CAPTRUST FINANCIAL ADVISORS Q4 2022 Filing

Filed February 15, 2023

Portfolio Value

$19.9B

Holdings

2,050

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (2,050 positions)

#StockSharesValue% PortfolioType
201
HEQTSIMPLIFY HEDGED EQUITY ETF
771,763$17.4M0.09%
202
IAUISHARES IBONDS DEC 2023 TERM CORPORATE ETF
677,873$17.0M0.09%
203
DGDOLLAR GEN CORP NEW COM
68,136$16.8M0.08%
204
IWVISHARES RUSSELL 3000 ETF
75,883$16.7M0.08%
205
DEDEERE & CO COM
38,977$16.7M0.08%
206
EMREMERSON ELEC CO COM
171,107$16.4M0.08%
207
GSGOLDMAN SACHS GROUP INC COM
47,333$16.3M0.08%
208
PSXPHILLIPS 66 COM
155,120$16.1M0.08%
209
PFFISHARES U.S. PREFERRED STOCK ETF
527,055$16.1M0.08%
210
SPGIS&P GLOBAL INC COM
46,816$15.7M0.08%
211
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
144,518$15.6M0.08%
212
BPBP PLC SPONSORED ADR
441,157$15.4M0.08%
213
VOEVANGUARD CRSP US MID CAP VALUE INDE ETF
113,247$15.3M0.08%
214
ZTSZOETIS INC CL A
103,066$15.1M0.08%
215
MMM3M CO COM
125,819$15.1M0.08%
216
GDXVANECK GOLD MINERS ETF
524,366$15.0M0.08%
217
PKNPERKINELMER INC COM
105,087$14.7M0.07%
218
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF
231,594$14.7M0.07%
219
A4SAMERIPRISE FINL INC COM
46,852$14.6M0.07%
220
ENBENBRIDGE INC COM
370,846$14.5M0.07%
221
TJXTJX COS INC NEW COM
180,956$14.4M0.07%
222
VTEBVANGUARD TAX-EXEMPT BOND ETF
290,335$14.4M0.07%
223
CBCHUBB LIMITED COM
65,006$14.3M0.07%
224
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
569,365$14.3M0.07%
225
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
245,779$14.2M0.07%
226
LINLINDE PLC SHS
42,974$14.0M0.07%
227
EPDENTERPRISE PRODS PARTNERS L P COM
571,716$13.8M0.07%
228
IRMIRON MTN INC DEL COM
274,811$13.7M0.07%
229
NOCNORTHROP GRUMMAN CORP COM
25,106$13.7M0.07%
230
DWDMORGAN STANLEY COM NEW
160,832$13.7M0.07%
231
WSOWATSCO INC COM
54,488$13.6M0.07%
232
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
636,627$13.4M0.07%
233
PAYXPAYCHEX INC COM
115,491$13.3M0.07%
234
ORLYOREILLY AUTOMOTIVE INC COM
15,799$13.3M0.07%
235
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
40,017$13.3M0.07%
236
SCHASCHWAB U.S. SMALL-CAP ETF
326,408$13.2M0.07%
237
AQLTISHARES SELECT DIVIDEND ETF
109,305$13.2M0.07%
238
YUMYUM BRANDS INC COM
102,700$13.2M0.07%
239
MDLZMONDELEZ INTL INC CL A
197,285$13.1M0.07%
240
CMICUMMINS INC COM
54,248$13.1M0.07%
241
CITCINTAS CORP COM
29,098$13.1M0.07%
242
MBBISHARES MBS ETF
140,685$13.0M0.07%
243
OEFISHARES S&P 100 ETF
75,201$12.8M0.06%
244
BABOEING CO COM
66,756$12.7M0.06%
245
SDYSPDR S&P DIVIDEND ETF
101,424$12.7M0.06%
246
USBUS BANCORP DEL COM NEW
286,353$12.5M0.06%
247
DDOMINION ENERGY INC COM
203,088$12.5M0.06%
248
VGTVANGUARD INFORMATION TECHNOLOGY ETF
38,838$12.4M0.06%
249
IUSGISHARES CORE S&P U.S. GROWTH ETF
151,534$12.4M0.06%
250
QQLVINVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF
