Kapstone Financial Advisors LLC Portfolio Holdings

Kapstone Financial Advisors LLC

  • $187 Billion
  • Q4 2024

Kapstone Financial Advisors LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $187 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29.1B, Microstrategy Inc with a value of $24B, Apple Inc. with a value of $21.6B, Ishares Core High Dividend ETF with a value of $11.8B, and Meta Platforms, Inc. with a value of $6.17B.

Examining the 13F form we can see an increase of $22.5B in the current position value, from $165B to 187B.

Kapstone Financial Advisors LLC is based out at Dayton, OH

Below you can find more details about Kapstone Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $187 Billion
ETFs: $67.8 Billion
Technology: $57.9 Billion
Financial Services: $12.7 Billion
Communication Services: $12.2 Billion
Consumer Defensive: $10.2 Billion
Healthcare: $7.64 Billion
Consumer Cyclical: $4.61 Billion
Industrials: $4.52 Billion
Other: $7.91 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $187 Billion
  • Prior Value $165 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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