Captrust Financial Advisors Sells in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HROW
Harrow Health, Inc.

Healthcare
-6.29K
- 8.29%
$30.57 - $48.85 $192K - $307K
69.6K $3.28M
IDCC
Inter Digital, Inc.

Communication Services
-632
- 6.4%
$221.35 - $349.23 $140K - $221K
9.24K $3.19M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-906
- 1.85%
$52.92 - $78.28 $47.9K - $70.9K
48.2K $3.53M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-4.52K
- 1.77%
$40.68 - $46.33 $184K - $210K
250K $11.4M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-410
- 0.51%
$148.97 - $165.88 $61.1K - $68K
80.3K $13.2M
UTG
Reaves Utility Income Fund

Financial Services
-3.43K
- 0.95%
$35.81 - $39.62 $123K - $136K
356K $14.1M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2.92K
- 1.92%
$115.96 - $125.95 $338K - $368K
149K $18.8M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.82K
- 1.34%
$194.44 - $206.51 $353K - $375K
134K $27.6M
CSX
Csx Corp

Industrials
-541
- 0.13%
$32.05 - $36.52 $17.3K - $19.8K
405K $14.4M
EVI
Evi Industries, Inc.

Industrials
-7.59K
- 5.3%
$21.07 - $34.36 $160K - $261K
136K $4.34M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.51K
- 2.06%
$567.09 - $607.37 $856K - $917K
71.8K $42.8M
ALL
Allstate Corp

Financial Services
-1.93K
- 1.52%
$192.0 - $214.65 $371K - $414K
125K $26.9M
COP
Conocophillips

Energy
-356
- 0.13%
$91.0 - $98.99 $32.4K - $35.2K
274K $26M
IFRA
Ishares Tr

ETFs
-1.9K
- 0.48%
$49.77 - $52.82 $94.4K - $100K
393K $20.7M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-11.8K
- 1.91%
$38.85 - $41.97 $459K - $495K
606K $25.4M
MLM
Martin Marietta Materials Inc

Basic Materials
-1.77K
- 5.75%
$546.36 - $631.12 $968K - $1.12M
29K $18.3M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.13K
- 0.71%
$105.99 - $119.41 $119K - $134K
156K $18.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-90.7K
- 5.65%
$28.92 - $32.19 $2.62M - $2.92M
1.52M $48.4M
DGRO
Ishares Core Dividend Growth E

ETFs
-19.7K
- 2.87%
$64.12 - $68.08 $1.26M - $1.34M
667K $45.4M
FSLR
First Solar, Inc.

Technology
-79
- 0.28%
$160.84 - $223.53 $12.7K - $17.7K
27.8K $6.14M
FSBC
Five Star Bancorp

Financial Services
-9.83K
- 1.88%
$29.1 - $33.75 $286K - $332K
513K $16.5M
RMBS
Rambus Inc

Technology
-644
- 1.51%
$62.85 - $107.38 $40.5K - $69.2K
42K $4.38M
ENB
Enbridge Inc

Energy
-3.05K
- 0.85%
$43.79 - $50.46 $134K - $154K
355K $17.9M
MS
Morgan Stanley

Financial Services
-8.2K
- 4.87%
$139.09 - $161.16 $1.14M - $1.32M
160K $25.5M
HOOD
Robinhood Markets, Inc.

Technology
-2.29K
- 5.31%
$91.27 - $143.18 $209K - $328K
40.9K $5.86M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-615
- 0.14%
$62.54 - $68.42 $38.5K - $42.1K
431K $29.1M
MPC
Marathon Petroleum Corp

Energy
-3.07K
- 3.27%
$158.59 - $198.69 $487K - $610K
90.7K $17.5M
XLF
Financial Sector Spdr

ETFs
-5.25K
- 0.35%
$51.37 - $54.25 $270K - $285K
1.48M $79.7M
IWN
Ishares Russell2000 Val ETF

ETFs
-2.92K
- 2.26%
$157.1 - $178.94 $458K - $522K
126K $22.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-356
- 0.19%
$291.67 - $316.99 $104K - $113K
185K $56.1M
JEF
Jefferies Financial Group Inc.

Financial Services
-27K
- 7.54%
$54.67 - $70.36 $1.47M - $1.9M
331K $21.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.57K
- 0.42%
$36.04 - $38.78 $129K - $139K
842K $32.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-815
- 1.06%
$284.45 - $324.95 $232K - $265K
75.8K $24.3M
VO
Vanguard Mid Cap ETF

ETFs
-7.83K
- 2.28%
$279.83 - $293.74 $2.19M - $2.3M
336K $98.6M
LHX
L3 Harris Technologies, Inc.

Industrials
-919
- 1.76%
$252.18 - $305.41 $232K - $281K
51.3K $15.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
-6.82K
- 1.6%
$192.76 - $203.86 $1.31M - $1.39M
421K $85.6M
WRB
Berkley W R Corp

Financial Services
-4.93K
- 0.51%
$67.78 - $76.62 $334K - $378K
953K $73.1M
WFC
Wells Fargo & Company

Financial Services
-4.73K
- 0.57%
$77.05 - $85.16 $364K - $402K
830K $69.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.62K
- 0.57%
$135.0 - $146.02 $218K - $236K
282K $41.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
-25.5K
- 2.11%
$40.2 - $44.58 $1.02M - $1.14M
1.18M $52M
VPU
Vanguard Utilities ETF

ETFs
-372
- 0.16%
$175.25 - $189.41 $65.2K - $70.5K
229K $43.3M
NSC
Norfolk Southern Corp

Industrials
-5.23K
- 4.98%
$259.49 - $300.41 $1.36M - $1.57M
99.9K $30M
ASML
Asml Holding Nv

Technology
-164
- 0.81%
$689.63 - $968.09 $113K - $159K
20.1K $19.5M
FAST
Fastenal CO

Industrials
-10.9K
- 2.01%
$42.47 - $50.39 $464K - $551K
534K $26.2M
GLW
Corning Inc

Technology
-1.77K
- 1.49%
$51.6 - $82.03 $91.1K - $145K
117K $9.58M
IYW
Ishares Dj Us Tech ETF

ETFs
-20.2K
- 5.93%
$171.38 - $197.01 $3.47M - $3.99M
321K $62.8M
CGUS
Capital Group Core Equity ETF
-25.2K
- 1.38%
$36.89 - $39.72 $929K - $1M
1.8M $71.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-63
- -0.0%
$35.76 - $37.93 $2.25K - $2.39K
1.75M $66M
EVRG
Evergy, Inc.

Utilities
-2.7K
- 0.47%
$67.73 - $76.02 $183K - $205K
573K $43.6M
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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