Capstone Financial Advisors, Inc. Portfolio Holdings

Capstone Financial Advisors, Inc.

  • $1.62 Billion
  • Q4 2024

Capstone Financial Advisors, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.62 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $276M, Ishares Tr Russell 1000 ETF with a value of $219M, Dimensional ETF Tr U S Core Eq with a value of $192M, Vanguard Bd Index Fd Inc Total with a value of $119M, and Flexshares Stoxx Global Broad with a value of $112M.

Examining the 13F form we can see an decrease of $7.12M in the current position value, from $1.62B to 1.62B.

Capstone Financial Advisors, Inc. is based out at Downers Grove, IL

Below you can find more details about Capstone Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.62 Billion
ETFs: $1.33 Billion
Consumer Cyclical: $76.2 Million
Technology: $66.2 Million
Financial Services: $27.9 Million
Consumer Defensive: $14.1 Million
Industrials: $13.3 Million
Healthcare: $8.19 Million
Communication Services: $5.99 Million
Other: $2.18 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.39 Million 0.15% of portfolio
75,513
Q2 2021 New
$0
$0 0.0% of portfolio
47,600
Q4 2024 Reduced 0.41%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $1.62 Billion
  • Prior Value $1.62 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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