Capstone Financial Advisors, Inc. Purchases in Q3 2025

Capstone Financial Advisors, Inc.

  • $1.84 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PTLO
Portillo'S Inc.

Consumer Cyclical
35K
+ 147.4%
$6.06 - $12.32 $212K - $431K
58.7K $378K
ETN
Eaton Corp PLC

Industrials
12
+ 0.22%
$342.99 - $392.76 $4.12K - $4.71K
5.42K $2.03M
XOM
Exxon Mobil Corp

Energy
237
+ 1.81%
$105.83 - $117.22 $25.1K - $27.8K
13.4K $1.51M
GLDM
World Gold Trust

ETFs
475
+ 9.52%
$64.73 - $76.45 $30.7K - $36.3K
5.47K $417K
CSCO
Cisco Systems, Inc.

Technology
1.36K
+ 35.79%
$66.2 - $71.79 $90.2K - $97.8K
5.17K $353K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
31
+ 0.25%
$48.04 - $60.86 $1.49K - $1.89K
12.4K $721K
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.21%
$351.04 - $379.81 $1.76K - $1.9K
2.35K $888K
MUB
Ishares National Muni Bond ETF

ETFs
236
+ 1.26%
$103.24 - $106.68 $24.4K - $25.2K
19K $2.02M
VGT
Vanguard Information Technolog

ETFs
17
+ 2.81%
$656.44 - $753.15 $11.2K - $12.8K
622 $464K
UNH
Unitedhealth Group Inc

Healthcare
96
+ 13.64%
$237.77 - $353.61 $22.8K - $33.9K
800 $276K
CVX
Chevron Corp

Energy
35
+ 0.91%
$145.57 - $161.83 $5.09K - $5.66K
3.88K $601K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
38
+ 0.72%
$109.47 - $119.06 $4.16K - $4.52K
5.34K $632K
MPC
Marathon Petroleum Corp

Energy
4
+ 0.21%
$158.59 - $198.69 $634 - $795
1.9K $366K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12
+ 0.05%
$23.82 - $25.84 $286 - $310
23.5K $604K
PEP
Pepsico Inc

Consumer Defensive
75
+ 2.32%
$133.81 - $152.16 $10K - $11.4K
3.31K $464K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
461
+ 1.11%
$21.15 - $22.45 $9.75K - $10.3K
42.1K $937K
COST
Costco Wholesale Corp

Consumer Defensive
304
+ 7.91%
$915.95 - $994.57 $278K - $302K
4.15K $3.84M
F
Ford Motor CO

Consumer Cyclical
277
+ 1.01%
$10.82 - $12.09 $3K - $3.35K
27.6K $330K
LOW
Lowes Companies Inc

Consumer Cyclical
15
+ 1.61%
$215.01 - $273.02 $3.23K - $4.1K
949 $238K
XLP
Consumer Staples Sector Spdr

ETFs
310
+ 12.11%
N/A
2.87K $218K
BAC
Bank Of America Corp

Financial Services
61
+ 1.34%
$44.92 - $52.42 $2.74K - $3.2K
4.61K $237K
BA
Boeing CO

Industrials
53
+ 3.49%
$209.79 - $237.38 $11.1K - $12.6K
1.57K $338K
WFC
Wells Fargo & Company

Financial Services
85
+ 2.63%
$77.05 - $85.16 $6.55K - $7.24K
3.31K $277K
MA
Mastercard Inc

Financial Services
20
+ 2.54%
$550.18 - $598.96 $11K - $12K
808 $459K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.29%
$62.09 - $66.51 $621 - $665
3.51K $229K
VZ
Verizon Communications Inc

Communication Services
84
+ 0.93%
$40.84 - $45.06 $3.43K - $3.79K
9.1K $399K
AMGN
Amgen Inc

Healthcare
10
+ 0.67%
$271.18 - $309.22 $2.71K - $3.09K
1.5K $422K
PG
Procter & Gamble CO

Consumer Defensive
164
+ 4.94%
$150.47 - $161.22 $24.7K - $26.4K
3.49K $535K
ICSH
Blackrock Ultra Short Term Bon

ETFs
112
+ 1.02%
$50.52 - $50.75 $5.66K - $5.68K
11.1K $562K
Oriental Rise Hldgs LTD
10K
+ 100.0%
N/A
20K $0
DWAC
Digital World Acquisition Corp.

Financial Services
27
+ 0.03%
N/A
77.5K $0
Arista Networks Inc
1.56K
New
N/A
1.56K $0
Lam Research Corp
200
+ 9.16%
N/A
2.38K $0
Ishares Bitcoin Trust ETF
5.49K
New
N/A
5.49K $0
Ge Vernova Inc
40
+ 7.26%
N/A
591 $0
IBM
International Business Machines Corp

Technology
218
+ 4.38%
$234.77 - $292.47 $51.2K - $63.8K
5.2K $1.47M
T
At&T Inc.

Communication Services
191
+ 1.48%
$26.94 - $29.62 $5.15K - $5.66K
13.1K $369K
ABT
Abbott Laboratories

Healthcare
21
+ 0.63%
$120.51 - $136.62 $2.53K - $2.87K
3.33K $446K
CRWD
Crowd Strike Holdings, Inc.

Technology
37
+ 2.43%
$412.46 - $514.1 $15.3K - $19K
1.56K $764K
BMY
Bristol Myers Squibb CO

Healthcare
217
+ 1.18%
$43.31 - $48.98 $9.4K - $10.6K
18.5K $836K
HON
Honeywell International Inc

Industrials
27
+ 2.59%
$207.7 - $240.4 $5.61K - $6.49K
1.07K $225K
KMX
Carmax Inc

Consumer Cyclical
2K
+ 40.0%
$44.86 - $71.57 $89.7K - $143K
7K $314K
UL
Unilever PLC

Consumer Defensive
219
+ 0.83%
$58.43 - $65.01 $12.8K - $14.2K
26.6K $1.58M
CL
Colgate Palmolive CO

Consumer Defensive
29
+ 0.6%
$79.36 - $93.33 $2.3K - $2.71K
4.85K $387K
KO
Coca Cola CO

Consumer Defensive
183
+ 1.1%
$65.67 - $71.67 $12K - $13.1K
16.8K $1.11M
ICE
Intercontinental Exchange, Inc.

Financial Services
34
+ 0.68%
$167.28 - $188.45 $5.69K - $6.41K
5.02K $846K
NFLX
Netflix Inc

Communication Services
7
+ 1.18%
$1147.87 - $1297.18 $8.04K - $9.08K
599 $718K
GWW
W.W. Grainger, Inc.

Industrials
2
+ 0.22%
$932.44 - $1059.49 $1.86K - $2.12K
928 $884K
CME
Cme Group Inc.

Financial Services
5
+ 0.03%
$258.83 - $287.1 $1.29K - $1.44K
18.1K $4.89M
Activity Summary
Buys All Purchases 102 New Holdings 18 Increased Positions 84 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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