Capstone Financial Advisors, Inc. Purchases in Q4 2024

Capstone Financial Advisors, Inc.

  • $1.62 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
19.5K
+ 2.1%
$280.04 - $302.45 $5.47M - $5.91M
951K $276M
IWF
Ishares Russell 1000 Gr ETF

ETFs
7.55K
+ 7.01%
$370.24 - $418.94 $2.79M - $3.16M
115K $46.3M
WMT
Walmart Inc.

Consumer Defensive
38.7K
New
$79.1 - $95.7 $3.06M - $3.7M
38.7K $3.49M
NVDA
Nvidia Corp

Technology
15.8K
+ 37.76%
$117.0 - $148.88 $1.85M - $2.35M
57.6K $7.73M
AVRE
American Centy ETF Tr Avantis
78.1K
+ 29.51%
$41.03 - $46.91 $3.2M - $3.66M
343K $14.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.56K
+ 0.08%
$33.92 - $36.6 $155K - $167K
5.55M $192M
JPM
Jpmorgan Chase & CO

Financial Services
729
+ 1.34%
$205.18 - $250.29 $150K - $182K
55K $13.2M
RKLB
Rocket Lab Usa, Inc.

Industrials
53.2K
New
$9.23 - $28.44 $491K - $1.51M
53.2K $1.36M
MSTR
Microstrategy Inc

Technology
861
+ 14.71%
$162.69 - $473.83 $140K - $408K
6.72K $1.95M
AVGO
Broadcom Inc.

Technology
3.04K
New
$159.67 - $250.0 $485K - $759K
3.04K $704K
BNDX
Vanguard Total International B

ETFs
33.5K
+ 3.35%
$48.91 - $50.61 $1.64M - $1.7M
1.03M $50.7M
GOOGL
Alphabet Inc.

Communication Services
1.46K
+ 30.38%
$161.86 - $196.66 $237K - $288K
6.28K $1.19M
META
Meta Platforms, Inc.

Communication Services
566
+ 23.84%
$554.08 - $632.68 $314K - $358K
2.94K $1.73M
VTV
Vanguard Value ETF

ETFs
2.07K
New
$168.32 - $181.87 $348K - $376K
2.07K $350K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
21.4K
+ 18.65%
$8.24 - $11.07 $176K - $237K
136K $1.27M
CME
Cme Group Inc.

Financial Services
2
+ 0.01%
$221.17 - $246.02 $442 - $492
20.2K $4.68M
WFC
Wells Fargo & Company

Financial Services
3.23K
New
$54.98 - $77.35 $177K - $250K
3.23K $226K
VUG
Vanguard Growth ETF

ETFs
532
New
$378.79 - $428.11 $202K - $228K
532 $218K
NFLX
Netflix Inc

Communication Services
115
+ 24.42%
$687.65 - $936.56 $79.1K - $108K
586 $522K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
268
+ 16.15%
$521.84 - $558.82 $140K - $150K
1.93K $1.04M
CRWD
Crowd Strike Holdings, Inc.

Technology
174
+ 11.93%
$275.15 - $388.2 $47.9K - $67.5K
1.63K $558K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 0.22%
$873.59 - $994.69 $7.86K - $8.95K
4.01K $3.68M
T
At&T Inc.

Communication Services
3.86K
+ 41.26%
$21.22 - $23.88 $81.9K - $92.2K
13.2K $300K
IWM
Ishares Russell 2000 ETF

ETFs
389
+ 1.41%
$216.13 - $242.4 $84.1K - $94.3K
27.9K $6.17M
GOOG
Alphabet Inc.

Communication Services
161
+ 8.03%
$163.08 - $198.16 $26.3K - $31.9K
2.17K $412K
VTWO
Vanguard Russell 2000 ETF

ETFs
844
+ 1.3%
$87.42 - $98.06 $73.8K - $82.8K
65.7K $5.87M
ABEV
Ambev S.A.

Consumer Defensive
25K
New
$1.85 - $2.56 $46.3K - $64K
25K $46K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
77
+ 0.5%
$55.73 - $66.16 $4.29K - $5.09K
15.4K $931K
HD
Home Depot, Inc.

Consumer Cyclical
159
+ 15.47%
$385.02 - $431.37 $61.2K - $68.6K
1.19K $461K
V
Visa Inc.

Financial Services
30
+ 3.56%
$273.87 - $320.91 $8.22K - $9.63K
872 $275K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
165
+ 2.3%
$100.18 - $109.1 $16.5K - $18K
7.35K $771K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.18%
$481.22 - $538.17 $1.44K - $1.61K
1.65K $845K
MA
Mastercard Inc

Financial Services
6
+ 0.74%
$491.3 - $536.15 $2.95K - $3.22K
815 $429K
CVX
Chevron Corp

Energy
256
+ 8.14%
$141.15 - $162.53 $36.1K - $41.6K
3.4K $492K
DFAI
Dimensional ETF Tr

ETFs
2.75K
+ 14.01%
$29.0 - $31.6 $79.7K - $86.8K
22.4K $652K
JEPI
J P Morgan Exchange Traded Fd

ETFs
834
+ 8.3%
$57.53 - $60.83 $48K - $50.7K
10.9K $625K
DFAU
Dimensional ETF Tr

ETFs
5
+ 0.02%
$39.27 - $42.38 $196 - $212
32.8K $1.33M
CSCO
Cisco Systems, Inc.

Technology
7
+ 0.18%
$52.45 - $60.02 $367 - $420
3.88K $229K
HON
Honeywell International Inc

Industrials
21
+ 2.07%
$202.84 - $236.0 $4.26K - $4.96K
1.04K $233K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.34%
$571.78 - $647.97 $1.14K - $1.3K
599 $372K
IWV
Ishares Russell 3000 ETF

ETFs
7
+ 0.3%
$323.08 - $349.08 $2.26K - $2.44K
2.33K $778K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.1K
+ 203.63%
$22.01 - $66.82 $355K - $1.08M
24K $545K
PANW
Palo Alto Networks Inc

Technology
696
+ 101.46%
$181.96 - $405.9 $127K - $283K
1.38K $251K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.7K
+ 206.35%
$22.4 - $68.28 $240K - $730K
15.9K $368K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13
+ 0.37%
$61.68 - $67.87 $802 - $882
3.49K $217K
IBM
International Business Machines Corp

Technology
29
+ 0.58%
$204.9 - $238.04 $5.94K - $6.9K
5.06K $1.11M
Ishares Bitcoin Trust ETF
6.59K
New
N/A
6.59K $0
Oriental Rise Hldgs LTD
10K
New
N/A
10K $0
ICSH
Blackrock Ultra Short Term Bon

ETFs
75
+ 0.66%
$50.35 - $50.69 $3.78K - $3.8K
11.4K $575K
Activity Summary
Buys All Purchases 79 New Holdings 11 Increased Positions 68 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 1 Puts 0
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