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 2311 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Captrust Financial Advisors has 2311 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Etf (IVV) 3.8 $859M +9% 2.2M 398.01
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Apple Stock (AAPL) 3.7 $841M +5% 5.1M 164.90
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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 3.6 $810M +38% 8.8M 91.82
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Vanguard Value Etf (VTV) 2.6 $590M +13% 4.3M 138.11
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Microsoft Corp Stock (MSFT) 2.3 $514M +3% 1.8M 288.30
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Vanguard Ftse Developed Markets Etf Etf (VEA) 1.7 $392M +25% 8.7M 45.17
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Spdr S&p 500 Etf Trust Etf (SPY) 1.7 $388M +86% 949k 409.39
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.6 $372M +7% 5.1M 72.74
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Ishares Ibonds Dec 2023 Term Treasury Etf Etf (IBTD) 1.6 $369M +19% 15M 24.81
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Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF) 1.6 $369M +21% 16M 23.53
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Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE) 1.6 $364M +17% 15M 24.01
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 1.3 $292M -9% 3.5M 82.16
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Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 1.2 $266M +9% 1.9M 139.04
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.0 $237M +11% 769k 308.77
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Technology Select Sector Spdr Fund Etf (XLK) 1.0 $228M +4% 1.5M 151.01
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Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 1.0 $221M -5% 2.2M 99.12
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Vanguard Small-cap Etf Etf (VB) 0.9 $202M +33% 1.1M 189.56
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Vanguard Short-term Bond Etf Etf (BSV) 0.9 $198M 2.6M 76.49
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Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.9 $195M +74% 3.9M 50.27
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Procter And Gamble Stock (PG) 0.8 $193M +3% 1.3M 148.69
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.8 $190M +3% 1.9M 99.64
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Emerson Elec Stock (EMR) 0.8 $186M +1150% 2.1M 87.14
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Ishares Russell 1000 Etf Etf (IWB) 0.8 $181M 804k 225.23
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Amazon Stock (AMZN) 0.8 $179M +4% 1.7M 103.41
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Vanguard Growth Etf Etf (VUG) 0.8 $178M +20% 715k 249.44
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.8 $172M +7% 1.7M 103.73
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.7 $170M -5% 1.1M 154.01
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Chevron Corp Stock (CVX) 0.7 $155M +2% 949k 163.16
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Vanguard S&p 500 Etf Etf (VOO) 0.6 $147M +18% 391k 376.07
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Ishares Core Msci Emerging Market Etf Etf (IEMG) 0.6 $146M +25% 3.0M 48.62
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At&t Stock (T) 0.6 $145M +9% 7.5M 19.25
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Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.6 $143M +23% 1.3M 106.37
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Coca Cola Stock (KO) 0.6 $133M +8% 2.1M 62.03
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Broadcom Stock (AVGO) 0.6 $132M 205k 641.54
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Lilly Eli & Co Stock (LLY) 0.6 $127M 370k 343.42
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Unitedhealth Group Stock (UNH) 0.6 $125M 265k 472.60
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Ishares Msci Eafe Etf Etf (EFA) 0.5 $122M +151% 1.7M 71.52
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Lowes Cos Stock (LOW) 0.5 $121M -8% 606k 199.97
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Abbvie Stock (ABBV) 0.5 $118M +6% 743k 159.37
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Gilead Sciences Stock (GILD) 0.5 $117M +4% 1.4M 82.97
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Capital Group International Focus Equity Etf Etf (CGXU) 0.5 $110M +6% 4.8M 23.19
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Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.5 $105M +29% 1.5M 71.51
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Merck & Co Stock (MRK) 0.5 $104M +9% 980k 106.39
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Exxon Mobil Corp Stock (XOM) 0.5 $104M +3% 949k 109.66
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Vanguard Mid-cap Etf Etf (VO) 0.5 $104M +50% 492k 210.92
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Cvs Health Corp Stock (CVS) 0.5 $103M +7% 1.4M 74.31
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Johnson & Johnson Stock (JNJ) 0.4 $101M +5% 653k 155.00
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Pepsico Stock (PEP) 0.4 $98M +2% 538k 182.30
