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
CGMS
Capital Grp Core Plus Income E
5.83K
+ 15.4%
N/A
43.7K $0
Cava Group Inc Com
3.02K
+ 32.94%
N/A
12.2K $0
Cooper Cos Inc Com
726
+ 19.03%
N/A
4.54K $0
Core Laboratories Inc Com
1.73K
+ 3.21%
N/A
55.5K $0
Corpay Inc Com Shs
528
+ 38.21%
N/A
1.91K $0
CRH.L
Crh PLC

Basic Materials
2.38K
+ 29.94%
N/A
10.3K $0
Dimensional Global Real Estate ETF
13.5K
+ 14.98%
N/A
103K $0
Direxion Daily Nvda Bull 2 X Shares
1.83K
+ 45.75%
N/A
5.83K $0
Ferguson Enterprises Inc Common Stock New
514
+ 3.91%
N/A
13.7K $0
Fidelity Enhanced International ETF
84.9K
+ 73.41%
N/A
201K $0
Franklin Bitcoin ETF
3.25K
+ 42.36%
N/A
10.9K $0
Ft Vest U.S. Equity Moderate Buffer ETF June
1.16K
+ 2.72%
N/A
44K $0
Ge Healthcare Technologies Inc Common Stock
2.86K
+ 8.58%
N/A
36.2K $0
Ge Vernova Inc Com
2.47K
+ 14.42%
N/A
19.6K $0
Healthcare Rlty Tr Cl A Com
6
+ 0.02%
N/A
31.6K $0
HEIA
Heico Crp Cl A
179
+ 5.28%
N/A
3.57K $0
Hive Digital Technologies LTD Com New
2.85K
+ 22.3%
N/A
15.6K $0
Innovator U.S. Equity 10 Buffer ETF Quarterly
33.8K
+ 8.43%
N/A
435K $0
PDEC
Innovator U.S. Equity Power Bu
4.14K
+ 21.3%
N/A
23.6K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
274
+ 3.07%
N/A
9.2K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
1.66K
+ 10.43%
N/A
17.6K $0
Invesco Bulletshares 2032 Municipal Bond ETF
385
+ 2.88%
N/A
13.8K $0
Invesco Bulletshares 2033 Municipal Bond ETF
237
+ 2.15%
N/A
11.3K $0
Ishares Bitcoin Trust ETF
41.2K
+ 43.79%
N/A
135K $0
Ishares Ibonds Dec 2033 Term Corporate ETF
20.6K
+ 73.85%
N/A
48.5K $0
Ishares Large Cap Deep Buffer ETF
32.4K
+ 13.28%
N/A
276K $0
Ishares Large Cap Moderate Buffer ETF
19.2K
+ 28.46%
N/A
86.6K $0
ILCG
Ishares Morningstar Growth ETF
3.75K
+ 4.62%
N/A
84.9K $0
Jacobs Solutions Inc.
2.29K
+ 9.32%
N/A
26.9K $0
JGRO
J P Morgan Exchange Traded Fd
203K
+ 6.82%
N/A
3.17M $0
Jpmorgan Hedged Equity Laddered Overlay ETF
11.1K
+ 47.65%
N/A
34.5K $0
Kenvue Inc Com
8.83K
+ 16.35%
N/A
62.8K $0
Kodiak Gas Svcs Inc Com
2.69K
+ 20.61%
N/A
15.8K $0
Lam Research Corp Com New
1.05M
+ 924.71%
N/A
1.16M $0
Linde PLC Shs
951
+ 2.24%
N/A
43.4K $0
Loar Holdings Inc Com Shs
464
+ 4.43%
N/A
10.9K $0
MOGA
Moog Inc Cla
240
+ 5.08%
N/A
4.97K $0
Morgan Stanley Direct Lending Com Shs
16K
+ 100.0%
N/A
32K $0
Nextracker Inc Class A Com
7.65K
+ 131.49%
N/A
13.5K $0
Pacer Us Small Cap Cash Cows Growth Leaders ETF
3.41K
+ 25.74%
N/A
16.7K $0
Peakstone Realty Trust Common Shares
172
+ 0.3%
N/A
57.5K $0
Pimco Multisector Bond Active Exchange Traded Fund
504K
+ 164.69%
N/A
810K $0
Pimco Ultra Short Government Active Exchange Traded Fund
80.8K
+ 757.67%
N/A
91.5K $0
S&P 500 Core Premium Income ETF
2.38K
+ 6.03%
N/A
41.9K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
16.6K
+ 79.71%
N/A
37.5K $0
Siriusxm Holdings Inc Common Stock
38.7K
+ 44.01%
N/A
126K $0
Smurfit Westrock PLC Shs
2.14K
+ 41.67%
N/A
7.27K $0
Solventum Corp Com Shs
10.6K
+ 43.21%
N/A
35.2K $0
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
67
+ 0.8%
$40.34 - $40.62 $2.7K - $2.72K
8.49K $343K
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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