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
FFIV
F5, Inc.

Technology
228
+ 8.78%
$213.56 - $263.36 $48.7K - $60K
2.83K $710K
VMI
Valmont Industries Inc

Industrials
18
+ 0.23%
$287.0 - $352.14 $5.17K - $6.34K
7.95K $2.44M
FPX
First Trust Us Equity Opportun

ETFs
921
+ 31.6%
$109.38 - $131.9 $101K - $121K
3.84K $458K
FXL
First Tr Exchange Traded Fd Fi

ETFs
463
+ 6.88%
$136.18 - $158.26 $63.1K - $73.3K
7.19K $1.07M
IPGP
Ipg Photonics Corp

Technology
2.01K
+ 28.76%
$71.88 - $85.75 $145K - $172K
9K $654K
NEXT
Next Decade Corp.

Energy
349
+ 0.8%
$4.64 - $7.71 $1.62K - $2.69K
43.9K $338K
KIM
Kimco Realty Corp

Real Estate
5.54K
+ 37.82%
$22.75 - $25.78 $126K - $143K
20.2K $473K
WEC
Wec Energy Group, Inc.

Utilities
1.95K
+ 7.79%
$92.94 - $101.82 $181K - $198K
26.9K $2.53M
REG
Regency Centers Corp

Real Estate
1.63K
+ 42.5%
$69.77 - $75.91 $114K - $124K
5.47K $404K
SKYY
First Trust Cloud Computing Et

ETFs
502
+ 12.97%
$99.98 - $130.46 $50.2K - $65.5K
4.37K $520K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
606
+ 22.69%
$77.15 - $104.91 $46.8K - $63.6K
3.28K $330K
CATY
Cathay General Bancorp

Financial Services
222
+ 0.95%
$41.63 - $53.85 $9.24K - $12K
23.5K $1.12M
FDS
Factset Research Systems Inc

Financial Services
40
+ 0.82%
$449.69 - $495.72 $18K - $19.8K
4.9K $2.35M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 13.67%
$113.79 - $124.5 $119K - $130K
8.71K $999K
DNL
Wiswisdomtree Tr

ETFs
20.9K
+ 11.3%
$35.98 - $39.39 $753K - $824K
206K $7.42M
AZTA
Azenta, Inc.

Healthcare
2.03K
+ 22.13%
$40.37 - $51.57 $81.8K - $104K
11.2K $558K
EIX
Edison International

Utilities
3.04K
+ 17.11%
$77.93 - $88.36 $237K - $269K
20.8K $1.66M
ALLY
Ally Financial Inc.

Financial Services
2.96K
+ 49.7%
$34.12 - $39.98 $101K - $118K
8.91K $320K
OGE
Oge Energy Corp.

Utilities
2.47K
+ 9.13%
$39.65 - $44.08 $98K - $109K
29.6K $1.22M
AVUV
American Centy ETF Tr Avantis

ETFs
971
+ 3.99%
$94.37 - $106.41 $91.6K - $103K
25.3K $2.44M
AROC
Archrock, Inc.

Energy
1.6K
+ 11.05%
$19.92 - $26.66 $31.9K - $42.7K
16.1K $400K
PGF
Invesco Exchange Traded Fd Tr

ETFs
10.8K
+ 24.06%
$14.4 - $15.83 $156K - $171K
55.9K $812K
WHR
Whirlpool Corp

Consumer Cyclical
704
+ 19.91%
$99.28 - $124.45 $69.9K - $87.6K
4.24K $485K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.31K
+ 54.32%
$50.14 - $52.56 $116K - $121K
6.55K $329K
NMRK
Newmark Group, Inc.

Real Estate
19.7K
+ 36.58%
$12.79 - $15.98 $251K - $314K
73.4K $940K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.95K
+ 27.57%
$63.27 - $70.31 $186K - $207K
13.6K $865K
GAB
Gabelli Equity Trust Inc

Financial Services
20.6K
+ 31.65%
$5.36 - $5.83 $110K - $120K
85.7K $461K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
372
+ 7.49%
$107.32 - $127.74 $39.9K - $47.5K
5.34K $657K
EBAY
Ebay Inc

Consumer Cyclical
2.36K
+ 17.32%
$57.51 - $67.17 $136K - $159K
16K $990K
IDA
Idacorp Inc

Utilities
544
+ 7.9%
$100.11 - $118.96 $54.5K - $64.7K
7.43K $812K
ELS
Equity Lifestyle Properties Inc

Real Estate
1.85K
+ 38.09%
$66.06 - $72.51 $122K - $134K
6.71K $446K
RE
Everest Re Group LTD

Financial Services
262
+ 11.26%
N/A
2.59K $959K
SANM
Sanmina Corp

Technology
534
+ 6.94%
$65.07 - $83.88 $34.7K - $44.8K
8.22K $622K
DELL
Dell Technologies Inc.

Technology
1.6K
+ 5.85%
$111.96 - $144.21 $179K - $230K
28.9K $3.33M
DGII
Digi International Inc

Technology
1.29K
+ 6.35%
$27.66 - $33.88 $35.7K - $43.7K
21.6K $653K
FXD
First Tr Exchange Traded Fd

ETFs
1.27K
+ 13.85%
$62.05 - $68.52 $78.5K - $86.7K
10.4K $672K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
190
+ 1.21%
$174.04 - $205.27 $33.1K - $39K
15.9K $2.87M
TNL
Travel & Leisure Co.

Consumer Cyclical
1.45K
+ 29.74%
$45.26 - $56.28 $65.4K - $81.3K
6.3K $317K
CWST
Casella Waste Systems Inc

Industrials
156
+ 1.29%
$97.5 - $113.93 $15.2K - $17.8K
12.3K $1.3M
HAL
Halliburton CO

Energy
6.38K
+ 14.7%
$25.77 - $31.99 $164K - $204K
49.8K $1.35M
CLX
Clorox CO

Consumer Defensive
661
+ 2.05%
$156.51 - $169.74 $103K - $112K
32.9K $5.34M
BSCV
Invesco ETF Self Indexed Fd Tr
7.17K
+ 19.71%
$16.02 - $16.72 $115K - $120K
43.5K $698K
SHAK
Shake Shack Inc.

Consumer Cyclical
244
+ 10.81%
$101.73 - $138.76 $24.8K - $33.9K
2.5K $324K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
12.1K
+ 78.48%
$8.36 - $9.06 $101K - $109K
27.5K $231K
DUSA
Davis Fundamental ETF Tr

ETFs
1.89K
+ 6.69%
$40.91 - $45.07 $77.2K - $85K
30.1K $1.27M
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
1.08K
+ 21.35%
$38.57 - $49.32 $41.5K - $53.1K
6.12K $301K
KEYS
Keysight Technologies, Inc.

Technology
484
+ 6.97%
$149.01 - $172.53 $72.1K - $83.5K
7.42K $1.19M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
2.4K
+ 19.17%
$16.15 - $20.36 $38.7K - $48.8K
14.9K $296K
TSN
Tyson Foods, Inc.

Consumer Defensive
1.9K
+ 21.44%
$57.14 - $64.54 $108K - $122K
10.7K $616K
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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