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Amgen Stock (AMGN) 0.4 $94M 388k 241.75
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Home Depot Stock (HD) 0.4 $93M +45% 316k 295.12
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Nucor Corp Stock (NUE) 0.4 $93M +3% 604k 154.47
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Jpmorgan Chase & Co Stock (JPM) 0.4 $93M +7% 713k 130.31
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Palo Alto Networks Stock (PANW) 0.4 $91M +19% 454k 199.81
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.4 $90M +2% 370k 244.33
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Mastercard Incorporated Cl A Stock (MA) 0.4 $90M +11% 247k 363.41
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Hca Healthcare Stock (HCA) 0.4 $87M +2984% 331k 263.68
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Meta Platforms Stock (META) 0.4 $86M +6% 408k 211.93
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Vanguard Total Stock Markets Etf Etf (VTI) 0.4 $86M +2% 423k 204.10
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Geopark Ltd Usd Stock (GPRK) 0.4 $85M -7% 7.5M 11.36
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Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.4 $84M +101% 1.7M 50.54
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.4 $83M 339k 246.21
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Ishares Gold Trust Etf (IAU) 0.4 $83M +3% 2.2M 37.37
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Invesco Qqq Trust Etf (QQQ) 0.4 $81M +88% 252k 320.93
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Honeywell Intl Stock (HON) 0.3 $79M +49% 415k 191.12
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $79M +4% 757k 104.35
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Jefferies Finl Group Stock (JEF) 0.3 $78M +3% 2.5M 31.74
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Ishares Short-term National Muni Bond Etf Etf (SUB) 0.3 $76M -24% 724k 104.68
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Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.3 $73M +2% 788k 92.69
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Devon Energy Corp Stock (DVN) 0.3 $72M +15% 1.4M 50.61
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HP Stock (HPQ) 0.3 $71M +2% 2.4M 29.35
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Tesla Stock (TSLA) 0.3 $71M 341k 207.46
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Costco Whsl Corp Stock (COST) 0.3 $70M +9% 142k 496.87
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Bank America Corp Stock (BAC) 0.3 $70M -26% 2.4M 28.60
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Nvidia Corporation Stock (NVDA) 0.3 $70M +14% 251k 277.77
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Rambus Inc Del Stock (RMBS) 0.3 $69M +4% 1.3M 51.23
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Visa Inc Com Cl A Stock (V) 0.3 $68M +5% 301k 225.46
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Cisco Sys Stock (CSCO) 0.3 $68M +7% 1.3M 52.27
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Lockheed Martin Corp Stock (LMT) 0.3 $67M +84% 142k 472.73
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Pulte Group Stock (PHM) 0.3 $67M -14% 1.2M 58.28
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Nutrien Stock (NTR) 0.3 $66M +39% 889k 73.84
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.3 $65M +8% 619k 105.50
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Interpublic Group Cos Stock (IPG) 0.3 $65M +5% 1.7M 37.24
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Pfizer Stock (PFE) 0.3 $64M +2% 1.6M 40.80
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Qualcomm Stock (QCOM) 0.3 $64M +90% 502k 127.58
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Coterra Energy Stock (CTRA) 0.3 $62M +19% 2.5M 24.54
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National Municipal Bonds Etf (MUB) 0.3 $61M -7% 567k 107.74
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Kroger Stock (KR) 0.3 $61M 1.2M 49.37
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Jpmorgan Ultra-short Income Etf Etf (JPST) 0.3 $60M +4% 1.2M 50.32
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Garmin Stock (GRMN) 0.3 $59M +13% 588k 100.92
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Lam Research Corp Stock (LRCX) 0.3 $59M +3% 111k 530.12
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Ishares Core S&p Small-cap Etf Etf (IJR) 0.3 $59M +2% 612k 96.31
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.3 $57M +5% 462k 124.06
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Walmart Stock (WMT) 0.3 $57M +5% 387k 147.45
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Blackrock Short Maturity Bond Etf Etf (NEAR) 0.2 $56M +4830% 1.1M 49.60
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Oracle Corp Stock (ORCL) 0.2 $55M -18% 593k 92.92
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Aflac Stock (AFL) 0.2 $55M +9% 854k 64.52
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Vanguard Emerging Market Stock Etf Etf (VWO) 0.2 $55M +45% 1.4M 40.40
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Williams Sonoma Stock (WSM) 0.2 $55M +5% 448k 121.66
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Schwab Us Broad Mkts Etf Etf (SCHB) 0.2 $54M +7% 1.1M 47.86
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Starbucks Corp Stock (SBUX) 0.2 $52M +9% 502k 104.13
