Capstone Financial Advisors, Inc. Purchases in Q2 2025

Capstone Financial Advisors, Inc.

  • $1.72 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TILT
Flexshares Tr

ETFs
37.9K
+ 25.0%
$181.13 - $224.01 $6.86M - $8.48M
189K $42.4M
NFRA
Flexshares Stoxx Global Broad

ETFs
15.2K
+ 0.72%
$53.49 - $61.88 $813K - $941K
2.12M $131M
IXUS
Ishares Tr

ETFs
36.4K
+ 4.12%
$62.37 - $77.63 $2.27M - $2.83M
921K $71.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
53.5K
+ 33.05%
$108.12 - $135.04 $5.78M - $7.22M
215K $29.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
94
+ 0.08%
$320.42 - $424.58 $30.1K - $39.9K
115K $48.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
89.4K
+ 99.22%
$48.13 - $49.85 $4.3M - $4.45M
179K $8.8M
NVDA
Nvidia Corp

Technology
4.73K
+ 10.09%
$94.31 - $157.99 $446K - $748K
51.6K $8.16M
JPM
Jpmorgan Chase & CO

Financial Services
233
+ 0.42%
$210.28 - $289.91 $49K - $67.5K
55.2K $16M
IWM
Ishares Russell 2000 ETF

ETFs
7.82K
+ 28.31%
$174.82 - $215.79 $1.37M - $1.69M
35.5K $7.65M
DFAI
Dimensional ETF Tr

ETFs
53.6K
+ 285.26%
$28.02 - $34.71 $1.5M - $1.86M
72.4K $2.5M
VONE
Vanguard Russell 1000 ETF

ETFs
2.99K
+ 14.72%
$225.48 - $280.86 $674K - $839K
23.3K $6.54M
DFAU
Dimensional ETF Tr

ETFs
26.2K
+ 79.79%
$34.04 - $42.36 $890K - $1.11M
58.9K $2.5M
AMZN
Amazon Com Inc

Consumer Cyclical
361
+ 1.07%
$167.32 - $223.3 $60.4K - $80.6K
34.3K $7.52M
CEG
Constellation Energy Corp

Utilities
3.12K
New
$170.96 - $322.76 $534K - $1.01M
3.12K $1.01M
AVGO
Broadcom Inc.

Technology
2.55K
+ 139.79%
$146.29 - $275.65 $373K - $702K
4.37K $1.2M
VST
Vistra Corp.

Utilities
4.6K
New
$98.07 - $195.04 $451K - $897K
4.6K $890K
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.26K
+ 0.43%
$72.02 - $73.82 $523K - $536K
1.69M $125M
IGF
Ishares Global Infrastructure

ETFs
614
+ 0.55%
$50.55 - $59.83 $31K - $36.7K
111K $6.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
23.2K
New
$17.76 - $22.1 $412K - $513K
23.2K $512K
GE
General Electric CO

Industrials
1.42K
+ 70.66%
$166.81 - $257.39 $236K - $364K
3.42K $880K
QQQ
Invesco Qqq Trust, Series 1

ETFs
646
+ 43.77%
$416.06 - $551.64 $269K - $356K
2.12K $1.17M
REET
Ishares Global Reit ETF

ETFs
3.39K
+ 0.4%
$21.59 - $25.16 $73.1K - $85.2K
841K $20.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
476
+ 20.65%
$456.74 - $568.03 $217K - $270K
2.78K $1.58M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.45K
+ 133.61%
$50.52 - $50.92 $376K - $379K
13K $662K
GLDM
World Gold Trust

ETFs
4.99K
New
$58.96 - $67.97 $294K - $339K
4.99K $327K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.39K
New
$45.11 - $52.34 $243K - $282K
5.39K $281K
TSLA
Tesla, Inc.

Consumer Cyclical
323
+ 11.28%
$221.86 - $362.89 $71.7K - $117K
3.19K $1.01M
AXP
American Express CO

Financial Services
825
New
$231.39 - $318.98 $191K - $263K
825 $263K
NFLX
Netflix Inc

Communication Services
6
+ 1.02%
$855.86 - $1339.13 $5.14K - $8.03K
592 $792K
ORCL
Oracle Corp

Technology
1.12K
New
$122.82 - $218.63 $138K - $245K
1.12K $245K
VUG
Vanguard Growth ETF

ETFs
535
New
$329.49 - $438.4 $176K - $235K
535 $234K
DELL
Dell Technologies Inc.

Technology
1.88K
New
$71.63 - $125.98 $134K - $236K
1.88K $229K
URI
United Rentals, Inc.

Industrials
300
New
$551.94 - $753.4 $166K - $226K
300 $226K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.52K
New
$39.89 - $49.46 $180K - $223K
4.52K $223K
BAC
Bank Of America Corp

Financial Services
4.55K
New
$34.39 - $47.46 $156K - $216K
4.55K $215K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.96K
New
$82.96 - $110.1 $162K - $216K
1.96K $215K
HOOD
Robinhood Markets, Inc.

Technology
2.28K
New
$34.17 - $93.63 $77.9K - $213K
2.28K $213K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.95K
New
$51.1 - $53.29 $202K - $211K
3.95K $210K
IYW
Ishares Dj Us Tech ETF

ETFs
1.21K
New
$122.57 - $173.27 $148K - $209K
1.21K $209K
LOW
Lowes Companies Inc

Consumer Cyclical
934
New
$210.83 - $235.28 $197K - $220K
934 $207K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.59K
+ 55.96%
$90.56 - $109.49 $144K - $174K
4.44K $484K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.03%
$908.13 - $1056.85 $908 - $1.06K
3.84K $3.8M
IVV
Ishares Core S&P 500 ETF

ETFs
154
+ 12.07%
$498.8 - $620.9 $76.8K - $95.6K
1.43K $887K
LYFT
Lyft, Inc.

Technology
5.47K
+ 45.78%
$9.97 - $17.21 $54.5K - $94.1K
17.4K $274K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
485
+ 1.18%
$17.11 - $21.71 $8.3K - $10.5K
41.6K $903K
CLF
Cleveland Cliffs Inc.

Basic Materials
16K
New
$5.83 - $8.88 $93K - $142K
16K $121K
QCOM
Qualcomm Inc

Technology
3
+ 0.02%
$124.66 - $159.48 $374 - $478
17.1K $2.72M
LMT
Lockheed Martin Corp

Industrials
169
+ 31.35%
$430.82 - $486.45 $72.8K - $82.2K
708 $327K
IWV
Ishares Russell 3000 ETF

ETFs
6
+ 0.26%
$281.67 - $351.0 $1.69K - $2.11K
2.34K $821K
Activity Summary
Buys All Purchases 84 New Holdings 26 Increased Positions 58 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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