Captrust Financial Advisors

Latest statistics and disclosures from Captrust Financial Advisors's latest quarterly 13F-HR filing:

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Positions held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Captrust Financial Advisors

Captrust Financial Advisors holds 2524 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Captrust Financial Advisors has 2524 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 4.0 $1.0B +3% 5.3M 193.97
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Ishares Core S&p 500 Etf Etf (IVV) 3.7 $949M 2.2M 431.79
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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 3.6 $914M +12% 10M 91.82
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Vanguard Value Etf (VTV) 2.5 $641M +5% 4.5M 142.10
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Microsoft Corp Stock (MSFT) 2.5 $627M +3% 1.8M 340.54
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Vanguard Ftse Developed Markets Etf Etf (VEA) 1.8 $446M +11% 9.7M 46.18
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Ishares Ibonds Dec 2023 Term Treasury Etf Etf (IBTD) 1.7 $429M +16% 17M 24.81
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Spdr S&p 500 Etf Trust Etf (SPY) 1.7 $427M 963k 443.28
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Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF) 1.6 $406M +12% 18M 23.13
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Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE) 1.6 $402M +11% 17M 23.80
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.6 $398M +4% 5.4M 74.33
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Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 1.2 $302M +9% 2.1M 144.25
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 1.1 $279M -3% 3.4M 81.08
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Technology Select Sector Spdr Fund Etf (XLK) 1.1 $269M +2% 1.5M 173.86
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.1 $267M 782k 341.00
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Amazon Stock (AMZN) 0.9 $235M +3% 1.8M 130.47
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Vanguard Small-cap Etf Etf (VB) 0.9 $222M +5% 1.1M 198.89
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Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.9 $218M 2.3M 96.60
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Vanguard Growth Etf Etf (VUG) 0.8 $208M +2% 734k 282.96
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Procter And Gamble Stock (PG) 0.8 $200M 1.3M 151.74
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Ishares Russell 1000 Etf Etf (IWB) 0.8 $197M 808k 243.74
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Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.8 $195M 3.9M 50.32
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.8 $194M -2% 1.6M 119.70
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.7 $186M 1.9M 97.95
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Vanguard Short-term Bond Etf Etf (BSV) 0.7 $184M -5% 2.4M 75.57
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Nvidia Corporation Stock (NVDA) 0.7 $175M +65% 415k 423.02
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Broadcom Stock (AVGO) 0.7 $175M 202k 867.43
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.7 $170M -5% 1.0M 162.43
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Ishares Core Msci Emerging Market Etf Etf (IEMG) 0.7 $166M +12% 3.4M 49.14
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Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.6 $157M +14% 1.5M 102.94
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Vanguard S&p 500 Etf Etf (VOO) 0.6 $154M -3% 379k 407.28
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Chevron Corp Stock (CVX) 0.6 $152M +2% 969k 157.35
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Eli Lilly & Co Stock (LLY) 0.6 $142M -18% 303k 468.98
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Mastercard Incorporated Cl A Stock (MA) 0.5 $137M +40% 348k 393.30
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Lowes Cos Stock (LOW) 0.5 $136M 602k 225.70
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Coca Cola Stock (KO) 0.5 $135M +4% 2.2M 60.22
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Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.5 $131M +18% 1.7M 75.00
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Vanguard Total Stock Markets Etf Etf (VTI) 0.5 $130M +40% 592k 220.28
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Unitedhealth Group Stock (UNH) 0.5 $126M 263k 480.64
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Ishares Msci Eafe Etf Etf (EFA) 0.5 $123M 1.7M 72.50
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Meta Platforms Stock (META) 0.5 $121M +3% 422k 286.91
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Cvs Health Corp Stock (CVS) 0.5 $119M +24% 1.7M 69.13
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Merck & Co Stock (MRK) 0.5 $119M +5% 1.0M 115.39
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Capital Group International Focus Equity Etf Etf (CGXU) 0.5 $119M +6% 5.0M 23.52
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Exxon Mobil Corp Stock (XOM) 0.5 $115M +12% 1.1M 107.25
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Johnson & Johnson Stock (JNJ) 0.4 $113M +4% 680k 165.52
