Captrust Financial Advisors Sells in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-36.8K
- 4.75%
$220.26 - $241.44 $8.11M - $8.89M
739K $172M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-50.3K
- 18.44%
$33.77 - $44.09 $1.7M - $2.22M
222K $7.54M
VZ
Verizon Communications Inc

Communication Services
-3.72K
- 0.58%
$39.6 - $45.21 $147K - $168K
636K $25.4M
NVS
Novartis Ag

Healthcare
-9.38K
- 7.16%
$96.78 - $117.18 $908K - $1.1M
122K $11.8M
VONG
Vanguard Russell 1000 Growth E

ETFs
-55.7K
- 14.94%
$95.27 - $107.82 $5.3M - $6M
317K $32.7M
TGT
Target Corp

Consumer Defensive
-670
- 0.46%
$121.59 - $160.69 $81.5K - $108K
145K $19.6M
NTR
Nutrien Ltd.

Basic Materials
-14.6K
- 2.02%
$44.04 - $50.78 $642K - $741K
707K $31.6M
AZN
Astrazeneca PLC

Healthcare
-17.4K
- 12.72%
$63.2 - $79.58 $1.1M - $1.39M
120K $7.84M
S
Sentinel One, Inc.

Technology
-111K
- 52.72%
$22.05 - $28.68 $2.44M - $3.18M
99.3K $2.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-56K
- 52.05%
$45.07 - $47.1 $2.52M - $2.64M
51.6K $2.33M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.57K
- 1.72%
$87.85 - $98.6 $402K - $451K
261K $23.2M
CI
Cigna Corp

Healthcare
-1.49K
- 5.1%
$265.59 - $358.58 $397K - $535K
27.8K $7.67M
FSLR
First Solar, Inc.

Technology
-1.19K
- 3.91%
$175.88 - $240.66 $209K - $285K
29.1K $5.13M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-14.1K
- 3.25%
$33.93 - $38.37 $477K - $539K
418K $14.4M
CTAS
Cintas Corp

Industrials
-255
- 0.27%
$182.7 - $226.47 $46.6K - $57.7K
95K $17.4M
EEM
Ishares Msci Emerging Markets

ETFs
-20.8K
- 6.21%
$41.82 - $47.36 $871K - $987K
315K $13.2M
IWM
Ishares Russell 2000 ETF

ETFs
-10K
- 3.79%
$216.13 - $242.4 $2.17M - $2.43M
255K $56.3M
DFAI
Dimensional ETF Tr

ETFs
-18.5K
- 2.91%
$29.0 - $31.6 $537K - $586K
618K $18M
NSC
Norfolk Southern Corp

Industrials
-3.28K
- 3.19%
$230.6 - $277.0 $756K - $908K
99.5K $23.3M
MDU
Mdu Resources Group Inc

Industrials
-5.52K
- 2.51%
$15.1 - $30.28 $83.4K - $167K
214K $3.86M
JPUS
Jpmorgan Diversified Return Us

ETFs
-8.48K
- 3.98%
$114.05 - $123.77 $967K - $1.05M
205K $23.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-17.1K
- 1.63%
$100.16 - $100.7 $1.71M - $1.72M
1.03M $103M
BR
Broadridge Financial Solutions, Inc.

Technology
-11.1K
- 31.64%
$209.64 - $236.44 $2.32M - $2.62M
23.9K $5.41M
EEMV
Ishares Msci Emerging Markets

ETFs
-11K
- 3.63%
$57.85 - $63.11 $639K - $697K
293K $17M
UBER
Uber Technologies, Inc

Technology
-4.36K
- 3.66%
$59.93 - $86.34 $261K - $376K
115K $6.91M
DOW
Dow Inc.

Basic Materials
-258
- 0.19%
$39.1 - $55.34 $10.1K - $14.3K
139K $5.56M
CDNS
Cadence Design Systems Inc

Technology
-8.86K
- 40.82%
$249.1 - $324.54 $2.21M - $2.88M
12.8K $3.86M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.28K
- 0.35%
$183.23 - $199.79 $235K - $257K
370K $68.6M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2.36K
- 16.39%
$396.64 - $516.74 $936K - $1.22M
12K $4.85M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-39.4K
- 2.15%
$33.62 - $35.69 $1.32M - $1.4M
1.79M $60.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.68K
- 0.63%
$113.92 - $127.38 $533K - $597K
737K $84.9M
GD
General Dynamics Corp

Industrials
-1.29K
- 3.39%
$260.28 - $314.03 $335K - $404K
36.7K $9.67M
RIO
Rio Tinto PLC

Basic Materials
-18K
- 31.07%
$58.59 - $71.15 $1.06M - $1.28M
40K $2.35M
WSO
Watsco Inc

Industrials
-1.66K
- 3.08%
$466.57 - $568.78 $776K - $946K
52.4K $24.8M
NEM
Newmont Corp

Basic Materials
-13.3K
- 17.09%
$37.0 - $58.68 $490K - $778K
64.3K $2.39M
MKL
Markel Corp

Financial Services
-1.8K
- 20.04%
$1542.01 - $1785.11 $2.78M - $3.22M
7.19K $12.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-26.5K
- 7.45%
$26.63 - $30.23 $706K - $801K
329K $8.77M
UBS
Ubs Group Ag

Financial Services
-10.6K
- 0.49%
$29.78 - $33.08 $317K - $352K
2.15M $65.2M
XLE
Energy Sector Spdr

ETFs
-12.8K
- 5.64%
$83.32 - $97.27 $1.07M - $1.25M
215K $18.4M
DD
Du Pont De Nemours, Inc.

Basic Materials
-384
- 0.32%
$75.95 - $88.05 $29.2K - $33.8K
120K $9.16M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-31.7K
- 54.74%
$54.89 - $64.32 $1.74M - $2.04M
26.2K $1.59M
OMFL
Invesco Exchange Traded Self I

ETFs
-53.7K
- 4.94%
$52.49 - $56.58 $2.82M - $3.04M
1.03M $56.1M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-75.5K
- 24.87%
$20.6 - $20.71 $1.56M - $1.56M
228K $4.71M
FMC
Fmc Corp

Basic Materials
-15K
- 32.01%
$47.86 - $66.62 $717K - $998K
31.8K $1.55M
MSM
Msc Industrial Direct CO Inc

Industrials
-15.9K
- 63.05%
$73.09 - $90.18 $1.16M - $1.43M
9.32K $696K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-22.5K
- 21.92%
$69.3 - $74.3 $1.56M - $1.68M
80.3K $5.74M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-7.32K
- 4.75%
$70.1 - $76.53 $513K - $560K
147K $10.4M
FAST
Fastenal CO

Industrials
-21.7K
- 8.35%
$69.99 - $84.35 $1.52M - $1.83M
238K $17.1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-25.9K
- 26.47%
$43.84 - $48.76 $1.13M - $1.26M
71.8K $3.16M
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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