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.