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Gilead Sciences Stock (GILD) 0.4 $111M +2% 1.4M 77.07
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Abbvie Stock (ABBV) 0.4 $109M +8% 807k 134.73
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Pepsico Stock (PEP) 0.4 $107M +7% 580k 185.22
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Vanguard Mid-cap Etf Etf (VO) 0.4 $106M 483k 220.16
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Palo Alto Networks Stock (PANW) 0.4 $106M -8% 414k 255.57
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Jpmorgan Chase & Co Stock (JPM) 0.4 $105M 725k 145.44
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.4 $103M 372k 275.18
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Nucor Corp Stock (NUE) 0.4 $102M +3% 625k 163.98
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Hca Healthcare Stock (HCA) 0.4 $99M 326k 303.48
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Invesco Qqq Trust Series I Etf (QQQ) 0.4 $96M +3% 260k 369.42
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $95M +3% 785k 121.31
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Honeywell Intl Stock (HON) 0.4 $95M +10% 457k 207.50
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Tesla Stock (TSLA) 0.4 $94M +4% 358k 261.77
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Pfizer Stock (PFE) 0.4 $93M +59% 2.5M 36.68
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Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.4 $91M +3% 815k 111.60
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Amgen Stock (AMGN) 0.3 $89M +2% 399k 222.02
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Home Depot Stock (HD) 0.3 $89M -9% 285k 310.64
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Kroger Stock (KR) 0.3 $88M +53% 1.9M 47.00
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Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.3 $87M +3% 1.7M 50.17
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Jefferies Finl Group Stock (JEF) 0.3 $86M +4% 2.6M 33.17
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $84M -3% 327k 257.20
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Ishares Short-term National Muni Bond Etf Etf (SUB) 0.3 $83M +10% 800k 104.04
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Ishares Gold Trust Etf (IAU) 0.3 $83M +3% 2.3M 36.39
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Costco Whsl Corp Stock (COST) 0.3 $78M +2% 146k 538.38
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HP Stock (HPQ) 0.3 $78M +3% 2.5M 30.71
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Bank America Corp Stock (BAC) 0.3 $75M +6% 2.6M 28.69
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Oracle Corp Stock (ORCL) 0.3 $74M +5% 624k 119.09
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Lam Research Corp Stock (LRCX) 0.3 $74M +3% 115k 642.86
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Visa Inc Com Cl A Stock (V) 0.3 $73M 305k 237.48
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Adobe Systems Incorporated Stock (ADBE) 0.3 $72M +27% 147k 488.99
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Geopark Ltd Usd Stock (GPRK) 0.3 $71M -4% 7.1M 9.91
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Pulte Group Stock (PHM) 0.3 $70M -22% 898k 77.68
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.3 $70M +44% 1.3M 54.41
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.3 $69M +4% 648k 106.07
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Cisco Sys Stock (CSCO) 0.3 $68M +2% 1.3M 51.74
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Devon Energy Corp Stock (DVN) 0.3 $68M 1.4M 48.34
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Interpublic Group Cos Stock (IPG) 0.3 $68M +2% 1.8M 38.58
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Lockheed Martin Corp Stock (LMT) 0.3 $68M +3% 148k 460.38
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Qualcomm Stock (QCOM) 0.3 $67M +12% 566k 119.04
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At&t Stock (T) 0.3 $67M -44% 4.2M 15.95
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Rambus Inc Del Stock (RMBS) 0.3 $66M -23% 1.0M 64.17
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Garmin Stock (GRMN) 0.3 $64M +4% 612k 104.29
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Coterra Energy Stock (CTRA) 0.3 $64M 2.5M 25.30
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Aflac Stock (AFL) 0.2 $63M +5% 901k 69.80
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Asml Holding N V N Y Registry Adr (ASML) 0.2 $61M +21% 85k 724.75
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Ishares Core S&p Small-cap Etf Etf (IJR) 0.2 $61M 610k 99.25
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $60M -3% 447k 134.87
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Walmart Stock (WMT) 0.2 $59M -2% 377k 157.18
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National Municipal Bonds Etf (MUB) 0.2 $59M -2% 552k 106.73
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Williams Sonoma Stock (WSM) 0.2 $58M +3% 463k 125.14
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Schwab Us Broad Mkts Etf Etf (SCHB) 0.2 $58M 1.1M 51.71
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $56M +9% 869k 64.08
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Mcdonalds Corp Stock (MCD) 0.2 $56M +7% 187k 298.41
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Union Pac Corp Stock (UNP) 0.2 $55M +6% 269k 204.62
