Captrust Financial Advisors

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

Tip: Access up to 7 years of quarterly data

Positions held by CAPTRUST FINANCIAL ADVISORS (CAPFINANCIAL PARTNERS, LLC) consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Captrust Financial Advisors

Companies in the Captrust Financial Advisors portfolio as of the September 2020 quarterly 13F filing

Captrust Financial Advisors has 3308 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 4.2 $252M +269% 2.2M 116.79
Microsoft Corp Common Stock (MSFT) 3.6 $215M -8% 1.0M 212.46
Emerson Elec Common Stock (EMR) 3.1 $188M 2.9M 64.63
Spdr S&p 500 Etf Etf (SPY) 2.5 $153M -21% 453k 338.37
Amazon Common Stock (AMZN) 2.3 $141M -10% 44k 3221.26
Technology Select Sector Spdr Fund Etf (XLK) 2.3 $137M +63% 1.2M 117.93
Health Care Select Sector Spdr Fund Etf (XLV) 2.1 $127M +84% 1.2M 105.12
Ishares Core S&p 500 Etf Etf (IVV) 1.6 $99M -26% 293k 338.24
Lowes Cos Common Stock (LOW) 1.2 $75M -12% 446k 167.17
Procter And Gamble Common Stock (PG) 1.1 $65M -12% 466k 139.24
Amgen Common Stock (AMGN) 1.1 $64M +4% 249k 255.39
Vanguard Total Stock Markets Etf Etf (VTI) 0.9 $55M -13% 321k 171.73
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.9 $54M -20% 416k 129.72
Adobe Systems Incorporated Common Stock (ADBE) 0.9 $54M -18% 108k 499.51

