Capstone Financial Advisors, Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.51 Billion distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $236M, Ishares Tr Russell 1000 ETF with a value of $205M, Dimensional ETF Tr U S Core Eq with a value of $168M, Vanguard Bd Index Fd Inc Total with a value of $110M, and Flexshares Stoxx Global Broad with a value of $93.7M.

Examining the 13F form we can see an increase of $25.5M in the current position value, from $1.49B to 1.51B.

Capstone Financial Advisors, Inc. is based out at Downers Grove, IL

Below you can find more details about Capstone Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.51 Billion
ETFs: $1.24 Billion
Consumer Cyclical: $69.6 Million
Technology: $56.8 Million
Financial Services: $24.8 Million
Industrials: $10.4 Million
Consumer Defensive: $10 Million
Healthcare: $9.07 Million
Communication Services: $4.09 Million
Other: $3.13 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $1.51 Billion
  • Prior Value $1.49 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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