Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QRVO
Qorvo, Inc.

Technology
3.11K
+ 114.76%
$83.6 - $96.31 $260K - $300K
5.82K $530K
VOX
Vanguard Communication Service

ETFs
439
+ 3.37%
$169.0 - $192.17 $74.2K - $84.4K
13.5K $2.53M
PPC
Pilgrims Pride Corp

Consumer Defensive
7.88K
+ 154.78%
$40.22 - $50.41 $317K - $397K
13K $527K
ACM
Aecom

Industrials
1.52K
+ 27.0%
$111.08 - $132.99 $169K - $202K
7.15K $933K
PCAR
Paccar Inc

Industrials
1.12K
+ 1.94%
$92.91 - $102.86 $104K - $115K
58.9K $5.79M
BHF
Brighthouse Financial, Inc.

Financial Services
5.58K
New
$43.36 - $57.59 $242K - $321K
5.58K $295K
FDL
First Tr Morningstar Dividend

ETFs
6.02K
+ 27.22%
$41.96 - $44.59 $253K - $268K
28.1K $1.22M
SIL
Global X Silver Miners ETF

ETFs
4.13K
New
$47.34 - $71.63 $195K - $296K
4.13K $295K
AWK
American Water Works Company, Inc.

Utilities
2.11K
+ 15.49%
$135.05 - $147.0 $284K - $309K
15.7K $2.18M
HEFA
Ishares Currency Hedged Msci E

ETFs
7.44K
New
$37.2 - $39.61 $277K - $295K
7.44K $294K
WMS
Advanced Drainage Systems, Inc.

Industrials
2.11K
New
$110.89 - $148.5 $234K - $313K
2.11K $292K
QCRH
Qcr Holdings Inc

Financial Services
3.87K
New
$69.91 - $80.74 $270K - $312K
3.87K $292K
HWM
Howmet Aerospace Inc.

Industrials
49
+ 0.18%
$171.0 - $196.23 $8.38K - $9.62K
27.9K $5.48M
IPGP
Ipg Photonics Corp

Technology
2.44K
+ 26.3%
$71.05 - $84.98 $173K - $207K
11.7K $928K
VRTS
Virtus Investment Partners, Inc.

Financial Services
1.53K
New
$187.14 - $213.98 $287K - $328K
1.53K $291K
RIO
Rio Tinto PLC

Basic Materials
606
+ 1.88%
$57.66 - $66.01 $34.9K - $40K
32.9K $2.17M
IREN
Iris Energy LTD

Financial Services
6.24K
New
$15.1 - $47.14 $94.3K - $294K
6.24K $285K
OSIS
Osi Systems Inc

Technology
1.15K
New
$208.12 - $249.24 $239K - $286K
1.15K $285K
RKT
Rocket Companies, Inc.

Financial Services
14.8K
New
$13.31 - $21.16 $196K - $312K
14.8K $285K
VRNS
Varonis Systems Inc

Technology
2.52K
+ 12.18%
$49.58 - $59.83 $125K - $151K
23.2K $1.34M
NPO
Enpro Industries, Inc

Industrials
1.26K
New
$195.22 - $231.56 $246K - $292K
1.26K $284K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1.84K
New
$113.83 - $154.45 $209K - $284K
1.84K $283K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.98K
+ 11.42%
$87.69 - $96.0 $174K - $190K
19.3K $1.82M
CEG
Constellation Energy Corp

Utilities
383
+ 1.57%
$298.82 - $354.89 $114K - $136K
24.8K $8.17M
RDN
Radian Group Inc

Financial Services
7.72K
New
$32.61 - $37.23 $252K - $287K
7.72K $279K
ONDS
Ondas Holdings Inc.

Technology
5.45K
+ 13.63%
$1.75 - $7.88 $9.54K - $42.9K
45.5K $354K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.28K
+ 14.97%
$31.79 - $33.42 $200K - $210K
48.2K $1.61M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.56K
+ 59.18%
$105.16 - $140.03 $164K - $219K
4.21K $570K
HOG
Harley Davidson, Inc.

Consumer Cyclical
9.91K
New
$22.95 - $31.03 $227K - $308K
9.91K $276K
HOMB
Home Bancshares Inc

Financial Services
9.85K
+ 52.16%
$27.55 - $30.19 $271K - $297K
28.7K $813K
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.8K
+ 31.46%
$24.69 - $25.26 $268K - $274K
45.3K $1.14M
OTTR
Otter Tail Corp

Utilities
3.37K
New
$75.29 - $85.97 $253K - $289K
3.37K $275K
OMC
Omnicom Group Inc.

Communication Services
1.58K
+ 10.44%
$70.41 - $81.53 $111K - $129K
16.7K $1.36M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
13K
New
$20.56 - $31.65 $267K - $412K
13K $274K
GWRE
Guidewire Software, Inc.

Technology
1.5K
+ 11.9%
$207.82 - $261.88 $311K - $392K
14.1K $3.23M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
9.02K
New
$26.31 - $41.44 $237K - $374K
9.02K $271K
COLM
Columbia Sportswear CO

Consumer Cyclical
5.18K
New
$49.3 - $64.28 $255K - $333K
5.18K $270K
RPM
Rpm International Inc

Basic Materials
1.17K
+ 7.06%
$110.07 - $128.23 $128K - $150K
17.7K $2.08M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
3.42K
New
$73.9 - $84.4 $253K - $289K
3.42K $268K
APPN
Appian Corp

Technology
8.78K
New
$26.95 - $33.69 $237K - $296K
8.78K $268K
CRS
Carpenter Technology Corp

Industrials
1.22K
+ 119.86%
$232.4 - $287.42 $283K - $350K
2.24K $549K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
13.8K
New
$18.82 - $19.8 $260K - $274K
13.8K $268K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
4.75K
New
$51.33 - $58.15 $244K - $276K
4.75K $268K
VC
Visteon Corp

Consumer Cyclical
2.24K
New
$98.77 - $128.76 $222K - $289K
2.24K $268K
PSMT
Pricesmart Inc

Consumer Defensive
685
+ 6.03%
$102.01 - $122.66 $69.9K - $84K
12K $1.46M
CRUS
Cirrus Logic, Inc.

Technology
1.24K
+ 23.81%
$97.25 - $127.45 $121K - $158K
6.46K $809K
PLAB
Photronics Inc

Technology
11.6K
New
$19.16 - $25.06 $222K - $290K
11.6K $265K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
885
+ 1.23%
$52.12 - $55.33 $46.1K - $49K
72.8K $4.03M
ATAI
Atai Life Sciences N.V.

Healthcare
50K
New
$2.62 - $5.61 $131K - $281K
50K $264K
Activity Summary
Buys All Purchases 1526 New Holdings 239 Increased Positions 1287 Sells All Sells 981 Reductions 981 Sold out 0 Options Calls 0 Puts 0
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