CAPTRUST FINANCIAL ADVISORS Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$22.8M

Holdings

2,311

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (2,311 positions)

StockValue
QGROAMERICAN CENTURY STOXX U.S. QUALITY GROWTH ETF
$4K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$4K
MDBMONGODB INC CL A
$4K
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
$4K
RVTROYCE VALUE TR INC COM
$4K
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
$4K
SCISERVICE CORP INTL COM
$4K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$4K
IAUISHARES IBONDS DEC 2025 TERM MUNI BOND ETF
$4K
BNLBROADSTONE NET LEASE INC COM
$4K
EDCONSOLIDATED EDISON INC COM
$4K
PDNINVESCO FTSE RAFI DEVELOPED MARKETS EX-US SMALL-MID ETF
$4K
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
$4K
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$4K
PMARINNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
$4K
8CWCROWN CASTLE INC COM
$4K
ATOATMOS ENERGY CORP COM
$4K
ILCGISHARES MORNINGSTAR GROWTH ETF
$4K
WRBBERKLEY W R CORP COM
$4K
WMBWILLIAMS COS INC COM
$4K
OKEONEOK INC NEW COM
$4K
DFASDIMENSIONAL U.S. SMALL CAP ETF
$4K
IIININSTEEL INDS INC COM
$4K
SPGSIMON PPTY GROUP INC NEW COM
$4K
XYLXYLEM INC COM
$4K
OTISOTIS WORLDWIDE CORP COM
$4K
CDWCDW CORP COM
$4K
SONYSONY GROUP CORPORATION SPONSORED ADR
$4K
SLYVSPDR S&P 600 SMALL CAP VALUE ETF
$4K
PHPARKER-HANNIFIN CORP COM
$4K
VOXVANGUARD COMMUNICATION SERVICES ETF
$4K
MTBM & T BK CORP COM
$4K
EXPOEXPONENT INC COM
$4K
MGCVANGUARD MEGA CAP ETF
$4K
VMCVULCAN MATLS CO COM
$4K
CSTLCASTLE BIOSCIENCES INC COM
$4K
FANGDIAMONDBACK ENERGY INC COM
$4K
EQIXEQUINIX INC COM
$4K
BROBROWN & BROWN INC COM
$4K
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
$4K
NCNONCINO INC COM
$4K
TXTTEXTRON INC COM
$4K
XMVMINVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF
$4K
KEYKEYCORP COM
$4K
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$4K
SHMSPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
$4K
CPCANADIAN PACIFIC KANSAS CITY COM
$4K
TOWNTOWNEBANK PORTSMOUTH VA COM
$4K
SYBTSTOCK YDS BANCORP INC COM
$4K
PEOEXELON CORP COM
$4K
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$4K
CNRCANADIAN NATL RY CO COM
$4K
ROPROPER TECHNOLOGIES INC COM
$4K
CAGCONAGRA BRANDS INC COM
$4K
COFCAPITAL ONE FINL CORP COM
$4K
BAXBAXTER INTL INC COM
$4K
DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF
$4K
MUMICRON TECHNOLOGY INC COM
$4K
ROSTROSS STORES INC COM
$4K
GLTRABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
$4K
SPSCSPS COMM INC COM
$4K
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$4K
HIGHARTFORD FINL SVCS GROUP INC COM
$4K
EAELECTRONIC ARTS INC COM
$4K
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$4K
STZCONSTELLATION BRANDS INC CL A
$4K
NTRSNORTHERN TR CORP COM
$4K
OREALTY INCOME CORP COM
$4K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$3K
ORIOLD REP INTL CORP COM
$3K
DRIDARDEN RESTAURANTS INC COM
$3K
BEBLOOM ENERGY CORP COM CL A
$3K
VGSHVANGUARD SHORT-TERM TREASURY ETF
$3K
AYIACUITY BRANDS INC COM
$3K
ESEVERSOURCE ENERGY COM
$3K
GLWCORNING INC COM
$3K
GOFGUGGENHEIM STRATEGIC OPPORTUN COM SBI
$3K
QQQINVESCO BULLETSHARES 2023 CORPORATE BOND ETF
$3K
FDVFEDERATED HERMES U.S. STRATEGIC DIVIDEND ETF
$3K
IEIISHARES 3-7 YEAR TREASURY BOND ETF
$3K
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$3K
HYDVANECK HIGH YIELD MUNI ETF
$3K
SLVISHARES SILVER TRUST
$3K
WHWYNDHAM HOTELS & RESORTS INC COM
$3K
RIORIO TINTO PLC SPONSORED ADR
$3K
METMETLIFE INC COM
$3K
FTNTFORTINET INC COM
$3K
VTVANGUARD TOTAL WORLD STOCK ETF
$3K
LUVSOUTHWEST AIRLS CO COM
$3K
MNSTMONSTER BEVERAGE CORP NEW COM
$3K
DHID R HORTON INC COM
$3K
NXPINXP SEMICONDUCTORS N V COM
$3K
MGAMAGNA INTL INC COM
$3K
UTHUNITED THERAPEUTICS CORP DEL COM
$3K
SLQTSELECTQUOTE INC COM
$3K
GBDCGOLUB CAP BDC INC COM
$3K
TAPMOLSON COORS BEVERAGE CO CL B
$3K
SNOWSNOWFLAKE INC CL A
$3K
CEGCONSTELLATION ENERGY CORP COM
$3K
NTAPNETAPP INC COM
$3K
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