Capstone Financial Advisors, Inc. Sells in Q3 2025

Capstone Financial Advisors, Inc.

  • $1.84 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
-77
- 0.46%
$300.7 - $455.9 $23.2K - $35.1K
16.7K $5.38M
ACN
Accenture PLC

Technology
-2.71K
- 48.58%
$232.56 - $304.78 $629K - $825K
2.86K $706K
CEG
Constellation Energy Corp

Utilities
-2.15K
- 68.81%
$298.82 - $354.89 $642K - $763K
974 $320K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-14.5K
- 8.06%
$48.5 - $50.19 $701K - $726K
165K $8.26M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-537
- 3.6%
$38.58 - $58.24 $20.7K - $31.3K
14.4K $564K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-12.9K
- 55.65%
$21.69 - $23.34 $280K - $301K
10.3K $239K
GE
General Electric CO

Industrials
-1.26K
- 36.93%
$244.75 - $305.63 $309K - $386K
2.16K $648K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-423
- 15.21%
$567.77 - $614.76 $240K - $260K
2.36K $1.44M
VIG
Vanguard Dividend Appreciation

ETFs
-428
- 1.05%
N/A
40.5K $7.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-959
- 21.61%
$108.46 - $120.63 $104K - $116K
3.48K $413K
FICO
Fair Isaac Corp

Technology
-7
- 3.87%
$1311.26 - $1869.83 $9.18K - $13.1K
174 $260K
DIS
Walt Disney CO

Communication Services
-107
- 3.68%
$112.25 - $124.0 $12K - $13.3K
2.8K $320K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-594
- 13.49%
$68.58 - $69.85 $40.7K - $41.5K
3.81K $265K
DFAI
Dimensional ETF Tr

ETFs
-4.43K
- 6.12%
$34.05 - $36.55 $151K - $162K
68K $2.47M
FITB
Fifth Third Bancorp

Financial Services
-2.06K
- 9.54%
$40.91 - $46.28 $84.2K - $95.2K
19.5K $869K
INTC
Intel Corp

Technology
-10.4K
- 35.0%
$19.31 - $35.5 $201K - $370K
19.3K $648K
XLI
Industrial Sector Spdr

ETFs
-153
- 9.16%
$147.94 - $154.99 $22.6K - $23.7K
1.52K $234K
ALL
Allstate Corp

Financial Services
-173
- 7.53%
$192.0 - $214.65 $33.2K - $37.1K
2.12K $455K
IVV
Ishares Core S&P 500 ETF

ETFs
-115
- 8.04%
$620.67 - $670.08 $71.4K - $77.1K
1.32K $880K
URI
United Rentals, Inc.

Industrials
-68
- 22.67%
$774.14 - $975.23 $52.6K - $66.3K
232 $221K
IVW
Ishares S&P 500 Growth ETF

ETFs
-202
- 10.32%
$108.97 - $121.65 $22K - $24.6K
1.76K $211K
VTV
Vanguard Value ETF

ETFs
-90
- 4.25%
$175.51 - $186.57 $15.8K - $16.8K
2.03K $378K
VEA
Vanguard Ftse Developed Market

ETFs
-186
- 2.32%
$56.02 - $60.3 $10.4K - $11.2K
7.83K $469K
LDI
Loan Depot, Inc.

Financial Services
-10K
- 40.0%
$1.28 - $4.56 $12.8K - $45.6K
15K $46K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-660
- 3.76%
$24.46 - $26.5 $16.1K - $17.5K
16.9K $445K
IYW
Ishares Dj Us Tech ETF

ETFs
-49
- 4.06%
$171.38 - $197.01 $8.4K - $9.65K
1.16K $226K
DELL
Dell Technologies Inc.

Technology
-122
- 6.5%
$120.96 - $141.77 $14.8K - $17.3K
1.75K $248K
LMT
Lockheed Martin Corp

Industrials
-7
- 0.99%
$410.74 - $499.21 $2.88K - $3.49K
701 $349K
MRK
Merck & Co., Inc.

Healthcare
-16
- 0.18%
$77.6 - $87.37 $1.24K - $1.4K
9.01K $756K
AVRE
American Centy ETF Tr Avantis
-1.22K
- 0.4%
$43.53 - $45.34 $53.3K - $55.5K
304K $13.5M
PLTR
Palantir Technologies Inc.

Technology
-1.47K
- 21.58%
$130.68 - $186.97 $191K - $274K
5.32K $971K
LYFT
Lyft, Inc.

Technology
-1.33K
- 7.67%
$13.41 - $22.93 $17.9K - $30.6K
16.1K $353K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-28
- 0.03%
$97.75 - $100.75 $2.74K - $2.82K
90.9K $9.11M
RWO
Spdr Dow Jones Global Real Est

ETFs
-237
- 0.36%
$43.53 - $46.27 $10.3K - $11K
66.2K $3.03M
WMT
Walmart Inc.

Consumer Defensive
-583
- 1.81%
$94.4 - $104.27 $55K - $60.8K
31.6K $3.25M
GOOG
Alphabet Inc.

Communication Services
-5
- 0.21%
$175.16 - $255.24 $876 - $1.28K
2.4K $583K
AVGO
Broadcom Inc.

Technology
-182
- 4.17%
$264.74 - $369.57 $48.2K - $67.3K
4.19K $1.38M
IGF
Ishares Global Infrastructure

ETFs
-125
- 0.11%
$58.29 - $61.43 $7.29K - $7.68K
111K $6.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-288
- 9.04%
$293.94 - $444.72 $84.7K - $128K
2.9K $1.29M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-110
- 0.71%
$567.09 - $607.37 $62.4K - $66.8K
15.3K $9.14M
VONE
Vanguard Russell 1000 ETF

ETFs
-243
- 1.04%
$280.68 - $303.97 $68.2K - $73.9K
23K $6.96M
VTWO
Vanguard Russell 2000 ETF

ETFs
-42
- 0.08%
$86.92 - $99.32 $3.65K - $4.17K
49.4K $4.83M
MCD
Mcdonalds Corp

Consumer Cyclical
-5.62K
- 2.71%
$291.67 - $316.99 $1.64M - $1.78M
202K $61.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.68K
- 0.78%
$135.0 - $146.02 $226K - $245K
214K $31.1M
TILT
Flexshares Tr

ETFs
-5.11K
- 2.7%
$224.75 - $242.86 $1.15M - $1.24M
184K $44.6M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-648
- 0.14%
$82.72 - $89.22 $53.6K - $57.8K
461K $40.9M
IXUS
Ishares Tr

ETFs
-3.98K
- 0.43%
$76.35 - $82.58 $304K - $328K
917K $75.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-286
- 0.25%
$420.11 - $472.68 $120K - $135K
115K $53.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-6.8K
- 1.03%
$339.37 - $366.46 $2.31M - $2.49M
654K $239M
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
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