
$0
$502,000 0.0% of portfolio
51,161
Q2 2025 Added 1.85%
$0
$497,000 0.0% of portfolio
44,026
Q2 2025 Added 64.13%
$0
$495,000 0.0% of portfolio
47,101
Q2 2025 Reduced 4.01%
$0
$478,000 0.0% of portfolio
39,056
Q2 2025 New
$0
$464,000 0.0% of portfolio
126,642
Q2 2025 New
$4.95B
$449,000 0.0% of portfolio
7,605
Q2 2025 Reduced 14.19%
$0
$435,000 0.0% of portfolio
30,434
Q2 2025 Added 71.22%
$2.46B
$430,000 0.0% of portfolio
23,539
Q2 2025 Added 7.43%
Filter Shares Options
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