CAPTRUST FINANCIAL ADVISORS Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$4.5B

Holdings

1,382

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (1,382 positions)

StockValue
JPMJPMORGAN CHASE & CO COM
$30K
CVXCHEVRON CORP NEW COM
$29K
KRKROGER CO COM
$29K
VEAVANGUARD EUROPE PACIFIC E.
$27K
MDTMEDTRONIC PLC SHS
$26K
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$26K
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$25K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$25K
ICSHISHARES LIQUIDITY INCOME ETF
$25K
SAPSAP SE SPON ADR
$24K
GQ9SPDR GOLD SHARES
$24K
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
$24K
CSCOCISCO SYS INC COM
$24K
VVISA INC COM CL A
$24K
SCHBSCHWAB US BROAD MKTS ETF
$24K
SYYSYSCO CORP COM
$23K
TCEHYTENCENT HOLDINGS LIMITED UNSPON ADR
$23K
RTN1USDRAYTHEON CO COM NEW
$23K
IPINTL PAPER CO COM
$23K
EWEDWARDS LIFESCIENCES CORP COM
$23K
PEPPEPSICO INC COM
$22K
GOOGLALPHABET INC CAP STK CL A
$22K
PFFISHARES U.S. PREFERRED STOCK ETF
$22K
GSKGLAXOSMITHKLINE PLC SPONSORED ADR
$21K
CRMSALESFORCE COM INC COM
$21K
PFEPFIZER INC COM
$20K
CIENCIENA CORP COM NEW
$20K
VEUVANGUARD FTSE ALL-WORLD EX US INDEX FUND
$20K
WERNWERNER ENTERPRISES INC COM
$20K
WSOWATSCO INC COM
$20K
VOOVANGUARD S&P 500 ETF
$20K
TAT&T INC COM
$20K
IPGINTERPUBLIC GROUP COS INC COM
$20K
EFAISHARES MSCI EAFE ETF
$19K
VOVANGUARD MID-CAP INDEX FUND
$19K
ISRGINTUITIVE SURGICAL INC COM NEW
$18K
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$18K
ABBVABBVIE INC COM
$18K
VGITVANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF
$17K
TRVCCITIGROUP INC COM NEW
$17K
ZBHZIMMER BIOMET HOLDINGS INC COM
$17K
UNPUNION PAC CORP COM
$17K
BDXBECTON DICKINSON & CO COM
$16K
METAFACEBOOK INC CL A
$16K
EFAVISHARES EDGE MSCI MIN VOL EAFE ETF
$16K
CVSCVS HEALTH CORP COM
$16K
TMOTHERMO FISHER SCIENTIFIC INC COM
$16K
LLYLILLY ELI & CO COM
$16K
SCHFSCHWAB INT'L EQ ETF
$15K
COSTCOSTCO WHSL CORP NEW COM
$15K
DISDISNEY WALT CO COM DISNEY
$15K
ACWXISHARES MSCI ACWI EX US INDEX FUND
$15K
BROBROWN & BROWN INC COM
$15K
LMTLOCKHEED MARTIN CORP COM
$15K
UBSUBS GROUP AG SHS
$15K
GOOGALPHABET INC CAP STK CL C
$15K
ABTABBOTT LABS COM
$14K
LHXL3HARRIS TECHNOLOGIES INC COM
$14K
CMCSACOMCAST CORP NEW CL A
$14K
AIGAMERICAN INTL GROUP INC COM NEW
$14K
IWMISHARES RUSSELL 2000 ETF
$14K
BPBP PLC SPONSORED ADR
$14K
MAMASTERCARD INCORPORATED CL A
$14K
DUKDUKE ENERGY CORP NEW COM NEW
$13K
JEFJEFFERIES FINL GROUP INC COM
$13K
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
$13K
PRAHPRA HEALTH SCIENCES INC COM
$13K
PHMPULTE GROUP INC COM
$13K
WMWASTE MGMT INC DEL COM
$13K
XOMEXXON MOBIL CORP COM
$13K
ORCLORACLE CORP COM
$13K
LRCXEURLAM RESEARCH CORP COM
$12K
IBMINTERNATIONAL BUSINESS MACHS COM
$12K
IWDISHARES RUSSELL 1000 VALUE ETF
$12K
SHMSPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF
$12K
NSCNORFOLK SOUTHERN CORP COM
$11K
BMYBRISTOL-MYERS SQUIBB CO COM
$11K
DHRDANAHER CORPORATION COM
$11K
UNHUNITEDHEALTH GROUP INC COM
$11K
SCHXSCHWAB U.S. LARGE-CAP ETF
$11K
MDYSPDR S&P MIDCAP 400 ETF
$11K
DYHTARGET CORP COM
$11K
BKIEURBLACK KNIGHT INC COM
$11K
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
$11K
ZTSZOETIS INC CL A
$10K
AQLTISHARES U.S. TREASURY BOND ETF
$10K
WBAWALGREENS BOOTS ALLIANCE INC COM
$10K
TPRTAPESTRY INC COM
$10K
PBPROSPERITY BANCSHARES INC COM
$10K
ALSALLSTATE CORP COM
$10K
VYXNCR CORP NEW COM
$10K
USMVISHARES EDGE MSCI MIN VOL USA ETF
$10K
IWRISHARES RUSSELL MID-CAP ETF
$10K
SBUXSTARBUCKS CORP COM
$9K
FSLRFIRST SOLAR INC COM
$9K
YETIYETI HLDGS INC COM
$9K
MCDMCDONALDS CORP COM
$9K
IWBISHARES RUSSELL 1000 ETF
$9K
W3UWESTERN UN CO COM
$9K
PKNPERKINELMER INC COM
$9K
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