Capstone Financial Advisors, Inc. Incresed Positions in Q2 2024

Capstone Financial Advisors, Inc.

  • $1.51 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AVRE
American Centy ETF Tr Avantis
260K
+ 741.73%
$38.89 - $42.05 $10.1M - $10.9M
295K $12.2M
VTI
Vanguard Total Stock Market Et

ETFs
8.34K
+ 0.96%
$245.23 - $269.4 $2.05M - $2.25M
882K $236M
BND
Vanguard Bd Index Fd Inc Total

ETFs
68.5K
+ 4.69%
$70.55 - $72.66 $4.83M - $4.98M
1.53M $110M
IWF
Ishares Russell 1000 Gr ETF

ETFs
112
+ 0.1%
$316.15 - $367.33 $35.4K - $41.1K
108K $39.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
34.2K
+ 2.29%
$57.86 - $62.21 $1.98M - $2.13M
1.53M $92.1M
BNDX
Vanguard Total International B

ETFs
32.4K
+ 3.48%
$48.24 - $49.07 $1.56M - $1.59M
962K $46.8M
NVDA
Nvidia Corp

Technology
37.7K
+ 797.95%
$118.11 - $1224.4 $4.46M - $46.2M
42.5K $5.24M
VONE
Vanguard Russell 1000 ETF

ETFs
81
+ 0.4%
$225.44 - $247.94 $18.3K - $20.1K
20.2K $4.97M
SPY
Spdr S&P 500 ETF Trust

ETFs
163
+ 4.41%
$495.16 - $548.49 $80.7K - $89.4K
3.86K $2.1M
JPM
Jpmorgan Chase & CO

Financial Services
234
+ 0.44%
$180.08 - $204.79 $42.1K - $47.9K
53.2K $10.8M
UL
Unilever PLC

Consumer Defensive
207
+ 0.82%
$46.47 - $56.38 $9.62K - $11.7K
25.5K $1.4M
META
Meta Platforms, Inc.

Communication Services
174
+ 8.64%
$430.17 - $527.34 $74.8K - $91.8K
2.19K $1.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
15.9K
+ 5176.87%
$62.41 - $3427.61 $992K - $54.5M
16.2K $1.01M
IVV
Ishares Core S&P 500 ETF

ETFs
92
+ 7.55%
$497.53 - $549.64 $45.8K - $50.6K
1.31K $717K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
46
+ 0.12%
$18.39 - $21.58 $846 - $993
38.4K $825K
GOOG
Alphabet Inc.

Communication Services
92
+ 4.85%
$151.94 - $186.86 $14K - $17.2K
1.99K $364K
CL
Colgate Palmolive CO

Consumer Defensive
266
+ 5.54%
$85.85 - $98.99 $22.8K - $26.3K
5.07K $491K
PLTR
Palantir Technologies Inc.

Technology
1.15K
+ 9.31%
$20.47 - $25.82 $23.4K - $29.6K
13.4K $340K
AMGN
Amgen Inc

Healthcare
3
+ 0.16%
$262.75 - $319.31 $788 - $958
1.93K $602K
LUMN
Lumen Technologies, Inc.

Communication Services
85.6K
+ 90.1%
$0.99 - $1.46 $84.8K - $125K
181K $198K
KO
Coca Cola CO

Consumer Defensive
20
+ 0.12%
$58.06 - $64.15 $1.16K - $1.28K
17K $1.08M
NFLX
Netflix Inc

Communication Services
17
+ 3.79%
$550.64 - $686.12 $9.36K - $11.7K
466 $314K
XLV
Select Sector Spdr Fund Health

ETFs
284
+ 18.09%
$138.43 - $147.09 $39.3K - $41.8K
1.85K $270K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
59
+ 0.7%
$87.24 - $97.37 $5.15K - $5.74K
8.48K $819K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
585
+ 5.12%
$50.57 - $50.75 $29.6K - $29.7K
12K $609K
T
At&T Inc.

Communication Services
251
+ 1.75%
$16.09 - $19.11 $4.04K - $4.8K
14.6K $278K
IWV
Ishares Russell 3000 ETF

ETFs
6
+ 0.26%
$283.16 - $309.9 $1.7K - $1.86K
2.31K $714K
HON
Honeywell International Inc

Industrials
4
+ 0.37%
$190.36 - $215.89 $761 - $864
1.08K $230K
PEP
Pepsico Inc

Consumer Defensive
275
+ 7.85%
$163.33 - $183.11 $44.9K - $50.4K
3.78K $623K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.13%
$155.33 - $168.56 $621 - $674
3.2K $527K
XOM
Exxon Mobil Corp

Energy
175
+ 1.39%
$108.36 - $122.2 $19K - $21.4K
12.8K $1.47M
PTLO
Portillo'S Inc.

Consumer Cyclical
12K
+ 47.02%
$9.65 - $13.88 $116K - $167K
37.5K $364K
ICE
Intercontinental Exchange, Inc.

Financial Services
34
+ 0.65%
$126.54 - $138.72 $4.3K - $4.72K
5.23K $715K
DFAX
Dimensional ETF Tr
2.37K
+ 0.08%
$24.57 - $26.36 $58.2K - $62.4K
2.87M $73M
VEU
Vanguard Ftse All World Ex Us

ETFs
44
+ 0.42%
$56.22 - $60.47 $2.47K - $2.66K
10.4K $612K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
133
+ 1.07%
$42.1 - $43.44 $5.6K - $5.78K
12.5K $538K
ZVIA
Zevia Pbc

Consumer Defensive
27.9K
+ 75.18%
$0.68 - $1.18 $19K - $32.9K
65K $44K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
24
+ 0.72%
$67.03 - $68.47 $1.61K - $1.64K
3.34K $227K
STRV
Ea Ser Tr Strive 500 ETF
4.7K
+ 71.76%
N/A
11.3K $0
JEPI
J P Morgan Exchange Traded Fd

ETFs
178
+ 1.84%
$55.45 - $57.39 $9.87K - $10.2K
9.87K $559K
IDEV
Ishares Core Msci Intl Develop

ETFs
26
+ 0.69%
$64.09 - $68.74 $1.67K - $1.79K
3.77K $247K
VZ
Verizon Communications Inc

Communication Services
6
+ 0.08%
$38.6 - $42.84 $232 - $257
7.8K $321K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8
+ 0.23%
$56.43 - $60.79 $451 - $486
3.46K $202K
AMD
Advanced Micro Devices Inc

Technology
3
+ 0.18%
$144.27 - $183.34 $433 - $550
1.71K $277K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.39%
$325.1 - $368.03 $1.3K - $1.47K
1.02K $350K
MRK
Merck & Co., Inc.

Healthcare
203
+ 2.04%
$123.8 - $132.96 $25.1K - $27K
10.1K $1.26M
RWO
Spdr Dow Jones Global Real Est

ETFs
656
+ 1.01%
$39.55 - $42.66 $25.9K - $28K
65.9K $2.74M
DIS
Walt Disney CO

Communication Services
8
+ 0.23%
$99.29 - $122.82 $794 - $983
3.47K $344K
CBOE
Cboe Global Markets, Inc.

Financial Services
4
+ 0.06%
$167.6 - $185.5 $670 - $742
6.41K $1.09M
Activity Summary
Buys All Purchases 73 New Holdings 11 Increased Positions 62 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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