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
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$36.30M
6 %

62,938

I
IMTB

ISHARES TR

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

505,050

A
AAPL

APPLE INC

COM
037833100
$20.07M
3 %

86,154

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$16.25M
3 %

208,148

C
CGCP

CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM
14020Y102
$14.68M
3 %

634,941

B
BOND

PIMCO ETF TR

ACTIVE BD ETF
72201R775
$13.61M
2 %

143,893

I
IJR

ISHARES TR

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

112,951

I
IBTF

ISHARES TR

IBONDS 25 TRM TS
46436E866
$12.68M
2 %

541,251

M
MDYV

SPDR SER TR

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

157,016

M
MSFT

MICROSOFT CORP

COM
594918104
$11.25M
2 %

26,138

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