Kapstone Financial Advisors LLC Sells in Q3 2025

Kapstone Financial Advisors LLC

  • $212 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-872
- 9.39%
$695.21 - $791.73 $606K - $690K
8.42K $6.18B
FITB
Fifth Third Bancorp

Financial Services
-9K
- 59.73%
$40.91 - $46.28 $368K - $417K
6.07K $270M
PG
Procter & Gamble CO

Consumer Defensive
-346
- 1.1%
$150.47 - $161.22 $52.1K - $55.8K
31.2K $4.79B
FTGS
First Tr Exchange Traded Fd Gr
-7.14K
- 14.62%
N/A
41.7K $1.5B
ELV
Elevance Health, Inc.

Healthcare
-222
- 16.38%
$274.66 - $395.76 $61K - $87.9K
1.13K $366M
PGR
Progressive Corp

Financial Services
-406
- 19.92%
$238.61 - $264.3 $96.9K - $107K
1.63K $403M
FTCS
First Trust Capital Strength E

ETFs
-1.64K
- 7.18%
$89.72 - $93.74 $147K - $154K
21.3K $1.99B
WMT
Walmart Inc.

Consumer Defensive
-1.03K
- 31.33%
$94.4 - $104.27 $97.5K - $108K
2.26K $233M
XLE
Energy Sector Spdr

ETFs
-1.18K
- 20.9%
$84.25 - $91.99 $99.2K - $108K
4.46K $398M
MPC
Marathon Petroleum Corp

Energy
-1.28K
- 19.57%
$158.59 - $198.69 $202K - $253K
5.24K $1.01B
IRM
Iron Mountain Inc

Real Estate
-597
- 10.31%
$89.46 - $104.46 $53.4K - $62.4K
5.2K $530M
CAG
Conagra Brands Inc.

Consumer Defensive
-1.75K
- 14.66%
$18.04 - $21.14 $31.6K - $37K
10.2K $186M
AMZN
Amazon Com Inc

Consumer Cyclical
-252
- 2.85%
$211.65 - $238.24 $53.3K - $60K
8.58K $1.88B
DAL
Delta Air Lines, Inc.

Industrials
-1.64K
- 27.28%
$49.0 - $61.97 $80.4K - $102K
4.38K $248M
BA
Boeing CO

Industrials
-254
- 15.67%
$209.79 - $237.38 $53.3K - $60.3K
1.37K $295M
BMY
Bristol Myers Squibb CO

Healthcare
-796
- 11.1%
$43.31 - $48.98 $34.5K - $39K
6.38K $288M
MRK
Merck & Co., Inc.

Healthcare
-1.05K
- 11.02%
$77.6 - $87.37 $81.2K - $91.5K
8.46K $710M
KO
Coca Cola CO

Consumer Defensive
-72
- 0.94%
$65.67 - $71.67 $4.73K - $5.16K
7.61K $505M
XOM
Exxon Mobil Corp

Energy
-804
- 6.99%
$105.83 - $117.22 $85.1K - $94.2K
10.7K $1.21B
KR
Kroger CO

Consumer Defensive
-115
- 2.26%
$64.52 - $74.35 $7.42K - $8.55K
4.98K $336M
F
Ford Motor CO

Consumer Cyclical
-7.19K
- 12.45%
$10.82 - $12.09 $77.8K - $86.9K
50.6K $605M
TMUS
T Mobile Us, Inc.

Communication Services
-83
- 8.3%
$226.02 - $259.01 $18.8K - $21.5K
917 $220M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.05K
- 6.23%
$16.46 - $17.1 $17.2K - $17.9K
15.7K $267M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-260
- 12.47%
$108.46 - $120.63 $28.2K - $31.4K
1.83K $217M
VZ
Verizon Communications Inc

Communication Services
-353
- 5.02%
$40.84 - $45.06 $14.4K - $15.9K
6.68K $293M
SO
Southern CO

Utilities
-222
- 3.77%
$90.83 - $96.0 $20.2K - $21.3K
5.66K $537M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-36
- 1.12%
$101.12 - $106.18 $3.64K - $3.82K
3.17K $327M
FDX
Fedex Corp

Industrials
-12
- 1.03%
$217.1 - $243.2 $2.61K - $2.92K
1.15K $271M
MCK
Mckesson Corp

Healthcare
-4
- 1.12%
$659.01 - $772.54 $2.64K - $3.09K
353 $273M
DUK
Duke Energy Corp

Utilities
-225
- 3.16%
$116.31 - $125.93 $26.2K - $28.3K
6.89K $853M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-154
- 2.62%
$459.11 - $506.91 $70.7K - $78.1K
5.73K $2.88B
LCNB
Lcnb Corp

Financial Services
-500
- 0.56%
$14.2 - $16.35 $7.1K - $8.18K
88.9K $1.33B
LMT
Lockheed Martin Corp

Industrials
-15
- 1.31%
$410.74 - $499.21 $6.16K - $7.49K
1.13K $562M
HQL
Tekla Life Sciences Investors

Financial Services
-5
- 0.04%
$12.76 - $15.51 $63.8 - $77.6
14K $217M
RDVY
First Trust Rising Dividend Ac

ETFs
-263
- 1.77%
$62.38 - $67.29 $16.4K - $17.7K
14.6K $981M
MU
Micron Technology Inc

Technology
-504
- 16.09%
$104.88 - $168.89 $52.9K - $85.1K
2.63K $440M
VMC
Vulcan Materials CO

Basic Materials
-175
- 6.48%
$260.62 - $307.62 $45.6K - $53.8K
2.53K $777M
DHI
Horton D R Inc

Consumer Cyclical
-215
- 7.2%
$129.82 - $184.04 $27.9K - $39.6K
2.77K $470M
MLM
Martin Marietta Materials Inc

Basic Materials
-23
- 1.75%
$546.36 - $631.12 $12.6K - $14.5K
1.29K $814M
DGRO
Ishares Core Dividend Growth E

ETFs
-20
- 0.08%
$64.12 - $68.08 $1.28K - $1.36K
23.6K $1.61B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-987
- 3.14%
$132.9 - $142.03 $131K - $140K
30.4K $4.29B
MO
Altria Group, Inc.

Consumer Defensive
-120
- 0.78%
$57.75 - $67.68 $6.93K - $8.12K
15.3K $1.01B
JPM
Jpmorgan Chase & CO

Financial Services
-376
- 4.04%
$282.78 - $316.06 $106K - $119K
8.93K $2.82B
JNJ
Johnson & Johnson

Healthcare
-557
- 7.14%
$155.17 - $185.42 $86.4K - $103K
7.25K $1.34B
DVY
Ishares Tr

ETFs
-17
- 0.08%
$133.88 - $142.57 $2.28K - $2.42K
22K $3.13B
NVDA
Nvidia Corp

Technology
-1.32K
- 6.13%
$153.3 - $186.58 $202K - $245K
20.1K $3.76B
ABBV
Abb Vie Inc.

Healthcare
-279
- 1.99%
$184.85 - $231.54 $51.6K - $64.6K
13.7K $3.18B
GOOG
Alphabet Inc.

Communication Services
-268
- 2.73%
$175.16 - $255.24 $46.9K - $68.4K
9.53K $2.32B
GOOGL
Alphabet Inc.

Communication Services
-375
- 2.3%
$174.36 - $254.72 $65.4K - $95.5K
15.9K $3.87B
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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