Captrust Financial Advisors Sells in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-3.55K
- 31.74%
$301.44 - $365.84 $1.07M - $1.3M
7.63K $2.47M
MNDY
Monday.Com Ltd.

Technology
-1.05K
- 15.54%
$171.46 - $309.62 $179K - $324K
5.69K $1.1M
SBAC
Sba Communications Corp

Real Estate
-3.44K
- 41.78%
$191.35 - $239.35 $658K - $823K
4.79K $926K
CTVA
Corteva, Inc.

Basic Materials
-5.26K
- 5.6%
$67.08 - $77.12 $353K - $406K
88.7K $6M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.96K
- 0.67%
$46.51 - $50.07 $138K - $148K
437K $20.5M
JHMM
John Hancock Multifactor Mid C

ETFs
-20.5K
- 21.59%
$61.22 - $65.26 $1.25M - $1.34M
74.3K $4.81M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-2.98K
- 13.22%
$158.24 - $191.13 $472K - $570K
19.6K $3.25M
LNTH
Lantheus Holdings, Inc.

Healthcare
-3.13K
- 11.88%
$50.11 - $83.83 $157K - $262K
23.2K $1.19M
MIDD
Middleby Corp

Industrials
-5.57K
- 27.54%
$118.3 - $150.16 $659K - $837K
14.7K $1.95M
VNQ
Vanguard Specialized Funds Van

ETFs
-17.2K
- 6.45%
$88.47 - $93.24 $1.52M - $1.6M
249K $22.8M
RGA
Reinsurance Group Of America Inc

Financial Services
-4.1K
- 25.62%
$177.1 - $199.23 $727K - $817K
11.9K $2.29M
CCOR
Listed Fds Tr Core Alternative

ETFs
-28.6K
- 15.51%
$26.04 - $27.21 $746K - $779K
156K $4.08M
EFG
Msci Eafe Growth ETF

ETFs
-12.1K
- 4.57%
$106.99 - $114.46 $1.29M - $1.38M
252K $28.7M
COF
Capital One Financial Corp

Financial Services
-4.03K
- 4.77%
$207.29 - $229.74 $836K - $926K
80.6K $17.1M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-3.03K
- 10.44%
$185.65 - $214.38 $562K - $649K
26K $5.21M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-31.1K
- 7.19%
$91.28 - $97.59 $2.83M - $3.03M
401K $38.4M
WDAY
Workday, Inc.

Technology
-3.52K
- 26.93%
$213.69 - $247.69 $752K - $871K
9.55K $2.3M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-2.72K
- 14.91%
$259.44 - $278.65 $706K - $759K
15.5K $4.03M
KEX
Kirby Corp

Industrials
-3.69K
- 21.39%
$82.64 - $120.83 $305K - $446K
13.5K $1.13M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-12.6K
- 54.81%
$48.34 - $67.22 $608K - $845K
10.4K $508K
BLKB
Blackbaud Inc

Technology
-12.6K
- 79.63%
$61.35 - $71.61 $773K - $902K
3.22K $207K
EMR
Emerson Electric CO

Industrials
-2.31K
- 0.99%
$128.6 - $149.63 $297K - $345K
232K $30.4M
CDW
Cdw Corp

Technology
-2.45K
- 11.62%
$156.97 - $182.84 $385K - $449K
18.7K $2.97M
KMB
Kimberly Clark Corp

Consumer Defensive
-2.75K
- 2.97%
$121.72 - $136.77 $335K - $377K
90.1K $11.2M
SAIC
Science Applications International Corp

Technology
-5.76K
- 40.16%
$97.2 - $120.6 $560K - $695K
8.59K $853K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-13.2K
- 18.98%
N/A
56.2K $3.24M
IEX
Idex Corp

Industrials
-3.56K
- 25.6%
$157.53 - $185.69 $561K - $661K
10.3K $1.68M
FMC
Fmc Corp

Basic Materials
-14.3K
- 43.23%
$33.15 - $44.45 $473K - $635K
18.7K $630K
EXR
Extra Space Storage Inc.

Real Estate
-2.96K
- 6.38%
$134.36 - $152.88 $398K - $452K
43.4K $6.12M
EQT
Eqt Corp

Energy
-10.7K
- 34.81%
$49.19 - $59.19 $524K - $631K
20K $1.09M
TW
Tradeweb Markets Inc.

Financial Services
-3.1K
- 31.64%
$110.5 - $146.12 $343K - $454K
6.71K $744K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-15.3K
- 61.33%
$45.4 - $47.61 $694K - $728K
9.64K $458K
EEMV
Ishares Msci Emerging Markets

ETFs
-15.2K
- 5.35%
$61.94 - $64.63 $945K - $986K
270K $17.2M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-23.6K
- 15.05%
$41.91 - $44.87 $990K - $1.06M
133K $5.96M
WING
Wingstop Inc.

Consumer Cyclical
-280
- 3.97%
$247.44 - $377.34 $69.3K - $106K
6.77K $1.7M
EEFT
Euronet Worldwide, Inc.

Technology
-5.61K
- 45.65%
$87.37 - $107.37 $490K - $603K
6.68K $586K
CAH
Cardinal Health Inc

Healthcare
-2.08K
- 7.06%
$146.04 - $167.63 $304K - $349K
27.4K $4.3M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-18.4K
- 9.21%
$15.39 - $17.94 $284K - $331K
182K $2.89M
CRDO
Credo Technology Group Holding LTD

Technology
-62.4K
- 39.21%
$87.59 - $172.31 $5.46M - $10.7M
96.7K $14.1M
GWW
W.W. Grainger, Inc.

Industrials
-178
- 3.25%
$932.44 - $1059.49 $166K - $189K
5.31K $5.06M
TT
Trane Technologies PLC

Industrials
-800
- 4.1%
$398.96 - $472.54 $319K - $378K
18.7K $7.91M
DOX
Amdocs LTD

Technology
-2.67K
- 6.13%
$81.2 - $92.62 $217K - $247K
40.9K $3.35M
FDN
First Tr Fd Dow Jones

ETFs
-4.41K
- 7.45%
$264.06 - $287.34 $1.16M - $1.27M
54.7K $15.3M
HAE
Haemonetics Corp

Healthcare
-6.71K
- 60.85%
$47.67 - $78.17 $320K - $524K
4.32K $210K
PSI
Invesco Exchange Traded Fd Tr

ETFs
-44.5K
- 18.29%
$58.74 - $71.59 $2.62M - $3.19M
199K $14M
HLN
Haleon PLC

Healthcare
-25.5K
- 9.49%
$8.72 - $10.35 $223K - $264K
243K $2.18M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-3.97K
- 24.68%
$93.1 - $110.49 $370K - $439K
12.1K $1.13M
CHD
Church & Dwight CO Inc

Consumer Defensive
-2.56K
- 5.84%
$85.84 - $99.09 $220K - $254K
41.3K $3.62M
NKE
Nike, Inc.

Consumer Cyclical
-6.09K
- 5.08%
$69.24 - $79.24 $422K - $483K
114K $7.93M
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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