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DENISE M BUCHANAN

@Captrust Financial Advisors

Latest period2024 - Q3ReportedManaged Assets$33.708BTotal holdings2290
Assets growth rate8.49%Assets growth rate (2-Q avg)11.33%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Captrust Financial Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2290 positions.

Assets under management

The assets under management (AUM) of Captrust Financial Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 33.708B in assets, with a quarterly growth rate of 8.49% and a 2-quarter average growth rate of 11.33%. The portfolio is managed by DENISE M BUCHANAN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LRCXLam Research Corp Com
Recent Activity
Exited
0%
$117.836M
110,659 shares@ $1064.86 avg price
SCTXXSchwab Charles Family Fd Amt Tax Free Mny
Recent Activity
Exited
0%
$11.074M
11.074M shares@ $1.0 avg price
SMCISuper Micro Computer Inc Com
Recent Activity
Exited
0%
$6.671M
8,142 shares@ $819.32 avg price
BLKBlackrock Inc Com
Recent Activity
Exited
0%
$5.556M
7,057 shares@ $787.34 avg price
SGSweetgreen Inc Com Cl A
Recent Activity
Exited
0%
$5.021M
166,577 shares@ $30.14 avg price
TELTe Connectivity Ltd Shs
Recent Activity
Exited
0%
$2.579M
17,146 shares@ $150.44 avg price
SLPSimulations Plus Inc Com
Recent Activity
Exited
0%
$2.199M
45,229 shares@ $48.63 avg price
TPCTutor Perini Corp Com
Recent Activity
Exited
0%
$2.174M
99,799 shares@ $21.78 avg price
AAPAdvance Auto Parts Inc Com
Recent Activity
Exited
0%
$1.916M
30,254 shares@ $63.34 avg price
LRNZTrueshares Technology, Ai & Deep Learning Etf
Recent Activity
Exited
0%
$1.58M
40,004 shares@ $39.51 avg price