Captrust Financial Advisors Sells in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TRS
Trimas Corp

Consumer Cyclical
-994
- 8.0%
$29.05 - $40.02 $28.9K - $39.8K
11.4K $441K
SPMD
Spdr Portfolio

ETFs
-111
- 0.34%
$54.43 - $58.29 $6.04K - $6.47K
32.8K $1.87M
TDY
Teledyne Technologies Inc

Technology
-877
- 10.76%
$509.51 - $586.04 $447K - $514K
7.28K $4.26M
KBE
Spdr S&P Bank ETF

ETFs
-4.27K
- 4.59%
$55.26 - $61.99 $236K - $265K
88.8K $5.28M
ARGX
Argenx Se

Healthcare
-19
- 3.42%
$538.64 - $768.0 $10.2K - $14.6K
537 $396K
DFAU
Dimensional ETF Tr

ETFs
-1.41K
- 3.07%
$42.42 - $45.96 $59.7K - $64.7K
44.4K $2.03M
NU
Nu Holdings Ltd.

Financial Services
-24.2K
- 11.59%
$11.92 - $16.3 $289K - $395K
185K $2.96M
EL
Estee Lauder Companies Inc

Consumer Defensive
-51
- 0.37%
$83.65 - $95.26 $4.27K - $4.86K
13.7K $1.21M
AGI
Alamos Gold Inc

Basic Materials
-2.03K
- 9.91%
$24.3 - $34.86 $49.4K - $70.8K
18.5K $643K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-1.12K
- 3.84%
$20.98 - $26.94 $23.4K - $30.1K
28K $689K
SU
Suncor Energy Inc

Energy
-2.09K
- 4.83%
$37.83 - $43.02 $78.9K - $89.7K
41.1K $1.72M
CINF
Cincinnati Financial Corp

Financial Services
-432
- 2.31%
$145.8 - $158.1 $63K - $68.3K
18.3K $2.89M
SONO
Sonos Inc

Technology
-443
- 1.96%
$10.36 - $15.8 $4.59K - $7K
22.2K $350K
RVMD
Revolution Medicines, Inc.

Healthcare
-71
- 0.64%
$34.7 - $46.7 $2.46K - $3.32K
11.1K $517K
FN
Fabrinet

Technology
-181
- 7.26%
$277.04 - $389.47 $50.1K - $70.5K
2.31K $842K
MRVL
Marvell Technology, Inc.

Technology
-1.44K
- 4.19%
$62.31 - $84.07 $89.6K - $121K
32.8K $2.76M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-47
- 0.57%
$54.83 - $84.09 $2.58K - $3.95K
8.19K $653K
EMLP
First Tr Exchange Traded Iv

ETFs
-5
- -0.0%
$36.99 - $38.38 $185 - $192
144K $5.51M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.11K
- 2.34%
$39.8 - $42.86 $84.1K - $90.5K
88.1K $3.77M
FTLS
First Tr Long/Short Equity ETF

ETFs
-2.29K
- 3.04%
$65.78 - $69.95 $151K - $160K
73.2K $5.12M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.11K
- 2.34%
$282.75 - $294.19 $312K - $325K
46K $13.5M
SFST
Southern First Bancshares Inc

Financial Services
-1.61K
- 5.17%
$38.64 - $45.54 $62.3K - $73.4K
29.6K $1.3M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-417
- 1.55%
$46.25 - $56.87 $19.3K - $23.7K
26.5K $1.33M
BLDR
Builders First Source, Inc.

Industrials
-213
- 0.66%
$116.91 - $149.21 $24.9K - $31.8K
32K $3.88M
SYM
Symbotic Inc.

Financial Services
-643
- 6.08%
$39.68 - $63.21 $25.5K - $40.6K
9.94K $535K
FNDA
Schwab Fundamental U S Small C

ETFs
-3.99K
- 4.01%
$28.75 - $31.93 $115K - $128K
95.5K $2.98M
AVDV
American Centy ETF Tr Avantis

ETFs
-177
- 1.19%
$79.24 - $89.03 $14K - $15.8K
14.7K $1.31M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-266
- 1.13%
$48.04 - $60.86 $12.8K - $16.2K
23.3K $1.35M
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.1K
- 2.02%
$137.51 - $145.26 $426K - $450K
150K $21.4M
FDVV
Fidelity High Dividend ETF

ETFs
-11.6K
- 5.49%
$52.42 - $55.71 $609K - $647K
200K $11.1M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-36
- 3.33%
$403.12 - $585.63 $14.5K - $21.1K
1.05K $606K
CLF
Cleveland Cliffs Inc.

Basic Materials
-4.19K
- 10.04%
$8.12 - $12.84 $34K - $53.8K
37.5K $457K
WTW
Willis Towers Watson PLC

Financial Services
-5
- 0.14%
$301.83 - $345.45 $1.51K - $1.73K
3.65K $1.26M
III
Information Services Group Inc.

Technology
-14.7K
- 6.1%
$4.2 - $5.97 $61.6K - $87.5K
226K $1.3M
AUB
Atlantic Union Bankshares Corp

Financial Services
-752
- 1.76%
$31.23 - $36.56 $23.5K - $27.5K
42.1K $1.48M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-1.02K
- 1.3%
$29.8 - $32.29 $30.3K - $32.8K
77.5K $2.49M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-382
- 0.49%
$50.02 - $53.28 $19.1K - $20.4K
77.5K $4.05M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-6.42K
- 3.88%
$32.11 - $34.92 $206K - $224K
159K $5.56M
PRLB
Proto Labs Inc

Industrials
-101
- 0.64%
$38.74 - $51.02 $3.91K - $5.15K
15.7K $786K
DTE
Dte Energy CO

Utilities
-109
- 0.58%
$130.26 - $141.49 $14.2K - $15.4K
18.8K $2.66M
VYGR
Voyager Therapeutics, Inc.

Healthcare
-400
- 0.38%
$2.96 - $4.71 $1.18K - $1.88K
104K $478K
DHR
Danaher Corp

Healthcare
-169
- 0.06%
$181.46 - $212.2 $30.7K - $35.9K
261K $51.8M
GLDM
World Gold Trust

ETFs
-648
- 3.44%
$64.73 - $76.45 $41.9K - $49.5K
18.2K $1.39M
PPL
Ppl Corp

Utilities
-2.23K
- 3.03%
$33.54 - $37.24 $74.7K - $82.9K
71.1K $2.64M
F
Ford Motor CO

Consumer Cyclical
-23.5K
- 5.9%
$10.82 - $12.09 $254K - $284K
374K $4.48M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.04K
- 3.14%
$82.29 - $90.77 $85.5K - $94.3K
32.1K $2.9M
UEC
Uranium Energy Corp

Energy
-6.17K
- 15.92%
$5.92 - $13.89 $36.5K - $85.7K
32.6K $434K
VZ
Verizon Communications Inc

Communication Services
-6.43K
- 0.96%
$40.84 - $45.06 $263K - $290K
664K $29.2M
SOXX
Ishares Semiconductor ETF

ETFs
-330
- 4.03%
$236.93 - $271.12 $78.2K - $89.5K
7.87K $2.13M
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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