Capstone Financial Advisors, Inc. Incresed Positions in Q3 2025

Capstone Financial Advisors, Inc.

  • $1.84 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
2.72K
+ 0.29%
$303.93 - $329.86 $827K - $897K
945K $310M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
24.5K
+ 0.46%
$36.04 - $38.78 $881K - $948K
5.38M $208M
AAPL
Apple Inc.

Technology
3.57K
+ 2.43%
$202.38 - $256.87 $722K - $916K
150K $38.3M
NVDA
Nvidia Corp

Technology
25.6K
+ 49.63%
$153.3 - $186.58 $3.93M - $4.78M
77.3K $14.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
34
+ 0.0%
$68.24 - $73.73 $2.32K - $2.51K
1.15M $84.2M
DFAX
Dimensional ETF Tr
6.12K
+ 0.29%
$29.25 - $31.56 $179K - $193K
2.09M $65.7M
NFRA
Flexshares Stoxx Global Broad

ETFs
28.8K
+ 1.35%
$60.61 - $63.45 $1.74M - $1.82M
2.15M $136M
BND
Vanguard Bd Index Fd Inc Total

ETFs
32.1K
+ 1.89%
$72.57 - $74.72 $2.33M - $2.4M
1.73M $128M
GOOGL
Alphabet Inc.

Communication Services
8.69K
+ 203.13%
$174.36 - $254.72 $1.52M - $2.21M
13K $3.15M
JPM
Jpmorgan Chase & CO

Financial Services
418
+ 0.76%
$282.78 - $316.06 $118K - $132K
55.6K $17.5M
AMZN
Amazon Com Inc

Consumer Cyclical
5.77K
+ 16.83%
$211.65 - $238.24 $1.22M - $1.37M
40K $8.79M
CBOE
Cboe Global Markets, Inc.

Financial Services
4.73K
+ 74.14%
$231.35 - $253.24 $1.09M - $1.2M
11.1K $2.72M
IWM
Ishares Russell 2000 ETF

ETFs
58
+ 0.16%
$214.92 - $244.84 $12.5K - $14.2K
35.5K $8.6M
BNDX
Vanguard Total International B

ETFs
18.5K
+ 1.76%
$49.0 - $49.51 $906K - $915K
1.07M $52.9M
REET
Ishares Global Reit ETF

ETFs
3.03K
+ 0.36%
$24.45 - $25.91 $74.1K - $78.6K
844K $21.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
764
+ 36.0%
$546.99 - $602.2 $418K - $460K
2.89K $1.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
486
+ 12.61%
$617.65 - $666.84 $300K - $324K
4.34K $2.89M
META
Meta Platforms, Inc.

Communication Services
609
+ 26.55%
$695.21 - $791.73 $423K - $482K
2.9K $2.13M
HD
Home Depot, Inc.

Consumer Cyclical
942
+ 77.66%
$357.4 - $423.42 $337K - $399K
2.16K $873K
AXP
American Express CO

Financial Services
1.11K
+ 135.03%
$294.27 - $342.31 $328K - $381K
1.94K $644K
ABBV
Abb Vie Inc.

Healthcare
852
+ 28.67%
$184.85 - $231.54 $157K - $197K
3.82K $885K
GLD
Spdr Gold Trust

ETFs
829
+ 109.95%
$300.96 - $355.47 $249K - $295K
1.58K $562K
V
Visa Inc.

Financial Services
903
+ 138.71%
$332.09 - $358.86 $300K - $324K
1.55K $530K
JNJ
Johnson & Johnson

Healthcare
689
+ 16.5%
$155.17 - $185.42 $107K - $128K
4.87K $902K
CAT
Caterpillar Inc

Industrials
37
+ 1.34%
$390.92 - $477.15 $14.5K - $17.7K
2.8K $1.34M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.83K
+ 35.82%
$55.61 - $57.37 $213K - $220K
14.5K $829K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
301
+ 7.69%
$459.11 - $506.91 $138K - $153K
4.22K $2.12M
ORCL
Oracle Corp

Technology
471
+ 41.98%
$218.96 - $328.33 $103K - $155K
1.59K $448K
DFAU
Dimensional ETF Tr

ETFs
3
+ 0.01%
$42.42 - $45.96 $127 - $138
58.9K $2.7M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.3K
+ 2.73%
$50.85 - $51.35 $168K - $169K
124K $6.36M
LLY
Eli Lilly & CO

Healthcare
230
+ 59.9%
$625.65 - $812.69 $144K - $187K
614 $468K
QCOM
Qualcomm Inc

Technology
217
+ 1.27%
$145.84 - $173.55 $31.6K - $37.7K
17.3K $2.88M
HOOD
Robinhood Markets, Inc.

Technology
120
+ 5.26%
$91.27 - $143.18 $11K - $17.2K
2.4K $343K
PTLO
Portillo'S Inc.

Consumer Cyclical
35K
+ 147.4%
$6.06 - $12.32 $212K - $431K
58.7K $378K
ETN
Eaton Corp PLC

Industrials
12
+ 0.22%
$342.99 - $392.76 $4.12K - $4.71K
5.42K $2.03M
XOM
Exxon Mobil Corp

Energy
237
+ 1.81%
$105.83 - $117.22 $25.1K - $27.8K
13.4K $1.51M
GLDM
World Gold Trust

ETFs
475
+ 9.52%
$64.73 - $76.45 $30.7K - $36.3K
5.47K $417K
CSCO
Cisco Systems, Inc.

Technology
1.36K
+ 35.79%
$66.2 - $71.79 $90.2K - $97.8K
5.17K $353K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
31
+ 0.25%
$48.04 - $60.86 $1.49K - $1.89K
12.4K $721K
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.21%
$351.04 - $379.81 $1.76K - $1.9K
2.35K $888K
VGT
Vanguard Information Technolog

ETFs
17
+ 2.81%
$656.44 - $753.15 $11.2K - $12.8K
622 $464K
MUB
Ishares National Muni Bond ETF

ETFs
236
+ 1.26%
$103.24 - $106.68 $24.4K - $25.2K
19K $2.02M
UNH
Unitedhealth Group Inc

Healthcare
96
+ 13.64%
$237.77 - $353.61 $22.8K - $33.9K
800 $276K
ADM
Archer Daniels Midland CO

Consumer Defensive
253
+ 4.62%
$53.54 - $64.21 $13.5K - $16.2K
5.73K $342K
CVX
Chevron Corp

Energy
35
+ 0.91%
$145.57 - $161.83 $5.09K - $5.66K
3.88K $601K
MPC
Marathon Petroleum Corp

Energy
4
+ 0.21%
$158.59 - $198.69 $634 - $795
1.9K $366K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
38
+ 0.72%
$109.47 - $119.06 $4.16K - $4.52K
5.34K $632K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12
+ 0.05%
$23.82 - $25.84 $286 - $310
23.5K $604K
PEP
Pepsico Inc

Consumer Defensive
75
+ 2.32%
$133.81 - $152.16 $10K - $11.4K
3.31K $464K
Activity Summary
Buys All Purchases 102 New Holdings 18 Increased Positions 84 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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