Capstone Financial Advisors, Inc. Purchases in Q3 2024

Capstone Financial Advisors, Inc.

  • $1.62 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
49.7K
+ 5.64%
$255.18 - $283.2 $12.7M - $14.1M
931K $264M
NFRA
Flexshares Stoxx Global Broad

ETFs
273K
+ 15.51%
$53.04 - $59.95 $14.5M - $16.4M
2.03M $121M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
334K
+ 6.4%
$31.05 - $34.29 $10.4M - $11.4M
5.55M $190M
IWB
Ishares Tr Russell 1000 ETF

ETFs
7.05K
+ 1.02%
$283.28 - $314.39 $2M - $2.21M
696K $219M
BND
Vanguard Bd Index Fd Inc Total

ETFs
75.5K
+ 4.94%
$71.45 - $75.64 $5.39M - $5.71M
1.6M $120M
IGF
Ishares Global Infrastructure

ETFs
93.4K
+ 550.89%
$47.97 - $54.56 $4.48M - $5.1M
110K $6.01M
BNDX
Vanguard Total International B

ETFs
37.7K
+ 3.92%
$48.42 - $50.35 $1.83M - $1.9M
1M $50.3M
REET
Ishares Global Reit ETF

ETFs
17.8K
+ 2.14%
$23.07 - $27.17 $410K - $482K
848K $22.6M
MSFT
Microsoft Corp

Technology
5.79K
+ 39.99%
$395.15 - $467.56 $2.29M - $2.71M
20.3K $8.72M
VTWO
Vanguard Russell 2000 ETF

ETFs
15.9K
+ 32.39%
$81.17 - $90.77 $1.29M - $1.44M
64.9K $5.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.0%
$332.02 - $382.76 $996 - $1.15K
108K $40.4M
LUMN
Lumen Technologies, Inc.

Communication Services
5K
+ 2.77%
$1.03 - $7.28 $5.15K - $36.4K
186K $1.32M
LLY
Eli Lilly & CO

Healthcare
1.25K
+ 180.64%
$772.14 - $960.02 $965K - $1.2M
1.94K $1.72M
IWM
Ishares Russell 2000 ETF

ETFs
2.32K
+ 9.17%
$200.87 - $224.6 $465K - $520K
27.6K $6.09M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.02%
$896.19 - $1044.18 $896 - $1.04K
6.18K $6.42M
SHV
Ishares Tr

ETFs
7.23K
New
$110.05 - $110.63 $796K - $800K
7.23K $800K
JPM
Jpmorgan Chase & CO

Financial Services
1.04K
+ 1.95%
$194.9 - $224.8 $202K - $233K
54.2K $11.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.22K
+ 1.31%
$96.25 - $101.98 $117K - $124K
94.2K $9.54M
CME
Cme Group Inc.

Financial Services
7
+ 0.03%
$193.43 - $220.62 $1.35K - $1.54K
20.2K $4.45M
COST
Costco Wholesale Corp

Consumer Defensive
343
+ 9.37%
$801.83 - $917.05 $275K - $315K
4K $3.55M
RWO
Spdr Dow Jones Global Real Est

ETFs
549
+ 0.83%
$41.23 - $48.48 $22.6K - $26.6K
66.4K $3.16M
VONE
Vanguard Russell 1000 ETF

ETFs
415
+ 2.05%
$234.0 - $260.07 $97.1K - $108K
20.6K $5.36M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.18K
New
$61.11 - $67.85 $317K - $352K
5.18K $351K
TSLA
Tesla, Inc.

Consumer Cyclical
295
+ 7.0%
$191.76 - $263.26 $56.6K - $77.7K
4.51K $1.18M
LMT
Lockheed Martin Corp

Industrials
577
New
$460.3 - $584.56 $266K - $337K
577 $337K
PLTR
Palantir Technologies Inc.

Technology
3.57K
+ 26.54%
$24.09 - $37.95 $86K - $135K
17K $633K
UL
Unilever PLC

Consumer Defensive
186
+ 0.73%
$54.7 - $65.59 $10.2K - $12.2K
25.7K $1.67M
SPY
Spdr S&P 500 ETF Trust

ETFs
252
+ 6.53%
$517.38 - $573.86 $130K - $145K
4.11K $2.36M
LOW
Lowes Companies Inc

Consumer Cyclical
955
New
$213.3 - $270.78 $204K - $259K
955 $258K
META
Meta Platforms, Inc.

Communication Services
185
+ 8.45%
$453.41 - $572.44 $83.9K - $106K
2.37K $1.36M
MSTR
Microstrategy Inc

Technology
5.32K
+ 984.26%
$114.3 - $1800.09 $608K - $9.57M
5.86K $987K
JNJ
Johnson & Johnson

Healthcare
552
+ 6.29%
$145.48 - $167.38 $80.3K - $92.4K
9.33K $1.51M
GIS
General Mills Inc

Consumer Defensive
9
+ 0.04%
$62.5 - $75.15 $563 - $676
21.5K $1.59M
CAT
Caterpillar Inc

Industrials
158
+ 5.63%
$316.8 - $391.12 $50.1K - $61.8K
2.97K $1.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 0.38%
$405.19 - $478.57 $6.08K - $7.18K
4.01K $1.84M
BAC
Bank Of America Corp

Financial Services
5.49K
New
$36.65 - $44.13 $201K - $242K
5.49K $217K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.94K
New
$95.1 - $106.76 $184K - $207K
1.94K $207K
CSCO
Cisco Systems, Inc.

Technology
3.87K
New
$44.74 - $53.22 $173K - $206K
3.87K $205K
XLP
Consumer Staples Sector Spdr

ETFs
2.69K
New
$76.04 - $76.04 $205K - $205K
2.69K $204K
URI
United Rentals, Inc.

Industrials
252
New
$627.41 - $814.1 $158K - $205K
252 $204K
XLI
Industrial Sector Spdr

ETFs
1.48K
New
$120.56 - $135.44 $178K - $200K
1.48K $200K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.81K
+ 1.88%
$49.93 - $51.15 $90.5K - $92.7K
98.1K $5.01M
ABBV
Abb Vie Inc.

Healthcare
482
+ 14.79%
$163.84 - $199.33 $79K - $96.1K
3.74K $738K
AMGN
Amgen Inc

Healthcare
393
+ 20.38%
$309.38 - $337.38 $122K - $133K
2.32K $747K
PG
Procter & Gamble CO

Consumer Defensive
683
+ 21.35%
$160.76 - $177.82 $110K - $121K
3.88K $672K
KO
Coca Cola CO

Consumer Defensive
54
+ 0.32%
$62.69 - $73.01 $3.39K - $3.94K
17K $1.22M
VIG
Vanguard Dividend Appreciation

ETFs
687
+ 1.61%
$182.15 - $182.15 $125K - $125K
43.3K $7.89M
ABT
Abbott Laboratories

Healthcare
595
+ 17.4%
$100.07 - $118.13 $59.5K - $70.3K
4.01K $457K
ETN
Eaton Corp PLC

Industrials
4
+ 0.07%
$272.52 - $333.02 $1.09K - $1.33K
5.4K $1.79M
Activity Summary
Buys All Purchases 104 New Holdings 12 Increased Positions 92 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Capstone Financial Advisors, Inc. Portfolio

Follow Capstone Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capstone Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email