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Ishares Russell 2000 Etf Etf (IWM) 0.2 $52M +2% 289k 178.40
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Pinnacle West Cap Corp Stock (PNW) 0.2 $51M +2% 648k 79.24
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Union Pac Corp Stock (UNP) 0.2 $51M +5% 253k 201.26
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Eog Res Stock (EOG) 0.2 $51M +12% 441k 114.63
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $50M 794k 63.15
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Autozone Stock (AZO) 0.2 $50M +27% 20k 2458.15
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Mcdonalds Corp Stock (MCD) 0.2 $49M +20% 174k 279.61
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Spdr Gold Shares Etf (GLD) 0.2 $48M +9% 263k 183.22
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Ubs Group Stock (UBS) 0.2 $48M 2.2M 21.34
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.2 $48M -17% 888k 53.47
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Asml Holding N V N Y Registry Adr (ASML) 0.2 $47M +729% 69k 680.71
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Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $47M -5% 935k 49.99
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Werner Enterprises Stock (WERN) 0.2 $47M +72% 1.0M 45.49
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Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $46M -32% 951k 48.38
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Valero Energy Corp Stock (VLO) 0.2 $46M 328k 139.60
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GSK Adr (GSK) 0.2 $45M +6% 1.3M 35.58
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Adobe Systems Incorporated Stock (ADBE) 0.2 $45M +7% 116k 385.37
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Duke Energy Corp Stock (DUK) 0.2 $43M 450k 96.47
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Public Storage Reit (PSA) 0.2 $43M +7% 143k 302.14
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Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $43M -6% 281k 152.26
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Unilever Adr (UL) 0.2 $42M +905% 810k 51.93
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Thermo Fisher Scientific Stock (TMO) 0.2 $41M +11% 70k 576.37
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Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) 0.2 $40M +6% 730k 54.92
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Bank New York Mellon Corp Stock (BK) 0.2 $39M 852k 45.44
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Nexstar Media Group Stock (NXST) 0.2 $38M +11% 220k 172.66
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Bristol-myers Squibb Stock (BMY) 0.2 $38M +5% 542k 69.31
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Lamar Advertising Co New Cl A Reit (LAMR) 0.2 $37M +19% 372k 99.89
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Verizon Communications Stock (VZ) 0.2 $37M -37% 953k 38.89
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Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $37M +4% 576k 63.89
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Citigroup Stock (C) 0.2 $36M +7% 762k 46.89
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Abbott Labs Stock (ABT) 0.2 $36M +2% 351k 101.26
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Amdocs Stock (DOX) 0.2 $35M +3% 360k 96.03
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Comcast Corp New Cl A Stock (CMCSA) 0.2 $34M +26% 909k 37.91
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Autodesk Stock (ADSK) 0.2 $34M +736% 165k 208.16
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Evergy Stock (EVRG) 0.1 $32M -18% 527k 61.12
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Royal Bk Cda Stock (RY) 0.1 $32M 335k 95.58
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Jacobs Solutions Stock (J) 0.1 $32M 271k 117.51
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Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $31M +57% 68k 458.41
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Nike Inc Cl B Stock (NKE) 0.1 $31M 252k 122.64
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Truist Finl Corp Stock (TFC) 0.1 $31M 902k 34.10
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Disney Walt Stock (DIS) 0.1 $31M +4% 306k 100.13
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Vanguard Real Estate Etf Etf (VNQ) 0.1 $31M -2% 373k 82.13
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Caterpillar Stock (CAT) 0.1 $30M +13% 133k 228.84
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Freeport-mcmoran Inc Cl B Stock (FCX) 0.1 $30M +2% 744k 40.91
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Energy Select Sector Spdr Fund Etf (XLE) 0.1 $30M -9% 364k 82.83
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $30M -32% 332k 90.55
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Danaher Corporation Stock (DHR) 0.1 $30M +4% 119k 252.04
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Norfolk Southn Corp Stock (NSC) 0.1 $29M 138k 212.00
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Target Corp Stock (TGT) 0.1 $29M 174k 165.63
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Conocophillips Stock (COP) 0.1 $28M 286k 99.21
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Fedex Corp Stock (FDX) 0.1 $28M 123k 228.49