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Ishares Russell 1000 Growth Etf Etf (IWF) 0.9 $51M -2% 234k 219.64
Walmart Common Stock (WMT) 0.8 $50M -7% 347k 143.08
Johnson & Johnson Common Stock (JNJ) 0.8 $49M -4% 330k 147.32
Verizon Communications Common Stock (VZ) 0.8 $49M -12% 816k 59.45
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B) 0.8 $47M -5% 223k 212.02
Bk Of America Corp Common Stock (BAC) 0.8 $47M -9% 2.0M 24.10
Lam Research Corp Common Stock (LRCX) 0.8 $47M -8% 137k 340.42
Broadcom Common Stock (AVGO) 0.8 $46M +2% 125k 368.60
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.8 $46M +196% 529k 86.49
Merck & Co Common Stock (MRK) 0.8 $46M -12% 554k 82.25
T-mobile Us Common Stock (TMUS) 0.7 $40M -15% 344k 115.73
General Mls Common Stock (GIS) 0.6 $39M -10% 615k 62.57
Pulte Group Common Stock (PHM) 0.6 $38M -10% 798k 47.58
Jpmorgan Chase & Co Common Stock (JPM) 0.6 $37M -10% 385k 96.97
Cintas Corp Common Stock (CTAS) 0.6 $37M -10% 108k 341.93
Vanguard Short-term Bond Index Fund Etf (BSV) 0.6 $36M -17% 431k 83.06
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.6 $34M -19% 178k 187.77
Tencent Holdings Limited Un Adr (TCEHY) 0.5 $33M -13% 486k 68.09
Sap Se Adr (SAP) 0.5 $32M -14% 204k 156.82
Visa Inc Com Cl A Common Stock (V) 0.5 $31M -4% 153k 203.35
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.5 $31M +139% 251k 121.89
Ishares U.s. Preferred Stock Etf Etf (PFF) 0.5 $30M -21% 827k 36.68
Intuitive Surgical Common Stock (ISRG) 0.5 $30M -15% 43k 710.52
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL) 0.5 $30M -4% 20k 1487.91
Vanguard Europe Pacific E. Etf (VEA) 0.5 $30M -13% 718k 41.14
Medtronic Common Stock (MDT) 0.5 $29M -12% 284k 102.88
Chevron Corp Common Stock (CVX) 0.5 $29M -9% 410k 70.42
Raytheon Technologies Corp Common Stock (RTX) 0.5 $28M -12% 493k 57.46
Vanguard Emerging Market Stock Etf Etf (VWO) 0.5 $28M -13% 647k 43.62
Kroger Common Stock (KR) 0.5 $28M -11% 825k 34.02
Watsco Common Stock (WSO) 0.5 $28M -14% 120k 232.08
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.5 $28M -12% 235k 118.22
International Paper Common Stock (IP) 0.4 $26M -15% 659k 39.95
Cvs Health Corp Common Stock (CVS) 0.4 $26M +22% 448k 57.84
Facebook Inc Cl A Common Stock (FB) 0.4 $26M -17% 96k 266.63
HP Common Stock (HPQ) 0.4 $25M +29% 1.3M 19.18
Schwab Us Broad Mkts Etf Etf (SCHB) 0.4 $25M -25% 308k 80.36
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.4 $25M -2% 298k 82.91
Ishares Core S&p Small-cap Etf Etf (IJR) 0.4 $24M -20% 335k 71.23
Alerian Mlp Etf Etf (AMLP) 0.4 $24M +11% 1.2M 19.83
Abbvie Common Stock (ABBV) 0.4 $24M -2% 270k 87.14
Cisco Sys Common Stock (CSCO) 0.4 $23M -6% 596k 39.16
Centerpoint Energy Common Stock (CNP) 0.4 $23M 1.2M 19.40
Jefferies Finl Group Common Stock (JEF) 0.4 $23M -4% 1.3M 18.04
Pfizer Common Stock (PFE) 0.4 $23M -7% 639k 36.37
Union Pac Corp Common Stock (UNP) 0.4 $23M -2% 118k 194.23
Mastercard Incorporated Cl A Common Stock (MA) 0.4 $23M +5% 67k 343.37
Spdr Gold Shares Etf (GLD) 0.4 $23M -10% 128k 178.70
Intel Corp Common Stock (INTC) 0.4 $23M -26% 437k 52.24
Qualcomm Common Stock (QCOM) 0.4 $23M +29% 189k 119.52
Pepsico Common Stock (PEP) 0.4 $23M -8% 160k 140.80
Citigroup Common Stock (C) 0.4 $23M -11% 518k 43.44
Interpublic Group Cos Common Stock (IPG) 0.4 $23M -3% 1.3M 16.77
Ishares Russell 2000 Etf Etf (IWM) 0.4 $22M +15% 146k 152.18
Utilities Select Sector Spdr Fund Etf (XLU) 0.4 $22M -26% 367k 59.98
Black Knight Common Stock (BKI) 0.4 $22M -11% 247k 88.79
American Intl Group Common Stock (AIG) 0.4 $22M -10% 788k 27.72
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.4 $22M -3% 427k 50.82
At&t Common Stock (T) 0.4 $22M -2% 758k 28.49
Abbott Labs Common Stock (ABT) 0.4 $21M -6% 196k 108.64
