FinTrust Capital Advisors, LLC

Q3 2024 13F Holdings

  • Location
    greenville, SC
  • Num holdings

    1,410

  • Value ($000)

    $591,328

  • Date Filed
    10/11/2024
  • Form type
    13F-HR
  • CIK
    0001622001
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$36.30M
6 %

62,938

IMTB
IMTB

ISHARES TR

CR 5 10 YR ETF
46435G417
$22.49M
4 %

505,050

AAPL
AAPL

APPLE INC

COM
037833100
$20.07M
3 %

86,154

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$16.25M
3 %

208,148

CGCP
CGCP

CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM
14020Y102
$14.68M
3 %

634,941

BOND
BOND

PIMCO ETF TR

ACTIVE BD ETF
72201R775
$13.61M
2 %

143,893

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$13.21M
2 %

112,951

IBTF
IBTF

ISHARES TR

IBONDS 25 TRM TS
46436E866
$12.68M
2 %

541,251

MDYV
MDYV

SPDR SER TR

S&P 400 MDCP VAL
78464A839
$12.48M
2 %

157,016

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$11.25M
2 %

26,138

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