SEC 13F Intelligence

Managers / Q3 2024

FinTrust Capital Advisors, LLC

CIK 0001622001 · 124 VERDAE BOULEVARD, SUITE 504, GREENVILLE, SC, 29607 · 706-208-1166

Reported Value
$591M
Q3 2024
Positions
1,410
Filings on Record
25
2019–present window
Filed
Oct 11, 2024
original filing

Summary

Fintrust Capital Advisors, Llc reported $591M in U.S.-listed holdings across 1,410 positions for Q3 2024.

Its largest position, IVV, represents 6.1% of the portfolio.

Compared with Q2 2024, the fund opened 104 new positions and exited 106.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $203MQ4 ’18Q1 ’19: $239MQ2 ’19: $250MQ3 ’19: $293MQ3 ’19Q4 ’19: $247MQ1 ’20: $207MQ2 ’20: $12MQ2 ’20Q3 ’20: $512MQ4 ’20: $315MQ1 ’21: $347MQ1 ’21Q2 ’21: $381MQ3 ’21: $379MQ4 ’21: $418MQ4 ’21Q1 ’22: $436MQ2 ’22: $400MQ3 ’22: $388MQ3 ’22Q4 ’22: $413.9BQ1 ’23: $413MQ2 ’23: $418MQ2 ’23Q3 ’23: $450MQ4 ’23: $502MQ1 ’24: $519MQ1 ’24Q2 ’24: $551MQ3 ’24: $591Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2024$591M1,410Oct 11, 202413F-HRchanges · EDGAR ↗
Q2 2024$551M1,419Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$519M1,540May 2, 202413F-HRchanges · EDGAR ↗
Q4 2023$502M1,280Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$450M1,258Oct 24, 202313F-HRchanges · EDGAR ↗
Q2 2023$418M1,228Jul 25, 202313F-HRchanges · EDGAR ↗
Q1 2023$413M1,217Apr 18, 202313F-HRchanges · EDGAR ↗
Q4 2022$413.9B1,213Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$388M1,278Oct 20, 202213F-HRchanges · EDGAR ↗
Q2 2022$400M1,250Jul 26, 202213F-HRchanges · EDGAR ↗
Q1 2022$436M1,274May 3, 202213F-HRchanges · EDGAR ↗
Q4 2021$418M1,239Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$379M1,195Nov 16, 202113F-HRchanges · EDGAR ↗
Q2 2021$381M1,208Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$347M1,193May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$315M1,115Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$512M1,195Nov 10, 202013F-HRchanges · EDGAR ↗
Q2 2020$12M56Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$207M1,149May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$247M1,109Jan 23, 202013F-HRchanges · EDGAR ↗
Q3 2019$293M1,100Oct 29, 201913F-HRchanges · EDGAR ↗
Q2 2019$250M1,298Aug 1, 201913F-HRchanges · EDGAR ↗
Q1 2019$239M1,668May 9, 201913F-HRchanges · EDGAR ↗
Q4 2018$203M1,722Feb 11, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.