Comcast Corp New Cl A Common Stock (CMCSA) 0.4 $21M +9% 459k 46.44
Vanguard Growth Index Fund Etf (VUG) 0.4 $21M -40% 92k 230.64
Ishares Russell 1000 Value Etf Etf (IWD) 0.4 $21M -12% 178k 118.42
Alphabet Inc Cap Stk Cl C Common Stock (GOOG) 0.3 $21M 14k 1490.11
Williams Sonoma Common Stock (WSM) 0.3 $21M +4640% 219k 93.76
Werner Enterprises Common Stock (WERN) 0.3 $21M -15% 487k 42.07
Glaxosmithkline Adr (GSK) 0.3 $20M -2% 542k 37.58
Ishares Msci Acwi Ex Us Index Fund Etf (ACWX) 0.3 $20M +4% 426k 46.37
Lilly Eli & Co Common Stock (LLY) 0.3 $20M 136k 144.29
Target Corp Common Stock (TGT) 0.3 $19M 121k 158.60
Ishares Liquidity Income Etf Etf (ICSH) 0.3 $19M -9% 376k 50.58
Oracle Corp Common Stock (ORCL) 0.3 $19M 315k 59.68
Disney Walt Co Com Disney Common Stock (DIS) 0.3 $18M -7% 150k 123.31
Ciena Corp Common Stock (CIEN) 0.3 $18M -11% 464k 39.74
Truist Finl Corp Common Stock (TFC) 0.3 $18M +37% 473k 38.75
Ishares Msci Eafe Etf Etf (EFA) 0.3 $18M -27% 284k 64.02
Danaher Corporation Common Stock (DHR) 0.3 $18M -9% 84k 214.85
Ubs Group Common Stock (UBS) 0.3 $18M -11% 1.6M 11.22
Norfolk Southn Corp Common Stock (NSC) 0.3 $18M -10% 82k 211.84
Gilead Sciences Common Stock (GILD) 0.3 $17M +755% 275k 63.32
Vanguard S&p 500 Etf Etf (VOO) 0.3 $17M -29% 56k 310.92
Thermo Fisher Scientific Common Stock (TMO) 0.3 $17M -20% 39k 438.20
Lockheed Martin Corp Common Stock (LMT) 0.3 $17M 45k 380.90
Duke Energy Corp Common Stock (DUK) 0.3 $17M -5% 188k 90.05
Vanguard Mid-cap Index Fund Etf (VO) 0.3 $17M -38% 95k 177.87
Costco Whsl Corp Common Stock (COST) 0.3 $16M -16% 46k 358.46
Smiledirectclub Inc Cl A Common Stock (SDC) 0.3 $16M -12% 1.4M 11.59
Citrix Sys Common Stock (CTXS) 0.3 $16M +1279% 113k 139.20
Bank New York Mellon Corp Common Stock (BK) 0.3 $16M +679% 461k 34.17
International Business Machs Common Stock (IBM) 0.3 $16M 128k 121.09
Unitedhealth Group Common Stock (UNH) 0.3 $15M +5% 49k 313.07
Pra Health Sciences Common Stock (PRAH) 0.2 $15M -14% 142k 105.11
Becton Dickinson & Co Common Stock (BDX) 0.2 $15M -9% 65k 230.85
Fedex Corp Common Stock (FDX) 0.2 $15M +10% 58k 254.08
Perkinelmer Common Stock (PKI) 0.2 $14M +4% 115k 124.86
West Pharmaceutical Svsc Common Stock (WST) 0.2 $14M 52k 275.79
Servisfirst Bancshares Common Stock (SFBS) 0.2 $14M -2% 403k 34.98
L3harris Technologies Common Stock (LHX) 0.2 $14M 82k 172.69
Bristol-myers Squibb Common Stock (BMY) 0.2 $14M +2% 233k 60.27
Waste Mgmt Inc Del Common Stock (WM) 0.2 $14M -13% 123k 112.89
Home Depot Common Stock (HD) 0.2 $14M -25% 50k 277.63
Ishares Mbs Etf Etf (MBB) 0.2 $14M -29% 126k 110.39
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $14M -5% 169k 81.26
Ishares Intermediate Government/credit Bond Etf Etf (GVI) 0.2 $13M +317% 113k 117.82
Nortonlifelock Common Stock (NLOK) 0.2 $13M +245% 634k 20.70
Tesla Common Stock (TSLA) 0.2 $13M +450% 29k 448.17
Vanguard Large-cap Index Fund Etf (VV) 0.2 $13M 81k 157.61
Allstate Corp Common Stock (ALL) 0.2 $13M +7% 136k 92.26
Exxon Mobil Corp Common Stock (XOM) 0.2 $13M -10% 379k 33.13
Zoetis Inc Cl A Common Stock (ZTS) 0.2 $13M -13% 76k 164.03
Johnson Ctls Intl Common Stock (JCI) 0.2 $13M +3% 304k 40.94
Ishares Russell 1000 Etf Etf (IWB) 0.2 $12M -22% 65k 188.50
Intuit Common Stock (INTU) 0.2 $12M -2% 37k 332.35
Nike Inc Cl B Common Stock (NKE) 0.2 $12M -7% 95k 126.64
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.2 $12M +40% 170k 70.49
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.2 $12M +91% 209k 56.17
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.2 $12M -4% 100k 116.80
Western Un Common Stock (WU) 0.2 $12M -14% 535k 21.48
Mcdonalds Corp Common Stock (MCD) 0.2 $11M -19% 52k 219.59
