Captrust Financial Advisors Incresed Positions in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAL
American Airlines Group Inc.

Industrials
21.5K
+ 49.72%
N/A
64.9K $716K
AGO
Assured Guaranty LTD

Financial Services
2.23K
+ 63.22%
$79.0 - $94.69 $176K - $211K
5.76K $518K
LSCC
Lattice Semiconductor Corp

Technology
3.77K
+ 53.79%
$48.58 - $63.46 $183K - $239K
10.8K $610K
LYFT
Lyft, Inc.

Technology
18.3K
+ 169.23%
$12.36 - $18.59 $226K - $340K
29.1K $375K
MGY
Magnolia Oil & Gas Corp

Energy
12.4K
+ 25.42%
$22.89 - $28.79 $284K - $357K
61.1K $1.43M
KMPR
Kemper Corp

Financial Services
3.24K
+ 83.48%
$59.0 - $72.1 $191K - $234K
7.12K $473K
WELL
Welltower Inc.

Real Estate
3.09K
+ 3.95%
$123.11 - $139.3 $380K - $430K
81.3K $10.2M
TNDM
Tandem Diabetes Care Inc

Healthcare
8.34K
+ 82.04%
$27.34 - $41.78 $228K - $349K
18.5K $666K
POWI
Power Integrations Inc

Technology
4.62K
+ 21.48%
$60.04 - $68.05 $277K - $314K
26.1K $1.61M
RHI
Robert Half International Inc.

Industrials
1.92K
+ 5.98%
$65.55 - $76.8 $126K - $147K
34K $2.4M
BIIB
Biogen Inc.

Healthcare
3.22K
+ 49.55%
$146.47 - $191.55 $471K - $616K
9.71K $1.49M
ACN
Accenture PLC

Technology
1K
+ 1.33%
$343.9 - $376.86 $345K - $378K
76.6K $26.9M
AZEK
Azek CO Inc.

Industrials
4.56K
+ 37.32%
$42.23 - $54.76 $192K - $250K
16.8K $796K
PEGA
Pegasystems Inc

Technology
1.6K
+ 42.71%
$69.42 - $97.28 $111K - $155K
5.33K $497K
ILMN
Illumina, Inc.

Healthcare
1.47K
+ 17.18%
$128.99 - $155.15 $190K - $229K
10K $1.34M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
6.3K
+ 10.21%
$40.97 - $42.66 $258K - $269K
68.1K $2.82M
CB
Chubb LTD

Financial Services
3.23K
+ 5.78%
$271.57 - $301.89 $877K - $975K
59.1K $16.3M
BAR
Granite Shares Gold Trust

ETFs
8.92K
+ 6.95%
$25.3 - $27.51 $226K - $245K
137K $3.56M
QDEL
Quidel Ortho Corp

Healthcare
5.07K
+ 97.2%
$36.18 - $44.84 $183K - $227K
10.3K $458K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
1.61K
+ 19.95%
$71.19 - $91.57 $114K - $147K
9.66K $806K
RSG
Republic Services, Inc.

Industrials
1.06K
+ 9.4%
$198.0 - $218.75 $211K - $233K
12.4K $2.49M
MC
Moelis & CO

Financial Services
2.51K
+ 45.95%
$65.74 - $80.49 $165K - $202K
7.97K $588K
TREX
Trex CO Inc

Industrials
2.88K
+ 44.42%
$62.94 - $79.88 $181K - $230K
9.36K $645K
DOX
Amdocs LTD

Technology
3.55K
+ 9.32%
$82.94 - $92.86 $294K - $330K
41.7K $3.55M
ADT
Adt Inc.

Industrials
31.6K
+ 133.12%
$6.71 - $8.14 $212K - $257K
55.4K $382K
IBB
Ishares Biotechnology ETF

ETFs
6.3K
+ 13.55%
$131.21 - $148.85 $827K - $938K
52.8K $6.98M
MEDP
Medpace Holdings, Inc.

Healthcare
643
+ 12.72%
$308.93 - $363.58 $199K - $234K
5.7K $1.89M
ZBRA
Zebra Technologies Corp

Technology
364
+ 8.71%
$360.09 - $411.94 $131K - $150K
4.54K $1.75M
CNMD
Conmed Corp

Healthcare
3.31K
+ 52.97%
$61.81 - $77.54 $205K - $257K
9.56K $654K
VTHR
Vanguard Russell 3000 ETF

ETFs
559
+ 5.7%
$251.33 - $271.45 $140K - $152K
10.4K $2.69M
SNPS
Synopsys Inc

Technology
635
+ 12.72%
$485.36 - $588.0 $308K - $373K
5.63K $2.73M
APG
A Pi Group Corp

Industrials
4.84K
+ 50.05%
$31.48 - $39.26 $152K - $190K
14.5K $521K
PSI
Invesco Exchange Traded Fd Tr

ETFs
2.17K
+ 1.12%
$53.26 - $60.98 $115K - $132K
196K $11.3M
GNTX
Gentex Corp

Consumer Cyclical
10.1K
+ 10.83%
$28.6 - $31.34 $290K - $318K
104K $2.98M
VDC
Vanguard Consumer Staples ETF

ETFs
1.74K
+ 7.46%
$210.96 - $223.62 $366K - $388K
25K $5.29M
BFLY
Butterfly Network, Inc.

Healthcare
29.4K
+ 36.73%
$1.66 - $3.67 $48.7K - $108K
109K $340K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
8.43K
+ 68.43%
$23.55 - $23.9 $198K - $201K
20.7K $489K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
3.17K
+ 22.33%
$42.05 - $48.31 $133K - $153K
17.3K $802K
CHTR
Charter Communications, Inc.

Communication Services
499
+ 40.24%
$315.38 - $408.02 $157K - $204K
1.74K $596K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.65K
+ 81.91%
$43.44 - $45.05 $202K - $209K
10.3K $448K
MGM
Mgm Resorts International

Consumer Cyclical
6.56K
+ 84.79%
$33.44 - $41.99 $219K - $275K
14.3K $495K
YELP
Yelp Inc

Communication Services
2.63K
+ 10.51%
$33.38 - $40.61 $87.8K - $107K
27.7K $1.07M
HES
Hess Corp

Energy
1.56K
+ 27.22%
$127.66 - $148.65 $200K - $232K
7.31K $972K
AVEM
American Centy ETF Tr Avantis

ETFs
3.59K
+ 103.55%
$58.59 - $66.14 $210K - $237K
7.05K $414K
GNRC
Generac Holdings Inc.

Industrials
1.89K
+ 7.24%
$154.28 - $195.11 $292K - $369K
28K $4.34M
PFGC
Performance Food Group CO

Consumer Defensive
663
+ 3.1%
$78.03 - $90.57 $51.7K - $60K
22K $1.86M
GATX
Gatx Corp

Industrials
232
+ 3.46%
$128.5 - $165.82 $29.8K - $38.5K
6.93K $1.07M
UCBI
United Community Banks Inc

Financial Services
6.39K
+ 3.52%
N/A
188K $5.5M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.68K
+ 9.15%
$58.39 - $67.04 $98.3K - $113K
20.1K $1.28M
Activity Summary
Buys All Purchases 1355 New Holdings 152 Increased Positions 1203 Sells All Sells 849 Reductions 849 Sold out 0 Options Calls 0 Puts 0
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