Capstone Financial Advisors, Inc. Incresed Positions 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
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
TSLA
Tesla, Inc.

Consumer Cyclical
295
+ 7.0%
$191.76 - $263.26 $56.6K - $77.7K
4.51K $1.18M
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
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
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
FICO
Fair Isaac Corp

Technology
2
+ 1.08%
$1496.51 - $1947.38 $2.99K - $3.89K
188 $365K
DRI
Darden Restaurants Inc

Consumer Cyclical
3
+ 0.05%
$138.06 - $172.74 $414 - $518
6.62K $1.09M
DFAU
Dimensional ETF Tr

ETFs
112
+ 0.34%
$35.8 - $39.69 $4.01K - $4.45K
32.8K $1.3M
GE
General Electric CO

Industrials
72
+ 3.86%
$156.66 - $189.66 $11.3K - $13.7K
1.94K $365K
CI
Cigna Corp

Healthcare
4
+ 0.1%
$319.12 - $367.1 $1.28K - $1.47K
4.18K $1.45M
MUB
Ishares National Muni Bond ETF

ETFs
246
+ 1.26%
$106.13 - $108.7 $26.1K - $26.7K
19.7K $2.14M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 1.08%
$333.64 - $405.2 $3.67K - $4.46K
1.03K $416K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 1.22%
$475.2 - $527.7 $9.5K - $10.6K
1.66K $875K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 1.2%
$488.01 - $604.18 $3.9K - $4.83K
674 $394K
ALL
Allstate Corp

Financial Services
3
+ 0.19%
$158.43 - $192.86 $475 - $579
1.57K $297K
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
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