StockDriftsStockDriftsTop 50 Fintrust Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.14% | 62.9K | $36.3M | +2.56%(+1.57K) | — | 2024-09-30 | |
| IMTB | ISHARES TR | 3.8% | 505.1K | $22.5M | +0.48%(+2.40K) | — | 2024-09-30 | |
| AAPL | APPLE INC | 3.39% | 86.2K | $20.1M | +2.54%(+2.13K) | — | 2024-09-30 | |
| IEFA | ISHARES TR | 2.75% | 208.1K | $16.2M | +3.43%(+6.90K) | — | 2024-09-30 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 2.48% | 634.9K | $14.7M | +4.54%(+27.58K) | — | 2024-09-30 | |
| BOND | PIMCO ETF TR | 2.3% | 143.9K | $13.6M | +5.80%(+7.89K) | — | 2024-09-30 | |
| IJR | ISHARES TR | 2.23% | 113.0K | $13.2M | -0.21%(-240) | — | 2024-09-30 | |
| IBTF | ISHARES TR | 2.14% | 541.3K | $12.7M | +1.77%(+9.40K) | — | 2024-09-30 | |
| MDYV | SPDR SER TR | 2.11% | 157.0K | $12.5M | +6.48%(+9.55K) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 1.9% | 26.1K | $11.2M | +1.63%(+419) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Fintrust Capital Advisors, Llc reports $591.33M in US-listed equity holdings across 1,410 positions in its most recent 13F filing. Its largest disclosed positions are IVV (6.1%), IMTB (3.8%) and AAPL (3.4%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fintrust Capital Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1622001). View Fintrust Capital Advisors, Llc’s 13F filings on SEC