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
Stock
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Innovator Equity Defined Protection ETF 2 Yr To January 2026
-
$0
0.0% of portfolio
-
Q1 2024New
Innovator Equity Defined Protection ETF 2 Yr To July 2025
