Capstone Capital Wealth Advisors Portfolio Holdings

Capstone Capital Wealth Advisors

  • $121 Billion
  • Q3 2024

Capstone Capital Wealth Advisors has filed its 13F form on November 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $53.5B, Dimensional ETF Tr Dimensional with a value of $26.8B, Dimensional ETF Tr Emerging Mk with a value of $13.5B, Vanguard Sht Term Corp Bd ETF with a value of $9.64B, and Vanguard Mun Bd Fds Tax Exempt with a value of $8.45B.

Examining the 13F form we can see an increase of $8.63B in the current position value, from $112B to 121B.

Capstone Capital Wealth Advisors is based out at Henderson, NV

Below you can find more details about Capstone Capital Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $116 Billion
Technology: $2.56 Billion
Consumer Cyclical: $773 Million
Financial Services: $572 Million
Healthcare: $302 Million
Industrials: $239 Million
Energy: $226 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.6B
$508 Million 0.42% of portfolio
10,094
Q3 2024 Added 0.33%
$97.9B
$318 Million 0.26% of portfolio
1,844
Q3 2024 Added 896.76%
$200B
$249 Million 0.21% of portfolio
1,126
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $121 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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