Captrust Financial Advisors Sells in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.46K
- 0.6%
$182.33 - $194.5 $449K - $479K
407K $79.1M
PFE
Pfizer Inc

Healthcare
-37.1K
- 0.87%
$23.29 - $25.88 $864K - $960K
4.24M $108M
URI
United Rentals, Inc.

Industrials
-355
- 1.51%
$774.14 - $975.23 $275K - $346K
23.2K $22.2M
HPQ
Hp Inc

Technology
-4.7K
- 0.27%
$24.45 - $29.35 $115K - $138K
1.76M $48M
VLO
Valero Energy Corp

Energy
-2.54K
- 1.74%
$131.77 - $175.63 $335K - $446K
144K $24.5M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.21K
- 0.59%
$50.79 - $76.4 $61.5K - $92.4K
204K $15.6M
NXST
Nexstar Media Group, Inc.

Communication Services
-1.37K
- 0.65%
$176.71 - $211.31 $242K - $289K
208K $41.2M
VV
Vanguard Large Cap ETF

ETFs
-1.68K
- 0.68%
$285.05 - $309.14 $478K - $519K
244K $75.3M
XLK
Technology Sector Spdr

ETFs
-49.2K
- 7.44%
$250.97 - $282.66 $12.3M - $13.9M
612K $172M
BE
Bloom Energy Corp

Industrials
-18.7K
- 16.49%
$22.13 - $86.27 $414K - $1.61M
94.7K $8.01M
IWV
Ishares Russell 3000 ETF

ETFs
-1.33K
- 0.59%
$351.04 - $379.81 $468K - $506K
225K $85.2M
RTX
Raytheon Technologies Corp

Industrials
-1.2K
- 0.4%
$144.19 - $167.33 $172K - $200K
297K $49.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-9.36K
- 0.28%
$23.82 - $25.84 $223K - $242K
3.39M $87.1M
LMT
Lockheed Martin Corp

Industrials
-3.56K
- 1.58%
$410.74 - $499.21 $1.46M - $1.78M
222K $111M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-978
- 1.13%
$404.94 - $499.99 $396K - $489K
85.7K $41.6M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.65K
- 0.75%
$121.35 - $144.54 $322K - $383K
350K $50.6M
GLD
Spdr Gold Trust

ETFs
-14.9K
- 6.09%
$300.96 - $355.47 $4.49M - $5.31M
230K $81.9M
IWM
Ishares Russell 2000 ETF

ETFs
-4.26K
- 1.32%
$214.92 - $244.84 $916K - $1.04M
320K $77.4M
HD
Home Depot, Inc.

Consumer Cyclical
-1.77K
- 0.63%
$357.4 - $423.42 $633K - $750K
278K $113M
BAC
Bank Of America Corp

Financial Services
-30.4K
- 1.05%
$44.92 - $52.42 $1.37M - $1.59M
2.87M $148M
UBS
Ubs Group Ag

Financial Services
-7.32K
- 0.34%
$33.77 - $42.38 $247K - $310K
2.13M $87.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-9.46K
- 1.99%
$420.11 - $472.68 $3.97M - $4.47M
467K $219M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-874
- 0.23%
$546.99 - $602.2 $478K - $526K
380K $228M
SPY
Spdr S&P 500 ETF Trust

ETFs
-21.9K
- 2.86%
$617.65 - $666.84 $13.5M - $14.6M
744K $496M
IAU
Ishares Gold Trust

ETFs
-14.1K
- 0.58%
$61.62 - $72.77 $866K - $1.02M
2.4M $175M
ORCL
Oracle Corp

Technology
-6.68K
- 1.6%
$218.96 - $328.33 $1.46M - $2.19M
411K $116M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-5.28K
- 0.45%
$339.37 - $366.46 $1.79M - $1.94M
1.17M $427M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-72.6K
- 4.35%
$362.31 - $405.74 $26.3M - $29.5M
1.6M $642M
VUG
Vanguard Growth ETF

ETFs
-19.9K
- 1.34%
$433.97 - $484.08 $8.62M - $9.61M
1.47M $703M
GOOG
Alphabet Inc.

Communication Services
-1.26K
- 0.14%
$175.16 - $255.24 $220K - $321K
867K $211M
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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