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
NWSANEWS CORP NEW CL A
$363K
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
$363K
FNWBFIRST NORTHWEST BANCORP COM
$362K
AXSMAXSOME THERAPEUTICS INC COM
$362K
AGOXADAPTIVE ALPHA OPPORTUNITIES ETF
$362K
ILCBISHARES MORNINGSTAR U.S. EQUITY ETF
$360K
WWWWOLVERINE WORLD WIDE INC COM
$360K
EQHEQUITABLE HLDGS INC COM
$360K
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
$359K
IHEISHARES U.S. PHARMACEUTICALS ETF
$359K
PKPARK HOTELS & RESORTS INC COM
$357K
SGSWEETGREEN INC COM CL A
$357K
VYGRVOYAGER THERAPEUTICS INC COM
$357K
AUGMFT VEST U.S. EQUITY MAX BUFFER ETF - AUGUST
$357K
MZTILANCASTER COLONY CORP COM
$356K
GLOBGLOBANT S A COM
$356K
SATSECHOSTAR CORP CL A
$355K
BURBURFORD CAP LTD ORD SHS
$354K
FIWFIRST TRUST WATER ETF
$354K
KRGKITE RLTY GROUP TR COM NEW
$354K
APAAPA CORPORATION COM
$353K
LFUSLITTELFUSE INC COM
$352K
EBCEASTERN BANKSHARES INC COM
$351K
LOGILOGITECH INTL S A SHS
$349K
ULSTSPDR SSGA ULTRA SHORT TERM BOND ETF
$348K
FNDESCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
$347K
BSMYINVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF
$347K
BWINTHE BALDWIN INSURANCE GRP INC COM CL A
$346K
CHMGCHEMUNG FINL CORP COM
$345K
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF
$345K
FW2NBANNER CORP COM NEW
$344K
BSMWINVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF
$343K
CENTACENTRAL GARDEN & PET CO CL A NON-VTG
$343K
IBHIISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF
$342K
SDGRSCHRODINGER INC COM
$342K
FRFIRST INDL RLTY TR INC COM
$342K
AAALCOA CORP COM
$341K
SCHPSCHWAB US TIPS ETF
$339K
PRMBPRIMO BRANDS CORPORATION CLASS A COM SHS
$338K
SCHJSCHWAB 1-5 YEAR CORPORATE BOND ETF
$338K
TFISPDR NUVEEN BARCLAYS MUNICIPAL BOND ETF
$336K
MRPMILLROSE PPTYS INC COM CL A
$336K
FMFFORMFACTOR INC COM
$336K
BERYEURBERRY GLOBAL GROUP INC COM
$335K
BBJPJPMORGAN BETABUILDERS JAPAN ETF
$335K
RGCORGC RES INC COM
$334K
FAIFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
$333K
SMLFISHARES U.S. SMALLCAP EQUITY FACTOR ETF
$331K
CMCANADIAN IMPERIAL BK COMM COM
$330K
OIIOCEANEERING INTL INC COM
$330K
GAMGENERAL AMERN INVS CO INC COM
$330K
DORMDORMAN PRODS INC COM
$330K
ARMARM HOLDINGS PLC SPONSORED ADS
$328K
LIFEX 2045 TERM INCOME ETF
$328K
FELCFIDELITY ENHANCED LARGE CAP CORE ETF
$327K
NATNORDIC AMERICAN TANKERS LIMITE COM
$326K
DVDOUBLEVERIFY HLDGS INC COM
$325K
HYFIAB HIGH YIELD ETF
$325K
BOXBOX INC CL A
$324K
FDVFEDERATED HERMES U.S. STRATEGIC DIVIDEND ETF
$324K
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY
$324K
UEOWESTLAKE CORPORATION COM
$323K
CAKECHEESECAKE FACTORY INC COM
$323K
NOMDNOMAD FOODS LTD USD ORD SHS
$322K
SFMSPROUTS FMRS MKT INC COM
$322K
CARECARTER BANKSHARES INC COM NEW
$321K
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK
$320K
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW
$319K
BBLBJPMORGAN BETABUILDERS U.S. TREASURY BOND 20 YEAR ETF
$318K
CFFNCAPITOL FED FINL INC COM
$318K
LMATLEMAITRE VASCULAR INC COM
$318K
LGIHLGI HOMES INC COM
$317K
BATRAATLANTA BRAVES HLDGS INC COM SER A
$317K
EXASEXACT SCIENCES CORP COM
$316K
ICUIICU MED INC COM
$315K
MATXMATSON INC COM
$315K
BALLBALL CORP COM
$315K
HAYWHAYWARD HLDGS INC COM
$314K
BNTXBIONTECH SE SPONSORED ADS
$313K
TMFCMOTLEY FOOL 100 INDEX ETF
$313K
NVDUDIREXION DAILY NVDA BULL 2X SHARES
$312K
1GSNNOVANTA INC COM
$312K
NWGNATWEST GROUP PLC SPONS ADR
$312K
CDPCOPT DEFENSE PROPERTIES SHS BEN INT
$311K
ALBALBEMARLE CORP COM
$311K
AROCARCHROCK INC COM
$310K
XBOCINNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER
$310K
NADNUVEEN QUALITY MUNCP INCOME FD COM
$309K
MLIMUELLER INDS INC COM
$309K
EPIWISDOMTREE INDIA EARNINGS FUND
$307K
TXNMTXNM ENERGY INC COM
$307K
SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF
$306K
NJANINNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY
$306K
EATBRINKER INTL INC COM
$306K
BDJBLACKROCK ENHANCED EQUITY DIVI COM
$304K
CTRECARETRUST REIT INC COM
$304K
BFLYBUTTERFLY NETWORK INC COM CL A
$304K
POSTPOST HLDGS INC COM
$303K
FDO.FMACYS INC COM
$303K
NSYNICE LTD SPONSORED ADR
$303K
PreviousPage 19 of 24Next