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 June 2020 quarterly 13F filing

Captrust Financial Advisors has 3052 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Common Stock (MSFT) 3.7 $226M +26% 1.1M 204.70
Apple Common Stock (AAPL) 3.5 $212M +15% 583k 364.11
Spdr S&p 500 Etf Etf (SPY) 3.0 $180M -6% 578k 311.85
Emerson Elec Common Stock (EMR) 2.9 $178M 2.9M 61.21
Amazon Common Stock (AMZN) 2.3 $141M +25% 49k 2878.71
Ishares Core S&p 500 Etf Etf (IVV) 2.0 $124M +22% 399k 311.81
Technology Select Sector Spdr Fund Etf (XLK) 1.2 $75M +1501% 713k 104.66
Energy Select Sector Spdr Fund Etf (XLE) 1.1 $70M +5021% 1.9M 36.93
Lowes Cos Common Stock (LOW) 1.1 $69M +24% 508k 135.63
Health Care Select Sector Spdr Fund Etf (XLV) 1.1 $66M +4755% 651k 100.84
Procter And Gamble Common Stock (PG) 1.1 $64M +45% 534k 119.98
Vanguard Dividend Appreciation Index Fund Etf (VIG) 1.0 $62M +9% 525k 117.80
Amgen Common Stock (AMGN) 1.0 $61M +11% 238k 255.12
Vanguard Total Stock Markets Etf Etf (VTI) 1.0 $58M +17% 371k 157.44

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Adobe Common Stock (ADBE) 1.0 $58M +3% 132k 439.81
Verizon Communications Common Stock (VZ) 0.8 $51M +2% 932k 54.67
Bk Of America Corp Common Stock (BAC) 0.8 $50M +7% 2.2M 23.26
Merck & Co Common Stock (MRK) 0.8 $50M +10% 633k 78.72
Johnson & Johnson Common Stock (JNJ) 0.8 $49M +5% 346k 140.38
Lam Research Corp Common Stock (LRCX) 0.8 $48M +181% 150k 318.62
Ishares Russell 1000 Growth Etf Etf (IWF) 0.8 $47M -10% 239k 194.64
Walmart Common Stock (WMT) 0.7 $45M +6% 374k 119.69
Vanguard Short-term Bond Index Fund Etf (BSV) 0.7 $43M +6% 522k 83.14
T-mobile Us Common Stock (TMUS) 0.7 $43M +3% 408k 106.13
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B) 0.7 $42M +64% 235k 177.99
General Mls Common Stock (GIS) 0.7 $42M +4% 688k 60.43
Jpmorgan Chase & Co Common Stock (JPM) 0.7 $40M +19% 431k 93.26
Chevron Corp Common Stock (CVX) 0.7 $40M +5% 451k 87.62
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.6 $39M -8% 222k 176.49
Broadcom Common Stock (AVGO) 0.6 $38M +2896% 122k 312.73
Ishares U.s. Preferred Stock Etf Etf (PFF) 0.6 $37M +48% 1.1M 34.71
Tencent Holdings Limited Un Adr (TCEHY) 0.6 $37M +13% 562k 64.92
Intel Corp Common Stock (INTC) 0.6 $35M -16% 592k 58.81
Raytheon Technologies Corp Common Stock (RTX) 0.6 $35M +515% 561k 61.61
Sap Se Adr (SAP) 0.5 $33M +3% 237k 140.08
Vanguard Europe Pacific E. Etf (VEA) 0.5 $32M -2% 827k 38.92
Cintas Corp Common Stock (CTAS) 0.5 $32M +395% 120k 267.97
Sysco Corp Common Stock (SYY) 0.5 $32M +5% 593k 54.15
Vanguard Growth Index Fund Etf (VUG) 0.5 $32M -61% 155k 204.41
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.5 $32M -10% 267k 118.27
Kroger Common Stock (KR) 0.5 $31M -2% 929k 33.57
Visa Inc Com Cl A Common Stock (V) 0.5 $31M +2% 159k 193.78
Schwab Us Broad Mkts Etf Etf (SCHB) 0.5 $31M 415k 73.86
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL) 0.5 $30M +4% 21k 1441.95
Medtronic Common Stock (MDT) 0.5 $30M +4% 324k 92.90
Vanguard Emerging Market Stock Etf Etf (VWO) 0.5 $30M -25% 745k 40.14
Pulte Group Common Stock (PHM) 0.5 $30M +42% 892k 33.10
Citigroup Common Stock (C) 0.5 $30M +31% 586k 50.35
Cisco Sys Common Stock (CSCO) 0.5 $29M +2% 638k 46.06
