CAPTRUST FINANCIAL ADVISORS
Q4 2024 13F Holdings
- Locationraleigh, NC
- Num holdings
2,291
- Value ($000)
$35,010,288
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001512024
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $2.02B | 6 % | 3,426,869 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $1.29B | 4 % | 5,169,675 | ||
VTV VANGUARD VALUE | ETF | 922908744 | $932.19M | 3 % | 5,506,158 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $906.07M | 3 % | 18,947,484 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $895.21M | 3 % | 2,123,871 | ||
IEF ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | 464287440 | $773.31M | 2 % | 8,364,669 | ||
SHY ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | 464287457 | $756.89M | 2 % | 9,232,624 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $648.00M | 2 % | 4,825,403 | ||
AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | $584.05M | 2 % | 6,027,285 | ||
MGK VANGUARD MEGA CAP GROWTH ETF | ETF | 921910816 | $562.32M | 2 % | 1,637,452 |
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