Captrust Financial Advisors Portfolio Holdings
Captrust Financial Advisors
- $38.8 Billion
- Q1 2025
Captrust Financial Advisors has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $38.8 Billion distributed in 2351 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 $2.07B, Apple Inc. with a value of $1.36B, Vanguard Ftse Developed Market with a value of $1.05B, Vanguard Value ETF with a value of $975M, and Microsoft Corp with a value of $965M.
Examining the 13F form we can see an increase of $4.58B in the current position value, from $34.2B to 38.8B.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 2,351
- Current Value $38.8 Billion
- Prior Value $34.2 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 190 stocks
- Additional Purchases 1,259 stocks
- Sold out of 0 stocks
- Reduced holdings in 806 stocks