Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FinTrust Capital Advisors, LLC (CIK 1622001) reported $591.3M across 1,363 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: IVV ($36.3M, 6.14%), IMTB ($22.5M, 3.80%), AAPL ($20.1M, 3.39%), IEFA ($16.2M, 2.75%), CGCP ($14.7M, 2.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $36.3M | 6.14% | 62,938 | Added |
| 2 | IMTB | ISHARES TR | $22.5M | 3.80% | 505,050 | Added |
| 3 | AAPL | APPLE INC | $20.1M | 3.39% | 86,154 | Added |
| 4 | IEFA | ISHARES TR | $16.2M | 2.75% | 208,148 | Added |
| 5 | CGCP | CAPITAL GRP FIXED INCM ETF T | $14.7M | 2.48% | 634,941 | Added |
| 6 | BOND | PIMCO ETF TR | $13.6M | 2.30% | 143,893 | Added |
| 7 | IJR | ISHARES TR | $13.2M | 2.23% | 112,951 | Trimmed |
| 8 | IBTF | ISHARES TR | $12.7M | 2.14% | 541,251 | Added |
| 9 | MDYV | SPDR SER TR | $12.5M | 2.11% | 157,016 | Added |
| 10 | MSFT | MICROSOFT CORP | $11.2M | 1.90% | 26,138 | Added |
| 11 | IWB | ISHARES TR | $11.1M | 1.88% | 35,401 | Added |
| 12 | IBTH | ISHARES TR | $10.7M | 1.81% | 473,244 | Trimmed |
| 13 | IEMG | ISHARES INC | $10.0M | 1.69% | 173,836 | Added |
| 14 | NEAR | ISHARES U S ETF TR | $8.3M | 1.41% | 162,471 | Added |
| 15 | AFL | AFLAC INC | $6.9M | 1.16% | 61,520 | Trimmed |
| 16 | IBDP | ISHARES TR | $6.7M | 1.13% | 265,047 | Added |
| 17 | META | Meta Platforms Inc | $6.2M | 1.04% | 10,834 | Added |
| 18 | IBDQ | ISHARES TR | $5.8M | 0.98% | 232,039 | Added |
| 19 | AIEQ | AMPLIFY ETF TR | $5.8M | 0.98% | 154,352 | Trimmed |
| 20 | IBDR | ISHARES TR | $5.7M | 0.97% | 235,860 | Added |
| 21 | AMZN | Amazon.com Inc | $5.7M | 0.97% | 30,813 | Added |
| 22 | GOOGL | ALPHABET INC | $5.5M | 0.93% | 33,057 | Trimmed |
| 23 | EMBD | GLOBAL X FDS | $5.3M | 0.90% | 227,748 | Added |
| 24 | ITOT | ISHARES TR | $5.1M | 0.87% | 40,996 | Added |
| 25 | RPV | INVESCO EXCHANGE TRADED FD T | $4.9M | 0.84% | 55,599 | Trimmed |
Source: SEC Form 13F filings · as of 2024-09-30