528,633$12.3M0.06%
251
PRFINVESCO FTSE RAFI US 1000 ETF
79,004$12.3M0.06%
252
BBLUBRIDGEWAY BLUE CHIP
1,515,948$12.2M0.06%
253
CNXCCONCENTRIX CORP COM
91,099$12.1M0.06%
254
CSXCSX CORP COM
389,915$12.1M0.06%
255
AMTAMERICAN TOWER CORP NEW COM
56,802$12.0M0.06%
256
FASTFASTENAL CO COM
252,840$12.0M0.06%
257
MCKMCKESSON CORP COM
31,861$12.0M0.06%
258
AEPAMERICAN ELEC PWR CO INC COM
125,456$11.9M0.06%
259
PNCPNC FINL SVCS GROUP INC COM
75,013$11.8M0.06%
260
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
263,226$11.8M0.06%
261
KMBKIMBERLY-CLARK CORP COM
87,100$11.8M0.06%
262
MCHPMICROCHIP TECHNOLOGY INC. COM
166,867$11.7M0.06%
263
MRSHMARSH & MCLENNAN COS INC COM
70,397$11.6M0.06%
264
TMUST-MOBILE US INC COM
83,041$11.6M0.06%
265
SCHFSCHWAB INT'L EQ ETF
359,992$11.6M0.06%
266
FSBCFIVE STAR BANCORP COM
425,088$11.6M0.06%
267
VDEVANGUARD ENERGY ETF
95,374$11.6M0.06%
268
MKLMARKEL CORP COM
8,705$11.5M0.06%
269
NFLXNETFLIX INC COM
38,785$11.4M0.06%
270
MDTMEDTRONIC PLC SHS
145,263$11.3M0.06%
271
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF
118,693$11.3M0.06%
272
KEYKEYCORP COM
646,495$11.3M0.06%
273
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
202,531$11.3M0.06%
274
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
122,790$11.2M0.06%
275
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
261,906$11.1M0.06%
276
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
168,120$11.1M0.06%
277
IWNISHARES TR RUSSEL 2000 VALUE
79,774$11.1M0.06%
278
EFGISHARES MSCI EAFE GROWTH ETF
130,563$10.9M0.06%
279
DDDUPONT DE NEMOURS INC COM
159,150$10.9M0.05%
280
MPCMARATHON PETE CORP COM
93,742$10.9M0.05%
281
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
228,046$10.8M0.05%
282
LQDISHARES GS CORP BONDS
101,276$10.7M0.05%
283
DSTLDISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
261,068$10.7M0.05%
284
UPSUNITED PARCEL SERVICE INC CL B
61,186$10.6M0.05%
285
DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
424,704$10.6M0.05%
286
TSCOTRACTOR SUPPLY CO COM
47,130$10.6M0.05%
287
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF
348,092$10.6M0.05%
288
GDGENERAL DYNAMICS CORP COM
42,537$10.6M0.05%
289
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
709,179$10.5M0.05%
290
CHRCHURCHILL DOWNS INC COM
49,266$10.4M0.05%
291
TRGPTARGA RES CORP COM
141,327$10.4M0.05%
292
CICIGNA CORP NEW COM
31,106$10.3M0.05%
293
PRFZINVESCO FTSE RAFI US 1500 SMALL-MID ETF
64,866$10.3M0.05%
294
IWSISHARES RUSSELL MIDCAP VALUE INDEX
97,450$10.3M0.05%
295
UMBFUMB FINL CORP COM
122,188$10.2M0.05%
296
NVSNNOVARTIS AG SPONSORED ADR
110,062$10.0M0.05%
297
CCCHEMOURS CO COM
320,887$9.8M0.05%
298
VFHVANGUARD FINANCIALS ETF
118,390$9.8M0.05%
299
BXBLACKSTONE INC COM
131,500$9.8M0.05%
300
AWNADVANCE AUTO PARTS INC COM
65,035$9.6M0.05%
PreviousPage 3 of 21Next