Intuitive Surgical Common Stock (ISRG) 0.5 $29M +28% 51k 575.55
Utilities Select Sector Spdr Fund Etf (XLU) 0.5 $29M -58% 496k 57.75
Ishares Core S&p Small-cap Etf Etf (IJR) 0.5 $28M -76% 420k 67.31
Ciena Corp Common Stock (CIEN) 0.5 $28M +3% 526k 53.59
Facebook Inc Cl A Common Stock (FB) 0.5 $28M +14% 117k 237.55
Abbvie Common Stock (ABBV) 0.5 $28M +14% 278k 99.14
Intl Paper Common Stock (IP) 0.4 $27M +3% 777k 34.81
Edwards Lifesciences Corp Common Stock (EW) 0.4 $27M +199% 390k 69.00
Alerian Mlp Etf Etf (AMLP) 0.4 $26M NEW 1.1M 24.41
American Intl Group Common Stock (AIG) 0.4 $26M +35% 879k 29.58
Vanguard Mid-cap Index Fund Etf (VO) 0.4 $25M +2% 154k 164.39
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.4 $25M 305k 82.70
Watsco Common Stock (WSO) 0.4 $25M +9% 141k 177.97
Werner Enterprises Common Stock (WERN) 0.4 $24M 576k 41.96
Ishares Msci Eafe Etf Etf (EFA) 0.4 $24M +3% 391k 61.10
Spdr Gold Shares Etf (GLD) 0.4 $24M -12% 143k 166.62
Interpublic Group Cos Common Stock (IPG) 0.4 $24M +2% 1.4M 17.06
Cvs Health Corp Common Stock (CVS) 0.4 $24M +35% 365k 64.56
Centerpoint Energy Common Stock (CNP) 0.4 $24M +664% 1.2M 19.27
At&t Common Stock (T) 0.4 $23M +11% 780k 29.90
Pfizer Common Stock (PFE) 0.4 $23M +7% 687k 33.74
Pepsico Common Stock (PEP) 0.4 $23M -7% 174k 132.36
Glaxosmithkline Adr (GSK) 0.4 $23M 557k 41.34
Ishares Russell 1000 Value Etf Etf (IWD) 0.4 $23M +63% 205k 112.48
Vanguard S&p 500 Etf Etf (VOO) 0.4 $23M -10% 79k 286.81
Lilly Eli & Co Common Stock (LLY) 0.4 $22M +17% 134k 163.30
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.3 $21M -14% 442k 47.85
Ishares Liquidity Income Etf Etf (ICSH) 0.3 $21M -15% 418k 50.57
Jefferies Finl Group Common Stock (JEF) 0.3 $20M +25% 1.4M 15.12
Alphabet Inc Cap Stk Cl C Common Stock (GOOG) 0.3 $20M +7% 14k 1438.07
Union Pac Corp Common Stock (UNP) 0.3 $20M 121k 166.88
Black Knight Common Stock (BKI) 0.3 $20M +51% 278k 72.78
Ubs Group Common Stock (UBS) 0.3 $20M +7% 1.8M 11.41
Ishares Mbs Etf Etf (MBB) 0.3 $20M +407% 179k 110.75
Brown & Brown Common Stock (BRO) 0.3 $19M +9% 473k 41.09
Abbott Labs Common Stock (ABT) 0.3 $19M +11% 209k 91.64
Mastercard Incorporated Cl A Common Stock (MA) 0.3 $19M +6% 64k 301.18
Exxon Mobil Corp Common Stock (XOM) 0.3 $19M +25% 422k 43.71
Disney Walt Co Com Disney Common Stock (DIS) 0.3 $18M 161k 113.01
Ishares Russell 2000 Etf Etf (IWM) 0.3 $18M 127k 141.82
Ishares Edge Msci Min Vol Eafe Etf Etf (EFAV) 0.3 $18M 272k 66.21
Ishares Msci Acwi Ex Us Index Fund Etf (ACWX) 0.3 $18M -2% 407k 43.48
Thermo Fisher Scientific Common Stock (TMO) 0.3 $18M -13% 49k 360.02
Oracle Corp Common Stock (ORCL) 0.3 $17M +21% 313k 55.49
Becton Dickinson & Co Common Stock (BDX) 0.3 $17M -2% 71k 241.53
HP Common Stock (HPQ) 0.3 $17M +4428% 1.0M 17.00
Comcast Corp New Cl A Common Stock (CMCSA) 0.3 $17M -2% 421k 39.93
Costco Whsl Corp Common Stock (COST) 0.3 $17M +3% 55k 304.75
Marathon Pete Corp Common Stock (MPC) 0.3 $17M +12% 468k 35.68
Home Depot Common Stock (HD) 0.3 $17M +38% 67k 248.15
Danaher Corporation Common Stock (DHR) 0.3 $17M +8% 93k 177.34
Lockheed Martin Corp Common Stock (LMT) 0.3 $16M +4% 46k 360.41
Duke Energy Corp Common Stock (DUK) 0.3 $16M +15% 199k 81.93