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General Mls Stock (GIS) 0.1 $28M +12% 328k 85.46
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Texas Instrs Stock (TXN) 0.1 $28M +9% 151k 186.01
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $28M +4% 363k 76.23
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Vanguard Small Cap Value Etf Etf (VBR) 0.1 $28M -29% 173k 158.76
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $27M +10% 500k 54.60
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Raytheon Technologies Corp Stock (RTX) 0.1 $27M 278k 97.93
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Nextera Energy Stock (NEE) 0.1 $27M 353k 77.08
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Allstate Corp Stock (ALL) 0.1 $27M -8% 240k 110.81
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Vanguard Utilities Etf Etf (VPU) 0.1 $26M -12% 178k 147.52
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Webster Finl Corp Stock (WBS) 0.1 $26M -7% 653k 39.42
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American Express Stock (AXP) 0.1 $26M +3% 156k 164.95
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Vanguard Large-cap Etf Etf (VV) 0.1 $25M 136k 186.81
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $25M 344k 73.16
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Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.1 $25M +6% 246k 100.58
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Elevance Health Stock (ELV) 0.1 $25M +9% 54k 459.81
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Vanguard Russell 1000 Growth Etf Etf (VONG) 0.1 $25M +10% 389k 62.89
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Philip Morris Intl Stock (PM) 0.1 $24M 251k 97.25
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Altria Group Stock (MO) 0.1 $24M +8% 542k 44.62
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Ishares S&p 500 Value Etf (IVE) 0.1 $24M -2% 159k 151.76
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Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $24M -14% 117k 204.51
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Sprott Physical Gold Tr Unit Cef (PHYS) 0.1 $24M +9% 1.5M 15.46
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Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $23M +2% 460k 50.39
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Wells Fargo Stock (WFC) 0.1 $23M 618k 37.38
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Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $23M +73% 69k 332.62
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Eagle Matls Stock (EXP) 0.1 $23M +1390% 157k 146.75
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International Business Machs Stock (IBM) 0.1 $23M 176k 131.09
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Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.1 $23M +5% 447k 50.79
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Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.1 $23M -8% 464k 48.77
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Intuit Stock (INTU) 0.1 $22M 49k 445.83
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Waste Mgmt Inc Del Stock (WM) 0.1 $22M -12% 133k 163.17
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $21M 46.00 465600.00
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Intel Corp Stock (INTC) 0.1 $21M -5% 650k 32.67
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Becton Dickinson & Co Stock (BDX) 0.1 $21M -7% 85k 247.54
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Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.1 $21M 827k 25.48
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Ishares Russell Midcap Etf Etf (IWR) 0.1 $21M 296k 69.92
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Automatic Data Processing Stock (ADP) 0.1 $20M +6% 92k 222.63
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Financial Select Sector Spdr Fund Etf (XLF) 0.1 $20M -6% 627k 32.15
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Schwab Short-term Us Treasury Etf Etf (SCHO) 0.1 $20M +815% 413k 48.79
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $20M -2% 69k 285.81
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Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $19M -34% 396k 48.53
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $19M -4% 132k 144.62
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Bank Ozk Little Rock Ark Stock (OZK) 0.1 $19M +13% 546k 34.20
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Southern Stock (SO) 0.1 $19M +8% 268k 69.58
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Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.1 $19M +18% 275k 67.65
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Spdr S&p Dividend Etf Etf (SDY) 0.1 $18M +46% 149k 123.71
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Alerian Mlp Etf Etf (AMLP) 0.1 $18M 473k 38.65
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Enterprise Prods Partners Stock (EPD) 0.1 $18M +23% 704k 25.90
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Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.1 $18M -20% 653k 27.84
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Spdr S&p Global Natural Resources Etf Etf (GNR) 0.1 $18M +3% 317k 57.09
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Vanguard Total Bond Market Etf Etf (BND) 0.1 $18M -19% 243k 73.83