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Dimensional Us High Profitability Etf Etf (DUHP) 0.2 $54M NEW 2.0M 26.54
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Eog Res Stock (EOG) 0.2 $54M +7% 474k 114.44
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Vanguard Emerging Market Stock Etf Etf (VWO) 0.2 $54M 1.3M 40.68
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Blackrock Short Maturity Bond Etf Etf (NEAR) 0.2 $53M -5% 1.1M 49.72
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Starbucks Corp Stock (SBUX) 0.2 $53M +6% 535k 99.06
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Pinnacle West Cap Corp Stock (PNW) 0.2 $53M 650k 81.46
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Autozone Stock (AZO) 0.2 $52M +3% 21k 2493.41
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Nutrien Stock (NTR) 0.2 $52M 886k 59.06
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Ishares Russell 2000 Etf Etf (IWM) 0.2 $52M -3% 278k 187.27
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Jpmorgan Ultra-short Income Etf Etf (JPST) 0.2 $50M -15% 1.0M 50.14
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Werner Enterprises Stock (WERN) 0.2 $47M +4% 1.1M 44.18
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Spdr Gold Shares Etf (GLD) 0.2 $47M 265k 178.27
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Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $46M -4% 894k 51.53
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Ubs Group Stock (UBS) 0.2 $45M 2.2M 20.27
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GSK Adr (GSK) 0.2 $45M 1.3M 35.64
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Unilever Adr (UL) 0.2 $44M +4% 849k 52.13
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Ishares U.s. Technology Etf Etf (IYW) 0.2 $44M +704% 400k 108.87
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Ishares Russell 3000 Etf Etf (IWV) 0.2 $43M +125% 170k 254.48
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Public Storage Reit (PSA) 0.2 $43M +2% 146k 291.88
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Energy Select Sector Spdr Fund Etf (XLE) 0.2 $42M +43% 522k 81.17
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Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) 0.2 $41M 717k 57.57
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Lamar Advertising Co New Cl A Reit (LAMR) 0.2 $41M +10% 413k 99.25
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Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $41M 580k 70.48
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Comcast Corp New Cl A Stock (CMCSA) 0.2 $40M +6% 971k 41.55
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Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $40M -9% 255k 157.83
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Nexstar Media Group Stock (NXST) 0.2 $40M +9% 241k 166.55
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Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $40M -20% 756k 52.38
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Abbott Labs Stock (ABT) 0.2 $40M +3% 363k 109.02
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Duke Energy Corp Stock (DUK) 0.2 $39M -2% 438k 89.74
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Citigroup Stock (C) 0.2 $38M +8% 829k 46.04
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Thermo Fisher Scientific Stock (TMO) 0.1 $38M +2% 72k 521.75
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Bank New York Mellon Corp Stock (BK) 0.1 $38M 847k 44.52
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Autodesk Stock (ADSK) 0.1 $37M +10% 181k 204.61
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Bristol-myers Squibb Stock (BMY) 0.1 $36M +3% 560k 63.95
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Amdocs Stock (DOX) 0.1 $35M -2% 353k 98.85
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Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $35M +5% 72k 478.91
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Eagle Matls Stock (EXP) 0.1 $34M +17% 184k 186.42
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Evergy Stock (EVRG) 0.1 $33M +8% 573k 58.42
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Caterpillar Stock (CAT) 0.1 $33M 135k 246.05
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Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.1 $32M +40% 654k 49.22
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Royal Bk Cda Stock (RY) 0.1 $32M 333k 95.51
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Conocophillips Stock (COP) 0.1 $32M +6% 304k 103.61
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Norfolk Southn Corp Stock (NSC) 0.1 $32M 139k 226.76
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Verizon Communications Stock (VZ) 0.1 $31M -11% 844k 37.19
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Flexshares Morningstar Us Market Factor Tilt Index Fund Etf (TILT) 0.1 $31M NEW 185k 168.57
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Fedex Corp Stock (FDX) 0.1 $30M 122k 247.90
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Freeport-mcmoran Inc Cl B Stock (FCX) 0.1 $30M 754k 40.00
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Vanguard Real Estate Etf Etf (VNQ) 0.1 $29M -5% 354k 82.60
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Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.1 $29M +17% 290k 100.63
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Truist Finl Corp Stock (TFC) 0.1 $29M +4% 947k 30.35