Pra Health Sciences Common Stock (PRAH) 0.3 $16M -3% 167k 94.92
First Solar Common Stock (FSLR) 0.3 $16M +20% 321k 49.09
Norfolk Southern Corp Common Stock (NSC) 0.3 $16M +14% 92k 171.52
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.3 $15M -14% 178k 86.58
Waste Mgmt Inc Del Common Stock (WM) 0.2 $15M -3% 142k 105.09
International Business Machs Common Stock (IBM) 0.2 $15M +11% 126k 118.54
Ishares Russell 1000 Etf Etf (IWB) 0.2 $15M +29% 84k 172.79
Target Corp Common Stock (TGT) 0.2 $14M +7% 120k 118.96
L3harris Technologies Common Stock (LHX) 0.2 $14M +2% 82k 170.48
Servisfirst Bancshares Common Stock (SFBS) 0.2 $14M NEW 414k 33.68
Unitedhealth Group Common Stock (UNH) 0.2 $14M 47k 297.72
Western Un Common Stock (WU) 0.2 $14M +27% 626k 21.69
Bristol-myers Squibb Common Stock (BMY) 0.2 $13M +10% 226k 59.43
Schwab Int'l Eq Etf Etf (SCHF) 0.2 $13M -28% 446k 29.85
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $13M -2% 179k 74.51
Qualcomm Common Stock (QCOM) 0.2 $13M +74% 146k 89.78
Smiledirectclub Inc Cl A Common Stock (SDC) 0.2 $13M +64% 1.6M 8.10
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.2 $13M -49% 105k 121.68
Prosperity Bancshares Common Stock (PB) 0.2 $13M 219k 57.80
Truist Finl Corp Common Stock (TFC) 0.2 $13M +33% 344k 36.41
Zoetis Inc Cl A Common Stock (ZTS) 0.2 $12M -5% 88k 137.19
Allstate Corp Common Stock (ALL) 0.2 $12M +9% 126k 95.53
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.2 $12M +108% 316k 37.97
Mcdonalds Corp Common Stock (MCD) 0.2 $12M +16% 65k 184.66
Vanguard Large-cap Index Fund Etf (VV) 0.2 $12M +610% 82k 144.11
West Pharmaceutical Svsc Common Stock (WST) 0.2 $12M 52k 224.99
Intuit Common Stock (INTU) 0.2 $12M 38k 302.58
Vanguard Real Estate Etf Etf (VNQ) 0.2 $11M +8% 143k 80.34
Ncr Corp Common Stock (NCR) 0.2 $11M +27% 663k 16.97
Ishares Edge Msci Min Vol Usa Etf Etf (USMV) 0.2 $11M -4% 179k 60.89
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.2 $11M -24% 105k 102.83
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.2 $11M +7242% 148k 72.62
Perkinelmer Common Stock (PKI) 0.2 $11M -10% 110k 97.09
Ishares Russell Mid-cap Etf Etf (IWR) 0.2 $11M -15% 197k 53.65
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $10M +75% 182k 57.43
Johnson Ctls Intl Common Stock (JCI) 0.2 $10M +36% 295k 34.15
Boeing Common Stock (BA) 0.2 $10M +3% 56k 180.32
Nike Inc Cl B Common Stock (NKE) 0.2 $10M 102k 97.40
Walgreens Boots Alliance Common Stock (WBA) 0.2 $10M +2% 244k 40.88
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.2 $9.8M +12% 368k 26.70
Kimberly Clark Corp Common Stock (KMB) 0.2 $9.5M +2% 66k 142.98
National Municipal Bonds Etf (MUB) 0.2 $9.4M +25% 81k 115.47
Booz Allen Hamilton Hldg Corp Cl A Common Stock (BAH) 0.2 $9.2M +3% 116k 79.47
Conocophillips Common Stock (COP) 0.2 $9.2M 226k 40.74
Coca Cola Common Stock (KO) 0.1 $9.1M +21% 202k 44.82
Packaging Corp Amer Common Stock (PKG) 0.1 $9.1M +47% 91k 100.01
Communication Services Select Sector Spdra Fund Etf (XLC) 0.1 $9.0M +15% 163k 55.38
Valero Energy Corp Common Stock (VLO) 0.1 $9.0M +8% 159k 56.44
Nestle S A Adr (NSRGY) 0.1 $8.9M 80k 111.53
Dollar Gen Corp Common Stock (DG) 0.1 $8.9M 47k 190.91
Honeywell Intl Common Stock (HON) 0.1 $8.7M 60k 144.10