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Tjx Cos Stock (TJX) 0.1 $18M +24% 226k 78.36
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Ishares Russell 3000 Etf Etf (IWV) 0.1 $18M 75k 235.41
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3M Stock (MMM) 0.1 $18M +33% 168k 105.11
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Watsco Stock (WSO) 0.1 $18M 55k 318.16
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Ishares Russell 2000 Growth Etf Etf (IWO) 0.1 $17M -69% 76k 226.82
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Air Prods & Chems Stock (APD) 0.1 $17M +4% 60k 287.21
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Ishares Ibonds Dec 2023 Term Corporate Etf Etf (IBDO) 0.1 $17M 677k 25.19
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Spdr S&p Regional Banking Etf Etf (KRE) 0.1 $17M -11% 381k 43.86
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Linde Stock 0.1 $16M NEW 46k 355.41
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Enbridge Stock (ENB) 0.1 $16M +14% 424k 38.14
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Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $16M -8% 242k 66.81
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Dollar Gen Corp Stock (DG) 0.1 $16M +11% 76k 210.46
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Deere & Co Stock (DE) 0.1 $16M -3% 38k 412.87
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Fastenal Stock (FAST) 0.1 $16M +13% 288k 53.94
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Goldman Sachs Group Stock (GS) 0.1 $16M 47k 327.11
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Phillips 66 Stock (PSX) 0.1 $15M 152k 101.38
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Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $15M -3% 139k 109.94
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BP Adr (BP) 0.1 $15M -9% 400k 37.94
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Iron Mtn Inc Del Reit (IRM) 0.1 $15M +4% 286k 52.91
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Ameriprise Finl Stock (AMP) 0.1 $15M +4% 49k 306.50
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Ishares Tips Bond Etf Etf (TIP) 0.1 $15M -29% 133k 110.25
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Ishares S&p 100 Etf Etf (OEF) 0.1 $15M +3% 78k 187.04
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Marsh & Mclennan Cos Stock (MMC) 0.1 $14M +22% 87k 166.55
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Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.1 $14M +24% 148k 96.75
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Boeing Stock (BA) 0.1 $14M 67k 212.43
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Perkinelmer Stock (PKI) 0.1 $14M 107k 133.26
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Innovator U.s. Equity Buffer Etf - October Etf (BOCT) 0.1 $14M NEW 420k 33.81
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Paychex Stock (PAYX) 0.1 $14M +6% 124k 114.59
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Vanguard Information Technology Etf Etf (VGT) 0.1 $14M -6% 36k 385.47
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Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $14M +14% 149k 93.68
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Cummins Stock (CMI) 0.1 $14M +7% 58k 238.88
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Yum Brands Stock (YUM) 0.1 $14M +2% 105k 132.08
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Oreilly Automotive Stock (ORLY) 0.1 $14M +3% 16k 848.98
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Morgan Stanley Stock (MS) 0.1 $14M -2% 157k 87.80
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S&p Global Stock (SPGI) 0.1 $14M -14% 40k 344.77
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Markel Corp Stock (MKL) 0.1 $14M +22% 11k 1277.41
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Ishares Select Dividend Etf Etf (DVY) 0.1 $14M +6% 116k 117.18
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Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $14M +3% 209k 65.17
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Microchip Technology Stock (MCHP) 0.1 $14M -2% 163k 83.78
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $14M 195k 69.72
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Zoetis Inc Cl A Stock (ZTS) 0.1 $14M -20% 82k 166.44
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Ishares Msci Acwi Etf Etf (ACWI) 0.1 $14M +193% 148k 91.16
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Vanguard Health Care Etf Etf (VHT) 0.1 $14M -22% 57k 238.46
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Ishares U.s. Preferred Stock Etf Etf (PFF) 0.1 $14M -18% 432k 31.22
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United Parcel Service Inc Cl B Stock (UPS) 0.1 $13M +13% 69k 193.99
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Cintas Corp Stock (CTAS) 0.1 $13M 29k 462.68
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $13M -9% 263k 50.66
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Concentrix Corp Stock (CNXC) 0.1 $13M +17% 107k 121.55
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Schwab Int'l Eq Etf Etf (SCHF) 0.1 $13M +2% 371k 34.80
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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