Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HCA
Hca Healthcare, Inc.

Healthcare
2.57K
+ 0.85%
$334.32 - $426.2 $859K - $1.1M
306K $130M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.35K
+ 0.18%
$459.11 - $506.91 $620K - $685K
761K $383M
CAT
Caterpillar Inc

Industrials
1.86K
+ 1.41%
$390.92 - $477.15 $728K - $888K
134K $64M
MA
Mastercard Inc

Financial Services
13.9K
+ 2.56%
$550.18 - $598.96 $7.64M - $8.32M
556K $316M
AMZN
Amazon Com Inc

Consumer Cyclical
50.9K
+ 2.17%
$211.65 - $238.24 $10.8M - $12.1M
2.4M $528M
VEU
Vanguard Ftse All World Ex Us

ETFs
33.9K
+ 1.67%
$66.38 - $71.68 $2.25M - $2.43M
2.06M $147M
PHYS
Sprott Physical Gold Trust

Financial Services
7.56K
+ 0.31%
$25.02 - $29.62 $189K - $224K
2.46M $72.9M
MEDP
Medpace Holdings, Inc.

Healthcare
4K
+ 9.87%
$308.88 - $514.16 $1.24M - $2.06M
44.6K $22.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.91K
+ 1.45%
$89.32 - $107.82 $617K - $745K
483K $52.1M
WMT
Walmart Inc.

Consumer Defensive
31.8K
+ 2.85%
$94.4 - $104.27 $3M - $3.31M
1.15M $118M
WPC
W. P. Carey Inc.

Real Estate
70.6K
+ 9.15%
$61.29 - $68.7 $4.33M - $4.85M
842K $56.9M
GS
Goldman Sachs Group Inc

Financial Services
3.29K
+ 4.78%
$696.56 - $806.32 $2.29M - $2.65M
72.2K $57.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23.4K
+ 1.06%
$62.09 - $66.51 $1.45M - $1.56M
2.24M $146M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.67K
+ 0.56%
$108.46 - $120.63 $507K - $564K
843K $100M
CATH
Global X Fds Global X S&P 500

ETFs
105K
New
$75.38 - $81.32 $7.91M - $8.54M
105K $8.51M
TM
Toyota Motor Corp

Consumer Cyclical
4.69K
+ 1.16%
$167.86 - $202.79 $787K - $951K
407K $77.8M
SRAD
Sportradar Group Ag

Technology
324K
+ 137.39%
$26.9 - $31.79 $8.71M - $10.3M
559K $15M
AYI
Acuity Brands Inc

Industrials
11.7K
+ 12.65%
$287.07 - $344.52 $3.35M - $4.02M
104K $35.8M
CPA
Copa Holdings, S.A.

Industrials
22.2K
+ 3.57%
$107.44 - $122.34 $2.38M - $2.71M
643K $76.4M
QCOM
Qualcomm Inc

Technology
15.9K
+ 2.08%
$145.84 - $173.55 $2.32M - $2.76M
779K $130M
UNH
Unitedhealth Group Inc

Healthcare
12.3K
+ 11.12%
$237.77 - $353.61 $2.93M - $4.36M
123K $42.6M
AFL
Aflac Inc

Financial Services
3.79K
+ 0.33%
$98.09 - $111.7 $371K - $423K
1.16M $130M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
22.7K
+ 22.47%
$236.25 - $257.69 $5.37M - $5.86M
124K $31.8M
IEFA
Ishares Tr

ETFs
23.9K
+ 1.7%
$81.7 - $87.53 $1.95M - $2.09M
1.42M $124M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
221K
+ 3.05%
$22.45 - $23.2 $4.95M - $5.12M
7.46M $172M
STRL
Sterling Construction CO Inc

Industrials
8.99K
+ 22.65%
$222.54 - $371.84 $2M - $3.34M
48.7K $16.5M
PEP
Pepsico Inc

Consumer Defensive
19.2K
+ 3.59%
$133.81 - $152.16 $2.57M - $2.92M
555K $77.9M
MRK
Merck & Co., Inc.

Healthcare
14.2K
+ 1.16%
$77.6 - $87.37 $1.1M - $1.24M
1.24M $104M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.54K
+ 0.83%
$132.9 - $142.03 $869K - $929K
798K $112M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11.3K
+ 0.83%
$68.24 - $73.73 $773K - $835K
1.38M $101M
EFV
Msci Eafe Value ETF

ETFs
67.2K
+ 13.02%
$62.79 - $68.42 $4.22M - $4.6M
583K $39.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
66.4K
+ 3.73%
$100.37 - $100.74 $6.67M - $6.69M
1.85M $186M
CMI
Cummins Inc

Industrials
2.16K
+ 3.8%
$327.85 - $426.39 $708K - $921K
58.9K $24.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.47K
+ 0.43%
$49.43 - $54.52 $271K - $298K
1.27M $68.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.5K
+ 0.9%
$87.29 - $93.61 $1.01M - $1.08M
1.3M $121M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
235K
+ 46.59%
$25.24 - $25.56 $5.94M - $6.01M
740K $18.9M
INTC
Intel Corp

Technology
55.3K
+ 14.74%
$19.31 - $35.5 $1.07M - $1.96M
430K $14.4M
INOD
Innodata Inc

Technology
37.1K
+ 24.39%
$36.68 - $75.94 $1.36M - $2.82M
189K $13.6M
BX
Blackstone Inc.

Financial Services
13.1K
+ 8.24%
$152.77 - $188.68 $2M - $2.47M
172K $29.4M
CME
Cme Group Inc.

Financial Services
31K
+ 5.94%
$258.83 - $287.1 $8.02M - $8.9M
553K $149M
USFR
Wisdomtree Floating Rate Treas

ETFs
115K
+ 1.65%
$50.23 - $50.48 $5.78M - $5.81M
7.08M $356M
MO
Altria Group, Inc.

Consumer Defensive
4.79K
+ 0.69%
$57.75 - $67.68 $277K - $324K
700K $46.2M
DVN
Devon Energy Corp

Energy
21.4K
+ 1.5%
$31.75 - $36.99 $679K - $791K
1.44M $50.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.09K
+ 0.44%
$108.97 - $121.65 $227K - $254K
478K $57.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
15.5K
+ 2.1%
$84.28 - $89.46 $1.31M - $1.39M
753K $66.9M
FSV
First Service Corp

Real Estate
7.14K
+ 2.96%
$175.69 - $208.43 $1.25M - $1.49M
248K $47.2M
GE
General Electric CO

Industrials
3.82K
+ 4.15%
$244.75 - $305.63 $935K - $1.17M
96K $28.9M
BRX
Brixmor Property Group Inc.

Real Estate
225K
+ 6.72%
N/A
3.57M $81.1M
NEM
Newmont Corp

Basic Materials
2.36K
+ 1.34%
$57.35 - $85.25 $135K - $201K
179K $15.1M
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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