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.1 $8.5M -50% 121k 70.51
Southern Common Stock (SO) 0.1 $8.5M +84% 161k 52.87
3M Common Stock (MMM) 0.1 $8.4M +2% 54k 155.43
Accenture Plc Ireland Shs Class A Common Stock (ACN) 0.1 $8.3M 39k 214.58
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $8.3M -19% 296k 27.96
Fedex Corp Common Stock (FDX) 0.1 $8.2M +14% 52k 157.31
Anthem Common Stock (ANTM) 0.1 $8.1M 30k 268.67
Enterprise Prods Partners Common Stock (EPD) 0.1 $8.0M +6% 448k 17.91
Evergy Common Stock (EVRG) 0.1 $7.9M +1131% 130k 61.01
Nextera Energy Common Stock (NEE) 0.1 $7.9M +11% 32k 246.25
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $7.8M +29% 73k 107.81
Ishares Russell 3000 Etf Etf (IWV) 0.1 $7.8M -21% 43k 180.99
Ishares Comex Gold Trust Etf (IAU) 0.1 $7.7M +952% 453k 16.92
Alibaba Group Hldg Adr (BABA) 0.1 $7.6M +10% 35k 215.95
Texas Instrs Common Stock (TXN) 0.1 $7.5M -2% 60k 124.80
Northrop Grumman Corp Common Stock (NOC) 0.1 $7.4M -2% 24k 308.15
Ishares Russell 2000 Growth Etf Etf (IWO) 0.1 $7.4M -10% 36k 206.88
Microchip Technology Common Stock (MCHP) 0.1 $7.3M +6% 71k 103.13
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $7.1M +497% 144k 49.42
Vanguard Total Bond Market Index Fund Etf (BND) 0.1 $7.1M +13% 80k 88.36
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.1 $7.1M +3% 193k 36.62
Invesco Qqq Trust Etf (QQQ) 0.1 $7.0M +125% 28k 250.89
Hormel Foods Corp Common Stock (HRL) 0.1 $6.9M -2% 146k 47.44
S&p Global Common Stock (SPGI) 0.1 $6.9M +498% 21k 334.53
Starbucks Corp Common Stock (SBUX) 0.1 $6.9M -38% 93k 74.03
Chubb Common Stock (CB) 0.1 $6.9M +11% 55k 126.46
Invesco S&p International Developed Low Volatility Etf Etf (IDLV) 0.1 $6.9M -2% 249k 27.62
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.1 $6.8M +4% 67k 101.68
Markel Corp Common Stock (MKL) 0.1 $6.8M 7.4k 914.17
Automatic Data Processing Common Stock (ADP) 0.1 $6.7M -6% 45k 149.11
Novartis Adr (NVS) 0.1 $6.7M +4% 76k 87.85
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $6.5M -15% 100k 64.99
Dominion Energy Common Stock (D) 0.1 $6.4M +24% 78k 82.34
Enbridge Common Stock (ENB) 0.1 $6.4M 211k 30.22
Nvidia Corporation Common Stock (NVDA) 0.1 $6.3M +8% 17k 381.17
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.1 $6.3M -27% 120k 52.54
Us Bancorp Del Common Stock (USB) 0.1 $6.3M +4% 173k 36.40
Air Prods & Chems Common Stock (APD) 0.1 $6.2M +84% 26k 243.76
Baxter Intl Common Stock (BAX) 0.1 $6.2M 71k 87.32
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.1 $6.1M -13% 109k 56.19
Ishares Ibonds Dec 2021 Term Corporate Etf Etf (IBDM) 0.1 $6.1M +11% 242k 25.16
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.1 $6.1M +10% 197k 30.87
Lpl Finl Hldgs Common Stock (LPLA) 0.1 $6.1M 79k 76.75
Vanguard Value Etf (VTV) 0.1 $6.0M -88% 60k 99.55
Philip Morris Intl Common Stock (PM) 0.1 $6.0M +25% 84k 71.16
Humana Common Stock (HUM) 0.1 $6.0M +4% 15k 392.16
Paypal Hldgs Common Stock (PYPL) 0.1 $6.0M +15% 34k 177.43
Zimmer Biomet Holdings Common Stock (ZBH) 0.1 $5.9M -73% 50k 119.58
Magellan Midstream Prtnrs Lp Com Unit Rp Common Stock (MMP) 0.1 $5.9M +7% 139k 42.90
Tesla Common Stock (TSLA) 0.1 $5.9M -8% 5.3k 1119.67
