Captrust Financial Advisors Sells in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SBR
Sabine Royalty Trust

Energy
-175
- 4.69%
$65.49 - $82.12 $11.5K - $14.4K
3.55K $282K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-39
- 0.06%
$72.01 - $74.44 $2.81K - $2.9K
61.5K $4.52M
WDIV
Spdr S&P Global Dividend ETF

ETFs
-144
- 0.66%
$70.16 - $73.96 $10.1K - $10.7K
21.7K $1.58M
HMC
Honda Motor CO LTD

Consumer Cyclical
-799
- 2.47%
$29.11 - $34.85 $23.3K - $27.8K
31.5K $971K
OCGN
Ocugen, Inc.

Healthcare
-658
- 1.08%
$0.92 - $1.66 $605 - $1.09K
60K $97K
VIAV
Viavi Solutions Inc.

Technology
-2
- 0.01%
$9.76 - $12.69 $19.5 - $25.4
14.9K $189K
M
Macy'S, Inc.

Consumer Cyclical
-2.73K
- 19.48%
$11.9 - $18.17 $32.5K - $49.6K
11.3K $202K
VAW
Vanguard Materials ETF

ETFs
-303
- 3.0%
$193.21 - $210.15 $58.5K - $63.7K
9.8K $2.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.58K
- 0.87%
$72.57 - $74.72 $260K - $268K
410K $30.5M
AKR
Acadia Realty Trust

Real Estate
-680
- 1.97%
$18.07 - $20.37 $12.3K - $13.9K
33.9K $683K
HLMN
Hillman Solutions Corp.

Industrials
-42
- 0.19%
$7.39 - $10.35 $310 - $435
21.8K $199K
FMNB
Farmers National Banc Corp

Financial Services
-180
- 0.23%
$13.19 - $15.3 $2.37K - $2.75K
77K $1.11M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-1.32K
- 2.74%
$29.65 - $31.77 $39K - $41.8K
46.8K $1.48M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-449
- 7.23%
$393.18 - $439.39 $177K - $197K
5.76K $2.51M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-582
- 5.39%
$208.95 - $229.72 $122K - $134K
10.2K $2.35M
HAL
Halliburton CO

Energy
-18.4K
- 15.49%
$20.5 - $25.11 $377K - $462K
100K $2.47M
ICLN
Ishares

ETFs
-504
- 2.08%
$13.22 - $15.48 $6.66K - $7.8K
23.8K $368K
LZ
Legalzoom.Com, Inc.

Industrials
-3K
- 5.37%
$8.3 - $11.18 $24.9K - $33.5K
52.9K $548K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-70
- 0.18%
$39.79 - $41.15 $2.79K - $2.88K
39.8K $1.64M
FEMS
First Trust Emerging Markets S

ETFs
-843
- 3.39%
$40.83 - $44.87 $34.4K - $37.8K
24K $1.06M
BXP
Boston Properties Inc

Real Estate
-27
- 0.33%
$62.11 - $78.93 $1.68K - $2.13K
8.05K $598K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-7.57K
- 4.8%
$72.04 - $77.35 $545K - $586K
150K $11.5M
SKY
Skyline Champion Corp

Consumer Cyclical
-774
- 9.19%
$60.9 - $78.84 $47.1K - $61K
7.65K $584K
BOTZ
Global X Fds

ETFs
-471
- 1.79%
$32.14 - $35.96 $15.1K - $16.9K
25.9K $918K
NDSN
Nordson Corp

Industrials
-16
- 0.33%
$209.25 - $227.98 $3.35K - $3.65K
4.81K $1.09M
REZI
Resideo Technologies, Inc.

Industrials
-5.16K
- 38.8%
$23.08 - $43.18 $119K - $223K
8.15K $351K
AIZ
Assurant, Inc.

Financial Services
-247
- 4.2%
$184.56 - $218.69 $45.6K - $54K
5.63K $1.22M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-16
- 0.06%
$49.98 - $52.24 $800 - $836
28.1K $1.47M
WWW
Wolverine World Wide Inc

Consumer Cyclical
-4.28K
- 22.11%
$18.93 - $32.4 $81.1K - $139K
15.1K $413K
ONTO
Onto Innovation Inc.

Technology
-306
- 8.32%
$90.0 - $136.73 $27.5K - $41.8K
3.37K $435K
TRP
Tc Energy Corp

Energy
-591
- 3.47%
$46.58 - $54.41 $27.5K - $32.2K
16.5K $895K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-48
- 1.94%
$167.19 - $219.52 $8.03K - $10.5K
2.42K $531K
KRE
Spdr S&P Regional Banking ETF

ETFs
-701
- 2.46%
$58.82 - $66.17 $41.2K - $46.4K
27.7K $1.76M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-988
- 2.89%
$107.5 - $115.86 $106K - $114K
33.2K $3.79M
SLB
Schlumberger Limited

Energy
-501
- 0.34%
$32.37 - $37.31 $16.2K - $18.7K
147K $5.04M
BCO
Brinks CO

Industrials
-584
- 11.88%
$85.19 - $117.52 $49.8K - $68.6K
4.33K $506K
MGY
Magnolia Oil & Gas Corp

Energy
-520
- 0.88%
$22.5 - $25.26 $11.7K - $13.1K
58.4K $1.39M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.06K
- 1.43%
$42.43 - $45.05 $44.8K - $47.6K
73K $3.21M
AFG
American Financial Group Inc

Financial Services
-143
- 3.1%
$122.42 - $145.72 $17.5K - $20.8K
4.47K $650K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-214
- 1.92%
$126.64 - $135.65 $27.1K - $29K
10.9K $1.48M
BKR
Baker Hughes CO

Energy
-5.85K
- 17.07%
$38.68 - $50.55 $226K - $296K
28.4K $1.39M
DENN
Denny'S Corp

Consumer Cyclical
-477
- 0.68%
$3.54 - $5.52 $1.69K - $2.63K
69.7K $364K
SNA
Snap On Inc

Industrials
-587
- 7.38%
$313.01 - $346.53 $184K - $203K
7.37K $2.55M
NGD
New Gold Inc.

Basic Materials
-9.41K
- 14.25%
$4.13 - $7.18 $38.9K - $67.6K
56.7K $406K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-265
- 3.93%
$237.02 - $301.35 $62.8K - $79.9K
6.49K $1.65M
SIVR
Abrdn Silver ETF Trust

ETFs
-647
- 5.78%
$34.34 - $44.62 $22.2K - $28.9K
10.6K $469K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-295
- 2.02%
$41.53 - $66.18 $12.3K - $19.5K
14.3K $812K
COOP
Mr. Cooper Group Inc.

Financial Services
-48
- 3.08%
$143.29 - $220.9 $6.88K - $10.6K
1.51K $317K
SITE
Site One Landscape Supply, Inc.

Industrials
-69
- 0.57%
$121.97 - $152.97 $8.42K - $10.6K
12.1K $1.55M
Activity Summary
Buys All Purchases 1526 New Holdings 239 Increased Positions 1287 Sells All Sells 981 Reductions 981 Sold out 0 Options Calls 0 Puts 0
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