CAPTRUST FINANCIAL ADVISORS Q2 2025 Filing

Filed August 15, 2025

Portfolio Value

$44.8B

Holdings

2,506

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (2,506 positions)

StockValue
SSBUSDSOUTHSTATE CORPORATION COM
$2.4M
WCCWESCO INTL INC COM
$2.4M
IBBISHARES BIOTECHNOLOGY ETF
$2.4M
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS
$2.4M
DDOGDATADOG INC CL A COM
$2.4M
MTCHMATCH GROUP INC NEW COM
$2.4M
INCYINCYTE CORP COM
$2.3M
SCHKSCHWAB 1000 INDEX ETF
$2.3M
LECOLINCOLN ELEC HLDGS INC COM
$2.3M
VISVANGUARD INDUSTRIALS ETF
$2.3M
ILMNILLUMINA INC COM
$2.3M
NDAQNASDAQ INC COM
$2.3M
LUVSOUTHWEST AIRLS CO COM
$2.3M
HROWHARROW INC COM
$2.3M
FXEINVESCO CURRENCYSHARES EURO TRUST
$2.3M
BIPBROOKFIELD INFRAST PARTNERS LP LP INT UNIT
$2.3M
KELKELLANOVA COM
$2.3M
QQQMINVESCO NASDAQ 100 ETF
$2.3M
CPNGCOUPANG INC CL A
$2.3M
CASYCASEYS GEN STORES INC COM
$2.3M
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
$2.3M
USFDUS FOODS HLDG CORP COM
$2.3M
HSYHERSHEY CO COM
$2.3M
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$2.3M
FEFIRSTENERGY CORP COM
$2.3M
NTRANATERA INC COM
$2.2M
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP
$2.2M
FDSFACTSET RESH SYS INC COM
$2.2M
VOXVANGUARD COMMUNICATION SERVICES ETF
$2.2M
STTSTATE STR CORP COM
$2.2M
IDIINTERDIGITAL INC COM
$2.2M
UTHUNITED THERAPEUTICS CORP DEL COM
$2.2M
RHIROBERT HALF INC. COM
$2.2M
EDVVANGUARD EXTENDED DURATION TREASURY ETF
$2.2M
BMRNBIOMARIN PHARMACEUTICAL INC COM
$2.2M
TOSTTOAST INC CL A
$2.2M
LNTHLANTHEUS HLDGS INC COM
$2.2M
OHIOMEGA HEALTHCARE INVS INC COM
$2.1M
IONQIONQ INC COM
$2.1M
CGNXCOGNEX CORP COM
$2.1M
RACEFERRARI N V COM
$2.1M
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$2.1M
VENVENTAS INC COM
$2.1M
EMGFISHARES EMERGING MARKETS EQUITY FACTOR ETF
$2.1M
MNDYMONDAY COM LTD SHS
$2.1M
UALUNITED AIRLS HLDGS INC COM
$2.1M
FT2FIRST HORIZON CORPORATION COM
$2.1M
RGLDROYAL GOLD INC COM
$2.1M
DBMFIMGP DBI MANAGED FUTURES STRATEGY ETF
$2.1M
PDIPIMCO MUN INCOME FD COM
$2.1M
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
$2.1M
MARMFT VEST U.S. EQUITY MAX BUFFER ETF - MARCH
$2.1M
PMAYINNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY
$2.1M
CGMUCAPITAL GROUP MUNICIPAL INCOME ETF
$2.1M
ESGDISHARES ESG AWARE MSCI EAFE ETF
$2.1M
IBMSISHARES IBONDS DEC 2029 TERM TREASURY ETF
$2.1M
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
$2.1M
GPNGLOBAL PMTS INC COM
$2.0M
ARWARROW ELECTRS INC COM
$2.0M
BOTJBANK OF THE JAMES FINL GP INC COM
$2.0M
FNFFIDELITY NATIONAL FINANCIAL IN COM SHS
$2.0M
VTWVVANGUARD RUSSELL 2000 VALUE ETF
$2.0M
IPINTERNATIONAL PAPER CO COM
$2.0M
NRANRG ENERGY INC COM NEW
$2.0M
SFNCSIMMONS 1ST NATL CORP CL A $1 PAR
$2.0M
AKXANSYS INC COM
$2.0M
FXFINVESCO CURRENCYSHARES SWISS FRANC TRUST
$2.0M
ALLEALLEGION PLC ORD SHS
$2.0M
APOAPOLLO GLOBAL MGMT INC COM
$2.0M
GGGGRACO INC COM
$2.0M
AREALEXANDRIA REAL ESTATE EQ INC COM
$2.0M
SPXCSPX TECHNOLOGIES INC COM
$2.0M
VAWVANGUARD MATERIALS ETF
$2.0M
NIJNELNET INC CL A
$2.0M
REEVEREST GROUP LTD COM
$2.0M
LYFTLYFT INC CL A COM
$2.0M
SOXXISHARES SEMICONDUCTOR ETF
$2.0M
RBCRBC BEARINGS INC COM
$2.0M
KEXKIRBY CORP COM
$2.0M
PINSPINTEREST INC CL A
$2.0M
DFAUDIMENSIONAL US CORE EQUITY MARKET ETF
$1.9M
BNSBANK NOVA SCOTIA HALIFAX COM
$1.9M
SBACSBA COMMUNICATIONS CORP NEW CL A
$1.9M
IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADS
$1.9M
SEICSEI INVTS CO COM
$1.9M
BHPBHP GROUP LTD SPONSORED ADS
$1.9M
AFWALIGN TECHNOLOGY INC COM
$1.9M
CBSHCOMMERCE BANCSHARES INC COM
$1.9M
STIPISHARES 0-5 YEAR TIPS BOND ETF
$1.9M
ACIALBERTSONS COS INC COMMON STOCK
$1.9M
AFRMAFFIRM HLDGS INC COM CL A
$1.9M
BBSIBARRETT BUSINESS SVCS INC COM
$1.9M
CGIECAPITAL GROUP INTERNATIONAL EQUITY ETF
$1.9M
AWCAMERICAN WTR WKS CO INC NEW COM
$1.9M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$1.9M
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
$1.9M
BSCUINVESCO BULLETSHARES 2030 CORPORATE BOND ETF
$1.9M
RIORIO TINTO PLC SPONSORED ADR
$1.9M
AEEAMEREN CORP COM
$1.9M
GLGLOBE LIFE INC COM
$1.9M
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