Capstone Financial Advisors, Inc. Purchases in Q2 2024

Capstone Financial Advisors, Inc.

  • $1.51 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AVRE
American Centy ETF Tr Avantis
260K
+ 741.73%
$38.89 - $42.05 $10.1M - $10.9M
295K $12.2M
VTI
Vanguard Total Stock Market Et

ETFs
8.34K
+ 0.96%
$245.23 - $269.4 $2.05M - $2.25M
882K $236M
BND
Vanguard Bd Index Fd Inc Total

ETFs
68.5K
+ 4.69%
$70.55 - $72.66 $4.83M - $4.98M
1.53M $110M
IWF
Ishares Russell 1000 Gr ETF

ETFs
112
+ 0.1%
$316.15 - $367.33 $35.4K - $41.1K
108K $39.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
34.2K
+ 2.29%
$57.86 - $62.21 $1.98M - $2.13M
1.53M $92.1M
BNDX
Vanguard Total International B

ETFs
32.4K
+ 3.48%
$48.24 - $49.07 $1.56M - $1.59M
962K $46.8M
NVDA
Nvidia Corp

Technology
37.7K
+ 797.95%
$118.11 - $1224.4 $4.46M - $46.2M
42.5K $5.24M
MSTR
Microstrategy Inc

Technology
540
New
$1028.27 - $1727.24 $555K - $933K
540 $743K
LRCX
Lam Research Corp

Technology
347
New
$868.07 - $1089.58 $301K - $378K
347 $369K
AVGO
Broadcom Inc.

Technology
181
New
$1204.71 - $1828.87 $218K - $331K
181 $290K
XLE
Energy Sector Spdr

ETFs
2.26K
New
$88.04 - $98.08 $199K - $221K
2.26K $205K
VONE
Vanguard Russell 1000 ETF

ETFs
81
+ 0.4%
$225.44 - $247.94 $18.3K - $20.1K
20.2K $4.97M
SPY
Spdr S&P 500 ETF Trust

ETFs
163
+ 4.41%
$495.16 - $548.49 $80.7K - $89.4K
3.86K $2.1M
LYFT
Lyft, Inc.

Technology
11.3K
New
$13.33 - $19.52 $151K - $221K
11.3K $159K
JPM
Jpmorgan Chase & CO

Financial Services
234
+ 0.44%
$180.08 - $204.79 $42.1K - $47.9K
53.2K $10.8M
LLY
Eli Lilly & CO

Healthcare
64
+ 10.19%
$724.87 - $909.04 $46.4K - $58.2K
692 $626K
UL
Unilever PLC

Consumer Defensive
207
+ 0.82%
$46.47 - $56.38 $9.62K - $11.7K
25.5K $1.4M
META
Meta Platforms, Inc.

Communication Services
174
+ 8.64%
$430.17 - $527.34 $74.8K - $91.8K
2.19K $1.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
15.9K
+ 5176.87%
$62.41 - $3427.61 $992K - $54.5M
16.2K $1.01M
IVV
Ishares Core S&P 500 ETF

ETFs
92
+ 7.55%
$497.53 - $549.64 $45.8K - $50.6K
1.31K $717K
GOOG
Alphabet Inc.

Communication Services
92
+ 4.85%
$151.94 - $186.86 $14K - $17.2K
1.99K $364K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
46
+ 0.12%
$18.39 - $21.58 $846 - $993
38.4K $825K
HTZ
Hertz Global Holdings, Inc

Industrials
20K
New
$3.09 - $7.8 $61.8K - $156K
20K $70K
CL
Colgate Palmolive CO

Consumer Defensive
266
+ 5.54%
$85.85 - $98.99 $22.8K - $26.3K
5.07K $491K
PLTR
Palantir Technologies Inc.

Technology
1.15K
+ 9.31%
$20.47 - $25.82 $23.4K - $29.6K
13.4K $340K
AMGN
Amgen Inc

Healthcare
3
+ 0.16%
$262.75 - $319.31 $788 - $958
1.93K $602K
FIGS
Figs, Inc.

Consumer Cyclical
10K
New
$4.4 - $6.0 $44K - $60K
10K $53K
LUMN
Lumen Technologies, Inc.

Communication Services
85.6K
+ 90.1%
$0.99 - $1.46 $84.8K - $125K
181K $198K
KO
Coca Cola CO

Consumer Defensive
20
+ 0.12%
$58.06 - $64.15 $1.16K - $1.28K
17K $1.08M
NFLX
Netflix Inc

Communication Services
17
+ 3.79%
$550.64 - $686.12 $9.36K - $11.7K
466 $314K
XLV
Select Sector Spdr Fund Health

ETFs
284
+ 18.09%
$138.43 - $147.09 $39.3K - $41.8K
1.85K $270K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
59
+ 0.7%
$87.24 - $97.37 $5.15K - $5.74K
8.48K $819K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
585
+ 5.12%
$50.57 - $50.75 $29.6K - $29.7K
12K $609K
T
At&T Inc.

Communication Services
251
+ 1.75%
$16.09 - $19.11 $4.04K - $4.8K
14.6K $278K
IWV
Ishares Russell 3000 ETF

ETFs
6
+ 0.26%
$283.16 - $309.9 $1.7K - $1.86K
2.31K $714K
HON
Honeywell International Inc

Industrials
4
+ 0.37%
$190.36 - $215.89 $761 - $864
1.08K $230K
PEP
Pepsico Inc

Consumer Defensive
275
+ 7.85%
$163.33 - $183.11 $44.9K - $50.4K
3.78K $623K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.13%
$155.33 - $168.56 $621 - $674
3.2K $527K
XOM
Exxon Mobil Corp

Energy
175
+ 1.39%
$108.36 - $122.2 $19K - $21.4K
12.8K $1.47M
PTLO
Portillo'S Inc.

Consumer Cyclical
12K
+ 47.02%
$9.65 - $13.88 $116K - $167K
37.5K $364K
ICE
Intercontinental Exchange, Inc.

Financial Services
34
+ 0.65%
$126.54 - $138.72 $4.3K - $4.72K
5.23K $715K
VEU
Vanguard Ftse All World Ex Us

ETFs
44
+ 0.42%
$56.22 - $60.47 $2.47K - $2.66K
10.4K $612K
DFAX
Dimensional ETF Tr
2.37K
+ 0.08%
$24.57 - $26.36 $58.2K - $62.4K
2.87M $73M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
133
+ 1.07%
$42.1 - $43.44 $5.6K - $5.78K
12.5K $538K
ZVIA
Zevia Pbc

Consumer Defensive
27.9K
+ 75.18%
$0.68 - $1.18 $19K - $32.9K
65K $44K
DWAC
Digital World Acquisition Corp.

Financial Services
17.6K
New
N/A
17.6K $0
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
24
+ 0.72%
$67.03 - $68.47 $1.61K - $1.64K
3.34K $227K
Franklin Templeton Digital H
8.65K
New
N/A
8.65K $0
Amc Entmt Hldgs Inc
10.9K
New
N/A
10.9K $0
Activity Summary
Buys All Purchases 73 New Holdings 11 Increased Positions 62 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Capstone Financial Advisors, Inc. Portfolio

Follow Capstone Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capstone Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email