CAPTRUST FINANCIAL ADVISORS Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$35.0B

Holdings

2,291

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (2,291 positions)

StockValue
DLYDOUBLELINE YIELD OPPORTUNITIES COM
$3.1M
AEBAALLETE INC COM NEW
$3.1M
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF
$3.1M
PLXSPLEXUS CORP COM
$3.1M
VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
$3.1M
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF
$3.1M
FBNDFIDELITY TOTAL BOND ETF
$3.1M
CAHCARDINAL HEALTH INC COM
$3.1M
PDNINVESCO FTSE RAFI DEVELOPED MARKETS EX-US SMALL-MID ETF
$3.1M
MORNMORNINGSTAR INC COM
$3.0M
AWMSKYWORKS SOLUTIONS INC COM
$3.0M
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
$3.0M
TWLOTWILIO INC CL A
$3.0M
AG8AGILENT TECHNOLOGIES INC COM
$3.0M
LDURPIMCO ENHANCED LOW DURATION ACTIVE ETF
$3.0M
GNTXGENTEX CORP COM
$3.0M
MCOMOODYS CORP COM
$3.0M
HWMHOWMET AEROSPACE INC COM
$2.9M
ITGARTNER INC COM
$2.9M
CDWCDW CORP COM
$2.9M
PSAPUBLIC STORAGE OPER CO COM
$2.9M
SCHZSCHWAB US AGGREGATE BOND ETF
$2.9M
TIPISHARES TIPS BOND ETF
$2.9M
RMBS*RAMBUS INC DEL COM
$2.9M
SESEA LTD SPONSORD ADS
$2.9M
ADMARCHER DANIELS MIDLAND CO COM
$2.9M
RFREGIONS FINANCIAL CORP NEW COM
$2.9M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$2.9M
LBLANDBRIDGE COMPANY LLC CL A
$2.9M
SIRISIRIUSXM HOLDINGS INC COMMON STOCK
$2.9M
FBNCFIRST BANCORP N C COM
$2.9M
TXRHTEXAS ROADHOUSE INC COM
$2.9M
ORIOLD REP INTL CORP COM
$2.8M
CBRECBRE GROUP INC CL A
$2.8M
OGSONE GAS INC COM
$2.8M
HLNHALEON PLC SPON ADS
$2.8M
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$2.8M
EXEEXPAND ENERGY CORPORATION COM
$2.8M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$2.8M
DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF
$2.8M
ALCALCON AG ORD SHS
$2.8M
T7DTRANSDIGM GROUP INC COM
$2.8M
KELKELLANOVA COM
$2.8M
MDYVSPDR S&P 400 MID CAP VALUE ETF
$2.8M
BEBLOOM ENERGY CORP COM CL A
$2.8M
GPNGLOBAL PMTS INC COM
$2.8M
HDBHDFC BANK LTD SPONSORED ADS
$2.8M
UBSIUNITED BANKSHARES INC WEST VA COM
$2.8M
OXYOCCIDENTAL PETE CORP COM
$2.8M
CMSCMS ENERGY CORP COM
$2.8M
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
$2.8M
AFWALIGN TECHNOLOGY INC COM
$2.7M
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
$2.7M
MPLXMPLX LP COM UNIT REP LTD
$2.7M
CNCCENTENE CORP DEL COM
$2.7M
SNPSSYNOPSYS INC COM
$2.7M
GSKGSK PLC SPONSORED ADR
$2.7M
IDIINTERDIGITAL INC COM
$2.7M
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$2.7M
GOFGUGGENHEIM STRATEGIC OPPORTUN COM SBI
$2.7M
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
$2.7M
TTDTHE TRADE DESK INC COM CL A
$2.7M
VTHRVANGUARD RUSSELL 3000 ETF
$2.7M
MIDDMIDDLEBY CORP COM
$2.7M
LAMRLAMAR ADVERTISING CO NEW CL A
$2.7M
IVVMISHARES LARGE CAP MODERATE BUFFER ETF
$2.7M
PWRQUANTA SVCS INC COM
$2.7M
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$2.7M
VISVANGUARD INDUSTRIALS ETF
$2.7M
DFGRDIMENSIONAL GLOBAL REAL ESTATE ETF
$2.6M
LLOEWS CORP COM
$2.6M
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
$2.6M
MTDRMATADOR RES CO COM
$2.6M
ABNBAIRBNB INC COM CL A
$2.6M
CAGCONAGRA BRANDS INC COM
$2.6M
ISCVISHARES MORNINGSTAR SMALL CAP VALUE ETF
$2.6M
AMGAFFILIATED MANAGERS GROUP INC COM
$2.6M
HBANHUNTINGTON BANCSHARES INC COM
$2.5M
FBINFORTUNE BRANDS INNOVATIONS INC COM
$2.5M
CINFCINCINNATI FINL CORP COM
$2.5M
FJUNFT VEST U.S. EQUITY BUFFER ETF - JUNE
$2.5M
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF
$2.5M
WRBBERKLEY W R CORP COM
$2.5M
WECWEC ENERGY GROUP INC COM
$2.5M
JPLDJPMORGAN LIMITED DURATION BOND ETF
$2.5M
MUSTCOLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
$2.5M
VOXVANGUARD COMMUNICATION SERVICES ETF
$2.5M
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$2.5M
WPMWHEATON PRECIOUS METALS CORP COM
$2.5M
BHPBHP GROUP LTD SPONSORED ADS
$2.5M
PPGPPG INDS INC COM
$2.5M
RSGREPUBLIC SVCS INC COM
$2.5M
AKAMAKAMAI TECHNOLOGIES INC COM
$2.5M
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
$2.5M
CGNXCOGNEX CORP COM
$2.5M
NUWNUVEEN AMT-FREE MUN VALUE FD COM
$2.5M
DINOHF SINCLAIR CORP COM
$2.5M
ICFISHARES COHEN & STEERS REIT ETF
$2.5M
HPEHEWLETT PACKARD ENTERPRISE CO COM
$2.5M
DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
$2.5M
PreviousPage 8 of 23Next