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Disney Walt Stock (DIS) 0.1 $29M +5% 322k 89.28
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American Express Stock (AXP) 0.1 $29M +5% 165k 174.20
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Texas Instrs Stock (TXN) 0.1 $28M +3% 157k 180.02
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Danaher Corporation Stock (DHR) 0.1 $28M 117k 240.00
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Nike Inc Cl B Stock (NKE) 0.1 $28M 253k 110.37
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Vanguard Russell 1000 Growth Etf Etf (VONG) 0.1 $28M 393k 70.76
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Rtx Corporation Stock (RTX) 0.1 $28M 281k 97.96
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Jpmorgan Core Plus Bond Etf Etf (JCPB) 0.1 $27M NEW 584k 46.58
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Wells Fargo Stock (WFC) 0.1 $27M +3% 637k 42.68
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Nextera Energy Stock (NEE) 0.1 $27M +2% 361k 74.20
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $27M -17% 273k 97.84
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Becton Dickinson & Co Stock (BDX) 0.1 $27M +18% 101k 264.01
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Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $26M +2496% 331k 79.79
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Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.1 $26M +2044% 90k 294.09
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Altria Group Stock (MO) 0.1 $26M +7% 581k 45.30
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $26M +5% 361k 72.62
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Vanguard Large-cap Etf Etf (VV) 0.1 $26M -5% 129k 202.72
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General Mls Stock (GIS) 0.1 $26M +2% 336k 76.70
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $25M +6% 49.00 517810.00
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $25M -8% 333k 75.66
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Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $25M -9% 106k 235.32
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Philip Morris Intl Stock (PM) 0.1 $25M 255k 97.62
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Vanguard Small Cap Value Etf Etf (VBR) 0.1 $25M -13% 150k 165.40
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Vanguard Health Care Etf Etf (VHT) 0.1 $25M +77% 100k 244.82
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Elevance Health Stock (ELV) 0.1 $24M +2% 55k 444.29
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Bank Ozk Little Rock Ark Stock (OZK) 0.1 $24M +10% 605k 40.16
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Vanguard Utilities Etf Etf (VPU) 0.1 $24M -5% 169k 142.17
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Sprott Physical Gold Tr Unit Cef (PHYS) 0.1 $24M +4% 1.6M 14.92
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Webster Finl Corp Stock (WBS) 0.1 $24M -3% 630k 37.75
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Ishares S&p 500 Value Etf (IVE) 0.1 $23M -8% 145k 161.19
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Intuit Stock (INTU) 0.1 $23M +4% 51k 458.19
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Waste Mgmt Inc Del Stock (WM) 0.1 $23M 135k 173.42
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Allstate Corp Stock (ALL) 0.1 $23M -11% 211k 109.04
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Toyota Motor Corp Ads Adr (TM) 0.1 $23M +1266% 142k 160.75
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International Business Machs Stock (IBM) 0.1 $23M -3% 170k 133.81
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Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $23M -2% 447k 50.82
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Target Corp Stock (TGT) 0.1 $23M 172k 131.90
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $23M +6% 73k 308.58
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Enterprise Prods Partners Stock (EPD) 0.1 $23M +21% 858k 26.35
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Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.1 $22M 827k 27.15
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Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.1 $22M -2% 438k 50.65
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Schwab Short-term Us Treasury Etf Etf (SCHO) 0.1 $22M +8% 447k 48.06
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Ishares Russell Midcap Etf Etf (IWR) 0.1 $22M 294k 73.03
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Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $21M +149% 160k 132.73
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Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 0.1 $21M NEW 675k 31.35
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Jpmorgan Diversified Return U.s. Equity Etf Etf (JPUS) 0.1 $21M +1810% 216k 97.77
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Intel Corp Stock (INTC) 0.1 $21M -2% 631k 33.44
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Watsco Stock (WSO) 0.1 $21M 55k 381.47
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Automatic Data Processing Stock (ADP) 0.1 $21M +2% 94k 219.79
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Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.1 $21M +1359% 234k 87.30
