Kapstone Financial Advisors LLC Incresed Positions in Q3 2025

Kapstone Financial Advisors LLC

  • $212 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.51K
+ 6.58%
$620.67 - $670.08 $2.18M - $2.35M
56.8K $38B
PLTR
Palantir Technologies Inc.

Technology
947
+ 2.41%
$130.68 - $186.97 $124K - $177K
40.3K $7.35B
IVW
Ishares S&P 500 Growth ETF

ETFs
3.81K
+ 9.42%
$108.97 - $121.65 $416K - $464K
44.3K $5.35B
QQQ
Invesco Qqq Trust, Series 1

ETFs
987
+ 16.53%
$546.99 - $602.2 $540K - $594K
6.96K $4.18B
PM
Philip Morris International Inc.

Consumer Defensive
5.99K
+ 74.8%
$157.77 - $183.27 $945K - $1.1M
14K $2.27B
HDV
Ishares Core High Dividend ETF

ETFs
979
+ 0.98%
$118.16 - $123.66 $116K - $121K
101K $12.3B
UBER
Uber Technologies, Inc

Technology
3.7K
+ 83.19%
$86.91 - $99.57 $321K - $368K
8.14K $798M
MSFT
Microsoft Corp

Technology
36
+ 0.34%
$491.09 - $535.64 $17.7K - $19.3K
10.5K $5.43B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
216
+ 33.08%
$435.72 - $463.74 $94.1K - $100K
869 $403M
SPY
Spdr S&P 500 ETF Trust

ETFs
17
+ 0.82%
$617.65 - $666.84 $10.5K - $11.3K
2.08K $1.38B
Coreweave Inc
869
+ 43.49%
N/A
2.87K $392M
ORCL
Oracle Corp

Technology
1
+ 0.1%
$218.96 - $328.33 $219 - $328
1.02K $286M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
1.7K
+ 9.42%
$11.05 - $13.31 $18.8K - $22.6K
19.8K $263M
LOW
Lowes Companies Inc

Consumer Cyclical
130
+ 12.62%
$215.01 - $273.02 $28K - $35.5K
1.16K $292M
IWB
Ishares Tr Russell 1000 ETF

ETFs
110
+ 15.71%
$339.37 - $366.46 $37.3K - $40.3K
810 $296M
CVX
Chevron Corp

Energy
77
+ 2.15%
$145.57 - $161.83 $11.2K - $12.5K
3.66K $569M
MA
Mastercard Inc

Financial Services
60
+ 9.63%
$550.18 - $598.96 $33K - $35.9K
683 $388M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
2.03K
+ 10.92%
$12.63 - $13.14 $25.6K - $26.7K
20.6K $269M
Tidal Trust Ii
13K
+ 71.75%
N/A
31K $433M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
1.4K
+ 11.05%
$14.12 - $14.91 $19.8K - $20.9K
14.1K $209M
GAB
Gabelli Equity Trust Inc

Financial Services
3.3K
+ 15.65%
$5.81 - $6.32 $19.2K - $20.9K
24.4K $148M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
2.2K
+ 8.81%
$8.7 - $9.11 $19.1K - $20K
27.2K $247M
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.15%
$194.44 - $206.51 $389 - $413
1.38K $284M
USA
Liberty All Star Equity Fund

Financial Services
3.41K
+ 22.59%
$6.34 - $6.94 $21.6K - $23.7K
18.5K $117M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
399
+ 2.17%
$5.31 - $5.66 $2.12K - $2.26K
18.8K $104M
V
Visa Inc.

Financial Services
106
+ 3.64%
$332.09 - $358.86 $35.2K - $38K
3.02K $1.03B
DOCU
Docusign, Inc.

Technology
30
+ 0.91%
$67.14 - $85.01 $2.01K - $2.55K
3.32K $239M
ISRG
Intuitive Surgical Inc

Healthcare
126
+ 11.23%
$433.66 - $544.47 $54.6K - $68.6K
1.25K $558M
AXON
Axon Enterprise, Inc.

Industrials
30
+ 3.19%
$698.02 - $870.97 $20.9K - $26.1K
969 $695M
MSTR
Microstrategy Inc

Technology
1.52K
+ 2.16%
$300.7 - $455.9 $457K - $693K
72K $23.2B
Activity Summary
Buys All Purchases 37 New Holdings 6 Increased Positions 31 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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