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
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$1.5M
PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
$1.5M
WDIVSPDR S&P GLOBAL DIVIDEND ETF
$1.5M
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF
$1.5M
MYRGMYR GROUP INC DEL COM
$1.5M
PFGCPERFORMANCE FOOD GROUP CO COM
$1.5M
NBIXNEUROCRINE BIOSCIENCES INC COM
$1.5M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$1.5M
HESHESS CORP COM
$1.5M
STZCONSTELLATION BRANDS INC CL A
$1.5M
PCGPG&E CORP COM
$1.5M
HEQTSIMPLIFY HEDGED EQUITY ETF
$1.5M
USPHU S PHYSICAL THERAPY COM
$1.5M
TOWNTOWNEBANK PORTSMOUTH VA COM
$1.5M
VICIVICI PPTYS INC COM
$1.5M
SPSCSPS COMM INC COM
$1.5M
IYEISHARES U.S. ENERGY ETF
$1.5M
RNRRENAISSANCERE HLDGS LTD COM
$1.5M
CNRCANADIAN NATL RY CO COM
$1.5M
PIIMPINJ INC COM
$1.5M
EQBKEQUITY BANCSHARES INC COM CL A
$1.5M
AIVLWISDOMTREE U.S. AI ENHANCED VALUE FUND
$1.5M
CFCF INDS HLDGS INC COM
$1.5M
EMBISHARES JPMORGAN EMERG MARKETS BOND
$1.5M
CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
$1.5M
ON1OLD NATL BANCORP IND COM
$1.5M
IBPINSTALLED BLDG PRODS INC COM
$1.5M
SITESITEONE LANDSCAPE SUPPLY INC COM
$1.5M
MMITNYLI MACKAY MUNI INTERMEDIATE ETF
$1.5M
FNDBSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF
$1.5M
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$1.5M
PSEPINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
$1.4M
ESGEISHARES ESG AWARE MSCI EM ETF
$1.4M
PPAINVESCO AEROSPACE & DEFENSE ETF
$1.4M
SFBSSERVISFIRST BANCSHARES INC COM
$1.4M
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
$1.4M
VTWOVANGUARD RUSSELL 2000 ETF
$1.4M
DOCUDOCUSIGN INC COM
$1.4M
BEPCBROOKFIELD RENEWABLE CORP CL A EX SUB VTG
$1.4M
GTESGATES INDL CORP PLC ORD SHS
$1.4M
DFISDIMENSIONAL INTERNATIONAL SMALL CAP ETF
$1.4M
TWTRADEWEB MKTS INC CL A
$1.4M
GMEDGLOBUS MED INC CL A
$1.4M
HBC2HSBC HLDGS PLC SPON ADR NEW
$1.4M
ANAUTONATION INC COM
$1.4M
SHMSPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
$1.4M
VTE1ASURE SOFTWARE INC COM
$1.4M
ABEVAMBEV SA SPONSORED ADR
$1.4M
CGCVCAPITAL GROUP CONSERVATIVE EQUITY ETF
$1.4M
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
$1.4M
HDEFXTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF
$1.4M
SUSAISHARES ESG OPTIMIZED MSCI USA ETF
$1.4M
FMAYFT VEST U.S. EQUITY BUFFER FUND - MAY
$1.4M
PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
$1.4M
STRVSTRIVE 500 ETF
$1.4M
XYZBLOCK INC CL A
$1.4M
SCMBSCHWAB MUNICIPAL BOND ETF
$1.4M
CGCARLYLE GROUP INC COM
$1.4M
FBINFORTUNE BRANDS INNOVATIONS INC COM
$1.4M
TTDTHE TRADE DESK INC COM CL A
$1.4M
CNACNA FINL CORP COM
$1.4M
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF
$1.4M
HRLHORMEL FOODS CORP COM
$1.4M
IYHISHARES U.S. HEALTHCARE ETF
$1.4M
DKSDICKS SPORTING GOODS INC COM
$1.4M
FMCFMC CORP COM NEW
$1.4M
OGEOGE ENERGY CORP COM
$1.4M
IRINGERSOLL RAND INC COM
$1.4M
FAFFIRST AMERN FINL CORP COM
$1.4M
XNTKSPDR NYSE TECHNOLOGY ETF
$1.4M
AVYAVERY DENNISON CORP COM
$1.4M
HASHASBRO INC COM
$1.4M
GAPRFT VEST U.S. EQUITY MODERATE BUFFER FUND - APR
$1.4M
BMTABRITISH AMERN TOB PLC SPONSORED ADR
$1.4M
GDDYGODADDY INC CL A
$1.4M
WTMWHITE MTNS INS GROUP LTD COM
$1.4M
HEIHEICO CORP NEW COM
$1.4M
LIESUN LIFE FINANCIAL INC. COM
$1.4M
ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF
$1.4M
KDKYNDRYL HLDGS INC COMMON STOCK
$1.4M
PODDINSULET CORP COM
$1.3M
AUBATLANTIC UN BANKSHARES CORP COM
$1.3M
MKTXMARKETAXESS HLDGS INC COM
$1.3M
FTCSFIRST TRUST CAPITAL STRENGTH ETF
$1.3M
BUFRFT VEST LADDERED BUFFER ETF
$1.3M
DOCHEALTHPEAK PROPERTIES INC COM
$1.3M
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$1.3M
NVGNUVEEN AMT FREE MUN CR INC FD COM
$1.3M
NWSANEWS CORP NEW CL A
$1.3M
RZVINVESCO S&P SMALLCAP 600 PURE VALUE ETF
$1.3M
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$1.3M
MGYMAGNOLIA OIL & GAS CORP CL A
$1.3M
ARKKARK INNOVATION ETF
$1.3M
IDNINTELLICHECK INC COM NEW
$1.3M
RSRELIANCE INC COM
$1.3M
GOCTFT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER
$1.3M
BKRBAKER HUGHES COMPANY CL A
$1.3M
DECKDECKERS OUTDOOR CORP COM
$1.3M
IHIISHARES U.S. MEDICAL DEVICES ETF
$1.3M
HACKAMPLIFY CYBERSECURITY ETF
$1.3M
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