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
SFIX
Stitch Fix, Inc.

Consumer Cyclical
50.7K
+ 15.0%
$2.63 - $6.64 $133K - $336K
389K $1.67M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
17.7K
+ 18.2%
$51.33 - $53.74 $910K - $953K
115K $5.93M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
33.2K
+ 204.07%
$21.25 - $22.07 $706K - $733K
49.5K $1.06M
XEL
Xcel Energy Inc

Utilities
6.98K
+ 7.03%
$62.16 - $72.92 $434K - $509K
106K $7.18M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
32.1K
+ 168.35%
$21.81 - $22.48 $700K - $722K
51.2K $1.12M
DTE
Dte Energy CO

Utilities
6.3K
+ 57.08%
$117.04 - $129.77 $737K - $818K
17.3K $2.09M
TPR
Tapestry, Inc.

Consumer Cyclical
4.01K
+ 17.82%
$43.54 - $66.18 $175K - $265K
26.5K $1.73M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
28.4K
+ 12.84%
$39.3 - $41.34 $1.12M - $1.17M
250K $9.83M
ZM
Zoom Video Communications, Inc.

Technology
6.61K
+ 58.22%
$67.21 - $89.03 $445K - $589K
18K $1.47M
TTEK
Tetra Tech Inc

Industrials
21.2K
+ 85.91%
$39.8 - $50.52 $845K - $1.07M
46K $1.83M
DAL
Delta Air Lines, Inc.

Industrials
2.12K
+ 3.88%
$47.46 - $65.77 $100K - $139K
56.7K $3.43M
VMC
Vulcan Materials CO

Basic Materials
1.96K
+ 9.19%
$237.95 - $292.31 $465K - $571K
23.2K $5.98M
DXCM
Dexcom Inc

Healthcare
5.1K
+ 22.13%
$65.68 - $81.01 $335K - $413K
28.2K $2.19M
ZS
Zscaler, Inc.

Technology
3.3K
+ 65.61%
$166.99 - $211.99 $550K - $699K
8.32K $1.5M
GPN
Global Payments Inc

Industrials
3.89K
+ 18.48%
$97.57 - $119.38 $380K - $465K
25K $2.8M
WBS
Webster Financial Corp

Financial Services
1.45K
+ 2.26%
$44.33 - $62.82 $64.5K - $91.3K
65.7K $3.63M
ADI
Analog Devices Inc

Technology
5.12K
+ 19.93%
$206.35 - $236.48 $1.06M - $1.21M
30.8K $6.54M
XLY
Select Sector Spdr Consumer Di

ETFs
1.06K
+ 6.48%
$194.8 - $239.43 $206K - $253K
17.4K $3.9M
HUBS
Hubspot Inc

Technology
570
+ 41.82%
$514.07 - $757.4 $293K - $432K
1.93K $1.35M
COCO
Vita Coco Company, Inc.

Consumer Defensive
11.8K
+ 55.49%
$27.78 - $37.02 $328K - $437K
33.1K $1.22M
EL
Estee Lauder Companies Inc

Consumer Defensive
11.2K
+ 117.57%
$62.74 - $97.24 $705K - $1.09M
20.8K $1.56M
ABT
Abbott Laboratories

Healthcare
8.36K
+ 2.22%
$111.93 - $119.39 $936K - $998K
386K $43.7M
SMAR
Smartsheet Inc

Technology
10.5K
+ 78.92%
$55.35 - $56.51 $581K - $594K
23.8K $1.33M
EA
Electronic Arts Inc.

Communication Services
3.9K
+ 42.4%
$140.69 - $167.97 $549K - $655K
13.1K $1.92M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.11K
+ 1.13%
$126.68 - $134.74 $1.03M - $1.09M
728K $92.9M
CIEN
Ciena Corp

Technology
4.79K
+ 60.29%
$61.45 - $91.14 $295K - $437K
12.7K $1.08M
BOND
Pimco Active Bond Exchange Tra

ETFs
12.5K
+ 9.66%
$90.42 - $94.5 $1.13M - $1.18M
142K $12.9M
BURL
Burlington Stores, Inc.

Consumer Cyclical
1.68K
+ 38.02%
$242.7 - $295.49 $407K - $496K
6.09K $1.74M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
4.88K
+ 166.09%
$87.56 - $119.8 $427K - $584K
7.82K $857K
ROK
Rockwell Automation, Inc

Industrials
496
+ 2.01%
$264.65 - $302.92 $131K - $150K
25.2K $7.21M
ESAB
Esab Corp

Industrials
4.12K
+ 83.08%
$102.05 - $135.08 $420K - $556K
9.08K $1.09M
HWM
Howmet Aerospace Inc.

Industrials
3.15K
+ 13.25%
$99.72 - $120.09 $315K - $379K
27K $2.95M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
3.86K
+ 233.39%
$124.55 - $167.32 $481K - $646K
5.51K $836K
EVR
Evercore Inc.

Financial Services
1.64K
+ 37.03%
$247.66 - $315.67 $406K - $517K
6.06K $1.68M
CNA
Cna Financial Corp

Financial Services
11.6K
+ 200.52%
$46.76 - $50.95 $542K - $590K
17.4K $839K
HPE
Hewlett Packard Enterprise CO

Technology
22.1K
+ 23.57%
$19.31 - $23.95 $427K - $529K
116K $2.47M
CNC
Centene Corp

Healthcare
16.1K
+ 55.55%
$56.71 - $73.94 $913K - $1.19M
45.1K $2.73M
JBL
Jabil Inc

Technology
2.86K
+ 53.46%
$118.97 - $147.77 $340K - $422K
8.2K $1.18M
ETN
Eaton Corp PLC

Industrials
1.54K
+ 2.85%
$326.96 - $377.52 $503K - $580K
55.5K $18.4M
BMO
Bank Of Montreal

Financial Services
5.32K
+ 177.41%
$89.75 - $103.39 $478K - $550K
8.33K $807K
LDOS
Leidos Holdings, Inc.

Technology
4.43K
+ 80.55%
$143.17 - $201.39 $634K - $892K
9.93K $1.43M
MBB
Ishares Tr

ETFs
8.04K
+ 16.13%
$91.26 - $95.82 $733K - $770K
57.9K $5.3M
TTE
Total Energies Se

Energy
7.7K
+ 15.19%
N/A
58.4K $4.01M
WDAY
Workday, Inc.

Technology
1.37K
+ 10.68%
$233.85 - $279.91 $321K - $384K
14.2K $3.67M
KMX
Carmax Inc

Consumer Cyclical
3.07K
+ 4.85%
$71.11 - $87.2 $218K - $267K
66.3K $5.42M
CACI
Caci International Inc

Technology
1.23K
+ 149.33%
N/A
2.05K $877K
ETR
Entergy Corp

Utilities
32K
+ 93.61%
$73.19 - $156.4 $2.34M - $5.01M
66.3K $5.02M
USFD
Us Foods Holding Corp.

Consumer Defensive
6.8K
+ 69.44%
$60.65 - $72.33 $413K - $492K
16.6K $1.12M
AOS
Smith A O Corp

Industrials
8.77K
+ 223.95%
$68.02 - $88.94 $597K - $780K
12.7K $865K
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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