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $5.9M 21k 279.38
Spdr S&p Dividend Etf Etf (SDY) 0.1 $5.8M -21% 65k 90.52
Ishares Gs Corp Bonds Etf (LQD) 0.1 $5.8M +43% 43k 135.03
Schwab Charles Corp Common Stock (SCHW) 0.1 $5.7M -5% 174k 33.02
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond Etf Etf (SHM) 0.1 $5.7M -52% 115k 49.81
Newell Brands Common Stock (NWL) 0.1 $5.6M +33% 357k 15.78
V F Corp Common Stock (VFC) 0.1 $5.5M -5% 91k 60.60
Laboratory Corp Amer Hldgs Common Stock (LH) 0.1 $5.5M 33k 167.02
American Express Common Stock (AXP) 0.1 $5.3M -3% 57k 94.06
Zions Bancorporation N A Common Stock (ZION) 0.1 $5.3M +505% 163k 32.55
Ishares Dow Jones U.s. Etf Etf (IYY) 0.1 $5.3M +4% 34k 153.87
Mondelez Intl Inc Cl A Common Stock (MDLZ) 0.1 $5.2M +15% 102k 51.37
Advance Auto Parts Common Stock (AAP) 0.1 $5.2M +3402% 37k 142.20
Vanguard Intermediate-term Corp Bd Etf Etf (VCIT) 0.1 $5.1M +5% 54k 95.31
Best Buy Common Stock (BBY) 0.1 $5.1M +817% 58k 87.87
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $5.1M -84% 181k 28.12
Broadridge Finl Solutions Common Stock (BR) 0.1 $5.1M +17% 40k 127.82
Price T Rowe Group Common Stock (TROW) 0.1 $5.0M +6% 41k 122.52
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.1 $5.0M +23% 81k 62.20
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $5.0M -15% 201k 24.69
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $5.0M -13% 63k 78.48
Altria Group Common Stock (MO) 0.1 $4.9M +17% 122k 40.08
Dupont De Nemours Common Stock (DD) 0.1 $4.9M -4% 93k 52.32
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.1 $4.9M +234% 113k 43.00
Ishares Select Dividend Etf Etf (DVY) 0.1 $4.8M +7% 60k 80.05
Tjx Cos Common Stock (TJX) 0.1 $4.8M -14% 93k 51.18
Ishares Tips Bond Etf Etf (TIP) 0.1 $4.7M +23% 39k 123.08
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $4.7M +33% 86k 54.16
Spdr Bloomberg Barclays Short Term High Yield Bond Etf Etf (SJNK) 0.1 $4.7M 185k 25.23
Lauder Estee Cos Inc Cl A Common Stock (EL) 0.1 $4.7M -42% 25k 189.31
Sprott Gold Miners Etf Etf (SGDM) 0.1 $4.6M NEW 147k 31.46
Ishares Ibonds Dec 2020 Term Corporate Etf Etf (IBDL) 0.1 $4.6M +3% 181k 25.34
Csx Corp Common Stock (CSX) 0.1 $4.6M +35% 67k 68.23
Raymond James Finl Common Stock (RJF) 0.1 $4.5M +10% 66k 67.47
Cummins Common Stock (CMI) 0.1 $4.4M +8% 26k 170.95
Caterpillar Inc Del Common Stock (CAT) 0.1 $4.4M +12% 35k 126.05
Travelers Companies Common Stock (TRV) 0.1 $4.4M 39k 112.49
Salesforce Common Stock (CRM) 0.1 $4.4M -85% 23k 191.87
Wells Fargo Common Stock (WFC) 0.1 $4.3M +2% 173k 25.09
Icon Common Stock (ICLR) 0.1 $4.3M +4% 25k 167.83
Ishares U.s. Real Estate Etf Etf (IYR) 0.1 $4.2M +6% 53k 80.58
Xcel Energy Common Stock (XEL) 0.1 $4.2M +4% 65k 64.61
Ishares Short-term Corporate Bond Etf Etf (IGSB) 0.1 $4.1M +544% 76k 54.80
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.1 $4.1M +749% 143k 28.95
Royal Bk Cda Common Stock (RY) 0.1 $4.1M +76% 61k 67.42
Mckesson Corp Common Stock (MCK) 0.1 $4.1M 27k 150.91
Northern Tr Corp Common Stock (NTRS) 0.1 $4.1M +424% 53k 76.94

Past Filings by Captrust Financial Advisors

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

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