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Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $20M +22% 295k 69.21
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Vanguard Financials Etf Etf (VFH) 0.1 $20M +171% 251k 81.24
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Pimco Active Bond Etf Etf (BOND) 0.1 $20M +350% 222k 91.62
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Tjx Cos Stock (TJX) 0.1 $20M +5% 239k 84.79
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Globe Life Stock (GL) 0.1 $20M +885% 183k 109.62
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $20M +49% 395k 50.22
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Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $20M -17% 57k 343.85
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Southern Stock (SO) 0.1 $20M +4% 281k 70.25
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $20M -28% 355k 55.33
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Emerson Elec Stock (EMR) 0.1 $19M -89% 214k 90.39
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Ishares Ibonds Dec 2023 Term Corporate Etf Etf (IBDO) 0.1 $19M +12% 762k 25.29
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Ishares Russell 2000 Growth Etf Etf (IWO) 0.1 $19M +4% 79k 242.66
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Alerian Mlp Etf Etf (AMLP) 0.1 $19M 474k 39.21
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $19M +47% 357k 51.98
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Linde Stock (LIN) 0.1 $18M +3% 48k 381.08
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Spdr S&p Dividend Etf Etf (SDY) 0.1 $18M 147k 122.58
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Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.1 $18M -3% 264k 67.50
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Air Prods & Chems Stock (APD) 0.1 $18M 60k 299.53
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Ameriprise Finl Stock (AMP) 0.1 $18M +7% 53k 332.16
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Spdr S&p Global Natural Resources Etf Etf (GNR) 0.1 $18M +2% 324k 53.91
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Vanguard Mega Cap Etf Etf (MGC) 0.1 $17M +307% 110k 156.46
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Vanguard Total Bond Market Etf Etf (BND) 0.1 $17M -3% 236k 72.69
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Netflix Stock (NFLX) 0.1 $17M +6% 39k 440.48
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Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 0.1 $17M +4111% 421k 40.55
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Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $17M -12% 349k 48.94
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Marsh & Mclennan Cos Stock (MMC) 0.1 $17M +4% 91k 188.08
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3M Stock (MMM) 0.1 $17M 170k 100.09
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Fastenal Stock (FAST) 0.1 $17M 287k 58.99
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Enbridge Stock (ENB) 0.1 $16M +3% 440k 37.16
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Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $16M +2% 142k 114.93
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Iron Mtn Inc Del Reit (IRM) 0.1 $16M 284k 56.82
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Valero Energy Corp Stock (VLO) 0.1 $16M -58% 136k 117.30
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Ishares S&p 100 Etf Etf (OEF) 0.1 $16M 77k 207.06
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Oreilly Automotive Stock (ORLY) 0.1 $16M 17k 955.30
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Phillips 66 Stock (PSX) 0.1 $16M +8% 165k 95.38
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Goldman Sachs Group Stock (GS) 0.1 $16M +2% 49k 322.54
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Vanguard Information Technology Etf Etf (VGT) 0.1 $16M -3% 35k 442.16
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Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $16M 208k 74.95
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BP Adr (BP) 0.1 $15M +8% 433k 35.29
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Deere & Co Stock (DE) 0.1 $15M 38k 405.19
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Iq Hedge Multi-strategy Tracker Etf Etf (QAI) 0.1 $15M NEW 501k 29.83
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Ishares Tips Bond Etf Etf (TIP) 0.1 $15M +3% 138k 107.62
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Targa Res Corp Stock (TRGP) 0.1 $15M +73% 194k 76.10
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $15M +3% 202k 72.94
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Microchip Technology Stock (MCHP) 0.1 $15M 162k 89.59
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Capital Group Growth Etf Etf (CGGR) 0.1 $15M +2239% 576k 25.23
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Yum Brands Stock (YUM) 0.1 $15M 104k 138.55
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Martin Marietta Matls Stock (MLM) 0.1 $15M 31k 461.68
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Boeing Stock (BA) 0.1 $14M 68k 211.16
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Medtronic Stock (MDT) 0.1 $14M +3% 162k 88.10
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Past Filings by Captrust Financial Advisors

SEC 13F filings are viewable for Captrust Financial Advisors going back to 2011

View all past filings