Glekko logo

Captrust Financial Advisors - Q42025 Holdings

Captrust Financial Advisors holds 2735 stocks with a total portfolio value of $ 52.57B as of Q42025. In Q42025, Captrust Financial Advisors added 221 new positions, increased stakes in 1515 stocks, reduced 882 holdings, and fully exited 107 positions. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 5.34% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options