CAPTRUST FINANCIAL ADVISORS Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$39.9B

Holdings

2,351

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (2,351 positions)

StockValue
SERVSERVE ROBOTICS INC COM
$2.4M
CNXCNX RES CORP COM
$2.4M
PPGPPG INDS INC COM
$2.4M
OMCOMNICOM GROUP INC COM
$2.4M
EX9EXELIXIS INC COM
$2.4M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$2.4M
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
$2.3M
SANBANCO SANTANDER S.A. ADR
$2.3M
EMNEASTMAN CHEM CO COM
$2.3M
DGRSWISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND
$2.3M
FFEBFT VEST U.S. EQUITY BUFFER FUND - FEBRUARY
$2.3M
RNRRENAISSANCERE HLDGS LTD COM
$2.3M
PDIPIMCO MUN INCOME FD COM
$2.3M
IOCTINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER
$2.3M
SWKSTANLEY BLACK & DECKER INC COM
$2.3M
CPAYCORPAY INC COM SHS
$2.3M
IQSUNYLI CANDRIAM U.S. LARGE CAP EQUITY ETF
$2.3M
VISVANGUARD INDUSTRIALS ETF
$2.3M
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
$2.3M
CSGPCOSTAR GROUP INC COM
$2.3M
MIGAMICROSTRATEGY INC CL A NEW
$2.3M
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
$2.3M
EXEEXPAND ENERGY CORPORATION COM
$2.2M
PWRQUANTA SVCS INC COM
$2.2M
BEBLOOM ENERGY CORP COM CL A
$2.2M
HBTHBT FINL INC. COM
$2.2M
BSCTINVESCO BULLETSHARES 2029 CORPORATE BOND ETF
$2.2M
IAUISHARES IBONDS DEC 2025 TERM MUNI BOND ETF
$2.2M
SCHZSCHWAB US AGGREGATE BOND ETF
$2.2M
HALOHALOZYME THERAPEUTICS INC COM
$2.2M
RMBS*RAMBUS INC DEL COM
$2.2M
RCLROYAL CARIBBEAN GROUP COM
$2.2M
KBWBINVESCO KBW BANK ETF
$2.2M
PCGPG&E CORP COM
$2.2M
RHIROBERT HALF INC. COM
$2.2M
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
$2.2M
LRGFISHARES U.S. EQUITY FACTOR ETF
$2.2M
GWREGUIDEWIRE SOFTWARE INC COM
$2.2M
SSBUSDSOUTHSTATE CORPORATION COM
$2.2M
FDSFACTSET RESH SYS INC COM
$2.2M
TPRTAPESTRY INC COM
$2.2M
MMITNYLI MACKAY MUNI INTERMEDIATE ETF
$2.2M
SCHKSCHWAB 1000 INDEX ETF
$2.2M
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
$2.2M
FTITECHNIPFMC PLC COM
$2.2M
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
$2.2M
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
$2.1M
IGMISHARES EXPANDED TECH SECTOR ETF
$2.1M
HUBBHUBBELL INC COM
$2.1M
VENVENTAS INC COM
$2.1M
VOXVANGUARD COMMUNICATION SERVICES ETF
$2.1M
BOTJBANK OF THE JAMES FINL GP INC COM
$2.1M
CGBLCAPITAL GROUP CORE BALANCED ETF
$2.1M
MTDRMATADOR RES CO COM
$2.1M
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF
$2.1M
LUVSOUTHWEST AIRLS CO COM
$2.1M
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS
$2.1M
DFGRDIMENSIONAL GLOBAL REAL ESTATE ETF
$2.1M
UTHUNITED THERAPEUTICS CORP DEL COM
$2.1M
HSYHERSHEY CO COM
$2.1M
IVVISHARES CORE S&P 500 ETF
$2.1M
IBBISHARES BIOTECHNOLOGY ETF
$2.1M
CYBRCYBERARK SOFTWARE LTD SHS
$2.0M
NTNXNUTANIX INC CL A
$2.0M
OHIOMEGA HEALTHCARE INVS INC COM
$2.0M
MARMFT VEST U.S. EQUITY MAX BUFFER ETF - MARCH
$2.0M
STZCONSTELLATION BRANDS INC CL A
$2.0M
DC4DEXCOM INC COM
$2.0M
HROWHARROW INC COM
$2.0M
TAPMOLSON COORS BEVERAGE CO CL B
$2.0M
AMGAFFILIATED MANAGERS GROUP INC COM
$2.0M
CGHMCAPITAL GROUP MUNICIPAL HIGH-INCOME ETF
$2.0M
RBARB GLOBAL INC COM
$2.0M
GPIXS&P 500 PREMIUM INCOME ETF
$2.0M
VAWVANGUARD MATERIALS ETF
$2.0M
ISCVISHARES MORNINGSTAR SMALL CAP VALUE ETF
$2.0M
EIXEDISON INTL COM
$2.0M
EAELECTRONIC ARTS INC COM
$2.0M
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
$2.0M
IDIINTERDIGITAL INC COM
$2.0M
STIPISHARES 0-5 YEAR TIPS BOND ETF
$2.0M
IPINTERNATIONAL PAPER CO COM
$2.0M
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$2.0M
PSTGPURE STORAGE INC CL A
$2.0M
ESGDISHARES ESG AWARE MSCI EAFE ETF
$2.0M
CNHICNH INDL N V SHS
$1.9M
SNPSSYNOPSYS INC COM
$1.9M
BIPBROOKFIELD INFRAST PARTNERS LP LP INT UNIT
$1.9M
JPLDJPMORGAN LIMITED DURATION BOND ETF
$1.9M
MEDPMEDPACE HLDGS INC COM
$1.9M
BKRBAKER HUGHES COMPANY CL A
$1.9M
WWDWOODWARD INC COM
$1.9M
HEMIHARTFORD MUNICIPAL OPPORTUNITIES ETF
$1.9M
CBSHCOMMERCE BANCSHARES INC COM
$1.9M
GBCIGLACIER BANCORP INC NEW COM
$1.9M
TTEKTETRA TECH INC NEW COM
$1.9M
AREALEXANDRIA REAL ESTATE EQ INC COM
$1.9M
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
$1.9M
MTCHMATCH GROUP INC NEW COM
$1.9M
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
$1.9M
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