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
EMR
Emerson Electric CO

Industrials
583
+ 0.27%
$108.13 - $134.33 $63K - $78.3K
220K $27.3M
CGGO
Capital Group Global Growth Eq

ETFs
126K
+ 27.58%
$29.21 - $30.67 $3.68M - $3.86M
582K $17M
AZO
Autozone Inc

Consumer Cyclical
713
+ 4.0%
$2981.19 - $3370.27 $2.13M - $2.4M
18.5K $59.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
29.3K
+ 33.52%
$77.25 - $91.3 $2.27M - $2.68M
117K $9.97M
FDX
Fedex Corp

Industrials
8.06K
+ 7.55%
$260.5 - $305.15 $2.1M - $2.46M
115K $32.3M
LYV
Live Nation Entertainment, Inc.

Communication Services
22.1K
+ 229.07%
$109.06 - $140.54 $2.41M - $3.11M
31.7K $4.11M
BA
Boeing CO

Industrials
9.73K
+ 19.17%
$138.14 - $180.72 $1.34M - $1.76M
60.5K $10.7M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
63K
+ 1335.96%
$46.63 - $47.41 $2.94M - $2.99M
67.7K $3.16M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
50.4K
+ 201.0%
$47.66 - $57.86 $2.4M - $2.92M
75.5K $4.28M
MO
Altria Group, Inc.

Consumer Defensive
41.8K
+ 7.44%
$49.06 - $57.74 $2.05M - $2.41M
603K $31.5M
PHYS
Sprott Physical Gold Trust

Financial Services
170K
+ 7.47%
$19.66 - $21.66 $3.34M - $3.68M
2.45M $49.3M
ACGL
Arch Capital Group Ltd.

Financial Services
38.5K
+ 101.51%
$88.71 - $114.86 $3.41M - $4.42M
76.3K $7.05M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
14.4K
+ 165.88%
$180.39 - $205.43 $2.59M - $2.95M
23K $4.37M
ALKT
Alkami Technology, Inc.

Technology
66.2K
+ 232.32%
$31.06 - $42.22 $2.06M - $2.79M
94.7K $3.47M
ADSK
Autodesk, Inc.

Technology
10.5K
+ 4.85%
N/A
226K $55.7M
RELX
Relx PLC

Communication Services
106K
+ 9.6%
$44.45 - $48.63 $4.71M - $5.15M
1.21M $54.9M
SLQT
Select Quote, Inc.

Financial Services
73.6K
+ 5.01%
$1.84 - $3.83 $135K - $282K
1.54M $5.74M
VRSK
Verisk Analytics, Inc.

Industrials
6.52K
+ 7.58%
$262.86 - $294.75 $1.71M - $1.92M
92.5K $25.5M
CMF
Ishares California Muni Bond E

ETFs
43.2K
+ 40.08%
$56.66 - $58.1 $2.45M - $2.51M
151K $8.65M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
16.9K
+ 14.93%
$209.89 - $233.24 $3.54M - $3.93M
130K $27.5M
SCHR
Schwab Intermediate Term Us Tr

ETFs
113K
+ 782.85%
$24.19 - $50.58 $2.73M - $5.71M
127K $3.09M
TRMB
Trimble Inc.

Technology
25.7K
+ 40.66%
$60.21 - $75.4 $1.55M - $1.94M
89K $6.29M
BRO
Brown & Brown, Inc.

Financial Services
23.8K
+ 47.75%
$100.93 - $113.42 $2.4M - $2.7M
73.6K $7.51M
MAR
Marriott International Inc

Consumer Cyclical
1.95K
+ 3.42%
$246.06 - $292.59 $480K - $570K
58.9K $16.4M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
14.4K
+ 286.07%
$165.45 - $196.93 $2.39M - $2.84M
19.5K $3.23M
IWS
Ishares Russell Midcap Value E

ETFs
20.1K
+ 16.31%
$128.08 - $140.32 $2.58M - $2.82M
143K $18.6M
IWN
Ishares Russell2000 Val ETF

ETFs
14.8K
+ 19.68%
$162.69 - $181.35 $2.41M - $2.69M
90.1K $14.8M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
96.8K
+ 32.33%
$24.82 - $25.48 $2.4M - $2.47M
396K $9.87M
ACI
Albertsons Companies, Inc.

Consumer Defensive
109K
+ 152.73%
$18.01 - $19.92 $1.96M - $2.16M
180K $3.53M
TJX
Tjx Companies Inc

Consumer Cyclical
8.82K
+ 2.83%
$112.15 - $127.2 $989K - $1.12M
320K $38.7M
CMI
Cummins Inc

Industrials
2.29K
+ 4.48%
$324.93 - $383.42 $742K - $876K
53.2K $18.6M
CGDV
Capital Group Divid Value ETF

ETFs
76.7K
+ 14.17%
$35.16 - $37.12 $2.7M - $2.85M
617K $21.8M
IAC
Iac/Inter Active Corp

Communication Services
48.4K
+ 925.76%
$41.75 - $55.1 $2.02M - $2.67M
53.7K $2.32M
CNM
Core & Main, Inc.

Industrials
35.9K
+ 121.77%
$41.91 - $55.78 $1.5M - $2M
65.3K $3.32M
FIS
Fidelity National Information Services, Inc.

Technology
26K
+ 81.38%
$80.14 - $90.95 $2.09M - $2.37M
58K $4.69M
NET
Cloudflare, Inc.

Technology
8.4K
+ 21.09%
$78.11 - $117.56 $656K - $988K
48.2K $5.19M
MORN
Morningstar, Inc.

Financial Services
5.66K
+ 167.75%
$312.56 - $358.78 $1.77M - $2.03M
9.03K $3.04M
VONV
Vanguard Russell 1000 Value Et

ETFs
29.1K
+ 14.32%
$80.87 - $87.69 $2.35M - $2.55M
232K $18.9M
VIG
Vanguard Dividend Appreciation

ETFs
10.6K
+ 1.04%
N/A
1.04M $189M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
43.8K
+ 11.27%
$49.74 - $50.43 $2.18M - $2.21M
432K $21.6M
ADP
Automatic Data Processing Inc

Industrials
2.6K
+ 3.6%
$280.08 - $307.97 $727K - $799K
74.7K $21.9M
AMG
Affiliated Managers Group, Inc.

Financial Services
10.1K
+ 271.51%
$175.77 - $196.52 $1.77M - $1.98M
13.8K $2.55M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
85.7K
+ 114.03%
$22.1 - $22.59 $1.89M - $1.94M
161K $3.57M
MIDD
Middleby Corp

Industrials
13.8K
+ 228.13%
$129.7 - $146.97 $1.79M - $2.03M
19.9K $2.69M
PAYX
Paychex Inc

Industrials
10.6K
+ 18.44%
$135.86 - $148.73 $1.44M - $1.58M
68.2K $9.56M
ORCL
Oracle Corp

Technology
28.9K
+ 3.58%
$165.41 - $192.43 $4.78M - $5.56M
837K $139M
EFV
Msci Eafe Value ETF

ETFs
74.8K
+ 17.8%
$51.78 - $57.15 $3.87M - $4.27M
495K $26M
VCR
Vanguard Consumer Discretionar

ETFs
945
+ 2.29%
$328.51 - $401.37 $310K - $379K
42.2K $15.9M
XLI
Industrial Sector Spdr

ETFs
17.4K
+ 12.9%
$131.76 - $143.99 $2.29M - $2.5M
152K $20.1M
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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