Capstone Financial Advisors, Inc. Incresed Positions 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
AVGO
Broadcom Inc.

Technology
2.55K
+ 139.79%
$146.29 - $275.65 $373K - $702K
4.37K $1.2M
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
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
TSLA
Tesla, Inc.

Consumer Cyclical
323
+ 11.28%
$221.86 - $362.89 $71.7K - $117K
3.19K $1.01M
NFLX
Netflix Inc

Communication Services
6
+ 1.02%
$855.86 - $1339.13 $5.14K - $8.03K
592 $792K
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
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
VGT
Vanguard Information Technolog

ETFs
6
+ 1.0%
$470.37 - $663.28 $2.82K - $3.98K
605 $401K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.47K
+ 9.15%
$19.6 - $24.44 $28.9K - $36K
17.6K $429K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
952
+ 27.59%
$68.11 - $69.33 $64.8K - $66K
4.4K $305K
DRI
Darden Restaurants Inc

Consumer Cyclical
2
+ 0.03%
$186.58 - $225.78 $373 - $452
6.62K $1.44M
GOOG
Alphabet Inc.

Communication Services
79
+ 3.4%
$146.58 - $180.01 $11.6K - $14.2K
2.4K $425K
UL
Unilever PLC

Consumer Defensive
293
+ 1.12%
$57.9 - $65.43 $17K - $19.2K
26.4K $1.61M
ICE
Intercontinental Exchange, Inc.

Financial Services
13
+ 0.26%
$151.62 - $183.47 $1.97K - $2.39K
4.99K $915K
PANW
Palo Alto Networks Inc

Technology
30
+ 2.34%
$152.44 - $204.64 $4.57K - $6.14K
1.31K $268K
CBOE
Cboe Global Markets, Inc.

Financial Services
4
+ 0.06%
$205.81 - $234.23 $823 - $937
6.38K $1.49M
XLI
Industrial Sector Spdr

ETFs
95
+ 6.03%
$116.42 - $147.52 $11.1K - $14K
1.67K $246K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.03%
$60.98 - $80.12 $61 - $80.1
3.23K $258K
ADM
Archer Daniels Midland CO

Consumer Defensive
6
+ 0.11%
$41.79 - $54.16 $251 - $325
5.48K $289K
LLY
Eli Lilly & CO

Healthcare
52
+ 15.66%
$713.71 - $898.95 $37.1K - $46.7K
384 $299K
HON
Honeywell International Inc

Industrials
4
+ 0.38%
$182.86 - $232.88 $731 - $932
1.04K $242K
CVX
Chevron Corp

Energy
667
+ 21.02%
$133.73 - $168.51 $89.2K - $112K
3.84K $549K
GLD
Spdr Gold Trust

ETFs
8
+ 1.07%
$273.71 - $316.29 $2.19K - $2.53K
754 $229K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9
+ 0.26%
$51.16 - $62.02 $460 - $558
3.5K $217K
JEPI
J P Morgan Exchange Traded Fd

ETFs
271
+ 2.6%
$51.14 - $57.0 $13.9K - $15.4K
10.7K $608K
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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