Marathon Pete Corp Common Stock (MPC) 0.2 $11M -12% 407k 27.71
Schwab Int'l Eq Etf Etf (SCHF) 0.2 $11M -21% 351k 31.57
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $11M -4% 172k 64.00
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.2 $11M -9% 133k 80.74
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.2 $11M +35% 99k 107.96
Vanguard Real Estate Etf Etf (VNQ) 0.2 $11M -8% 131k 80.54
S&p Global Common Stock (SPGI) 0.2 $11M +39% 29k 363.72
Packaging Corp Amer Common Stock (PKG) 0.2 $10M +3% 94k 107.65
Booz Allen Hamilton Hldg Corp Cl A Common Stock (BAH) 0.2 $10M +3% 121k 83.05
Alibaba Group Hldg Adr (BABA) 0.2 $10M 34k 290.04
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.2 $9.9M 369k 26.83
Communication Services Select Sector Spdra Fund Etf (XLC) 0.2 $9.7M 161k 60.25
Kimberly-clark Corp Common Stock (KMB) 0.2 $9.6M -2% 65k 148.70
Nvidia Corporation Common Stock (NVDA) 0.2 $9.4M +3% 17k 544.57
Dollar Gen Corp Common Stock (DG) 0.2 $9.3M -5% 44k 211.52
Nestle S A Adr (NSRGY) 0.2 $9.3M -2% 77k 119.85
National Municipal Bonds Etf (MUB) 0.2 $9.3M 80k 115.92
Ishares Russell Mid-cap Etf Etf (IWR) 0.2 $9.2M -19% 159k 57.95
Accenture Plc Ireland Shs Class A Common Stock (ACN) 0.2 $9.2M +5% 41k 225.18
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $9.2M -83% 315k 29.03
Honeywell Intl Common Stock (HON) 0.1 $8.9M -9% 55k 163.68
Coca Cola Common Stock (KO) 0.1 $8.9M -10% 180k 49.18
Texas Instrs Common Stock (TXN) 0.1 $8.7M 60k 144.92
3M Common Stock (MMM) 0.1 $8.7M 55k 158.79
Nextera Energy Common Stock (NEE) 0.1 $8.7M -4% 31k 282.77
Ishares Comex Gold Trust Etf (IAU) 0.1 $8.5M +3% 467k 18.14
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.1 $8.4M -55% 122k 68.51
Invesco Qqq Trust Etf (QQQ) 0.1 $8.2M +3% 29k 282.63
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.1 $8.1M +18% 79k 101.98
Anthem Common Stock (ANTM) 0.1 $8.0M 30k 270.17
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $7.9M -28% 130k 60.66
Southern Common Stock (SO) 0.1 $7.8M -11% 143k 54.62
Air Prods & Chems Common Stock (APD) 0.1 $7.6M 26k 296.01
Ishares Russell 3000 Etf Etf (IWV) 0.1 $7.6M -10% 38k 197.51
Starbucks Corp Common Stock (SBUX) 0.1 $7.5M -7% 87k 86.74
Boeing Common Stock (BA) 0.1 $7.4M -20% 44k 167.85
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.1 $7.4M +3% 200k 36.82
Walgreens Boots Alliance Common Stock (WBA) 0.1 $7.3M -16% 203k 35.87
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $7.2M -4% 137k 52.59
Enterprise Prods Partners Common Stock (EPD) 0.1 $7.2M +2% 459k 15.67
Nexstar Media Group Inc Cl A Common Stock (NXST) 0.1 $7.2M +69% 80k 89.52
Conocophillips Common Stock (COP) 0.1 $7.1M -2% 219k 32.43
Hormel Foods Corp Common Stock (HRL) 0.1 $7.1M -2% 143k 49.28
Evergy Common Stock (EVRG) 0.1 $6.9M +4% 136k 50.82
Northrop Grumman Corp Common Stock (NOC) 0.1 $6.8M -8% 22k 311.84
Best Buy Common Stock (BBY) 0.1 $6.7M 59k 114.62
Microchip Technology Common Stock (MCHP) 0.1 $6.7M -11% 63k 107.05
Newell Brands Common Stock (NWL) 0.1 $6.7M +9% 392k 17.01
Markel Corp Common Stock (MKL) 0.1 $6.6M -7% 6.9k 965.60
Invesco S&p International Developed Low Volatility Etf Etf (IDLV) 0.1 $6.6M -7% 232k 28.56
Novartis Adr (NVS) 0.1 $6.6M 76k 87.30
Zimmer Biomet Holdings Common Stock (ZBH) 0.1 $6.5M -5% 47k 137.58
Valero Energy Corp Common Stock (VLO) 0.1 $6.4M 160k 40.28
Lpl Finl Hldgs Common Stock (LPLA) 0.1 $6.4M +5% 83k 76.65
Humana Common Stock (HUM) 0.1 $6.3M 15k 415.95
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $6.3M -4% 20k 315.32
Chubb Common Stock (CB) 0.1 $6.2M -2% 53k 116.66
Automatic Data Processing Common Stock (ADP) 0.1 $6.2M 45k 137.70
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $6.1M -12% 88k 69.33
V F Corp Common Stock (VFC) 0.1 $6.0M -7% 84k 71.58
