CAPTRUST FINANCIAL ADVISORS Q2 2024 Filing

Filed August 15, 2024

Portfolio Value

$31.1B

Holdings

2,198

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (2,198 positions)

StockValue
POCTINNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
$7.8M
PWBINVESCO LARGE CAP GROWTH ETF
$7.8M
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$7.7M
LQDISHARES GS CORP BONDS
$7.7M
ETENERGY TRANSFER L P COM UT LTD PTN
$7.7M
FISVFISERV INC COM
$7.7M
IVOLQUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF
$7.6M
CELCCELCUITY INC COM
$7.6M
UPSUNITED PARCEL SERVICE INC CL B
$7.5M
AEPAMERICAN ELEC PWR CO INC COM
$7.5M
DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF
$7.5M
DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
$7.5M
ROKROCKWELL AUTOMATION INC COM
$7.4M
STLDSTEEL DYNAMICS INC COM
$7.3M
DNLWISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
$7.2M
IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF
$7.2M
SCHESCHWAB EMERGING MARKETS EQUITY ETF
$7.2M
DGDOLLAR GEN CORP NEW COM
$6.9M
PNFPPINNACLE FINL PARTNERS INC COM
$6.9M
EDVVANGUARD EXTENDED DURATION TREASURY ETF
$6.9M
BRBRBELLRING BRANDS INC COMMON STOCK
$6.9M
DOVDOVER CORP COM
$6.9M
FSLRFIRST SOLAR INC COM
$6.8M
CWISPDR MSCI ACWI EX-US ETF
$6.8M
BRBROADRIDGE FINL SOLUTIONS INC COM
$6.8M
LHLABCORP HOLDINGS INC COM SHS
$6.8M
IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF
$6.8M
DFATDIMENSIONAL U.S. TARGETED VALUE ETF
$6.8M
ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF
$6.8M
BLKBBLACKBAUD INC COM
$6.7M
WMBWILLIAMS COS INC COM
$6.7M
CDNSCADENCE DESIGN SYSTEM INC COM
$6.7M
IJJISHARES S&P MID-CAP 400 VALUE ETF
$6.7M
SMCIUSDSUPER MICRO COMPUTER INC COM
$6.7M
SHWSHERWIN WILLIAMS CO COM
$6.7M
MSAMSA SAFETY INC COM
$6.7M
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF
$6.6M
PAYXPAYCHEX INC COM
$6.6M
ILCGISHARES MORNINGSTAR GROWTH ETF
$6.6M
HTRBHARTFORD TOTAL RETURN BOND ETF
$6.6M
IBBISHARES BIOTECHNOLOGY ETF
$6.6M
VRTXVERTEX PHARMACEUTICALS INC COM
$6.6M
PGNYPROGYNY INC COM
$6.6M
RPGINVESCO S&P 500 PURE GROWTH ETF
$6.6M
ICSHBLACKROCK ULTRA SHORT-TERM BOND ETF
$6.5M
BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF
$6.5M
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
$6.5M
SAPSAP SE SPON ADR
$6.5M
ZIONZIONS BANCORPORATION N A COM
$6.4M
PWVINVESCO LARGE CAP VALUE ETF
$6.4M
JHMMJOHN HANCOCK MULTIFACTOR MID CAP ETF
$6.4M
VCITVANGUARD INTERMEDIATE-TERM CORP BD ETF
$6.3M
KMIKINDER MORGAN INC DEL COM
$6.3M
PXFINVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF
$6.2M
PGRPROGRESSIVE CORP COM
$6.2M
SJMSMUCKER J M CO COM NEW
$6.2M
JAVAJPMORGAN ACTIVE VALUE ETF
$6.2M
TRVTRAVELERS COMPANIES INC COM
$6.2M
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
$6.1M
UCONFIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
$6.1M
AONAON PLC SHS CL A
$6.1M
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$6.1M
NULGNUVEEN ESG LARGE-CAP GROWTH ETF
$6.0M
CNPCENTERPOINT ENERGY INC COM
$6.0M
CARRCARRIER GLOBAL CORPORATION COM
$6.0M
FTLSFIRST TRUST LONG/SHORT EQUITY ETF
$6.0M
GLTRABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
$6.0M
CMFISHARES CALIFORNIA MUNI BOND ETF
$5.9M
PARPAR TECHNOLOGY CORP COM
$5.9M
BOCTINNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER
$5.9M
VNTVONTIER CORPORATION COM
$5.9M
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$5.9M
SPYMSPDR PORTFOLIO S&P 500 ETF
$5.9M
WIXWIX COM LTD SHS
$5.9M
EXREXTRA SPACE STORAGE INC COM
$5.9M
GCORGOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF
$5.8M
CTVACORTEVA INC COM
$5.8M
ESGUISHARES ESG AWARE MSCI USA ETF
$5.8M
FJULFT VEST U.S. EQUITY BUFFER ETF - JULY
$5.7M
DFSEURDISCOVER FINL SVCS COM
$5.7M
PHPARKER-HANNIFIN CORP COM
$5.7M
ADIANALOG DEVICES INC COM
$5.6M
MDUMDU RES GROUP INC COM
$5.6M
JCIJOHNSON CTLS INTL PLC SHS
$5.6M
ROPROPER TECHNOLOGIES INC COM
$5.6M
COFCAPITAL ONE FINL CORP COM
$5.6M
BLKCHFBLACKROCK INC COM
$5.6M
XYLXYLEM INC COM
$5.5M
PCARPACCAR INC COM
$5.5M
MGVVANGUARD MEGA CAP VALUE ETF
$5.5M
FANGDIAMONDBACK ENERGY INC COM
$5.5M
CFBCROSSFIRST BANKSHARES INC COM
$5.4M
POOLPOOL CORP COM
$5.4M
CGDGCAPITAL GROUP DIVIDEND VALUE ETF
$5.4M
ZALTINNOVATOR U.S. EQUITY 10 BUFFER ETF - QUARTERLY
$5.4M
SLBSCHLUMBERGER LTD COM STK
$5.3M
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$5.3M
WYWEYERHAEUSER CO MTN BE COM NEW
$5.3M
JPCNUVEEN PFD & INCOME OPPORTUNIT COM
$5.3M
TXTTEXTRON INC COM
$5.3M
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