Kapstone Financial Advisors LLC Sells in Q1 2025

Kapstone Financial Advisors LLC

  • $177 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
-1.75K
- 2.49%
$239.27 - $396.5 $419K - $695K
68.7K $19.8B
AAPL
Apple Inc.

Technology
-3.16K
- 3.5%
$209.68 - $247.1 $662K - $780K
87K $19.3B
META
Meta Platforms, Inc.

Communication Services
-12
- 0.13%
$576.36 - $736.67 $6.92K - $8.84K
9.11K $5.25B
GOOGL
Alphabet Inc.

Communication Services
-2
- 0.01%
$154.33 - $206.19 $309 - $412
16.9K $2.62B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6
- 0.08%
$360.07 - $417.26 $2.16K - $2.5K
7.41K $2.68B
JPM
Jpmorgan Chase & CO

Financial Services
-97
- 1.03%
$225.19 - $279.95 $21.8K - $27.2K
9.33K $2.29B
LMT
Lockheed Martin Corp

Industrials
-300
- 20.82%
$423.19 - $506.29 $127K - $152K
1.14K $510M
BMY
Bristol Myers Squibb CO

Healthcare
-2.52K
- 25.2%
$53.9 - $63.11 $136K - $159K
7.47K $456M
MRK
Merck & Co., Inc.

Healthcare
-420
- 4.44%
$83.01 - $101.02 $34.9K - $42.4K
9.04K $812M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-151
- 0.47%
$126.11 - $135.06 $19K - $20.4K
31.7K $4.08B
RDVY
First Trust Rising Dividend Ac

ETFs
-355
- 2.7%
$57.22 - $63.39 $20.3K - $22.5K
12.8K $749M
BAC
Bank Of America Corp

Financial Services
-1
- 0.01%
$39.61 - $47.74 $39.6 - $47.7
11.7K $487M
MPC
Marathon Petroleum Corp

Energy
-1
- 0.01%
$134.72 - $159.03 $135 - $159
7.27K $1.06B
BA
Boeing CO

Industrials
-151
- 8.52%
$148.15 - $186.25 $22.4K - $28.1K
1.62K $276M
KMB
Kimberly Clark Corp

Consumer Defensive
-395
- 15.79%
$124.46 - $147.4 $49.2K - $58.2K
2.11K $300M
DVY
Ishares Tr

ETFs
-38
- 0.17%
$128.58 - $138.1 $4.89K - $5.25K
22.1K $2.97B
MA
Mastercard Inc

Financial Services
-1
- 0.16%
$504.67 - $576.31 $505 - $576
606 $332M
XLE
Energy Sector Spdr

ETFs
-164
- 2.02%
$85.7 - $93.96 $14.1K - $15.4K
7.95K $743M
KR
Kroger CO

Consumer Defensive
-152
- 2.67%
$58.36 - $67.72 $8.87K - $10.3K
5.55K $375M
CVX
Chevron Corp

Energy
-46
- 1.22%
$146.71 - $167.97 $6.75K - $7.73K
3.74K $625M
V
Visa Inc.

Financial Services
-3
- 0.1%
$306.92 - $362.71 $921 - $1.09K
2.89K $1.01B
SO
Southern CO

Utilities
-1
- 0.02%
$80.96 - $92.96 $81 - $93
5.89K $541M
JNJ
Johnson & Johnson

Healthcare
-100
- 1.32%
$142.06 - $167.7 $14.2K - $16.8K
7.47K $1.24B
XOM
Exxon Mobil Corp

Energy
-20
- 0.17%
$105.44 - $118.93 $2.11K - $2.38K
11.5K $1.37B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.02%
$442.66 - $534.52 $443 - $535
4.94K $2.63B
ABBV
Abb Vie Inc.

Healthcare
-70
- 0.5%
$169.2 - $216.66 $11.8K - $15.2K
14K $2.94B
HDV
Ishares Core High Dividend ETF

ETFs
-351
- 0.34%
$110.86 - $121.12 $38.9K - $42.5K
103K $12.5B
Activity Summary
Buys All Purchases 27 New Holdings 4 Increased Positions 23 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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