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.1 $6.0M -10% 107k 56.04
Sysco Corp Common Stock (SYY) 0.1 $6.0M -83% 95k 63.07
Aflac Common Stock (AFL) 0.1 $5.9M +141% 162k 36.39
Vanguard Intermediate-term Corp Bd Etf Etf (VCIT) 0.1 $5.9M +13% 61k 96.05
Paypal Hldgs Common Stock (PYPL) 0.1 $5.9M -11% 30k 196.95
Laboratory Corp Amer Hldgs Common Stock (LH) 0.1 $5.9M -4% 31k 186.90
Dupont De Nemours Common Stock (DD) 0.1 $5.8M +14% 107k 54.53
Baxter Intl Common Stock (BAX) 0.1 $5.7M 71k 79.72
Enbridge Common Stock (ENB) 0.1 $5.6M -7% 194k 29.04
Ishares Dow Jones U.s. Etf Etf (IYY) 0.1 $5.6M 34k 167.94
Advance Auto Parts Common Stock (AAP) 0.1 $5.6M 36k 155.11
Philip Morris Intl Common Stock (PM) 0.1 $5.6M -12% 74k 75.33
Salesforce Common Stock (CRM) 0.1 $5.5M -3% 22k 253.46
Us Bancorp Del Common Stock (USB) 0.1 $5.5M -11% 153k 36.00
American Express Common Stock (AXP) 0.1 $5.5M -4% 54k 101.33
Cummins Common Stock (CMI) 0.1 $5.4M 26k 207.03
Price T Rowe Group Common Stock (TROW) 0.1 $5.3M 41k 128.03
Schwab Charles Corp Common Stock (SCHW) 0.1 $5.3M -19% 140k 37.73
Sprott Gold Miners Etf Etf (SGDM) 0.1 $5.2M +4% 153k 33.85
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond Etf Etf (SHM) 0.1 $5.2M -10% 104k 49.86
Broadridge Finl Solutions Common Stock (BR) 0.1 $5.1M -3% 38k 134.52
Ark Innovation Etf Etf (ARKK) 0.1 $5.1M +679% 54k 94.55
Ishares Gs Corp Bonds Etf (LQD) 0.1 $5.1M -11% 38k 135.09
Caterpillar Inc Del Common Stock (CAT) 0.1 $5.0M 34k 146.72
Icon Common Stock (ICLR) 0.1 $5.0M 26k 196.79
Magellan Midstream Prtnrs Lp Com Unit Rp Common Stock (MMP) 0.1 $4.9M +5% 146k 33.63
Mondelez Intl Inc Cl A Common Stock (MDLZ) 0.1 $4.9M -17% 83k 58.23
Dow Common Stock (DOW) 0.1 $4.8M +16% 103k 46.11
Spdr Bloomberg Barclays Short Term High Yield Bond Etf Etf (SJNK) 0.1 $4.8M 184k 25.93
Dominion Energy Common Stock (D) 0.1 $4.6M -24% 59k 78.59
Xcel Energy Common Stock (XEL) 0.1 $4.6M 65k 70.81
Ishares Tips Bond Etf Etf (TIP) 0.1 $4.5M -6% 36k 126.48
Altria Group Common Stock (MO) 0.1 $4.5M -7% 114k 39.77
Tjx Cos Common Stock (TJX) 0.1 $4.4M -16% 77k 57.08
Northern Tr Corp Common Stock (NTRS) 0.1 $4.3M +5% 56k 77.05
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.1 $4.3M +2% 147k 29.21
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $4.2M +16% 78k 54.38
Travelers Companies Common Stock (TRV) 0.1 $4.2M 39k 107.82
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.1 $4.2M -5% 19k 225.90
Ishares Morningstar Large-cap Growth Etf Etf (JKE) 0.1 $4.2M 15k 270.24
Eaton Corp Common Stock (ETN) 0.1 $4.1M 41k 100.60
Ishares Ibonds Dec 2021 Term Corporate Etf Etf (IBDM) 0.1 $4.1M -32% 164k 25.06
Csx Corp Common Stock (CSX) 0.1 $4.1M -20% 53k 76.86
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.1 $4.1M +3% 150k 27.21
Msa Safety Common Stock (MSA) 0.1 $4.1M 31k 133.45
Ishares Select Dividend Etf Etf (DVY) 0.1 $4.1M -16% 50k 81.33
Mccormick & Co Inc Com Non Vtg Common Stock (MKC) 0.1 $4.1M -4% 21k 193.19
Wells Fargo Common Stock (WFC) 0.1 $4.0M 172k 23.56
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) 0.1 $4.0M 147k 27.30
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $4.0M -26% 148k 27.03
Morgan Stanley Common Stock (MS) 0.1 $4.0M 84k 47.25
Brown & Brown Common Stock (BRO) 0.1 $4.0M -81% 89k 44.94
Vanguard Small-cap Index Fund Etf (VB) 0.1 $3.9M -5% 25k 156.02
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.1 $3.9M -35% 128k 30.84
Dominos Pizza Common Stock (DPZ) 0.1 $3.9M 9.2k 427.01
Mckesson Corp Common Stock (MCK) 0.1 $3.7M -6% 25k 146.98
Vanguard Value Etf (VTV) 0.1 $3.7M -41% 35k 104.58

Past Filings by Captrust Financial Advisors

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

View all past filings